Marketcircle DayLite is the new Business Critical Software for all Mac based businesses. Built natively for Mac OS X, DayLite is a comprehensive Contact and Cutsomer Relationship Manager that is easy to use, has powerful and dynamic charts, an intelligent follow-up mechanism, keeps track of history and associations and is fully networked.
Marketcircle DayLite has been designed to equip and empower an entire company. An individual can manage a sale from a cold call to the post-sales support using DayLite Opportunities and Projects. The team leader can overview any Opportunity, make an action plan, delegate tasks to team members and always see what the next pending task is for each Opportunity. The President or CEO can monitor their sales pipeline and get that instant company synopsis at the individual level or at the company level using the powerful charts in DayLite.
The modules include: Contacts, Roles, Organizations, Groups, Projects, Opportunities, Tasks, Notes & Appointments.
Select features include:
- Address Book Sync!
- Assign tasks and appointments
- Ability to always see the next pending task - for any contact, opportuntiy or project
- Intelligent follow-up mechanism - with a single click, mark your current task as done, schedule a follow-up task that is automatically linked to the same contacts, opportunities or projects!
- Powerful tab/comma text importer
- Auto-dialer
- Pipeline to manage the progress of Opportunities through the sales process
- Sales Forecasting and Win/Loss graphs
- Unlimited Roles, Phone Numbers, Geographical Addresses, Electronic Addresses per Contact (Contacts can be associated to multiple organizations, groups, projects and opportunities at the same time)
- Unlimited Custom Record Sets and Fields for Contacts, Organizations, Projects and Opportunities
- Rich, Template based, letters (Send Rich PDF Letters as email attachment)
- Sort, Filter, Hide and Unhide list view columns (copy/paste selected rows and columns to Excel or other spreadsheet applications)
- Multiple viewers on the same document
- Extensive use of Drawers, Toolbars, & Sheets
- Select multiple, disjoint days using the mini calendars in the drawer
- DayLite Business Edition is fully networked with multi-user support.
DayLite is designed for the novice, but built for the power user.
Version 1.2 has some huge feature additions including an online/offline capability, global find and the much requested bulk mail merge. This is also the first version of substantial differentiation between the Personal and Business Editions.
The online/offline and bulk mail merge are available only in the Business Edition. If DayLite is to be used for any business related activities, the Business Edition is highly recommended as all data is stored in a robust relational database.
TAKE DAYLITE ON THE ROAD! (Business Edition ONLY) Although you can connect to DayLite and have access to the most current information, there may be times when duty calls you offsite. If you need work offsite or without an internet connection, keep DayLite with you. You can take an entire copy of the database on your laptop, access, create and modify data as you please, and then sync back to the master database when you return.
SEND BULK MERGED LETTERS! (Business Edition ONLY) Send a merged letter to several people at the same time - by plain text email, PDF attachment or printed letters! You can select multiple people right from your contact list, choose an organization or just some of the people involved in a project. We have added a Make a Letter option to the Contact, Organization, Project and Opportunity contextual menus. There is also a new title field for you to specify the subject of the letter.
GLOBAL FIND ADDED! Never again spend time searching for that contact, or project - let DayLite find them for you! The new Global Find has clean and simple interface where you can enter the term you want to search for, where you want to search for it, and then view a list of results (and see their summary right there!).
SORT AND FILTER DIFFERENT FIELDS! By holding down the option key and then clicking on a column header you can sort that column in ascending or descending order. Select another column, and then filter by that selected (but not sorted) column. Being able to sort and filter with two different columns at any given time provides you with much more flexibility - and cuts down the time needed to get to the selection of tasks or contacts needed. You can also use "*" as a wild card in the filter search field. Searching for c*t will find all cities which start with a C, end with a T and have 1 or many letter in between!
LOTS OF NEW CONTEXTUAL MENU OPTIONS! Create a new automatically linked task, appointment, or even a note from any contextual menu! If you found the project you need to make a note for in the project list, you can use the contextual menu to open the project card, have a new note added and be ready for editing - in a single click! Contextual menu save anywhere from 2 to 4 clicks per action, so make the most of this new and improved convenient feature!
IMPORT YOUR NOTES! Our powerful text importer can now import all Notes that are tab delimited or comma separated! You can tie multiple notes to a contact through a contact's email address, contact ID or source import ID. Untied notes will be added as personal memos.
OTHER GREAT NEW FEATURES
- Add tasks and timeblocks right from the Contact, Project and Opportunity cards!!
- Your last database connection is now remembered, and you can choose to connect at launch
- A new field called Tagline has been added to Contacts and Organizations
- An application updater has been added
- There is a new preference to allow you to open the card of what you have just created automatically, or when holding down the option key as clicking Finish
- You can drag contacts from group to group
- You can reset your Address Book sync memory!
- Categories can be imported on Organizations
Existing users, 
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Featured Reviews
Despite my initial review below, I've given up. - Version: 3.9.2, 6/18/2009 01:25PM PST 
