Last Updated

Overview

Experience seamless client management with Daylite software. From initial contact to after-sales support, streamline every stage of the client cycle. Centralize information, enhance client relationships, and boost productivity. Integrate with other apps for a superior user experience. Discover Daylite features for efficient task management.

Daylite Specifications

  • Time Tracking
  • Task Management
  • Reporting
  • Budget Management

Daylite Features

Project Management

The platform aids in organizing and monitoring all project details, streamlining processes and improving efficiency. It consolidates all project components into one place, facilitating better tracking from inception to completion. Daylite ensures that no tasks are overlooked and project progress can be visualized at every stage.

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Project Reporting

This feature allows users to gauge their project's success and pinpoint areas that need enhancement. It provides an in-depth analysis of the project's progress, helping businesses make informed decisions and strategies for improvement.

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Contact Management

Daylite CRM offers contact management, letting users manage and organize contact details. They can also consolidate activities and communication in one centralized location. It leads to effective communication with clients and partners and a comprehensive understanding of each contact's engagement history.

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Delegation

This function enables users to assign crucial tasks to team members and monitor their progress. Managers can distribute workloads evenly by delegating tasks, ensuring that all team members are working efficiently.

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Referral Tracking

The software enables businesses to monitor the sources of referrals and track introduced leads, providing clarity on the origin of each referral. This data empowers businesses to express gratitude and offer incentives to individuals who contribute to their business.

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Pros And Cons of Daylite

Pros

  • Easy to set personal appointments as well as business meetings

  • Helps streamline all the moving pieces of your projects

  • Maintains stronger relationships with your clients

  • Handles more projects

  • Auto update function can save time

Cons

  • Buying separate modules might not be cost-effective for small businesses

  • Slows down if the internet connection is not stable

Daylite Pricing

CRM

Sales

Projects

Business

  • Contact Management

  • Task Management

  • Daylite Mail Assistant

  • Daylite Calendar

  • List Segmentation

  • Mac, iPhone, and iPad apps

  • 2-way syncing with Apple Contacts and Apple Calendar apps

  • CRM features, and:

  • Sales Opportunities

  • Sales Opportunities Board

  • Sales Pipelines

  • Lead Management

  • Sales Reporting

  • CRM features, and:

  • Projects

  • Projects Board

  • Project Pipelines

  • Project Reporting

  • CRM, Sales, Projects features, and:

  • Upgrade to fit your business's needs

  • 1 user included

  • $45 per month per pack of 3 additional users

  • 3 months of visible history included

  • Additional history upgrades available as needed

  • Combined total of 10 active Opportunities and Projects included

  • $10 per month per additional pack of 10

Disclaimer: The pricing details were last updated on Aug 18, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Daylite Reviews

Total 49 reviews

4.4

All reviews are from verified customers

Rating Distribution

5

Stars

67%

4

Stars

16%

3

Stars

12%

2

Stars

2%

1

Stars

2%

Share your experience

T

Ted

Management Consulting, 1-10 employees

Less than a year

5.0
September 2025

Brilliantly connects everything for Mac

Pros

While Apple's products work well together, they can feel disconnected for business use. But Daylite brilliantly connects everything! It is also a native Mac app, not just a website so it feels fast and works like it is part of the computer itself. Overall it is fantastic.

Cons

Setting up meetings in the calendar needs work. I am aware the team is improving it but making repeating events is pretty messy right now and the connection with Google and Microsoft calendars is not as smooth as it should be.

Rating Distribution

Ease of use

7

Value for money

10

Customer Support

10

Functionality

7

D

Diana

Financial Services, 1-10 employees

Less than a year

5.0
November 2024

Perfect project management and CRM in one system

Pros

Having both project management and a CRM in one single system is perfect for me. I also really like how it lets me manage client interactions and follow project tasks all at the same time without any friction.

Cons

For someone just starting out, I feel like the platform can feel like a lot to take in particularly during the initial setup and when you are trying to learn all the powerful tools it offers.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

H

Heather

Entertainment, 1-10 employees

Less than 6 months

5.0
August 2024

Works smoothly with apple mail & calendar

Pros

My favorite part is how smoothly it works with Apple Mail and my calendar. It is also very easy to link emails directly to a specific contact, meeting or project. It even automatically finds and connects to our existing contacts for us.

Cons

I have not found any downsides because whenever I have a question during setup, I can always find an answer. It is also surprising that Daylite is not mentioned more often in CRM discussions. But when I asked an AI for the best CRM for Apple products, it was the top recommendation.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Does Daylite offer an API?

Yes, Daylite offers an API.

What language does Daylite support?

Daylite supports English, French, Dutch, Spanish, and several other languages.

What other apps does Daylite integrate with?

Daylite integrates with various third-party apps, including Mailchimp, HubSpot, Slack, Google Calendar, and Apple Reminders.

Does Daylite support mobile devices?

Yes, Daylite supports iOS mobile devices.

What types of pricing plans does Daylite offer?

Daylite's pricing depends on the module you opt for CRM, Sales, or Projects. They cost $25, $40, and $40, respectively. The Business pricing model gives you all the modules for $55. Call us for a personalized Daylite cost.

Who are the typical users of Daylite?

Daylite is used across various niches, including legal, marketing, financial, manufacturing, and consultation. It can send personalized reach outs, track new business prospects, and control the sales cycle.

What level of support does Daylite offer?

These are the support options offered by Daylite: phone, email, FAQs, and a knowledge base.