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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 for Mac Specifications

Time Tracking 

Task Management 

Reporting

Budget Management

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What Is Daylite?

Overview

Daylite project management software offers integrated customer relationship management (CRM) and sales operation platform. It aids businesses in managing clients, sales, and projects. The software also serves as a centralized system to track communication, manage next steps, and personalize outreach, strengthening client relationships.

Moreover, you can get valuable insights into deals, close rates, and lead sources, helping prioritize tasks and streamline the sales process. In addition, Daylite fosters collaboration by enabling task delegation and automating the next steps for projects.

What Is Daylite Best For?

Daylite stands out for its unparalleled support in managing the complete client cycle while managing projects. It lets you keep all client-related information, such as contact details, emails, and sales history, in one place. The platform also lets you track a client's journey from the initial contact through the sales process to post-sales support.

Daylite Pricing

The software offers pricing based on the module and the number of users in a company. Following are the modules and their starting prices:

  • CRM – Starting at $30/month
  • Sales + CRM – Starting at $50/month
  • Projects + CRM – Starting at $50/month
  • Business (CRM + Sales + Projects) – Starting at $70/month
You can also try out a free trial before signing up. Contact us for more information about Daylite pricing.

Disclaimer: The pricing is subject to change.

Daylite Integrations

The software integrates with several third-party applications, including HubSpot, Morgen, Google Calendar, Zapier, and Apple Reminders. Users can also integrate Daylite with:

How Does Daylite Work?

Here's how you can get started with Daylite once you have installed the interface:

  • Log in to your Daylite dashboard using the assigned credentials
  • Import your contacts either manually or through a CSV file import for larger contact lists
  • Create projects, and give each project a unique set of tasks and appointments
  • Add tasks to your projects and assign them to team members
  • Add due date, priority level, and other important details before you delegate tasks
  • Use the Sales suite to create new opportunities, track potential leads, and manage the sales process
  • Schedule meetings and appointments directly within the software
  • Generate detailed reports on your projects and sales opportunities
Watch a free Daylite demo for more information about the software's functionality.

Who Is Daylite For?

Daylite project management software is suitable for small businesses and large-scale enterprises. It is a flexible platform with customizable options, making it useful for various niches. The following industries use Daylite:

  • Marketing
  • Legal
  • Real Estate
  • Music and entertainment
  • Finance
  • Consultation
  • Manufacturing

Is Daylite Right For You?

Are you seeking a solution for managing projects, sales, and customers? Daylight might be a perfect choice. It comes with integrated services to help you manage the complete client cycle and close more deals while keeping track of existing ones.

The software offers a robust security framework that aligns with current standards, such as Transport Layer Security (TLS), which uses signature generation for secure data transfer between Daylite Cloud and your devices. Additionally, Daylite is project-based, allowing flexibility and growth as your business expands.

Still confused about buying Daylite software? Read Daylite reviews to learn from other users' experiences, or contact us at (661) 384-7070 and talk to a live representative to discuss your options.

Daylite for Mac Features

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.

how it worksSee How It Works

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.

how it worksSee How It Works

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.

how it worksSee How It Works

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.

how it worksSee How It Works

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.

how it worksSee How It Works

Pros and Cons of Daylite for Mac

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 for Mac Pricing

CRM

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What's Included

  • 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

Sales

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What's Included

  • CRM features, and:

  • Sales Opportunities

  • Sales Opportunities Board

  • Sales Pipelines

  • Lead Management

  • Sales Reporting

Projects

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What's Included

  • CRM features, and:

  • Projects

  • Projects Board

  • Project Pipelines

  • Project Reporting

Business

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What's Included

  • CRM, Sales, Projects features, and:

  • Upgrade to fit your business's needs

  • 1 user included

  • $45/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/month per additional pack of 10

Daylite for Mac Reviews

Overall Rating

4.4

46 Reviews

Rating Distribution

5

star

(30)

4

star

(8)

3

star

(6)

2

star

(1)

1

star

(1)

April 2024

Daylite for Mac of K's Kitchen

MICHELLE LYN

Food & Beverages

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

Pros

I appreciate that Daylite for Mac aids my business in acquiring more leads for potential customers. Posting content to my social media accounts has never been simpler. The CRM has many features and is very easy to navigate. The customer service is also really helpful.

Cons

I dislike how this app relies solely on an internet connection. Without it, the database won't load, which caused me trouble once when I couldn't retrieve a customer's contact info due to erratic signal. I really wish there was an offline version of the database.

March 2024

Good App ... for Mac only.

Luiza

Newspapers

Ease of use

10

Value for money

6

Customer Support

10

Functionality

10

Pros

Everything worked perfectly, the app is smooth and has a stunning UI. Easy to set up and use. Support is great and available.

Cons

Regrettably, it's exclusive to the Apple ecosystem.

December 2023

One of the best, complete and integrative solutions on Mac

Sascha

Information Technology and Services

Ease of use

10

Value for money

9

Customer Support

10

Functionality

9

Pros

It is simple to install and use. Good integration with other tools (e.g., accounting) and mobile accessibility.

Cons

It seems like more than what our small company actually needs. Many of the features available are not utilized.

September 2023

An essential tool for sales agents

Michael

Supermarkets

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

It is quite intuitive, featuring a short learning curve that allows new users to quickly understand and effectively utilize the software.

Cons

We found it necessary to modify the terminology because it did not align with our own specific terms and vocabulary.

September 2023

Daylite CRM

Igor

Entertainment

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Daylite has proven to be a highly customizable CRM software that effectively manages my clients, conversions, and project completion.

Cons

There's nothing to dislike about it, it's absolutely fantastic.

August 2023

Love Daylite but does not integrate with 365 (outlook or teams)

John

Management Consulting

Ease of use

8

Value for money

8

Customer Support

8

Functionality

7

Pros

It offers offline sync capabilities, a native app experience, a powerful CRM, as well as comprehensive sales pipeline and project management features, making it an all-encompassing tool for my business needs.

Cons

Not being able to integrate with Microsoft 365 is a huge drawback for me because most of my clients and stakeholders use it. It's frustrating that I can't sync 365 calendars or contacts with Daylite. Some parts of the User Interface (UI) feel outdated. The merge and document assembly features, as well as the estimates engine, are quite old-fashioned and not very intuitive to set up. Also, not all external calendar invites are compatible with Daylite. Lastly, Marketcircle doesn't share its development roadmap, so it feels like users are left in the dark.

June 2023

Love it

Asekho

Entertainment

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

The integration with my workload is incredibly seamless, making my tasks much more manageable and efficient. I absolutely love using it.

Cons

Although it comes at a somewhat higher cost, I have a deep appreciation for it nonetheless.

June 2023

The best small business or freelancer CRM

Ben

Publishing

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

Pros

Daylite is seamlessly integrated into macOS, very easy to set up, very easy to use. A masterclass of focused app development.

Cons

Daylite exhibits less flexibility, particularly noticeable on iOS and iPadOS when contrasted with its counterpart on the Mac platform.

December 2022

Information to everybody

Alexia

Arts and Crafts

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

It's like an agenda taken to the next level; it lets me have all my notes and reminders, data, and everything perfectly controlled. It simply makes my life easier.

Cons

Initially, its usability may not be immediately intuitive when you begin utilizing the software.

November 2022

I Love Daylite

Sharon

Professional Training & Coaching

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

I've been using Daylite for 20 years as of 2022! I love it. I use it for client contacts, storing data of people working together in various organizations, managing my daily schedule. It's simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. The support staff are also wonderful and readily available to provide guidance when Daylite upgrades, as well as offering other support services. I HIGHLY RECOMMEND Daylite! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator of the "Powerful Non-Defensive Communication" process, international speaker, consultant, and organizational training provider.

Cons

There's nothing that I dislike about Daylite.

View All 46 Reviews

Frequently Asked Questions

Yes, Daylite offers an API.