Daylite
Claim ProfileAward-Winning Mac CRM Software for Your Small Business
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Daylite Evaluation Snapshot
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Product Overview
Daylite Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Daylite
Problem it Solves
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Organizes Client Relationships And Projects In One Connected Workspace.
Target Users
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Sales Teams
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Small Business Owners
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Professional Services Firms
Core Use Case
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Organize Projects And Tasks
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Monitor Business Performance
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Schedule Meetings And Follow Ups
USP
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Apple Native CRM Software Built For Service Based Businesses.
Editorial Buyer Guidance
Who Is Daylite Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Organizes Client Relationships And Projects In One Connected Workspace.Target Users
- Sales Teams
- Small Business Owners
- Professional Services Firms
Core Use Cases
- Organize Projects And Tasks
- Monitor Business Performance
- Schedule Meetings And Follow Ups
Unique Selling Point
Apple Native CRM Software Built For Service Based Businesses.
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Category-Based Capabilities
Daylite Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control
Reporting/Analytics
Activity Dashboard
Activity Tracking
Role-Based Permissions
Calendar Management
Compliance Tracking
Alerts/Notifications
No-Code
Email Management
Real Time Notifications
Collaboration Tools
Document Storage
Real Time Reporting
Rules-Based Workflow
Graphical Workflow Editor
Task Management
Search/Filter
Monitoring
Progress Tracking
Document Management
Drag & Drop
Template Management
Workflow Configuration
Business Process Automation
Commenting/Notes
Access Controls/Permissions
Forms Management
Project Workflow
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments
Insurance Software 14 selected features Open category ↗ ⌄
Insurance Rating
Contact Management
Insurance Policy Management
Document Management
Claims Management
Self Service Portal
Property & Casualty
Commission Management
Policy Management
Life & Health
Workflow Management
Audit Trail
Quotes/Estimates
Activity Tracking
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Pricing Information
Daylite Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Frequently Asked Questions
Daylite FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Daylite is a business productivity and customer relationship management software designed for teams that use Apple devices to manage clients, projects, and sales activities in one connected system. The software combines contact management, calendars, tasks, email integration, and project tracking so businesses can organize client interactions and daily operations from a single workspace. By linking every meeting, email, task, and note to the right contact or project, Daylite creates a complete history of client relationships that helps teams stay organized and maintain context for every interaction.
Built for Mac, iPhone, and iPad environments, the system integrates with Apple Mail, Calendar, and Contacts to streamline communication and scheduling. Sales teams can manage opportunities through customizable pipelines while project teams track deliverables, deadlines, and collaboration tasks. With centralized client data, workflow automation, and cross-device access, Daylite helps service-based businesses manage relationships more effectively, coordinate team activities, and keep projects and deals moving forward.
- No, Daylite does not offer a free version.
- No, Daylite does not offer any free trial.
- No, Daylite does not offer an API.
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Daylite offers support with the following options:
- Email , Chat , Knowledge Base
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Daylite offers training with the following options:
- In-person , Webinar , Documentation
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Daylite supports the following languages:
- Dutch , English , French , German , Spanish
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Following are the typical users of the Daylite:
- Self-Employed , Small-Business
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Daylite supports the following deployment:
- Cloud Hosted
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Daylite supports the following devices and operating systems:
- Web-Based , iPhone , Mac
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Product Comparisons
Daylite Comparisons
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