Daylite

Daylite

Score 8.9 out of 10
Daylite

Overview

What is Daylite?

Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
Read more

Recent Reviews

Read all reviews

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Daylite, and make your voice heard!

Return to navigation

Pricing

View all pricing

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.marketcircle.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $39 per month per seat
Return to navigation

Product Demos

The 5 Sales Funnel Stages and How to Optimize To Convert More Leads
09:32
Return to navigation

Product Details

What is Daylite?

Daylite is a CRM and business productivity app that helps small businesses build stronger client relationships and close deals, then deliver on their commitments efficiently which increases revenue. Unlike classic CRMs that are built for “the boss” to report on sales with fancy charts, Daylite is designed to support day-to-day work, not create it. Unlike most CRMs that are web-based, Daylite is a real macOS and iOS app that works seamlessly with many of the built-in Apple apps, and all the Apple devices, you know and love! Plus, in keeping with the elegance and power of leading Apple apps, Daylite doesn't need a fleet of admins to run it. Normal teams can do great things with their businesses in Daylite.

Daylite helps small business worried about client communication, details, or follow-ups slipping through the cracks, not knowing how many deals are in the pipeline and what needs to be done next to close the deal, and not having visibility on what’s been done or what needs to be done next on projects. Users of Daylite have been able to manage more clients, close more deals, finish more projects, and grow more efficiently!

Daylite Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management

CRM Reporting & Analytics Features

  • Supported: Pipeline visualization

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects

Security Features

  • Supported: Role-based user permissions

Platform Features

  • Supported: Mobile access

Daylite Screenshots

Screenshot of Daylite app shown on both iPhone and Mac

Daylite Video

The 5 Sales Funnel Stages and How to Optimize To Convert More Leads

Daylite Integrations

Daylite Technical Details

Deployment TypesOn-premise
Operating SystemsMac
Mobile ApplicationApple iOS

Frequently Asked Questions

Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.

Daylite starts at $39.

HubSpot Sales Hub, Zoho CRM, and Insightly are common alternatives for Daylite.

The most common users of Daylite are from Small Businesses (1-50 employees).

Daylite Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)100%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)0%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

 (35)

Attribute Ratings

Reviews

(1-10 of 10)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
Score 7 out of 10
Vetted Review
Verified User
Daylite is awesome if you have a lot of clients and you need to keep track of who is talking to them and who talked to them about what. It is awesome if you have several people who manage the project a different points because you can easily get caught up on a client account or pass it over to someone else. Our projects follow the common flow where the client first speaks with a sales rep then they are passed off to a project manager and the billing team and then when the project is complete, our help desk manages any communications. Daylite is amazing for helping all of our teams coordinate their efforts so the client has a smooth sailing experience.
Darren Mihalic | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Daylite is a phenomenal, exceptionally adaptable CRM program that permits [users] to sort out and screen business operations progressively. Basic information, for example, staff plans, finance, patient and supplier contact information can be recorded and partaken in a protected way. Clients may get to their records on numerous Macintosh and iOS gadgets without having to sign in and out over and over while keeping a serious level of safety.
Score 9 out of 10
Vetted Review
Verified User
It is an adjustable tool with all the business firms and is highly adaptive and allows multiple customizations as well as comforts. If someone is looking forward to uplift his business then it is most likely to do this miracle with the features it has like contact management, reporting, forecasting, and what not. I am highly contented with this tool.
Alena Burda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Daylite is helping me a lot in the organization for managing different tasks deadlines, connecting with customers, and handling all the communication. The mobile app needs to be more responsive and needs an update to be more helpful. Other than [that], perfectly designed platform and I would definitely recommend this to other organizations to use this platform to have more control on managing the task and contact details.
Olivia Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I am giving it this rating because I feel pleased to use this software. It is also helping me to manage finance very easily and give all insights according to needs. Another great feature that Daylight has is that it can easily integrate with other software very easily like mail, Apple calendar, Siri, and Apple reminders easily.
Sofia Martinez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
If you are looking for reliable solutions in managing customer relations effectively then I suggest you have it. It will give you the best window solutions for handling marketing too. You need not look at any other tool for detailed reporting after having this. It is a trustworthy platform that is managing our relations with our clients and creating a strong knot between us.
Score 8 out of 10
Vetted Review
Verified User
It is probably the best Mac based CRM I have found. I am generally very content with it and wish it had broader use so as to be looked at for integration with other platforms more often. Its Mac integration is quite good though. I love the ability to take it on the road with the mobile apps and look forward to those being developed further.
Fred ALPI | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I've been using several contact organizers in the last decades, and I must say that Daylite is the best I have used until now, despite the evolutions it would need. An important point to insist on is the very good quality of the customer support, both reactive and patient, I had some issues they spent time, in real time, to solve. Very comforting when you use this on a daily basis as I do. I actually can't find any reason not to choose it. And I really have no involvement in the company, far or close ;-).
Pattie Covert | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
If your team uses only Macs, then I suggest investigating Daylite 6, which is cloud-based. We've found upgrades to be tricky, sometimes users have difficulty connecting to the data-base on the main user's Daylite Server. My opinion is that it would be easier to begin fresh with 6 than upgrading and moving our current Daylite Server to the cloud. And there's no going back, once you move to the cloud, you're committed.
Return to navigation