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Overview

What is Daylite?

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

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Pricing

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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
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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%
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Comparisons

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Reviews From Top Reviewers

(1-5 of 10)

Best CRM available for IOS devices to manage all operations in business

Rating: 10 out of 10
September 06, 2021
DM
Vetted Review
Verified User
Daylite
1 year of experience
Daylite is one of the best CRM's built for iOS which deals in managing the clients, engaging more clients, helps in closing more deals, and finish[ing] more projects. It is loaded with rich features like email syncing, it attaches all the emails immediately without wasting time from the slide bar. It allows [you] to have a track on the project, helps in maintaining good workflow, and works perfectly on the Mac devices without getting slow and [causing a] delay in working.

Sophisticated tool with all powerful features for managing customer relation

Rating: 9 out of 10
May 21, 2021
SM
Vetted Review
Verified User
Daylite
2 years of experience
[Daylite] is multi-tasking application which also allows me to manage my projects I can easily design the quotations and optimize the estimation. Now it is convenient for me to track back any certain process. Daylite has also helped me in document management. This tool has affected every aspect of my sales and marketing. It is a blessing application for our finance department.

A tool that assists in the completion of projects on time.

Rating: 9 out of 10
August 17, 2021
CE
Vetted Review
Verified User
Daylite
1 year of experience
It is being helpful in the management of the clients as well as the projects. With its variety of features, we are able to deliver projects on time. Contact management feature and its templates are two major features that are in our use and are so good. With its integration, we are able to integrate it with other ecosystems and it is highly adaptable for our firm.

Brilliant CRM for managing business operations

Rating: 9 out of 10
July 06, 2021
AB
Vetted Review
Verified User
Daylite
2 years of experience
Daylite is one of the best CRM available in the marketplace for managing clients, more conversions, and finish more projects. It is an excellent, highly customizable program that allows me to organize and monitor my business operations in real-time. It is compiled of all the best features in terms of communication with clients and keeps track of every single piece of information regarding them. Overall it is playing a very important role in our company.

Complete software to manage business operations effectively

Rating: 10 out of 10
June 29, 2021
OT
Vetted Review
Verified User
Daylite
2 years of experience
I have been using this platform to sort out all the business processes easily. Fast customer support, a clean dashboard, and good integration helping me a lot. Definitely recommend to other businesses to use this platform for a good approach to the work. Designed with much-modernized UI and dashboard is very pleasing to use and to have the best experience on it. The support team is working quite impressive.
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