Do Big Things With
Your Small Business

Daylite powers you and your team to handle more clients, close more deals, and execute more projects than ever before.

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Daylite requires macOS 10.15.4 and iOS 13.4 or newer.

Daylite app's Team view on a MacBook with team's appointments and tasks coming up
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CRM

Build Stronger Relationships

Relationships are the lifeblood of every business. Daylite helps you build more relationships by keeping track of communication and next steps so you're always on the ball no matter how big your client list grows.

Daylite's Contact view on a MacBook showing recent emails, call notes, and follow up reminder
  • Remember every detail

    Remembering the little things makes clients feel special and builds trust. This opens the door to repeat business and more referrals. Daylite makes it easy to remember everything by keeping track of emails, notes, calls, and next steps in one place.

  • Never miss a beat

    Say goodbye to things slipping through the cracks because info was stuck in someone's head or inbox. Daylite keeps your team in sync by organizing and sharing everything in one place. Worried about confidential info? Daylite's permissions have you covered.

  • Target the right people

    When you want to narrow your contact list to find people in a specific industry or people you haven't touched base with in 6 months, Daylite makes it easy to find. Build customized lists that auto-update so you can stay top of mind and send personalized reach outs.

Portrait of Gina Best

“Daylite has allowed us to increase our volume of business while still maintaining the high level of service our customers have come to expect.”

Sales Tracking

Close More Deals

As you build relationships and opportunities emerge, tracking deals gets messy – especially when it takes weeks, months, or years to close. Lose sight of these deals and you're leaving business on the table. Daylite helps you and your team stay on top of every deal from start to close no matter how many you have in the pipeline.

Daylite's Opportunity pipeline report on a MacBook and pipeline progress view on iPhone
  • Push deals forward

    The more deals you have on the go and the larger your team grows, the harder it is to stay on top of the status of deals and what needs to be done to push each one forward. Daylite gives you an overview of where each deal is and what needs to happen next. Spend less time in status update meetings and more time closing deals.

  • Focus on the right deals

    Bringing in new business is an art of balancing your attention on the largest deals and the ones most likely to close. Daylite helps you prioritize your deals so you can focus on the right ones at the right time.

  • Report on sales

    Know what's working and what's not so you can make informed decisions to increase your revenue. Daylite gives you visibility on your close rates, win/loss reasons, and top lead sources so you have the data to make better decisions and grow your business.

Project Management

Execute More Projects

For many businesses, closing the deal is just the beginning of a relationship with a client. Daylite helps your team collaborate and execute on client projects without worrying about things slipping through the cracks. Manage up to 5 times more projects with your current team.

Daylite app's Project pipeline view in dark mode on a MacBook
  • More projects. Less stress.

    Say goodbye to the stress and chaos of trying to figure out what's been done on each project and what needs to be done next. Daylite gives you visibility on the status of each project and next steps so you're always on the ball.

  • Collaborate and share

    Help your team work better with less meetings and fewer interruptions. Share project details, next steps, meeting notes, and delegate tasks with Daylite so everyone is on the same page.

  • Automate next steps

    Reduce cognitive overload and save time with Daylite's project templates. Automate creating next steps for new projects and various scenarios so you don't have to worry about steps getting missed.

Portrait of Jeremy Picker

“Daylite ramped up our capacity. It took us from being able to manage 50 projects to 250 projects with a similar staff size.”

Scale your business

Grow More Efficiently

From your 1st employee to your 30th and up to your 100th, Daylite grows with you while supporting your team to work smarter, not harder. From sharing info, to handoffs between teams, Daylite helps you streamline your business operations. Plus, Daylite is flexible and customizable so you can mould it to fit your needs as you grow.

  • Control permissions

    Have confidential information you want kept private? Daylite gives you control over who can view, edit, and add information.

  • Streamline processes

    By having your business processes in Daylite, you can systematize everything from your sales process to onboarding new clients and beyond. This saves you time while making sure nothing gets missed.

  • Better onboarding

    When your sales process, client onboarding process, and project steps are in Daylite, new hires can get up to speed faster. Faster onboarding means you get a faster return on the investment of growing your team.

Portrait of Josh Nelson

“We've seen amazing growth and Daylite has been a pivotal part of that success by allowing us to really ramp up our capacity and keep track of everything. It's definitely a program that grows with us as we do.”

Customizable

Great for a Variety of Industries

Daylite is flexible and easily customizable. You can tailor it to fit your niche and set up workflows that help you improve efficiency in a way that works best for you.

Made for Mac, iPhone & iPad

Daylite works seamlessly with many of the built-in Apple apps and features you already know and love.

Daylite Mail Assistant on a MacBook, Contact Activity view on iPhone, and Calendar view on iPad

Apple Mail Integration

Clear out your inbox and stay on top of next steps. Save emails to clients, appointments, and tasks so you have a full history of conversations in one place. Plus you can create tasks in Daylite right from Apple Mail.

Apple Calendar

View your personal appointments in your Apple Calendar right in Daylite and vice versa.

Siri on iPhone & iPad

Add Reminders to your iPhone or iPad hands-free while you’re on the go, and have them sync to Daylite.

FaceTime & Caller ID

Start FaceTime calls right from Daylite and use CallerID by setting up Apple Contacts sharing.

FaceID & TouchID

Keep your business data private by enabling FaceID, TouchID, and Passcode protection on iPhone and iPad.

Pages, Numbers & Keynote

Create contracts, reports, and other documents by pulling data from Daylite into Pages, Numbers, and Keynote (and of course, Microsoft Word and Excel).


Work Offline

Slow internet or no internet? No problem! Unlike other CRMs and Project Management apps that need a web browser, Daylite is a real Mac and iOS app. Access your data anywhere, anytime in a flash.


Other Built-In Features

  • Dark Mode
  • Dynamic Font
  • Notification Center
  • Multitasking
  • Customizable Shortcuts
  • Cursor for iPad

Get Started

We're Here to Help

While Daylite is intuitive and faster to onboard than most CRMs and Project Management tools, learning a new system takes time and can feel overwhelming. We're here to help you get set up for success with both free and paid services for starting small or going big.

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For over 20 years we've been helping people grow their businesses. Join our community of small businesses doing big things!

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