Daylite for Mac, iPhone and iPad
Bring all the right information together to manage with confidence.
Close more deals. Work more efficiently. Impress more clients.
Get full access. No credit card required.
Work with Less Stress and More Passion
Daylite harnesses the familiar elegance of the Apple ecosystem to provide small organizations and independent professionals with highly customizable tools that help you thrive from your first meeting through to the final deliverable.
Turn contacts into prospects into repeat clients.
Build strong relationships with an attention to detail that shows you value people in your network. Keep track of emails, notes, calls, and next steps all in one place.
Learn about CRMStay on top of every deal from start to signature no matter how full your pipeline is. Track the status and details of each opportunity to simplify the path to closing.
Learn about SalesAlways know what's been done and what needs to get done next. Share specifics, notes, updates and tasks so everyone is on the same page—and even automate next steps.
Learn about ProjectsMade for Small Business
Designed to empower small organizations, independent professionals and freelancers, Daylite is highly customizable to your specific needs across a wide range of industries. With personalized coaching, we champion every step you take toward building a better business.
Real Estate
Legal
Financial
Entertainment
Consulting
Marketing
Manufacturing
Software
Media
Get full access. No credit card required.
Made for Apple
The Daylite suite meshes effortlessly with many of the built-in Apple apps and features you already know and love, so you can simplify your workflow.
Connect your inbox to track client communications.
Share appointments and avoid meeting conflicts.
Add Reminders into Daylite hands-free on the go.
Start FaceTime calls with contacts from Daylite.
Protect your business data with Apple biometrics.
Use data from Daylite to easily create documents.
Client Management
The path to a stronger business begins with your clients. Daylite CRM makes it easier to nurture those vital relationships by putting at your fingertips all the details you need, including email history, call notes, reminders, contracts and more.
Ensure everyone has up-to-date info for easy hand-offs and delegating tasks.
Classify and filter into Smart Lists that update based on criteria you choose.
Simplify routine tasks and customize email templates for regular outreach.
Sales Management
Take your business further! Daylite Sales gives you a unified view of your deals pipeline, helping you to keep moving them forward. Juggle multiple opportunities by standardizing your sales processes, identifying bottlenecks, and prioritizing your next steps.
Stay on top of tasks and due dates, and follow up with prospects on time.
Create detailed quotes to encourage clients to make an informed decision.
Visually track the status of your opportunities across your whole team.
Project Management
Keep track of all the moving pieces. Daylite Projects helps you organize into a single place all the different steps, people, decisions, emails and tiny details of each project for you and your team. See what needs to get done, by who and by when to deliver on time.
Ensure everyone has up-to-date info for easy hand-offs and delegating tasks.
Ensure everyone follows the right steps to get projects done right.
View your entire team’s workloads so you can commit to realistic timelines.
Ready to Help
Selecting any new business tool is a big business decision. Our Daylite team provides personalized guidance to help you achieve success. In addition to extensive and easy-to-understand online resources, our team will answer any questions you have—at any point before or during your subscription.
