Daylite CRM for Mac, iPhone and iPad

Build Stronger Client Relationships

Keep the details your small business needs right at
your fingertips. Stay connected. Demonstrate value.
Nurture trust.

Start A Free Trial Talk With Us First

Get full access. No credit card required.

The Small Business CRM for Apple Devices

Finally Put It All Together

Daylite CRM brings order to your client information, linking everything in one place so you and your team can quickly find what you need to run your business smoothly and focus on what matters. Your clients will be happy you did.

Made for SMB

Designed to empower small organizations, independent professionals and freelancers.

Simplify on Apple

Meshes easily with many macOS and iOS apps and features you already know and love.

Tailor to Fit

Highly customizable to your specific needs and workflows in a range of industries.

Learn what makes Daylite different

With Daylite, we can spend less time thinking and spend more time executing.

Max Black, Max Black Realty

Start A Free Trial Talk With Us First

Get full access. No credit card required.

Small Things, Big Difference

Keep Track of Details

Show clients they matter to you by knowing what matters to them. Collect every aspect of your relationships to create complete living histories — every personal detail, email, call note, reminder, contracts, and more.

Share with Apple Contacts
Access anywhere, even offline, across Apple devices
Create custom fields, categories, tags, roles, and more
Control user and team access to information

Work With Ease

Expand Your Capacity

Impress clients and win business by staying on top of everything. Link your contacts to appointments and follow-up reminders with due dates, notes, priority levels and automatically repeating tasks, all coordinated across your team.

Connect Apple Mail or Outlook to capture information and create tasks right inside your inbox
Share with Apple Calendar for easy scheduling
Delegate tasks and track their progress
Build a chronological history of client interactions

Make It Your Own

Develop Processes

Running a successful business requires consistent efficiency. With Daylite CRM, you can automate how you gather information from clients, and with a single click, attach your own standardized checklists of tasks you or your team needs to complete.

Build custom forms that centralize client data intake
Create customizable checklist templates for repeatable processes
Integrate with additional third-party tools and apps

Simplify Outreach

Make It Personal

Keep in touch with clients to stay top of mind and build loyalty. Personalize automated emails or letters — onboarding, renewals, offers, etc. — and send to individual contacts or segment your contacts into lists using criteria of your choice.

Connect Apple Mail or Outlook to capture information and create tasks right inside your inbox
Create personalized emails or reusable letter templates
Classify and filter contacts with keywords, categories, and other criteria
Generate dynamic lists that update automatically based on your criteria
Print mailing labels with ease

Start A Free Trial Talk With Us First

Get full access. No credit card required.

Daylite CRM Feature List

Contact Information Capture
Sharing with Apple Calendar
Client Information Linking + Activity History
Task Management + Delegation
Calendar Scheduling

Forms for information intake
Customizable Checklist Templates
Customizable Email & Letter Templates
Contact List Segmentation

Inbox Integrations: Apple Mail + Outlook
Syncs across Mac, iPad and iPhone apps
Offline Data Access
User Permission Controls
Customizable Data Fields
Third-Party Tool and App Integrations

Ready to Help

Get Started Today

Evaluating a new CRM is a big business decision. The Daylite team provides personalized guidance to help you achieve success and answer any questions you have.