Track and centralize all your client communications and details in one place, so you can spend less time managing your client list and spend more time building stronger client relationships with them.
Manage and organize contact details including activities and communication in one place. Create unlimited contacts and use the 2-way sync with Apple Contacts app to stay on top of all your contacts.
Stay on top of your follow ups and to-do lists with reminders, due dates, notes, and priority. You can even set tasks to repeat automatically.
Daylite Mail Assistant
Direct Apple Mail integration on the Mac. Store emails, capture new leads, and create follow-up reminders right from your inbox.
Easily segment your contacts based on various criteria with static or dynamic smart lists.
Use Daylite calendar to make your day managable. View your appointments and easily schedule team meetings. Use the 2-way sync with Apple Calendar app to stay on top of all your schedules.
Mac and iOS apps
Access Daylite anytime even offline, from anywhere, on your Mac, iPhone or iPad devices.
Linking is the glue that holds all of your clients’ information together, giving you full context of your client history.
Gather detailed information about your clients or projects, such as preferences, demographics, and revenue, or use Forms to evaluate your work processes.
Delegation and Permission
Control which users and teams have access to what information. Delegate key tasks to your users so you can easily track their progress.
Create personalized emails or reusable letter templates for onboarding, renewals, new offers, and more, so you can easily send them to a single contact or a segmented group all at once. And printing labels is a breeze in Daylite.
Create customizable checklist templates for follow-up tasks and protocols.
Create custom fields, default values, categories, tagging options, roles, relationships, and more. Daylite is fully customizable to your business workflows.
Keep a chronological history of emails, activities, calls, and meetings.
Daylite offers a full range of integration options to reach your business needs.
Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.
Includes all the benefits of CRM plus the Sales Management features highlighted below:
Capture your prospects' details, track and oversee your ongoing sales opportunities. Handle more deals by streamlining your sales processes.
Stay on top of every deal’s details with Daylite Opportunities. An active Opportunity is an “Open” one you’re currently working on. Opportunities with a status of Won, Lost, Suspended or Abandoned are not considered “Active” and do not count towards your active limit.
Sales Opportunities Board
Visually track the progress of your deals at every stage of your sales process, and help you prioritize sales opportunities.
Keep track of sales opportunities through their sales cycle from lead to won using customizable pipeline stages.
Collect, qualify and follow up with your leads in one place.
Create detailed quotes and estimates giving your potential clients all the information they need to make a quick decision to do business with you.
Track probability of leads and prioritize hot, medium, and cold leads to help with forecasting.
Keep track of who has referred your business and which leads were referred by who.
Report on sales and gain data-driven insights using built-in reports to measure your success and highlight where to improve. Customize reports for your unique situation.
Keep track of all the crucial details and organize all the moving pieces of your projects all in one place, so you can spend less time managing your projects and spend more time getting them done.
Includes all the benefits of CRM plus the Project Management features highlighted below:
Organize all the moving pieces in a project and keep track of all their details. Streamline your project processes to improve efficiency and get more done.
Stay on top of every projects’ details with Daylite Projects. An active Project is a “New” or “In Progress” one you’re currently working on. Projects with a status of Done, Deferred, Cancelled, or Abandoned are not considered “Active” and do not count towards your active limit.
Visually track your projects' progress at every stage and help you prioritize.
Keep track of every projects' progress and important milestones using customizable pipeline stages.
Track progress and important milestones using customizable pipeline stages.
Report on projects and gain data-driven insights using built-in or customizable reports to measure success and highlight where to improve.
Need a tool to manage your entire business? This is the perfect plan for you.
All the benefits from CRM, Sales to Projects, everything in one place. Daylite Business allows you to spend less time staying on top of clients' details, following up on sales and keeping track of projects, so you have more freedom to do what you love.
Start your 14-day trial
Download Daylite on your Mac, iPad, and iPhone.
Start using Daylite daily
Organize your business in one place.
Have more time to do what you love.
Talk to one of our advisors by calling 1 (866) 278-8796