The CRM and productivity business app built exclusively for Mac, iPhone and iPad.
Daylite Mail Assistant
Direct Apple Mail integration on Mac. Store emails, capture new leads, and create follow-up reminders right from your inbox.
Apple Calendar
Share your Daylite calendar with your Apple Calendar to view personal appointments right in Daylite.
Apple Contacts
Share your Daylite and Apple contacts to keep them up to date.
Notification Centre on iPhone & iPad
Get notifications for meeting invites, tasks, and reminders.
Siri on iPhone and iPad
Use Daylite hands-free on the go using Siri.
Caller ID on iPhone and iPad
Know who's calling.
Multitasking on iPad
Work in Daylite and another app side-by-side.
Light/Dark mode
Set the appearance of Daylite in Light or Dark Mode based on your preference.
Opportunities Board
Visually tracks your deals' progress at every stage and helps you prioritize sales opportunities.
Contact Management
Capture, organize, search and remember contact details.
Email Integration
Integrate with Apple Mail on the Mac. View and process your emails right in Daylite on the iPhone & iPad.
Built-in Calendar
Set reminders for follow-ups and schedule meetings and calls. View your entire team's schedule in one place.
Email Marketing
Create custom email templates and send bulk emails.
Timeline Tracking
Keep a chronological history of emails, calls, and meetings.
Lead & Pipeline Management
Manage sales opportunities through their lifecycle from lead to won.
Lead Scoring
Track probability of leads and prioritize hot, medium, and cold leads.
List Segmentation
Easily segment data lists based on various criteria with static or dynamic smart lists.
Quotes/Estimates
Create quotes for standard services/products or create custom quotes on the fly.
Document Management
Attach files and documents such as contracts, photos, or links to online files and folders.
Referral Tracking
Keep track of who's referred you business and who leads were referred by.
Customer/Lead Segmentation
Create simple or complex segments by filtering across a wide range of criteria.
Reporting
Report on sales, projects, tasks and more using built-in reports or customizable reports using the report engine.
Project Management
Manage client or internal projects individually or as a team.
Task Management
Create follow ups and to-do lists with reminders, due dates, notes, and priority.
Task Delegation
Assign tasks to team members and get notified when they're done or updated.
Shared Calendar
View your entire team's schedule in one view or select users to view calendars overlaid for easier scheduling.
Document Management
Attach files and documents such as contracts, photos, or links to online files and folders.
Checklist Templates
Create customizable checklist templates for follow-up series, projects, and protocols using Activity Sets.
Milestone Tracking
Track progress and important milestones using customizable pipeline stages.
Repeating Tasks & Appointments
Weekly team meetings? Payroll reminders? Set tasks and appointments to repeat weekly, monthly, or custom.
Linking capability
Linking is the glue that holds all of your clients’ information together, and giving you full context of your client history.
Permissions
Controls which users and teams can see and access sensitive information.
Customizations
Create custom fields, default values, categories, tagging options, roles, relationships, and more.
Offline Access
Work anywhere, anytime without an Internet connection with data stored directly on your Mac, iPhone & iPad.
API & Integrations
Integrate with popular apps or build custom integrations using our API. View full integration list. View API documentation.
For more info about integration, visit our Integrations & Add-Ons Page.