Everything you can do with Daylite

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.