Daylite is a customer relationship management (CRM) and project tracking software designed for Apple devices. Its features include opportunity identification, calendar scheduling, email accounts, contact management, and lead monitoring. Its pricing ranges from $0 to $29 and is best for solo entrepreneurs and small businesses.
Daylite Pros & Cons
Easy to use
No LinkedIn integration
Great compatibility with Apple devices
Efficient customer support
Who Daylite Is Best For
- Businesses that use Apple devices: The program is optimized for Apple devices, such as Mac, iPhone, and iPad.
- Solo entrepreneurs: Daylite enables microbusinesses to stay on top of their customer-servicing needs.
Daylite pricing includes a limited free option and a single subscription plan that costs $29 per user, per month (or $24 per user, per month when billed annually). The main differences between the plans include the numbers of projects, opportunities, tasks, notes, emails, and appointments, as well as access to deals and pipelines.
Deals and Pipelines
*The yearly plan is paid in full at the beginning of the billing cycle.
Daylite’s three plans are designed to cater to various kinds of users, giving them the option to choose which best fits the requirements of their business. Those interested are also given the option to have a free trial to see how the platform works before purchasing a subscription.
The Free Plan includes limited features, such as two projects and two opportunities. It also provides users with 100 tasks, contacts, emails, appointments, and notes.
Monthly & Yearly Plans
The paid plans include the essential CRM features: unlimited deals, pipelines, files, email templates, estimates, as well as features that include contact and lead management, offline access, and roles and permissions.
Daylite provides users with an extensive set of CRM tools to help them manage their customer relationships better and continuously grow their business.
Lead & Pipeline Management
The lead and pipeline management feature enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
The task management feature allows users to track the progress of their various tasks and projects, enabling them to be on top of their responsibilities and never miss critical action points in servicing their clients.
The contact management feature lets users organize a directory of all their business contacts, including their profile and contact information as well as social media profiles.
Lead & Deal Scoring
The lead and deal scoring feature displays the probability of closing a deal or the level of potential purchase from a customer or client.
The email automation feature enables users to run targeted email campaigns based on their profiles, interests, and recurring online behavior.
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Most Helpful Daylite Reviews
Most Daylite reviews on our website are positive. Users highlighted its ease of use and compatibility with the Apple operating system. They also like its efficient lead and deal tracking functions, as well as sales reports. On the other hand, concerns raised by users include its inability to integrate with LinkedIn and its not-so-functional mobile app.
Easy-to-use & customizable CRM tool
“I searched for a year for a CRM that was flexible for my needs. I found that Daylite had a very user-friendly interface that allowed me to custom-create input forms, reports, and so forth. Whenever I thought of something I needed, I could easily come up with it because of the flexibility of Daylite. It is a very intuitive product to create input parameters, and to edit and search. It was a great day when I found Daylite. And now with Daylite cloud, it’s even better. No backing up, and no disconnect when I am on the road and have no access to the server.”
— Matt Toorak
Integration &d mobile app needs improvement
“It does not integrate with LinkedIn and the phone app is just a companion app. The only other item I wish it had is the ability to have more than one pipeline per project.”
— Michael Wise
Daylite Frequently Asked Questions (FAQs)
How does Daylite help users maximize the use of its features & grow their business?
Daylite provides its users with sales and marketing resources that offer helpful ideas on sales forecasting and execution. These include webinars, videos, e-books, and solution briefs to help them maximize the use of the software and expand their business.
How does Daylite help users grow their customer base?
Daylite offers users with live access to CRM connections, intelligent automated reminders, and mobile opportunity management to help them manage, update, and close deals and potential customers.
Can users add or remove seats at any time?
Yes, they can. If they add a seat, they will be charged the prorated amount for the current billing cycle (yearly or monthly) immediately. Subsequent billing periods will include the additional seat. When users remove a seat, it will no longer be shown on their account at their next renewal.
Our Top CRM Software Picks
If you aren’t sure if Daylite is right for you, this article on The 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.
Disclaimer: The following information was provided by Daylite and does not necessarily reflect the views of FitSmallBusiness.com.
What is Daylite?
For small businesses juggling multiple clients, leads, and projects – there’s a lot of moving pieces to stay on top of. We created Daylite Mac CRM to help small businesses organize and keep track of all the details and moving pieces in one place. From communication with clients, important details about clients and projects, follow up reminders, call notes, emails, and project next steps – it’s all organized in Daylite. This gives you more peace of mind by keeping your staff aligned, organized, and improves productivity of your small business.
Daylite News & Activity
For Daylite product improvements, news, and small business productivity tips, stay up to date on our blog
Daylite Social Media
Daylite Twitter Feed
“We built this tool now known as Daylite and used it to manage sales and projects as well as to showcase our development talent to get new clients for our consulting business. Someone at Apple had caught wind about our tool and after meeting with them, they convinced us to start selling it. We called it Daylite and started selling it. Eventually sales from Daylite surpassed our consulting side of the business so we decided to just focus on Daylite.”
Daylite Customer Service
Empowering small businesses is our core purpose and what motivates us to get up each day. We’re a small business, too, so we understand the importance of amazing customer service. We maintain a 95% or higher Customer Satisfaction rating.
Our team is available through:
Live Chat and Email Support (9am-5pm Eastern on business days)
We also offer one-on-one Onboarding calls and sessions with our Customer Success Team.
Daylite Unique Features
Daylite is designed for small businesses that need to manage leads, clients, and projects in one place. It’s built exclusively for the Mac, iPhone & iPad so you can leverage Apple features.
Daylite’s features include:
– Apple Mail Integration
– Apple Contact & Calendar Integration
– Interaction Tracking
– Calendar & Reminders
– List Management
– Lead & Pipeline Management
– Project pipeline management
– Task Management & Delegation
– Document Storage
– Custom Checklists & more
– Mobile Access
– Offline Access
All of these features are included in a Daylite subscription.
For more information about Daylite features and pricing, visit www.marketcircle.com