Mac CRM & Project Management for small business
4.6/5 (282 reviews)EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a small business Mac CRM & Project management app ideal for small businesses that need to track leads, clients, projects, and tasks in one place.
Daylite helps you remember when to follow up with leads & clients, track communication with leads & clients, segment leads & customers, organize all the moving pieces and steps in deals and projects along with all your team's tasks, meetings, and notes – all in one place.
Daylite integrates with Apple Mail so you can tie all your emails to clients and projects, set follow up reminders and schedule meetings all from your inbox. Daylite also syncs with your Apple Contacts & Apple Calendar.
Pros
I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.
Cons
The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track.
Hi Michelle,
We're so glad to hear Daylite is making your life easier! Being able to link your emails and manage all of your projects with ease makes such a difference. Like most CRMs, we know Daylite does take some time to learn and it's great that our support team has been able to help you through the process!
Thank you so much for this wonderful feedback!
1. My primary contact list, especially for business associates and friends globally from my working life.
2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs.
3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked.
Pros
Almost infinitely customisable fields, keywords etc. for fast data search and smart lists.
A CRM database, with the added functions of project management and data forms.
Automatic copying of e-mails to companies and people.
Ability to telephone from the app.
Ability to create templates and forms.
Linking of people, companies, tasks, correspondence and files such as receipts to a project, for example.
Not enough time to list all its amazing features!
Cons
Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer a lower cost version for personal use.
Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.
Hi there,
Thanks so much for taking the time to give us your feedback!
It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive!
If you'd like, we'd love for you to reach out to us at [email protected] so we can go over pricing with you and find the best option.
I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that.
Pros
It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent.
It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below).
Daylite does an excellent job of tracking individual events for each Person.
Cons
While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting.
Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads?
The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer.
Piplelines proved too clunky.
Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.
Already described
Pros
Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly".
Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!
Cons
I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects.
Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac.
Thank you Alan for your wonderful review of Daylite.
We are excited to hear how you use Daylite so extensively to manage your business. It's great to hear how our customers use Daylite. May you continue to win more business and get more done!
It's the most fully integrated software that allows me to manage all aspects of my business (less accounting). I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management.
These features, combined with the email integration piece, allows me to quickly turn an email into a; Task, Calendar event, note, idea, or just save to an associated project, opportunity, company or individual file.
Daylite is an indispensable part of my day and essential to running and growing my business.
Pros
Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs.
The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information.
Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan.
Cons
The only functionality I could ask for is to integrate an email app into Daylite which would make the process complete. Other than that, Daylite Cloud has been indispensable to running my business, managing my team, and growing revenue.
Thank you David for your wonderful review of Daylite!
We're very happy to know that Daylite helps you run your business and your team, while growing your revenue!
Thank you for sharing David. :)
$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
Interaction Tracking: View a history all emails, call notes, meeting notes, appointments, and next steps for each person and/or company.
Calendar & Reminders: Set reminders for follow-up tasks and appointments so Daylite reminds you when to follow-up.
List Management: Group contacts into custom lists for mailing lists or reach-out lists.
Apple Mail Integration: Tie emails to clients, leads, projects, and deals. Create follow-up reminders. All this is done without leaving your inbox.
Project & Lead Tracking: Track the stage of each deal and project with customizable pipelines. Set up custom checklists for each stage so everyone follows the right steps and knows what needs to be done next.
Offline Access: Use Daylite with or without an Internet connection.
Running a small business is full of obstacles and has lots - a lot of moving pieces. Customers are coming in, deals are closing, and meetings are being scheduled all in the course of the average day. Daylite is a native application for the Mac, iPhone and iPad, with a cloud-based backend that makes it easy to manage all this information from all your Mac/iOS devices. In addition to storing data and connecting users to the details that matter, Daylite helps manage client relationships, projects, sales pipelines, emails, calendars, tasks and more, allowing you to keep a full history of all your business interactions in one centralized, secure, easy-to-access location.
An all-in-one app that works on the Mac, iPhone, and iPad, Daylite was designed for individuals, teams, and growing small businesses.
Running a small business is full of obstacles and has lots - a lot of moving pieces. Customers are coming in, deals are closing, and meetings are being scheduled all in the course of the average day. Daylite is a native application for the Mac, iPhone and iPad, with a cloud-based backend that makes it easy to manage all this information from all your Mac/iOS devices. In addition to storing data and connecting users to the details that matter, Daylite helps manage client relationships, projects, sales pipelines, emails, calendars, tasks and more, allowing you to keep a full history of all your business interactions in one centralized, secure, easy-to-access location.
An all-in-one app that works on the Mac, iPhone, and iPad, Daylite was designed for small businesses.
Strong customer relationships are the foundation of every successful business, from the smallest companies to the largest organizations. Daylite facilitates and fosters these relationships with a CRM platform that Mac-based businesses can use to manage client communication and offer top-notch customer service.
The more data you input into your CRM, the more useful it will become. Start by adding basic information about all of your contacts, and then help Daylite find the connections between people by adding details like which companies they work for, along with personal information like familial relationships and birth dates. From your CRM, you’ll be able to see a complete history of all client interactions, which means you can choose any client or company and immediately find all related emails, call notes, appointments, sales opportunities, and tasks.
Daylite has developed an intuitive calendar application for busy people and teams. The Mac-based solution provides a way for users to stay on top of their schedules, regardless of whether they’re in or out of the office. Daylite’s scheduling solution connects people, emails, and notes to appointments. When you click on an appointment, you’ll find a record of all teammates, clients, notes, emails, projects, tasks, and documents related to that appointment.
You can also search through appointments in the opposite direction, by clicking on a team member or client, for example, and then viewing all upcoming appointments you have scheduled with that person.
Daylite’s Mail Assistant allows users to take action on their emails right from Apple Mail. Daylite connects emails to relevant clients, leads, and team members. It also schedules meetings in Daylite’s calendar without requiring users to leave Apple Mail.
If you use Apple Mail for business, then getting started with Daylite’s Mail Assistant is a seamless process. Daylite will connect your incoming emails to clients with one click, and it will scan your database to suggest new contacts, projects, or sales opportunities you may want to connect your emails to. Being able to process emails from within Apple Mail cuts down on the time that you’ll spend dealing with the hassles of digital communication each day. Action your emails right away by creating linked tasks, either for yourself, or delegate it to a team member.
Businesses that use Daylite’s task management system can manage tasks from any connected Mac, iPhone, or iPad. Instead of writing down tasks on paper each day, Daylite uses digital to-do list functionality to keep a running tally of all tasks that need to be completed. It also provides context about those tasks, which helps users avoid having to dig through previous notes or emails before they can start working on new tasks or projects.
When you’re working on your Mac, iPhone, or iPad, just click on a task to find out more about what’s involved. For example, clicking on an item that says “Call John” might take you to a page showing notes from your last call with John, or transcripts of a recent meeting. You can also get a clear view of what you have coming up from your Home Screen, which is where Daylite displays daily to-do lists and appointments, as well as upcoming appointments and tasks.
A solution like Daylite wouldn’t be complete without a project management module. Daylite’s impressive project management tool streamlines business processes and increases team productivity with shared tasks and various prioritization levels.
De-clutter your desk by putting more information into Daylite and keeping all project information saved in a centralized location. You can choose how to organize projects, with prioritized steps that ensure you won’t skip over any important tasks along the way. All project details are available in one place, and you can create your own unique pipelines for project tracking with your team.
Daylite for Mac has an API available for use. It integrates with Xero, Direct Mail Manager, and Mailchimp.
Daylite offers straightforward pricing with no contracts. A free 30-day trial is available for new users. Subscription pricing costs $29 per user, per month, or $24 per user, per month billed annually. All pricing includes Daylite for Mac, Mail Assistant for Apple Mail on Mac, Daylite for iPhone and iPad, sharing integration for Apple Contacts and Calendar, and 2 GB of storage per user. Upgraded pricing packages are available, as well.
Below are some frequently asked questions for Daylite for Mac.
Daylite for Mac offers the following pricing plans:
Starting from: US$29,00/month
Pricing model: One Time License, Subscription
Free Trial: Available
$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
Daylite for Mac offers the following features:
Daylite for Mac has the following typical customers:
Freelancers, Non Profit, Small Business
Daylite for Mac supports the following languages:
Dutch, English, French, German, Spanish
Daylite for Mac has the following pricing plans:
One Time License, Subscription
Daylite for Mac supports the following devices:
iPhone, iPad
Daylite for Mac integrates with the following applications:
Billings Pro for Mac, Direct Mail, Direct Mail Manager, Google Calendar, Mailchimp, Mailchimp, PieSync, Xero, Zapier
Daylite for Mac offers the following support options:
FAQs, Knowledge Base, Online Support, Video Tutorials
I am able to provide a variety of design services with different workflows to my clients. I use it to manage my solo business, so Daylite is my only "assistant", so with my pipelines and activity sets established, it tells me what to do and when to do it. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players.