Daylite

Daylite is used for managing clients, projects, sales, and team collaboration.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Daylite Overview

  • Updated December 5, 2025

Daylite is a CRM and productivity software designed for small businesses that want to manage client relationships, projects, and sales in one organized platform. It helps teams stay on top of tasks, track communication, and streamline workflows, which improves collaboration and efficiency.

With tools for contact management, scheduling, and project tracking, Daylite supports businesses in building stronger client connections and achieving consistent growth.

Key Features

  • Contact Management : All client details, interactions, and communication history are stored in one central place, which makes it easier to build and maintain stronger relationships.
  • Task Management : Tasks can be created with deadlines, reminders, and priorities, and recurring work can be automated so nothing important slips through the cracks.
  • Calendar Integration : Integration with Apple Calendar provides a shared view of appointments and schedules, which keeps teams aligned and improves planning.
  • Sales Pipeline : Visual sales boards help manage leads, track opportunities through different stages, and prioritize deals, which supports faster and more efficient closing.
  • Projects & Milestones : Projects are organized into pipelines and boards, with milestone tracking and progress monitoring that give a clear view of the overall workflow.
  • Quotes & Reporting : Professional quotes and estimates can be generated quickly, while built-in and customizable reports provide insights into sales results and project performance.
  • Daylite Mail Assistant : Emails from Apple Mail or Outlook can be linked directly to contacts, deals, or projects, which helps capture leads and follow-ups without leaving the inbox.
  • Custom Fields & Templates : Workflows can be personalized with custom fields, default values, and reusable templates, which allow businesses to adapt Daylite to their specific needs.
  • Offline Access : Full functionality on Mac, iPhone, and iPad is available even without internet access, and data automatically syncs once the device reconnects.
  • Integrations & API : Built-in integrations and a REST-based API connect Daylite with other apps, which enables workflow automation and reduces manual data entry.

Price

Plan Name Annual Price (per user/month) Discounted Price (until Aug 31, first year) Key Inclusions
CRM $20.83 $10.42 Contact management, task management, Daylite Mail Assistant (Apple Mail/Outlook), list segmentation, Daylite calendar, Mac & iOS apps, linking capability
Sales $33.33 $16.67 All CRM features + sales management, opportunities board, sales pipelines, lead management, reporting, quotes/estimates
Projects $33.33 $16.67 All CRM features + project management, projects board, pipeline, milestone tracking, reporting
Business (Complete Suite) $45.83 $22.92 All CRM, all Sales, and all Projects features

Check Pricing details: https://www.daylite.app/pricing/

Pros

Competitor Pros of Daylite
HubSpot Sales Hub Daylite combines CRM, sales, and project management in one unified Mac-based tool that Apple users value. It offers seamless integration with Mail, Calendar, and offline access—features not as smooth in HubSpot.
Zoho CRM Daylite brings project and milestone tracking directly into the CRM, and its Apple ecosystem integration sets it apart in usability.
Pipedrive Daylite supports full offline use on Mac, iPhone, and iPad and links notes, emails, and tasks tightly—Pipedrive doesn’t offer that level of integration with Apple native apps.
Freshsales Daylite offers a more natural Apple experience with native apps and unified CRM-project workflows, which enhance ease of use for Apple-centric teams.
Zendesk Sell Daylite includes project management and task pipelines out of the box, while Zendesk Sell focuses mainly on sales analytics and support metrics.

Cons

Competitor Cons of Daylite
HubSpot Sales Hub Daylite is limited to macOS and iOS, so teams using Windows or Android can’t access it—HubSpot supports all platforms.
Zoho CRM Daylite lacks advanced workflow automation and AI-driven tools that Zoho offers, and Zoho runs on web across all platforms.
Pipedrive Daylite’s user interface is seen as dated and less intuitive compared to Pipedrive’s streamlined design.
Freshsales Daylite provides fewer built-in sales forecasting and AI-powered campaign features than Freshsales.
Zendesk Sell Daylite doesn’t offer built-in customer support tools like helpdesk features or multilingual support that Zendesk provides.

Verified Customer Reviews

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