Daylite Review: Is It Right for Your Business?

Daylite, by Marketplace, is an all-in-one customer relationship management (CRM) made for professional services and agencies that are using Mac devices, iPhones, and iPads. This platform allows teams to monitor and manage communication, client details, follow-ups, deals, projects, and tasks, all in one single platform. It is best for individual users and small businesses that need an all-inclusive CRM solution for Apple devices.

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What We Recommend Daylite For

Daylite combines customer relationship management (CRM), project management, and lead management capabilities in a single platform that’s made exclusively for Apple devices. It provides a comprehensive set of features for companies with one to 50 team members. This solution enables you to access and use your data even when you’re offline, making it an ideal choice for businesses with a remote office setup and those with many field agents.

Who Daylite Is Good For

• Freelancers and boutique firms that need a free CRM: Daylite offers a free CRM with all-inclusive features that are appropriate for individual users and small to mid-sized businesses. Read our guide to the best free CRM software to explore more options.
• Small teams looking for an all-inclusive CRM: This platform has both free and affordable options that come with essential CRM, project management, and lead management features. If you are looking for more alternatives, check out our list of the best CRM for small businesses.
• Salespeople who are Mac and iPhone users: Daylite made it to the top of our list of the best CRM solutions for Mac users because it is a feature-rich platform that’s built exclusively for Mac and iOS products. Its integration with native Apple apps provides you with a streamlined experience when working on your Mac device, iPhone, or iPad.

Daylite Is Not a Good Fit For

• Large enterprises: Daylite’s capabilities are suited for freelancers or boutique firms with smaller teams. Large businesses will need more powerful features, like campaign management and sales enablement, which are not available in Daylite.
• Healthcare organizations: This platform is not HIPAA (Health Insurance Portability and Accountability Act) compliant, so it is not a good fit for healthcare organizations and service providers. If you are looking for solutions that comply with current patient privacy rules, read our guide to the best HIPAA-compliant CRM software.
• Businesses that need a CRM with social media integrations: Daylite does not offer social data enrichment capabilities. If you want a CRM that allows you to monitor your customers’ social activities and your company’s social interaction with leads, check out our list of the best social CRM solutions.

Daylite Overview

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Daylite Pricing

Daylite’s pricing is composed of a free plan and one paid option that costs $24 per user, per month, billed annually (or $29 per user, per month, billed monthly). The differences between the plans include the user allocation limit, file storage, and the number of items that users can create in their database. You may sign up for a 30-day free trial for the paid option. Daylite’s offers onboarding packages that start at $300 and include data importation, data customization, sales funnels, and streamlined workflows.

Daylite Free

The free plan allows you to access essential CRM features like contacts and lead management, project management, opportunities, tasks, notes, and appointments.

Daylite

Daylite’s paid tier allows you to access all the features in the free plan. Furthermore, it adds an unlimited number of projects, opportunities, tasks, notes, emails, appointments, and pipeline deals to your database. It also comes with a file storage limit that is significantly larger than the free edition.

Daylite Features

General Features

Daylite combines CRM, project management, and lead management features in a unified platform. It allows you to control which users and teams can view and access sensitive data. In addition, you can create custom fields, values, categories, tagging options, roles, and relationships. Even without an internet connection, it stores data directly on your Apple device, allowing you to work anywhere, anytime.

Mobile App

Split view for multitasking on iPad
(Source: Daylite)

Leverage Daylite’s iOS-supported features to work on the go and even offline on your iPhone and iPad. It automatically syncs across your team’s devices once you are back online. You can use Siri to run the app hands-free and identify who’s calling you with your device’s caller ID. The Notification Center alerts you about meetings, invites, tasks, and reminders. The split view on your iPad allows you to work in Daylite and another app at the same time.

CRM & Sales

Daylite’s contact management feature
(Source: Daylite)

Daylite’s contact management capabilities allow you to capture and organize contact details, schedule meetings and calls, and view a chronological history of your client interactions. You can also create custom email templates and send bulk emails. Its lead and pipeline management features allow you to manage sales opportunities through their lifecycle, prioritize leads, keep track of your referrals, and segment your customers.

Project Management

Daylite’s project management feature
(Source: Daylite)

This platform allows you to manage client and internal projects both individually and as a team. In addition, you can create follow-ups, assign tasks, set recurring meetings and reminders, and get notifications once they’re done. It lets you attach contracts, photos, and links to your online files and folders. You can also use customizable pipeline stages to monitor progress and important milestones.

Reporting & Analytics

Daylite centralizes all sales tracking data in one place, making it easy to view insights and trends. It also comes with sales forecasting and lead prioritization features that help you zero in on leads that might yield bigger profits than others. You can see all your sales opportunities via interactive graphs from its Insight View. Lastly, you can use its report engine to generate custom reports on sales, projects, emails, meetings, and tasks.

Third-party Integrations

Daylite integrates with Apple Contacts, Calendar, Reminders, and Mail, allowing users to share their phone contacts, appointments, and to-do tasks logged in their CRM. It also offers integration with a variety of third-party apps for relationship management, lead management and sales, project and task management, email marketing, scheduling, team collaboration, social media, phone integration, billing, and reporting.

If you want to customize Daylite, you can build your own integrations using the Daylite application programming interface (API) or work with a Marketplace expert.

Customer Service

Daylite offers customer support via email, phone, and web form. It has a knowledge base where you can find answers and instructions for common queries and basic troubleshooting. The company also assists with the setup, configuration, implementation, and data migration processes. Remote, on-site training, and webinars are available for those who want to customize their workflow and get the most out of their Daylite subscription.

Ease of Use

Daylite has an intuitive interface and is easy to use despite an initial learning curve. It provides its users with a set of files that contain detailed instructions on how to leverage its features according to the industry they belong to. However, you can still navigate your way through the platform even without this guide. Advanced support and training are available for those who want to learn about deeper customization options.

Daylite Alternatives

What Users Think of Daylite

Most Daylite users are delighted with its ease of use, intuitive interface, comprehensive CRM features, Apple integration, and offline access. These combined features and benefits allow them to manage their projects and client relationships easily on the go. As of this writing, it has earned the following scores from the most popular review sites:

• Capterra: 4.6 out of 5 based on 325 reviews
• G2: 4.5 out of 5 based on 138 reviews
• Software Advice: 4.57 out of 5 based on 325 reviews
• GetApp: 4.6 out of 5 based on 325 reviews

Among the common points for improvement mentioned by Daylite users is the limited customization options for views and reports. Companies that use non-Apple systems wish for cross-platform compatibility, but Daylite has maintained that it will remain exclusive for Mac and iOS devices. Nevertheless, they appreciate its great mobile capabilities, as well as the company’s responsive and helpful customer support.

Bottom Line

Daylite offers comprehensive CRM, contact management, and lead management features in a single platform that’s made exclusively for Apple devices. It is an ideal choice for freelancers and boutique agencies looking for an all-in-one CRM with great mobile capabilities. Sign up for a free 30-day trial or get started with its free plan to see if Daylite works for you.

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