Daylite is a CRM and project tracking software designed for Apple devices. Its features include opportunity identification, calendar scheduling, email accounts, contact management, and lead monitoring. In this article, we cover Daylite reviews and pricing. Ready to get started? Get a free trial.
Daylite pricing is based on a single subscription plan that costs $29 per user, per month (or $24 per user, per month when billed annually). There is also an option to move from Daylite Self-Serve, a private server, to a cloud-hosted version with the Loyalty Plan priced at $22 per user, per month, billed annually.
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Yearly and Loyalty subscription options are paid in full at the start of the billing cycle.
Additional taxes apply to the prices indicated above.
Ready to get started? Get a free trial.
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Summary of Positive Daylite Reviews
Users who gave Daylite a positive review said that the program is perfectly designed for Apple devices. They also commended its many features, such as lead tracking, task management, and more. A lot of users also cited excellent customer support.
“Daylite is a CRM that is fully featured, including contact management, project and task management, notes, and email integration. You can manage your whole sales stream, from proposals to project completion—all in one place.”
– Tom Kellen
Summary of Negative Daylite Reviews
As of the date this article was written (May 14, 2019), there are very few negative reviews of Daylite online. Some users reported calendar syncing glitches. Others suggested improvements on reports. It is notable, however, that negative reviews are rare and users are mostly happy with the software.
“Recently we have found two issues with syncing events between Apple’s calendar app and the calendar within Daylite. Both issues have been reported and both responses included that cloud-based Daylite took precedence.”
– Klara Jönsson
Top CRM Software Pick From Fit Small Business
6 Best CRM for Small Business 2019: CRM software helps businesses efficiently manage relationships with customers and prospects using sales pipelines and other organizational tools. We compared more than 20 products offering a range of options to determine the six best CRMs for small businesses in terms of price, features, customization, integrations, and reporting, arriving at the best overall CRM.
Check out the list below of some of Daylite’s features:
- Lead and pipeline management
- Contact database
- Task monitoring
- Sales reporting and forecasting
- Marketing automation
- Sales proposal building
- Team collaboration
- And more
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 CRM connections, intelligent automated reminders, and mobile opportunity management to help them manage, update, and close deals and potential customers.
Here is a list of some of Daylite’s popular integrations:
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 at:
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