Everything you can do with Daylite

Contact Management

Manage and organize contact details including activities and communication in one place. Create contacts and use the 2-way sync with Apple Contacts app to stay on top of all your contacts.

Task Management

Stay on top of your follow ups and to-do lists with reminders, due dates, notes, and priority. You can even set tasks to repeat automatically.

Daylite Mail Assistant

Direct Apple Mail integration on the Mac. Store emails, capture new leads, and create follow-up reminders right from your inbox.

List Segmentation

Easily segment your contacts based on various criteria with static or dynamic smart lists.

Daylite Calendar

Use Daylite calendar to make your day managable. View your appointments and easily schedule team meetings. Use the 2-way sync with Apple Calendar app to stay on top of all your schedules.

Mac and iOS apps

Access Daylite anytime even offline, from anywhere, on your Mac, iPhone or iPad devices.

Linking capability

Linking is the glue that holds all of your clients’ information together, giving you full context of your client history.

Forms

Gather detailed information about your clients or projects, such as preferences, demographics, and revenue, or use Forms to evaluate your work processes.

Delegation and Permission

Control which users and teams have access to what information. Delegate key tasks to your users so you can easily track their progress.

Email/Letter Templates

Create personalized emails or reusable letter templates for onboarding, renewals, new offers, and more, so you can easily send them to a single contact or a segmented group all at once. And printing labels is a breeze in Daylite.

Activity Sets

Create customizable checklist templates for follow-up tasks and protocols.

Customizations

Create custom fields, default values, categories, tagging options, roles, relationships, and more. Daylite is fully customizable to your business workflows.

Timeline Tracking

Keep a chronological history of emails, activities, calls, and meetings.

Integrations

Daylite offers a full range of integration options to reach your business needs.

Sales Management

Capture your prospects' details, track and oversee your ongoing sales opportunities. Handle more deals by streamlining your sales processes.

Sales Opportunities

Stay on top of every deal's details with Daylite Opportunities.

Sales Opportunities Board

Visually track the progress of your deals at every stage of your sales process, and help you prioritize sales opportunities.

Sales Pipeline

Keep track of sales opportunities through their sales cycle from lead to won using customizable pipeline stages.

Lead Management

Collect, qualify and follow up with your leads in one place.

Quotes/Estimates

Create detailed quotes and estimates giving your potential clients all the information they need to make a quick decision to do business with you.

Lead Scoring

Track probability of leads and prioritize hot, medium, and cold leads to help with forecasting.

Referral Tracking

Keep track of who has referred your business and which leads were referred by who.

Reporting

Report on sales and gain data-driven insights using built-in reports to measure your success and highlight where to improve. Customize reports for your unique situation.

Project Management

Organize all the moving pieces in a project and keep track of all their details. Streamline your project processes to improve efficiency and get more done.

Projects

Stay on top of every project's details with Daylite Projects.

Projects Board

Visually track your projects' progress at every stage and help you prioritize.

Projects Pipeline

Keep track of every projects' progress and important milestones using customizable pipeline stages.

Milestone Tracking

Track progress and important milestones using customizable pipeline stages.

Reporting

Report on projects and gain data-driven insights using built-in or customizable reports to measure success and highlight where to improve.