Daylite Overview

This is a summary of the comprehensive capabilities and benefits of Daylite based on over 2010 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Daylite, Vtiger Sales CRM, monday sales CRM, NetHunt CRM, WORKetc, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Daylite is right for your needs? Our Cuspera AI engine can evaluate how Daylite fits your specific business needs, industry, and context. Get your personalized assessment report today.

Daylite supports business activities such as:

  • Engaging And Following Up
  • Contact List Management
  • Workflow Management
  • Communication Management
  • Lead Tracking

Daylite can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve Internal Communications, Scale Best Practices, etc. It can help manage these activities if you use E-Mail Offline Point Of Sale etc. for these needs. As a solution, Daylite's capabilities include Personalization, Templates, Widgets, etc.

Daylite Legal Services Vertical is its biggest customer base.

Reviews

"...Daylite helps you and your team: Remember when to follow up by setting tasks & reminders Remember important details by tying emails, call and meeting notes to clients and projects Keep track of all the moving pieces on a project with tasks, emails, and calendars all in one place Streamline your sales and project processes with customizable pipelines and checklists Improve team efficiency and make collaboration easy by having everything organized & searchable in one place. ..." Daylite: Take Your Business Further with Mac CRM [Sponsor]

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Daylite solved their CRM needs. Cuspera uses 2010 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Daylite.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Scale Best Practices
  • Launch New Products
  • Manage Risk
  • Improve ROI
See all business priorities See less business priorities

Use Cases

Peers recommend Engaging And Following Up , Contact List Management , Workflow Management , as the business use cases that they have been most satisfied while using Daylite.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engaging And Following Up

4.56/5 ★

Read Reviews (73)

"...Daylite helps you and your team: Remember when to follow up by setting tasks & reminders Remember important details by tying emails, call and meeting notes to clients and projects Keep track of all the moving pieces on a project with tasks, emails, and calendars all in one place Streamline your sales and project processes with customizable pipelines and checklists Improve team efficiency and make collaboration easy by having everything organized & searchable in one place. ..." Daylite: Take Your Business Further with Mac CRM [Sponsor]
Contact List Management with E-Mail

4.78/5 ★

Read Reviews (66)

"...Managing contacts, projects, opportunities, and just about everything to do with our clients...."
contacts history

4.78/5 ★

Read Reviews (11)

"...I can view upcoming events with contacts, as well as history with each contact...."
tracking contacts

3.97/5 ★

Read Reviews (5)

"...It does everything I want it to, including keeping track of contacts, calendars, tasks, projects pipelines, emails, notes, etc...."
creating contact list

1.40/5 ★

Read Reviews (2)

Workflow Management with Offline and Point Of Sale

4.64/5 ★

Read Reviews (57)

"...If you are a MacOS based business looking for a workflow management I would definitely recommend Daylite...."
PEER EXPERIENCES
Engaging And Following Up

4.56/5 ★

Read Reviews (73)

"...Daylite helps you and your team: Remember when to follow up by setting tasks & reminders Remember important details by tying emails, call and meeting notes to clients and projects Keep track of all the moving pieces on a project with tasks, emails, and calendars all in one place Streamline your sales and project processes with customizable pipelines and checklists Improve team efficiency and make collaboration easy by having everything organized & searchable in one place. ..." Daylite: Take Your Business Further with Mac CRM [Sponsor]
Contact List Management with E-Mail

4.78/5 ★

Read Reviews (66)

"...Managing contacts, projects, opportunities, and just about everything to do with our clients...." Peer review by Tom K, Owner, Computer & Network Security
contacts history

4.78/5 ★

Read Reviews (11)

tracking contacts

4.78/5 ★

Read Reviews (5)

creating contact list

4.78/5 ★

Read Reviews (2)

Workflow Management with Offline and Point Of Sale

4.64/5 ★

Read Reviews (57)

"...If you are a MacOS based business looking for a workflow management I would definitely recommend Daylite...." Peer review by Darren, TrinityP3

49+ more Business Use Cases

Our AI advisor, Wyz, harnessed 2010 insights from peers and experts to help you assess how these Daylite use cases fit your CRM needs.

Frequently Asked Questions(FAQ)

for Daylite

What is Daylite?

Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue.

What is Daylite used for?

Daylite is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engaging And Following Up, Contact List Management and Workflow Management .

What are the top features of Daylite?

Personalization, Templates and Widgets are some of the top features of Daylite.

Who uses Daylite?

Daylite is used by Legal Services, Financial Services and Real Estate among other industries.

What are Daylite alternatives?

Vtiger Sales CRM, Monday Sales CRM, NetHunt CRM and WORKetc are popular alternatives for Daylite.

Where is Daylite located?

Daylite is headquartered at 30 Centurian Drive, Markham, Ontario L3R 8B8, CA.

Popular Business Setting

for Daylite

Top Industries

  • Legal Services
  • Financial Services
  • Real Estate

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Daylite to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for Daylite

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

3.16/5 ★

Read Reviews (76)
Templates

3.25/5 ★

Read Reviews (49)
Widgets

1.89/5 ★

Read Reviews (36)
Recording

3.62/5 ★

Read Reviews (22)
Capture email

4.56/5 ★

Read Reviews (13)
FEATURES RATINGS AND REVIEWS
Personalization

3.16/5 ★

Read Reviews (76)
Templates

3.25/5 ★

Read Reviews (49)
Widgets

1.89/5 ★

Read Reviews (36)
Recording

3.62/5 ★

Read Reviews (22)
Capture email

4.56/5 ★

Read Reviews (13)

IT and Other Capabilities

for Daylite

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.00/5 ★

Read Reviews (82)
Data Import

3.26/5 ★

Read Reviews (238)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.00/5 ★

Read Reviews (82)
Data Import

3.26/5 ★

Read Reviews (238)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.96/5 ★

Read Reviews (211)
Chat Support

3.83/5 ★

Read Reviews (21)
Email Support

3.83/5 ★

Read Reviews (48)
Phone Support

3.01/5 ★

Read Reviews (23)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.96/5 ★

Read Reviews (211)
Chat Support

3.83/5 ★

Read Reviews (21)
Email Support

3.83/5 ★

Read Reviews (48)
Phone Support

3.01/5 ★

Read Reviews (23)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.42/5 ★

Read Reviews (20)
Custom Reports

3.33/5 ★

Read Reviews (218)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.42/5 ★

Read Reviews (20)
Custom Reports

3.33/5 ★

Read Reviews (218)

Software Failure Risk Guidance

?

for Daylite

Overall Risk Meter

Low Medium High

Top Failure Risks for Daylite

Vendor Profile Details

Company Name

Daylite

HQ Location

30 Centurian Drive, Markham, Ontario L3R 8B8, CA

Employees

11-50

Social

Financials

PRIVATE