Daylite: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Daylite
Brand: Daylite
Rating: 4.51 (2010 reviews)

4.51 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2010)

Daylite | Combines the power of a CRM, Project Management App, and Lead Management app

Daylite Overview

Daylite addresses the challenge of managing client relationships and projects for small businesses using Mac. It centralizes client data, facilitating improved client management and deal closure. By integrating seamlessly with Mac, iPhone, and iPad, Daylite supports offline access, ensuring productivity even without internet connectivity. This CRM software is particularly beneficial for teams aiming to streamline operations and enhance project completion rates. Daylite's unique approach provides a cohesive platform for all business needs, reducing chaos and allowing businesses to focus on growth rather than operational hurdles.

Use Cases

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

Other use cases:

Communication Management
Lead Tracking
Collaboration
Opportunity Management
Proposal & Quote Management
Helpdesk Management
Generation Of New Leads

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Daylite.

Other priorities:

Increase Sales & Revenue
Improve Internal Communications
Scale Best Practices
Launch New Products
Manage Risk
Improve ROI

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Daylite Use-Cases and Business Priorities: Customer Satisfaction Data

Daylite works with different mediums / channels such as E-Mail. Offline. Point Of Sale etc.

Daylite's features include Personalization, Templates, Widgets, etc. and Daylite support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Daylite analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Great CRM with Opportunity and project tracking...." Peer review by Alan, James Logan Furnishings

Daylite, Less Annoying CRM, Teamgate CRM, Floify, monday sales CRM, 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.

Daylite offers a comprehensive feature set to help businesses regain control. All features across plans can be browsed on their website.

Popular Business Setting

for Daylite

Top Industries

Legal Services
Financial Services
Real Estate

Popular in

Small Business
Mid Market
Enterprise

Daylite is popular in Legal Services, Financial Services, and Real Estate and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Daylite Use Cases

How can Daylite enhance your Engaging And Following Up process?

Why is Daylite the best choice for Contact List Management?

Daylite enables users to organize and manage all aspects of their business contacts. The software allows users to track contact information, schedule appointments, and manage projects related to each contact. Users can easily search and filter contacts, including through multiple criteria, and manage large lists of contacts. The software is limited by a lack of automation in contact information capture.

"...I can view upcoming events with contacts, as well as history with each contact...." Peer review by Cathy, Center for Practical Management

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What benefits does Daylite offer for Workflow Management?

Daylite helps manage workflows by allowing users to create customized processes for tasks, projects, and opportunities. It provides real-time visibility into workflows, enabling better communication and collaboration among team members. Daylite's capabilities require an investment of time to plan and set up, and users may need additional training to optimize workflow efficiency.

"...Daylite has allowed us to run our business much more effectively by organizing and streamlining our workflow...." Peer review by Yolanda, Led2Serve, Inc.

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How does Daylite facilitate Communication Management?

How can Daylite enhance your Lead Tracking process?

49+ more Business Use Cases

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.

Case Studies

Case Study Eloqui

Increased Billing Efficiency By 30%

Telecommunications

CASE STUDY Design Nine

Saved 20 Hours A Month By Using Billings Pro

Case Study Amon Focus

Increased Efficiency And Saved 4-5 Hours Per Week

Case Study Design Nine

Saved 20 Hours A Month By Using Billings Pro

Information Services

CASE STUDY Eloqui

Increased Billing Efficiency By 30%

Media Production

CASE STUDY Filmmaking

Increased Efficiency And Saved 4-5 Hours Per Week

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.

Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.

Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.

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 .