Daylite: Product updates, Customer stories, and Insights | 2026 Cuspera

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

4.51 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2010)

Product Business Settings

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

Integrations

Email Marketing

Other Demand Generation

CRM

Meeting Management

Daylite Product 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.

How satisfied the customers are with Daylite use-cases

Reviews

"...Workflow management made easy, allowing a structured approach to CRM management......." Peer review by Werner, Michael Poliza Private Travel

Daylite Customer Insights, Testimonials and Case Studies

What solutions does Daylite provide for Engaging And Following Up?

How efficiently Does Daylite manage your 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.

"...Contacts : a vital part of the software, as I manage contacts in many categories, and can with Daylite both have them I select only on my iPhone, but have multiple search criteria which are very helpful for my emailing list management for example...." Peer review by Fred ALPI, Chanteur, guitariste, producteur, Indépendant

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Why is Daylite the best choice 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.

"...I also appreciate the extensive templates and work flows...." Peer review by John, The Hunting Ridge Group

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What solutions does Daylite provide for Communication Management?

How can Daylite optimize your Lead Tracking Workflow?

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 .

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?

Less Annoying CRM, Teamgate CRM, Floify and Monday Sales CRM are popular alternatives for Daylite.

Where is Daylite located?

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

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.