Daylite: Use-Cases, Insights and Reviews | 2026 Cuspera

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

See all use cases See less use cases

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

See all business priorities See less business priorities

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

"...I can quickly take a look at what I need to do each day, review the client file, and make the appropriate follow-up...." Peer review by Joanne, Strategic Living, LLC

Peer review evidence (same sources as the product rating summary)

"...- Connection with IPHONE (CRM on IPHONE, Contacts on Iphone) - Very nice interface to use - Tasks to delegate and delegated very nice to follow up - Very nice to search people - companies based upon keywords..." Peer review by Fabien, Duncan & Ross Engineering Consulting

"...Contact Management...." Daylite Feature List

"...A very good set of sales and workflow management features and a solid build...." Peer review by Darryl, Anvil Media

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.

Daylite Customer wins, Customer success stories, Case studies

How can Daylite enhance your Engaging And Following Up process?

What solutions does Daylite provide 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.

"...Contact Management...." Daylite Feature List

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How does Daylite address your Workflow Management Challenges?

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.

"...A very good set of sales and workflow management features and a solid build...." Peer review by Darryl, Anvil Media

Read Reviews

Why is Daylite the best choice for Communication Management?

How can Daylite optimize your Lead Tracking Workflow?

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.

Zera Photography - Photography - Small

Seattle, USA

Daylite helps Zera Photography stay organized and manage client relationships. Francis Zera uses Daylite to track client preferences, organize notes, and link emails. The calendar and task features h...elp him juggle multiple projects and never miss a detail. Daylite's mobile access lets him add tasks and notes from anywhere. This organization makes Zera Photography a reliable partner for clients in the building industry.

wordsmith.nl - Marketing And Advertising - Small

Netherlands

Daylite helped wordsmith.nl, a Dutch solopreneur business, manage multiple clients and projects without stress. Jamie Lingwood replaced email and spreadsheets with Daylite to organize contacts, tasks..., and projects in one place. The Apple Mail integration enabled him to achieve Inbox Zero and link emails to projects. Opportunity pipelines and project templates made tracking deals and tasks simple. Jamie now works calmly, saves time, and can focus on strategic planning for his business.

Ron Woodbury Consulting - Management Consulting - Small

USA

Daylite helps Ron Woodbury Consulting manage all client and internal projects in one place. Before Daylite, the business lacked an integrated system for contacts and project management. Now, Daylite ...connects client data, projects, and communications across Mac, iPhone, and iPad. The integration boosts confidence and productivity, letting the business operate from anywhere. Daylite supports business growth by streamlining operations and client management.

Winghart Law Group - Legal Services - Small

USA

Daylite helps Winghart Law Group manage legal cases and client communications. The firm uses Daylite to track emails, tasks, and appointments across Mac, iPhone, and iPad. This has reduced time spent... searching for completed work and improved task follow-up. Digital file management and mobile access let the firm work efficiently from anywhere. Daylite supports better workflow, less duplication, and helps find new opportunities for clients.

Wolfe Law Group - Legal Services - Small

Seattle, USA

Daylite is the core of Wolfe Law Group's law practice. The firm uses Daylite for case management, organizing contacts, deadlines, and communications. Daylite Mail Assistant links emails to cases, and... merge functions speed up document creation. The iPad app gives instant access to case files in court and meetings, reducing paper use. Daylite helps Wolfe Law Group handle more cases and delegate work efficiently, supporting business growth.

Willie the Bee Man - Consumer Services - Small

USA

Willie the Bee Man uses Daylite to manage bee removal appointments and organize work orders. The team switched from pen and paper to Daylite on Mac, iPad, and iPhone. This change improved record keep...ing and made it easier to delegate jobs to technicians on the road. Real-time updates help technicians complete more jobs each day. The business saves time and manages technicians more efficiently with Daylite.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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 .