Daylite Review - Features, Pricing & Deals

Daylite is a CRM and business management platform built specifically for Apple users, bringing together client relationships, projects, and sales in one unified system. It works seamlessly across Mac, iPhone, and iPad devices, letting teams stay connected and organized no matter where they work.

The software combines essential business tools like contact management, team calendars, and email tracking with more advanced features such as project workflows and sales pipelines. Users can easily keep track of customer interactions, manage tasks, and monitor sales opportunities all in one place.

For teams that need more capabilities, Daylite offers additional features through its Plus package. This includes Kanban boards for visual project management, time tracking tools, and integrations with popular services like Slack, Zoom, and Mailchimp. The platform also takes advantage of Apple Intelligence features to help with tasks like proofreading and summarizing client communications.

Pricing starts at $25 per user monthly for basic CRM features, with more comprehensive plans available for sales and project management needs. A Business plan that includes all features is offered at $55 per user monthly, with discounts available for yearly subscriptions.

While Daylite works exclusively within the Apple ecosystem, this focused approach allows for deep integration with native Apple apps and services, making it particularly useful for businesses already committed to Apple devices.

• Comprehensive CRM for Apple Users: Manage contacts, sales opportunities, and projects seamlessly across Mac, iPhone, and iPad with integrated workflow tools.
• Centralized Contact Management: Track customer interactions, segment contacts, and sync with Apple Contacts for efficient relationship tracking.
• Advanced Email Integration: Automatically log emails, track communication history, and create follow-ups directly within the customer record.
• Visual Project Management: Create task lists, define custom workflows, and use Kanban boards to visualize project progress and team productivity.
• Sales Opportunity Tracking: Generate estimates, analyze sales performance, and standardize sales workflows to improve business efficiency.
• Cross-Platform Collaboration: Integrate with tools like Slack, Zoom, and Dropbox to streamline team communication and document sharing.
• Apple Intelligence Enhanced: Leverage proofreading, text summarization, and privacy-first processing to boost productivity and communication quality.

• Free 14-day trial available without requiring a credit card, allowing users to explore Daylite's features before committing.
• CRM Plan costs $25 per user monthly or $250 annually (16% savings), covering client management and contact tracking.
• Sales Plan priced at $40 per user monthly or $400 annually (16% savings), focusing on sales opportunity and pipeline management.
• Projects Plan at $40 per user monthly or $400 annually (16% savings), designed for project organization and task management.
• Business Plan offers comprehensive features at $55 per user monthly or $550 annually (16% savings), combining CRM, Sales, and Projects functionalities.

Daylite works exclusively on Apple devices. You can use it on Mac computers, iPhones, and iPads. This makes it perfect if your business already uses Apple products, but it won't work if you need Windows or Android compatibility. The app syncs across all your Apple devices so you can manage your business whether you're at your desk or on the go.

Yes! Daylite integrates directly with Apple Mail and has an official add-in for Microsoft Outlook. These integrations let you link emails to client records, creating a complete communication history. You can track conversations, set follow-ups, and even use email templates right from your inbox. This helps you keep all client communications organized in one place.

Daylite offers flexible project management tools that let you create task lists with reminders and due dates. You can set up custom workflows for different types of projects and track progress. If you get the Plus package, you'll also get Kanban boards to manage projects visually. The system links tasks to contacts and opportunities, so you always know who's involved and what needs to happen next.

Daylite takes data security seriously. When using Apple Intelligence features, all processing happens locally on your device or through Private Cloud Compute for enhanced privacy. Your business data stays within your control, and you don't need to worry about third-party access to sensitive client information. This makes Daylite a good choice for businesses that handle confidential data.

Most users find Daylite fairly easy to learn, especially if you're already familiar with Apple products. The interface is user-friendly and intuitive. That said, to get the most from its powerful features like custom workflows and automations, you might want to spend some time with their tutorials and documentation. Many users report being able to get up and running quickly, with more advanced features becoming natural as you use the system.