There’s also a useful Calendar view to give you an overview of what you’re working on and what’s coming up.Īlthough it’s no replacement for employee monitoring software, Daylite does allow you to manage teams by seeing exactly what they’re working on and how their schedule looks.Īlthough Apple doesn’t make a CRM, Daylite is about the closet thing you’ll find to an Apple friendly CRM.ĭaylite is integrated with iPad and iPhone with a simple, elegant interface that’s tailored for iOS.Īlthough it doesn’t have it’s own email client, Daylite integrate with both Apple Mail and Contacts. We like the Timeline view which brings a Facebook style way of tracking project statuses, emails and meeting schedule in real time. One of Daylite’s strongest points is that it provides an amazingly in-depth and easy way of keeping tabs on multiple projects at once. Opportunities are tracked easily from initial Inquiry to Qualify, Offer and Follow-Up. The Contacts section is incredibly well designed and makes it easy to stay in touch with clients, follow-up leads and view client information in one place.ĭeal pipelines are incredibly well managed and you can track each lead from initial email to closed deal. Until 2019, you could use Daylite with your own server and keep all of your data offline.ĭaylite decided to drop this in favor of including Daylite Cloud with subscriptions which allows users to sync data online.Įverything in Daylite is done through the Daylite app on macOS or iOS – there’s no web interface like many CRMs but your data is secure.ĭaylite is organized into 8 different areas – Calendar, Contacts, Objectives, Tasks, Notes & Email, Forms, Groups and Reports.

However, this doesn’t mean it’s completely “offline”. Unlike most cloud based SaaS (Software as a Service) CRMs, Daylite works offline on Mac desktops and integrates with Apple Contacts, Siri, Mail and Calendars. Daylite is a convenient blend of a CRM, project management tool and Lead Management app in one.

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