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8.9

Spot Score

Daylite - CRM Software

Daylite Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market

Free Trial Available

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Starts from $35 / User / Month when Billed Yearly

EnergyDirectEnergyDirect
SharedVisionSharedVision
MophonicsMophonics
ApexxGlobalApexxGlobal
WingHartWingHart

Trusted by many companies including EnergyDirect

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What is Daylite?

The Daylite CRM Software is the only solution built by sales professionals for sales professionals. It has the world's best CRM software designed for sales and marketing teams across all industries. Daylite combines innovative technology with our passion for sales to create a fast, flexible, powerful and easy-to-use interface that helps sales and marketing professionals manage their leads, follow-up and pipeline activities.

Pricing

  • Starts from $35 / User / Month when Billed Yearly

  • Free Trial available

Best For

Built for growing teams, from small businesses to mid-market

Security & Compliance

  • Data residency:🇺🇸

Platform

  • Web + mobile app (iOS & Android)

Daylite was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Daylite

Team types
Medium Business, Small Business

Why teams choose Daylite

  • Tailored specifically for sales professionals' needs.

  • Flexible interface adapts to various workflows.

  • Strong lead management and tracking capabilities.

Is Daylite right for you?

What buyers should know before shortlisting Daylite

Daylite stands out as an exceptional CRM solution tailored for small businesses, particularly those in the Apple ecosystem. Its seamless integration with macOS and iOS, coupled with a robust feature set, makes it a go-to productivity tool.

From managing contacts, tasks, and appointments to tracking project pipelines and facilitating email integration, Daylite consistently proves its versatility and reliability. Users frequently praise its customizability, allowing businesses to adapt the software to their unique processes without the need for extensive technical support.

The offline functionality and syncing capabilities ensure uninterrupted workflow, even on the go, while customer support is often described as exemplary. While the product is comprehensive, a learning curve is occasionally noted, especially for first-time users or those discovering its extensive features.

A few users have pointed out minor inconveniences, such as the lack of a web-based interface for non-Mac collaborators or limited iPad functionality compared to its desktop counterpart. Nevertheless, these issues are overshadowed by its consistent updates and dedication to user feedback.

In summary, Daylite is a flexible, powerful CRM solution that enhances organization, boosts productivity, and fosters seamless collaboration for small businesses. Though it could benefit from further optimizations for broader accessibility, its efficiency and depth make it a worthy investment for Apple users.

Pros and cons

Daylite pros and cons

  • Daylite pros
  • Tailored specifically for sales professionals' needs.

  • Flexible interface adapts to various workflows.

  • Strong lead management and tracking capabilities.

  • Daylite cons
  • Training may be necessary for effective use.

  • Limited third-party integrations could restrict functionality.

4.8/5 rating
75 verified reviews
Free trial available

Ready to try it?

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Start your free trial — no credit card required.

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Daylite reviews and ratings

Buyer sentiment

Buyer sentiment is very strong across 75 reviews, with consistently positive feedback.

What buyers like

  • Comprehensive CRM tailored for small businesses with deep integration into macOS and iOS tools.
  • Seamless integration with Apple Mail, Contacts, and Calendar is highly praised for streamlining workflows and correspondence.
  • Offers exceptional customization for workflows, pipelines, and data organization without requiring technical expertise.

Common complaints

  • Initial learning curve due to the depth and richness of features can make onboarding a challenge for new users.
  • Some users feel overwhelmed by the sheer number of features and customization options.
  • Automation options, while helpful, are considered limited and "click-intensive" by power users needing more streamlined workflows.

4.8

Excellent

Based on 521 ratings & 75 reviews

Rating Distribution

Excellent

(74)

Very Good

(1)

Good

(0)

Poor

(0)

Poor

(0)

What users are saying

BD

Bill D

11/24/23

5 out of 5

"Great CRM Solution"

What do you like best about Daylite? It works. Works great right out of the box but can also be tweaked to your specific & expanding needs as time ...

Read more

AD

Allen D

07/14/23

5 out of 5

"One of the best products I have ever used"

What do you like best about Daylite? The product works the way it should; if you have a problem, the customer service is excellent. What do you ...

Read more

AF

Anton F

04/18/23

5 out of 5

"Daylite. THE best tool for productivity, planning and pipelining projects."

What do you like best about Daylite? Total integration with Billings and super easy to navigate. The system is user-friendly, easily customisable and ...

Read more

PC

Philip C

03/23/23

5 out of 5

"Extremely good customer support"

What do you like best about Daylite? The CRM is a very solid and well build software package. Easy to work with and outstanding customer support. It's ...

Read more

GG

George G

01/10/23

5 out of 5

"Daylite is an incredible business tool!"

What do you like best about Daylite? Daylite is the best contact, task, email and appointment management database I've ever utilized. What do you ...

Read more

AU

Anonymous User

12/30/22

5 out of 5

"Great software, even better customer service"

What do you like best about Daylite? I've use Daylite for well over a decade and appreciate the utility and flexibility of the software. It's ...

Read more

What are the features of Daylite?

33%

Feature coverage

10 of 30 tracked features

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…

Security & Compliance

Daylite security and data handling

Key compliance certifications and security features for IT and security teams evaluating Daylite.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Daylite Customers

EnergyDirect-logo

EnergyDirect

SharedVision-logo

SharedVision

Mophonics-logo

Mophonics

ApexxGlobal-logo

ApexxGlobal

WingHart-logo

WingHart

BaileyBilyeu and Associates-logo

BaileyBilyeu and Associates

Maniacs-logo

Maniacs

GodfreyJohnson-logo

GodfreyJohnson

The Tyra Law Firm-logo

The Tyra Law Firm

WLG-logo

WLG

Liquid Smile-logo

Liquid Smile

Mosiac Marketing-logo

Mosiac Marketing

SchafferRogers-logo

SchafferRogers

Francis Zera-logo

Francis Zera

HEC-logo

HEC

Help & Contact

Daylite Support Options

Customer ServiceOnline
LocationMarkham, Ontario

Connect with Daylite

Frequently Asked Questions About Daylite

Common questions buyers ask before choosing Daylite.

Daylite is a CRM Software. Daylite offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.

Buyers commonly note the following limitations of Daylite: Training may be necessary for effective use.; Limited third-party integrations could restrict functionality.; Cost may increase with advanced feature usage..

Some top alternatives to Daylite includes Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM and Salesforce Sales Cloud.

Daylite offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Daylite as of now.

The starting price of Daylite is $35/User/Month when Billed Yearly

Ready to try it?

Get started with Daylite

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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