Be a rockstar in front of your clients with Daylite – the most powerful small business CRM for Mac, iPhone & iPad.
Why people choose Daylite
In a nutshell, Daylite is made for the life of an entrepreneur! It is the ultimate CRM solution for entrepreneurs and organizations with up to 100 team members. And Daylite is made specifically for Mac users.
Most CRMs are good at managing customers and sales, but don’t help you do a great job at managing projects for clients or day-to-day and personal tasks.
From client follow-ups and project checklists to reminding you when a sales potential should have been closed, customers rave about how Daylite helps them keep it all straight.
How Daylite Helps You Grow your business
Win more business
Close more deals by making sure nothing slips through the cracks. No matter how many deals you have in your pipeline, with Daylite CRM you ensure all are getting the proper attention to close in record time!
Be Super Efficient
Work on the go
OWN YOUR SALES FUNNEl
And what's really cool about Daylite, our favorite feature which we rely on the most, is the ability to create cross-modular "actionable" queries!
This means that you can create a view that is based on conditions across multiple modules (companies, people, projects, sales funnel, and custom forums), and take real action (i.e. send personalized emails, schedule calls, etc.) with the click of a mouse.
Here's a practical example; you want to reach out to prospects whom you sent proposals to but lost in a give stage for lack of budgets available. They liked your product, but they didn't have it in the budget. Well it's a year later now, so why not check in with them again? You never know, right?
Daylite Features you'll absolutely love
Daylite integrates seamlessly with Apple Mail so you can “virtually paperclip” all emails to clients, projects, and meetings. Daylite also syncs with Contacts and Calendars so you can use Apple features like Caller ID, Siri, and Notification Centre.
And tons of more and more features ...
Apple Supported Features for your mac, iphone, and ipad
- Sync with Apple Contacts & Calendars
- Apple Mail integration on the Mac
- Notification Centre on iPhone & iPad
- Siri and Caller ID on iPhone & iPad
CRM Features that will help you in boosting your revenue
- Track every email, call, meeting, note and follow-up
- Segment your contacts into custom follow-up lists
- Customizable Email Templates
- Lead Management & Customizable Sales Pipelines
- Customizable Follow-up Schedule Reminders
- Sales Reporting
Project Management Features
- Project Tracking
- Customizable Project Pipelines and Checklists
- Task Management & Delegation
- Shared Calendar
- Milestone Tracking
- Document Management
Daylite is available as a monthly subscription or annual. For pricing info please click here.
Try it today for 14 days absolutely free. Trial accounts are fully functional and have no limitations. No commitment or credit card required. Just your name, email, and a quick download. That's it!