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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Daylite is a customer relationship management (CRM) software that helps you manage your business by providing tools for managing leads, lists, files, and documents. It interacts with MailChimp, Zoom, Slack, QuickBooks, Zapier, and other services to help you collaborate with your team to streamline procedures via pipelines and checklists. You can establish more relationships with Daylite by keeping a record of communication and next steps, ensuring that you're always on top of things, no matter how large your client list becomes. It puts your team in sync by centralising and sharing information. It collects data of emails, notes, calls, and the next steps in one spot, making it simple to remember everything. The platform shows you where each deal is in the process and also what needs to happen next. It assists you in prioritising your deals. It gives you insight into your closure rates, reasons for wins and losses, and top lead sources so you can make better decisions and expand your business. It also allows you to control who may see, edit, and contribute content, ensuring that confidential information remains private. Read more | Introducing a groundbreaking platform designed for the modern professional the all-in-one client and project management solution that is transforming how teams work and collaborate. In today's fast-paced business environment, staying ahead means delivering projects with precision and agility. This innovative product is tailored to empower them to manage every aspect of their clientele flawlessly, ensuring that them stay organized, proactive, and consistently deliver on time and within budget. Suitable for a wide array of professionals, this management tool is the gateway to streamlining their operational processes. Whether you're coordinating a small in-house team or steering a massive cross-departmental collaboration, this platform simplifies their workflow, enabling seamless interaction among team members and fostering an ecosystem of productivity. It's more than just a tool; it's their virtual command center where efficiency meets excellence. Capture all their leads and opportunities with an intuitive interface that's evolved to keep pace with the shifting needs of today's industries. Never miss a beat and ensure that every prospect is nurtured and developed to its full potential. With this pioneering platform, every lead converts into a well-managed project, setting the stage for unparalleled success and client satisfaction. Say goodbye to the complexities and constraints of traditional project management software. The future is here, designed to bolster their business by honing in on effective strategies, augmenting their capacity to outperform expectations, and carving a path to their triumphs. Experience the cutting-edge capabilities of a system that truly understands the essence of time, resources, and human capital management. For the discerning professional who demands excellence in every endeavor, welcome to the ultimate tool that redefines the parameters of success. Read more |
Pricing Options |
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SW Score & Breakdown |
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Total Features |
25 Features
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7 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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Review Summary |
Daylite is a popular CRM solution for Mac users, praised for its seamless integration with Apple Mail, Calendar, and other Apple devices. Users appreciate its intuitive interface, robust features, and strong customer support, particularly the quick response times. While Daylite is highly customizable, some users find the learning curve to be moderate. Some also express a desire for more extensive integration with other platforms, such as Outlook and Android devices, as well as the ability to export contacts directly to email. |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Daylite $35.00 $42.00 per user / month |
Bronze Plan $0.83 $1.00 per month Silver Plan $7.50 $9.99 per month Gold Plan $15.00 $18.99 per month |
View Detailed Pricing
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View Detailed Pricing
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Videos |
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Company Details | Located in: Markham, Ontario |
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Contact Details |
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Social Media Handles |
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