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Daylite is a powerful CRM for Apple users that combines project management and lead management in one. Your data is stored centrally and everyone in your team has a local copy of the database that automatically synchronizes with the cloud server. You can use Daylite on your Mac, iPhone, and iPad. From sole proprietor to the global corporation: Daylite grows with your business and your requirements.

Daylite+ is our upgrade for Daylite, which turns the best CRM and project management software for Apple users into an all-inclusive business tool for professional users. From Kanban Boards, budget management, and time tracking to telephony, chat, online meetings, and online bookings, Daylite+ integrates everything you need to digitize your business.

Daylite – the CRM for Mac, iPhone & iPad

Get more out of your business

Simplify your Workflows

Everything under one roof

Simplify your workflows: Daylite has already integrated the functionality of many apps. Instead of juggling with many different apps, Daylite allows you to work from a single application without ever dropping a ball. Stay close to your customers: From the first contact via your website to the successful completion of a project. Save valuable time and keep track of all customer communication and projects.

Daylite Core Features

Simply work more efficiently

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Contacts & Follow-Ups

Customers, prospects, partners – all your contacts in one place. Use keywords and categories to filter and segment your contacts. Create reminders and follow-ups.
Synchronize your address book or use the iOS app to keep all your information with you when you’re on the go.

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Appointments & Calendar

Work with team calendars and manage resources such as meeting rooms, vehicles, or technical equipment in your own calendars. Synchronize your Daylite calendar with your Apple calendar.

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Customer History & E-Mail Integration

Find all customer communication in the contact’s activity view. Every e-mail sent or received is automatically added to the customer’s history. As a result, everyone in the company is always up to date.

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Sales Opportunities & Workflows

Use standardized sales workflows and work with sales opportunities. Create estimates and analyze your sales success.

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Projects & To-Do Lists

Be reminded of tasks that are due and define your own workflows for you and your team. Thanks to clear task lists, everyone knows what to do next.

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Templates & Documents

Work with central e-mail templates and create documents directly from Daylite. Find file attachments and link documents directly to a Daylite record, allowing everyone to find what they are looking for.

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iPhone & iPad App

Use Daylite on your iPhone or iPad so that you are always up to date; even when you are on the road and even without an active internet connection.

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Daylite+ Advanced Features

The Pro Extension for your Daylite

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Exclusive Daylite+ Features

Kanban Boards

Visualize your projects as Kanban Boards. Delegate tickets to teammates via drag-and-drop. Use Pipeline Boards for an overview of your sales opportunities and TimeBoards for your resource planning.

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Exclusive Daylite+ Features

Telephony Integration & Online Meetings

Click-to-dial directly from Daylite and always see who is calling – even from the very first ring. Create video conferences directly from a Daylite appointment with one click.

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Exclusive Daylite+ Features

Online Appointment Management

Offer your customers the possibility to book appointments with you online. With the Acuity Scheduling connection, which is included in Daylite+, you can share your real-time availability on your website. Booked appointments are added to Daylite and new customers are automatically created as contacts in Daylite.

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Exclusive Daylite+ Features

Integrated Web Forms

Transform the contact forms from your website into Daylite data. Information that customers leave on your website becomes contacts, projects, or sales opportunities in Daylite.

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Exclusive Daylite+ Features

Working with Apple Maps Data

Leverage the power of Apple Maps to instantly add company contact data in Daylite. All important information like the address, phone numbers or the website will be automatically added to their Daylite record. Display your customers on a map or do a proximity search around a point of interest.

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Exclusive Daylite+ Features

Budget Management & Time Tracking

Work with budgets in your Daylite projects. Track time and costs to analyze the profitability of customers, projects, or sales opportunities. Use threshold reports to identify which projects need your special attention. Assess your budget calculation with target-performance comparisons.

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Exclusive Daylite+ Features

Team Chat with Slack

Share ideas with your colleagues directly in Daylite via Slack Chat. Have conversations right from the Daylite record, like contact or project, that you are discussing. Invite customers to talk with you about project progress.

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Exclusive Daylite+ Features

Newsletter Management

Send professional newsletters with Mailchimp using your Daylite contact information. Analyze the click behavior of your customers and generate follow-up campaigns within Daylite.

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Daylite Integrations

Even a CRM needs friends

Daylite offers a wide range of features that can be extended with the integration of other applications and services.

No matter whether you want to connect billing systems, online meeting systems, telephony, native Apple apps, or if you want to plan your social media posts with Daylite – all of this and much more is possible.

 

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Security & Privacy

A topic of the highest priority for us

The Marketcircle Cloud is operated in Toronto, Canada, in compliance with European data protection regulations and is secured in Germany. Marketcircle is also ISO 27001 certified.

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More than 6,000 companies trust in Daylite

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In our free and no commitment webcasts, you can see the moderators’ screen in your web browser and ask questions.

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We are happy to advise you, free of charge, if you have any questions about our products and services.

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