Looking for a tool that goes beyond your typical CRM?

Daylite is a CRM for MacOS and iOS that helps small businesses scale by managing clients, deals, and projects more efficiently.

Why You’ll Love Daylite

Need help staying on top of communication and follow-ups with clients? How about keeping track of all the moving pieces in all your projects or the status of each deal? Daylite shines at helping you keep track of all your relationships and commitments so you can manage more clients and scale your business. Plus it’s easily customizable to fit your unique workflows.

Apple Integration

If you are like us, you already love the seamlessness of Apple products. Daylite was designed to leverage the power of built-in Apple features. While in Apple Mail, you can save your emails to contacts in Daylite so you have a full history of communication in one place. Plus you can schedule appointments and create tasks in Daylite without leaving Apple Mail! And you no longer have to wonder who is calling because thanks to Apple Contact sharing and CallerID, you can see when clients in Daylite are calling even if they’e not in you phone.

Offline Access

You are busy, why worry about accessing all your clients information while out of the office? Daylite makes it easy to move from location to location without the need for a Wi-Fi connection.

Examples of Industries That Daylite Is Great For:

Consulting and Coaching • Financial Services • Manufacturing • Real Estate • Marketing and Advertising • Health and Wellness • TV, Film, and Media • Photography and Videography • Entertainment, Arts, and Music • Legal • Graphic Design and Interior Design • Software

Contact us for more details on how we can make Daylite work for you or to schedule a demo.

“Without Daylite I wouldn’t look like a rockstar genius with my clients or be as organized with my team.”

- Andrew Arnold, CEO of Centerline Wealth Advisors