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Daylite

Award-Winning Mac CRM Software for Your Small Business·daylite.app

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Daylite is a comprehensive CRM and business management platform designed for service-based businesses. It combines client management, email, calendar, tasks, sales pipeline tracking, and project management in one connected system built exclusively for Apple devices (Mac, iPhone, iPad). It links every email, meeting, task, and note to the relevant contact, opportunity, or project, and works offline with automatic sync when reconnected.

What it's for

CRM and client relationship managementEmail management and inbox organizationSales pipeline and opportunity trackingProject and task managementCalendar and meeting schedulingClient intake and data collection via forms

Features 20

  • Activity Sets (reusable checklists/workflows)
  • Built-in email client (Mail in Daylite) supporting Gmail, Office 365, Outlook, iCloud, Yahoo, AOL, IMAP
  • CalDAV integration for appointment booking
  • Calendar, meetings, tasks, and notes
  • Client intake forms
  • Client SDK and Reports SDK for custom features/reports
  • CRM and contact/company management
  • Customizable sales and project pipelines
  • Email integration (Priority Inbox, Smart Suggestions, Auto-Linking)
  • Estimates and quote generation tied to opportunities
  • Letter and email templates for outreach
  • Linked business/activity history across contacts, projects, and opportunities
  • Meeting video conferencing integration (Zoom, Microsoft Teams, Google Meet)
  • Multi-device sync across Mac, iPhone, and iPad
  • Offline work capability with automatic sync
  • Project and task management via Projects Board
  • REST API with OAuth2 authentication
  • Role-based permissions
  • Sales pipeline tracking via Opportunities Board
  • Smart Lists (dynamic contact/company/opportunity segmentation)

At a glance

free trialself-hostableAPI
TypeDesktop app
DeploymentHybrid
PlatformsmacOS, iOS
LanguagesEnglish, German, French, Spanish, Dutch
Forsmall service-based businesses, consultants, lawyers, real estate agents, financial advisors, creative agencies, photographers, marketing firms, event planners
CompanyMarketcircle Inc.

Integrations

Apple MailApple ContactsApple CalendarZoomMicrosoft TeamsGoogle MeetFantasticalSimplyMeetMorgenAcuity SchedulingGmailOffice 365Outlook.comiCloudYahooAOLIMAPZapierWufooGoogle CalendarExchange

Complianceself-reported

ISO 27001GDPR

Resources

Pricing

Summer Promo offers 25% off every month for 12 months for new customers on Monthly plans between June 19, 2026 and July 31, 2026; cannot be combined with other promotions; no proration on cancellation. Displayed promo prices ($10/$20/$30 per month) appear to be a larger discount than the stated 25% off (closer to 50% off list prices) — a possible page inconsistency. Tailored/Custom plan is quote-based for 10+ users.

Leap$20/mo

Summer Promo offers a discounted monthly rate for new customers on this plan (see pricing_notes).

1 user, 1 email account integration, 500 contacts

Growth$40/user/mo

Marked as 'Popular' plan. Summer Promo offers a discounted monthly rate for new customers on this plan (see pricing_notes).

Up to 20 users, 3 email account integrations per user, 25,000 contacts

Scale$60/user/mo

Summer Promo offers a discounted monthly rate for new customers on this plan (see pricing_notes).

Up to 100 users, 10 email account integrations per user, 250,000 contacts

TailoredQuote

Custom pricing; contact sales team.

For customers with 10 or more users and special requirements

Summer Promo: '25% off every month for 12 months' for new customers subscribing to a Monthly plan between June 19, 2026 and July 31, 2026 (displayed discounted monthly prices, however, appear to reflect a 50% reduction rather than 25%).

Last checked 29 days ago·