Daylite
CRM software
Work management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$19 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Construction
- Information technology and software
What is Daylite
Daylite is a CRM and work management application designed to help small businesses manage contacts, sales opportunities, tasks, calendars, and projects in one system. It is commonly used by client-facing teams such as professional services firms that need to track relationships and coordinate follow-up work. The product emphasizes tight integration with Apple and Microsoft productivity tools and offers both cloud and on-premise deployment options. Daylite includes email capture and linking, pipeline tracking, and project/task organization tied to accounts and opportunities.
Strong Apple ecosystem integration
Daylite is built with macOS and iOS users in mind and integrates closely with Apple Contacts and Calendar workflows. It also supports common productivity patterns for teams that live in email and calendaring. This can reduce context switching compared with CRM tools that rely primarily on browser-based workflows. For Apple-centric organizations, this alignment can simplify adoption and daily usage.
CRM plus project linkage
Daylite connects contacts, companies, opportunities, and communications to tasks and projects, which supports end-to-end client work tracking. Teams can move from a deal to delivery without exporting data into a separate work management tool. This is useful for service businesses that need a single record of client interactions and execution status. The linkage helps maintain continuity across sales and ongoing account work.
Deployment flexibility options
Daylite is available as a cloud service and also offers a self-hosted (on-premise) option for organizations with specific data residency or control requirements. This flexibility is less common among many SMB-focused CRM products that are cloud-only. It can support firms with stricter IT policies or regulated client requirements. The option also provides an alternative path for teams that prefer local infrastructure.
Limited enterprise-scale capabilities
Daylite is primarily oriented toward small and mid-sized teams rather than large enterprises. Organizations that need complex territory management, advanced forecasting, or extensive governance controls may find gaps. Larger deployments may also require more administrative effort to standardize processes. Companies with highly complex sales operations may outgrow the feature set.
Automation and reporting depth
Compared with more automation-centric CRM platforms, Daylite typically offers fewer advanced workflow automation and multi-step campaign capabilities. Reporting and analytics may be sufficient for operational tracking but can be less robust for highly customized dashboards and BI-style analysis. Teams that rely heavily on sophisticated automation and attribution may need additional tools. This can increase integration and maintenance overhead.
Ecosystem and integrations narrower
Daylite’s third-party app marketplace and prebuilt integrations are generally narrower than those of larger CRM suites. Some integrations may require connectors or custom work depending on the stack. This can be a constraint for organizations standardizing on a broad set of SaaS tools. Integration needs should be validated early, especially for accounting, support, and marketing systems.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Leap | $19 per user/month (monthly). Annual billing available (16% discount). | All essential features; intended for solos/side-hustles — 1 user, 1 email account integration, ~500 contacts, email-only support. |
| Growth | $39 per user/month (monthly). Annual billing available (16% discount). | Everything in Leap; up to 20 users; 3 email account integrations per user; ~25,000 contacts; standard support & 1-hour onboarding. |
| Scale | $59 per user/month (monthly). Annual billing available (16% discount). | Everything in Growth; up to 100 users; 10 email account integrations per user; ~250,000 contacts; premium support & up to 4 onboarding sessions. |
| Tailored | Custom pricing (billed annually) | Custom plans for organisations with 10+ users or special requirements — contact sales. |
Notes: All plans include Daylite's CRM, Opportunities (Sales), Projects, Calendar, Tasks, Mail, Notes, and Forms. A 14-day free trial is available (no credit card required).
Seller details
Marketcircle Incorporated
Toronto, Ontario, Canada
1999
Private
https://www.marketcircle.com/daylite/
https://x.com/marketcircle
https://www.linkedin.com/company/marketcircle/
