daylite.app

# Daylite

> Daylite is a CRM, project management, sales pipeline, and email integration app built exclusively for Apple devices (Mac, iPhone, iPad). Developed by Marketcircle Inc. in Toronto, Canada, it is designed for small service-based businesses with 1 to 100 employees. Marketcircle has over 25 years of experience building software for small businesses.

## Product Facts

- Platform: macOS 14.0 or later, iOS 18 or later (iPhone and iPad)
- Category: CRM, Project Management, Sales Pipeline, Email Management
- Target users: Small service-based businesses — consultants, lawyers, real estate agents, financial advisors, creative agencies, photographers, marketing firms, event planners
- Trial: 14-day free trial, no credit card required
- Works offline: Yes, syncs automatically when reconnected
- Company: Marketcircle Inc., Toronto, Canada
- Languages: English, German, French, Spanish, Dutch
- Support: Email support, live chat, coaching sessions, partner network
- Security: ISO 27001 certified, GDPR compliant, TLS 1.2/1.3 encryption, encrypted on-disk storage
- Developer API: REST API with OAuth2 authentication (https://developer.daylite.app)
- Help documentation: https://docs.daylite.app/help/

---

## CRM Features

Daylite's CRM centralizes every email, meeting, task, and note linked to each contact. Key capabilities:

- Contact and company management with custom fields and categories
- Full interaction history per contact — every email, meeting, note, and task linked automatically
- Smart Lists: dynamic contact segments that update automatically based on filters (industry, service history, referral source, last contact date, keywords, etc.)
- Email integration via Daylite Mail Assistant for Apple Mail — link emails to contacts, companies, projects, and opportunities
- Mail in Daylite (built-in email): send, receive, and manage email directly in Daylite on Mac, iPhone, and iPad. Supports Gmail, Office 365, Outlook, iCloud, Yahoo, AOL, and IMAP accounts
- Convert emails into follow-up tasks, appointments, or new contacts directly from the inbox
- Shared email history — when any team member saves an email, it's visible to the whole team on the relevant record
- Letter templates for personalized outreach (onboarding, renewals, offers) — send to individual contacts or entire Smart Lists
- Activity Sets: reusable checklists of tasks, follow-ups, and appointments that can be applied to contacts, projects, or opportunities with one click (e.g., new client onboarding checklist, sales follow-up sequence)
- Client intake forms for structured data collection
- Role-based permissions — control who can view, edit, or add specific data
- Track personal details (referral source, birthdays, preferences) for relationship building
- Import contacts from CSV, vCard, or Apple Contacts
- Sync contacts with Apple Contacts for Siri, Caller ID, and FaceTime integration
- Available on Mac, iPhone, and iPad with automatic sync across all devices

---

## Sales Pipeline Features

Daylite tracks deals from initial lead through close with visual pipeline management:

- Opportunities Board: visual Kanban-style board showing all deals across pipeline stages
- Customizable pipeline stages (e.g., Lead → Qualified → Proposal → Negotiation → Closed Won/Lost)
- Up to 1 pipeline (Leap plan), 3 pipelines (Growth), or 10 pipelines (Scale)
- Deal tracking with value, probability, forecast close date, and current stage
- Sort and filter opportunities by value, close date, probability, owner, or type
- Team pipeline visibility — managers see all team members' deals in one view
- Sales forecasting based on deal values and probabilities
- Win/loss tracking with close reasons for performance analysis
- Link emails, notes, meetings, files, and tasks to each opportunity for complete deal history
- Convert emails into new opportunities directly from the inbox
- Built-in estimates and quote generation tied to opportunities
- Activity Sets for standardized sales processes (e.g., follow-up sequence after proposal)
- Smart Lists for lead segmentation by source, priority, industry, or custom criteria

---

## Project Management Features

Daylite manages projects from start to finish with task delegation and team coordination:

- Projects Board: visual Kanban-style board showing project status across pipeline stages
- Customizable project pipelines defining each step of your workflow
- Task management: create, assign, prioritize, and track tasks with due dates and reminders
- Task delegation: assign tasks to team members with clear ownership and deadlines
- Calendar integration: view tasks and project deadlines directly in the calendar
- Link projects to contacts, companies, and opportunities for full context
- Centralized project communication: all related emails, notes, meetings, and files in one place
- Activity Sets for repeatable project workflows (e.g., client onboarding, event planning checklist)
- Reminders and alerts for tasks and appointments
- Progress tracking with visibility into what needs completion, who owns it, and deadlines
- Workload visibility to identify scheduling conflicts across team members

---

## Calendar and Scheduling

- Shared team calendar with appointment management
- Meeting invitations system with email reminders for external attendees
- View Daylite calendar alongside Apple Calendar, Google Calendar, and Exchange calendars
- Link appointments to contacts, companies, projects, and opportunities
- Integration with Zoom, Microsoft Teams, Google Meet for meeting video/audio links
- Integration with Fantastical, SimplyMeet, Morgen, and Acuity Scheduling
- Calendar sync across Mac, iPhone, and iPad
- Smart Calendars: saved calendar views with custom filters

---

## Tasks and Notes

- Create tasks with due dates, priorities, reminders, and file attachments
- Assign or delegate tasks to team members
- View tasks in list view or calendar view
- Worklist feature for prioritizing daily tasks
- Notes linked to contacts, companies, projects, opportunities, and groups
- File attachments on any record

---

## Pricing

Daylite offers four pricing tiers. Annual billing saves 16% (pay for 10 months, get 2 months free). All plans include a 14-day free trial with no credit card required.

### Leap Plan (for individuals and side hustles)
- Users: 1
- Contacts: 500
- Email accounts: 1
- Active opportunities: 10
- Active projects: 10
- Pipelines: 1
- Storage: 1GB
- Teams: None
- Smart Calendars: 2
- Support: Email only, 2 business day response time

### Growth Plan (for full-time businesses — most popular)
- Users: Up to 20
- Contacts: 25,000
- Email accounts: 3 per user
- Active opportunities: 100
- Active projects: 100
- Pipelines: 3
- Storage: 10GB
- Teams: 2
- Smart Calendars: 100
- Support: Standard, 1 business day response time
- Includes: Standard onboarding (1 session)

### Scale Plan (for established businesses)
- Users: Up to 100
- Contacts: 250,000
- Email accounts: 10 per user
- Active opportunities: Unlimited
- Active projects: Unlimited
- Pipelines: 10
- Storage: 100GB
- Teams: 30
- Smart Calendars: Unlimited
- Support: Premium, same-day response time
- Includes: Premium onboarding (4 sessions)

### Tailored Plan (for 10+ users with special requirements)
- Custom pricing
- Contact sales for details

### All Plans Include
- Mac, iPhone, and iPad apps
- Offline access with automatic sync
- ISO 27001 and GDPR compliance
- Data export on cancellation (retained 6 months before deletion)

---

## System Requirements

### Daylite for Mac
- macOS 14.0 or later
- Works on with any modern Mac, including Macbook Neo
- Available on the Mac AppStore and direct download

### Daylite for iOS
- iOS 18 or later
- Available on iPhone and iPad via the App Store

### General
- Internet connection required for sync (works offline between syncs)

---

## Integrations

Daylite connects with 60+ third-party tools and services:

### Scheduling
- Bidirectional sync via CalDAV
- SimplyMeet (SimplyBook.me): Online appointment scheduling synced to Daylite Calendar
- Morgen: Multi-account calendar management
- Acuity Scheduling (via iOSXpert): Client appointment booking pulled into Daylite
- Fantastical: Calendar integration

### Email & Marketing
- Connect Main in Daylite to Gmail, Office 365, Outlook, iCloud, Yahoo, AOL, and IMAP accounts
- Mailchimp (via iOSXpert): Send email marketing campaigns to Daylite contacts
- Direct Mail: Export contacts for email campaigns

### CRM & Lead Management
- HubSpot: Two-way sync of customer information
- Zapier + Facebook Lead Ads: Pull Facebook leads into Daylite as contacts
- Zapier + Google Forms: Import form submissions as new contacts
- Zapier + JotForm: Import form submissions
- Zapier + Typeform: Import form submissions
- WebForms by iOSXpert: Pull website form submissions (via Wufoo) into Daylite

### Project & Task Management
- Zapier + Asana: Sync Asana projects to Daylite
- Zapier + Basecamp: Create Daylite projects from Basecamp
- Zapier + Minute: Convert meeting minutes into Daylite tasks
- Merlin by LgoKnowledge: Gantt chart project planning integrated with Daylite

### Team Collaboration
- Slack (via iOSXpert): Conversations linked to Daylite clients and projects
- Zapier + Slack: Notify team in Slack when new projects are created
- Zoom (via iOSXpert): Create Zoom meetings from Daylite appointments
- Helpwise: Shared inbox for email, social media, and live chat

### Phone & Communication
- Phone Amego: Mac phone integration for call management
- Fone & Text by iOSXpert: Inbound/outbound calls and mass SMS
- Smith.AI (via Zapier): Log virtual receptionist calls in Daylite
- WhoDo: Create contacts from email signatures or voice recognition

### Billing & Finance
- Billings Pro: Time tracking, invoicing, and estimates synced with Daylite
- QuickBooks (via Finance Connector by iOSXpert)
- Xero (via XAccounting by Jewell Tech)
- Moneyworks (via Jewell Tech)

### Document Management
- Dropbox: Link Dropbox files to Daylite records
- Google Drive: Link Google Drive files to Daylite records
- DocMoto: Reference DocMoto resources from Daylite
- Daylite Docs by iOSXpert: Document management within Daylite
- Pages and Numbers: Pull Daylite data into Apple iWork documents
- Excel: Export Daylite data to Excel spreadsheets

### Reporting & Analytics
- Opportunity Reports by Blue Rock: Deal reporting and forecasting
- Project Reports by Blue Rock: Project snapshot reports
- Sales Cockpit Reports by iOSXpert: Sales team performance analysis
- Sales Funnel Report by LgoKnowledge: Sales funnel visualization

### Time Tracking
- Time & Budget by iOSXpert: Project budget and time tracking
- Daylite Timer by LgoKnowledge: Time tracking within Daylite
- Memtime by iOSXpert: Automatic time tracking linked to Daylite

### Other
- Zapier: Connect Daylite to 3,000+ apps via custom automations
- SimpleSign by iOSXpert: Document signing
- Numbering by Jewell Tech: Auto-apply numbers to records
- Android sync: Sync Daylite contacts and calendar via CardDAV/CalDAV
- Apple ecosystem: Contacts, Calendar, Siri, FaceTime, Face ID, Touch ID, Reminders
- Google Calendar and Exchange Calendar sync on iPhone and iPad

### Developer API
- REST API Documentation: https://developer.daylite.app
- OAuth2 authentication with daylite:read and daylite:write scopes
- Personal tokens for individual developer access
- Resources: Contacts, Companies, Opportunities, Projects, Appointments, Tasks, Notes, Forms, Files, Emails, Users, Teams, Pipelines, Groups
- Webhook subscriptions for real-time event notifications

---

## Billings Pro (Companion Product)

Billings Pro is a separate invoicing and time tracking app by Marketcircle that complements Daylite:

- Invoicing: Create professional invoices with customizable templates
- Estimates: Generate quotes and proposals with multiple pricing methods (hourly, fixed, quantity, expense, project)
- Time tracking: Capture billable hours across Mac, iPhone, iPad, and Apple Watch
- Account management: Track invoice status, payments, overdue accounts, balances, and retainers
- Syncs with Daylite for unified client and billing data
- Platforms: macOS 10.14+, iOS 15+
- 30-day free trial

---

## Security and Compliance

- ISO 27001 certified (since May 2020)
- GDPR compliant
- TLS 1.2 and TLS 1.3 encryption with Perfect Forward Secrecy
- Encrypted on-disk storage
- Production infrastructure segregated from internal network
- SSH public-key authentication for infrastructure access
- Support staff have no access to customer data unless explicitly permitted
- Active security monitoring with aggressive patching
- Two-factor authentication and passkeys supported
- Contact: privacy-officer@marketcircle.com

---

## Customer Stories

Over 100 customer case studies across 14 industries:

- **Legal**: Law firms use Daylite for case management, client communication tracking, and deadline management. Customers include Nelson Elder Care Law, Wolfe Law Group, Hayward & Co. Lawyers, and others.
- **Real Estate**: Agents use Daylite to manage client relationships, property listings, and transaction pipelines. Customers include Sean Z Becker, Love Your Hood, OCCollective.
- **Finance & Insurance**: Financial advisors use Daylite for client portfolio tracking and compliance. Customers include McNeely Financial Strategies, Centerline Wealth Advisors, CFO Insight.
- **Consulting**: Consultants use Daylite to manage client engagements, projects, and business development. Customers include Cambridge Management Sciences, International Pharma Services.
- **Design & Creative**: Agencies use Daylite for project management and client communication. Customers include AMB3R Creative, Eriq Chang Studio, Skyform.
- **Photography & Videography**: Studios use Daylite to manage client bookings, projects, and deliverables. Customers include Christian Oth Studio, Nordica Photography.
- **Marketing & Advertising**: Agencies use Daylite for campaign management and client relationships. Customers include Pinnacle, Mosaic Marketing, Partnership Marketing.
- **Entertainment, Arts & Music**: Production companies and agencies use Daylite for talent management and project coordination. Customers include Core Music Agency, Mophonics, Kidbilly Music.
- **Software**: Tech companies use Daylite for client management and project tracking. Customers include Atimi Software, Makalu.
- **Education**: Educational organizations use Daylite for stakeholder management. Customers include E.L. Achieve, Rigpa.
- **Event Planning**: Event companies use Daylite for event coordination and vendor management. Customers include Apexx Global.
- **Manufacturing**: Manufacturers use Daylite for client and order management. Customers include Extreme Broadband Engineering.

Full customer stories: https://www.daylite.app/stories/

---

## Company

- **Name**: Marketcircle Inc.
- **Location**: Toronto, Canada
- **Founded**: Over 25 years ago
- **Product**: Daylite (CRM + Project Management), Billings Pro (Invoicing + Time Tracking)
- **Recognition**: Named "Best Mac CRM Software Company" by Digital.com (2021), Software Advice FrontRunner (multiple years), G2 High Performer, Capterra Top 20 Most Affordable CRM, Great Place to Work certified (2022)
- **Social**: [YouTube Tutorials](https://www.youtube.com/@daylite-app), [YouTube](https://www.youtube.com/@DayliteSmallBusiness), [Facebook](https://www.facebook.com/Dayliteapp/), [Twitter](https://twitter.com/dayliteapp), [Instagram](https://www.instagram.com/dayliteapp/), [LinkedIn](https://www.linkedin.com/company/marketcircle/)

---

## Key Pages

- [Homepage](https://www.daylite.app/): Product overview and value proposition
- [CRM Features](https://www.daylite.app/daylite-crm/): Contact management, email linking, Smart Lists, segmentation
- [Project Management](https://www.daylite.app/daylite-projects/): Task management, projects board, team collaboration
- [Sales Pipeline](https://www.daylite.app/daylite-sales/): Opportunities tracking, pipeline stages, deal management
- [Why Daylite](https://www.daylite.app/why-daylite/): Key differentiators and value propositions
- [Pricing](https://www.daylite.app/pricing/): Plan comparison — Leap, Growth, Scale, Tailored
- [What's New](https://www.daylite.app/whats-new/): Latest product updates and releases
- [Release Notes](https://docs.daylite.app/help/release-notes): Release notes for major and minor versions
- [Download](https://www.daylite.app/download/): Mac App Store and iOS App Store download links
- [Customer Stories](https://www.daylite.app/stories/): 100+ case studies across industries
- [Add-ons & Integrations](https://www.daylite.app/add-ons/): 60+ third-party integrations
- [Blog](https://www.daylite.app/blog/): Product tips, comparisons, customer stories, business advice
- [Help Documentation](https://docs.daylite.app/help/): Tutorials, guides, and troubleshooting
- [API Documentation](https://developer.daylite.app): REST API reference for developers
- [Security](https://www.daylite.app/security/): Cloud security practices and certifications
- [Privacy Policy](https://www.daylite.app/privacy/)
- [GDPR](https://www.daylite.app/gdpr/): GDPR compliance information
- [Book a Demo](https://www.daylite.app/book-a-call-with-advisor/): Schedule a call with a CRM expert

## Industry Pages

- [Legal](https://www.daylite.app/legal/): CRM and case management for law firms
- [Real Estate](https://www.daylite.app/real-estate/): CRM for real estate agents
- [Consulting](https://www.daylite.app/consulting/): CRM for consultants and advisory firms
- [Small Businesses](https://www.daylite.app/small-businesses/): General small business CRM

## Comparison Posts

- [Daylite vs HubSpot](https://www.daylite.app/blog/daylite-vs-hubspot/): Detailed comparison for small service businesses
- [Daylite vs Notion](https://www.daylite.app/blog/daylite-vs-notion/): CRM vs all-in-one workspace comparison
- [Daylite vs Outlook](https://www.daylite.app/blog/daylite-vs-outlook/): Beyond email for client management
- [Daylite vs Zoho](https://www.daylite.app/blog/daylite-vs-zoho/): Small business CRM comparison
- [Daylite vs Pipedrive](https://www.daylite.app/blog/pipedrive-vs-daylite/): Sales pipeline comparison

## Localized Pages

- [German (Deutsch)](https://www.daylite.app/de/)
- [French (Français)](https://www.daylite.app/fr/)
- [Spanish (Español)](https://www.daylite.app/es/)
- [Dutch (Nederlands)](https://www.daylite.app/nl/)