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CRM, Sales Opportunities, Projects, Mail, Calendar, Tasks, and Notes work together seamlessly with intelligent linking that preserves your complete business history across all Apple devices.
Track sales opportunities through the visual Opportunities Board, easily convert won Opportunities into Projects, and manage delivery without losing context or switching platforms.
forward per-user pricing.
No feature-based cost escalation. Scale from 1 to 100+ users with all essential features at every tier.
What’s the Main Difference?
Daylite is an all-in-one business management platform designed for Apple-based service businesses that need to manage the complete customer journey from initial contact through project completion and repeat business.
Takes an integrated approach with CRM, Sales (via Opportunities), Projects, Mail, Calendar, Tasks, and Notes working together in one system. Built exclusively for Mac and iOS with complete offline functionality, seamless cross-device sync, and deep Apple ecosystem integration. Uses intelligent relationship linking to connect every business interaction, continually building business history and preserving institutional knowledge.
Includes Boards with visual pipelines for both Opportunities and Projects, Activity Sets for workflow standardization, built-in Mail with automatic email linking and workflow support, task lists for managing work, and native integration with Apple Calendar and Contacts. Complete offline access. No third-party tools needed. All tiers include the full feature set, with plans scaling as your needs grow but never restricting core functionality.
Daylite is ideal for Apple-based service businesses (consultants, agencies, creative teams, legal firms, real estate professionals, financial advisors) who need integrated CRM, opportunity, and project management to support the entire client lifecycle without enterprise complexity or Hub-based cost escalation.
HubSpot is a customer platform built around a central CRM with specialized Hubs for marketing, sales, service, content management, operations, and commerce, designed to help growing companies scale.
Offers a modular approach with six separate Hubs that require individual subscriptions. Provides sophisticated marketing automation, AI-powered Breeze agents, advanced analytics, and extensive third-party integrations. Cloud-only architecture with limited offline access and browser-based interface. This can make everyday workflows feel fragmented and harder to manage.
Includes contact enrichment, lead scoring, and email automation, but stops at sales. Real project management requires expensive Professional tier upgrades or third-party tools. No native Mac integration, no offline access, and complex Hub-based pricing that escalates rapidly. Even small teams can end up spending a significant amount each year across multiple Hubs, with contact limits and feature restrictions adding to the cost.
HubSpot is best suited for mid-size to enterprise companies with multiple departments, dedicated marketing teams, substantial budgets for Hub-based subscriptions, and IT resources to manage a complex multi-Hub platform with extensive automation and marketing capabilities.
Why Choose Daylite over HubSpot?
Manage sales opportunities, client relationships, and project delivery in one unified platform designed for Mac-based service businesses.
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From first contact through project delivery — manage everything in one place.
HubSpot excels at marketing and sales with sophisticated automation, lead scoring, and pipeline management. But once the deal closes, you're left with basic task management. Real project management requires expensive Professional tier upgrades or third-party integrations like Asana or Monday.com, creating disconnected workflows and forcing service businesses to juggle multiple tools.
Daylite bridges the entire client journey from prospect to delivery and beyond in one unified system:
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For small service-based businesses that need to manage both sales and delivery, Daylite replaces a patchwork of separate apps and complex pricing by managing the complete lifecycle in one integrated platform.
Work within one system built for Apple, not across scattered tools built for everyone.
HubSpot operates through six separate Hubs (Marketing, Sales, Service, CMS, Operations, Commerce) requiring separate subscriptions. The platform is entirely cloud-based with limited offline access, no native Mac integration, and requires constant browser use. For Apple teams, this means context switching between the browser and native Apple apps with no offline functionality when connectivity drops.
Daylite offers an interconnected business management platform built with everything service-based businesses using Apple products need in one place:
Replace HubSpot's hub sprawl with one completely integrated solution that works the way Mac users expect.
Get every feature from day one, without rising costs tied to extra modules.
HubSpot’s pricing follows a modular, multi-tiered structure where costs are determined by the specific "Hubs" you choose and the level of functionality required. While entry-level tiers provide a low-cost starting point, expenses scale quickly as businesses move to higher tiers to unlock essential automation and reporting tools. Total investment is driven by a combination of per-seat licensing for team members and contact-based limits for marketing databases, often supplemented by mandatory onboarding fees for professional-grade plans. Because these variables can cause costs to fluctuate as your business grows, it is best to consult the HubSpot pricing page for the most current rates and bundle configurations.
Daylite: offers straightforward per-user pricing where every tier includes the complete feature set. All plans include CRM, Sales (Opportunities), Projects, Mail, Calendar, Tasks, Notes, and Forms:
No hidden fees. No surprise costs. Scale from 1 to 100+ users without losing functionality, just adding more capacity.
Sign up for a 14-day free trial with full access to all features. Choose the plan that fits your team: Leap (solo), Growth (1 to 20 users), Scale (1 to 100 users), or Tailored (custom). Download Daylite for Mac, iPhone, and iPad with complete offline access and seamless syncing across devices.
Import your contacts, companies, and sales data from HubSpot or other CRMs using supported file formats. Link contacts to companies, opportunities, projects, tasks, and emails. Create your first Opportunity pipeline to track sales through customizable stages, then set up Projects to manage client delivery.
Turn won Opportunities into Projects and guide every stage of client delivery in one connected system. Track emails, tasks, meetings, and notes as work progresses, and keep full context without switching tools. Daylite maintains your complete history, supporting smooth delivery and stronger long-term client relationships.
Trusted by the best, across the globe.
See how small service businesses use Daylite to stop losing track of clients, opportunities, and follow-ups.
You want Daylite because you want a program that works, built on a platform that works and that’s been steady for decades. And you want your CRM to sync and integrate with everything you use to run your practice. Daylite gets rid of lots of headaches. The last thing you need to find out is that you missed a deadline because your CRM is not integrated and not keeping you informed as it should.
“I almost use Daylite Projects exclusively, as this is where I keep track of all my active cases.”
“I can now run [my firm] on my iPad or iPhone when I need to, and that’s an invaluable feature when I don’t want to be tethered to a laptop everywhere I go…All of our client information is synced and we are able to thrive as we worked outside of the traditional office environment.”
“I usually bring my iPad to court with everything related to the cases. I take notes or create tasks or appointments, and when I’m back in the office, everything is synced with my Mac so I can start working right away.”
“We can check on progress from anywhere we are on whatever device (MacBooks, iPads, or iPhones) we happen to be using. When we receive a call about a specific property, it is pivotal we all have accurate and the most up-to-date information.”
If I’m on a plane, I can work on 50 Opportunities, and when I hit the ground and connect to WIFI again, all of the emails get sent and all of the Daylite data is synced… If it was just a web app, the ability to work offline wouldn’t exist.
“Daylite for iOS is great! When we’re not at the computer we can still have access at our fingertips to our client and vendor contact information, calendars and projects. Daylite has been a good task management system for us.”
"We’ve seen amazing growth and Daylite has been a pivotal part of that success by allowing us to really ramp up our capacity and keep track of everything."
"My greatest achievement with Daylite is the fact that I can manage over 50 clients with a staff of 7 while my competitors would take 20 senior and junior consultants. This achieved efficiency can only be realized by Daylite sophistication and unleashing the CRM’s capacity for organization. My clients often wonder how we are always on our game, I tell them I wish I was that smart, but in reality, it’s the software that allows me to be one step ahead of them!"
"Daylite has allowed us to increase our volume of business while still maintaining the high level of service our customers have come to expect."
Ready to simplify your workflow and get more done?
Work faster and more efficiently in a Mac-native platform that keeps your day clear and focused, without plugins, browser juggling, or added complexity.
Discover all the differences between Daylite and HubSpot in our in-depth, feature-by-feature comparative breakdown article.
