# 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/)