Customer stories

Success stories from people like you.

Hear from 100+ small businesses from over 20 industries on how they use Daylite to build client relationships, close more deals, and get more done.

featured • Financial Services
"If we have three team members working with a client, we all need to see what was said to the client, what commitments were made, and what we're waiting on from them."
Provincial Development Group
Blain Wease, Founder • Read the story
featured • Design Agency
“Daylite ramped up our capacity. It took us from being able to manage 50 projects to 250 projects with a similar staff size.”
AMB3R Creative
Jeremy Picker, CEO • Read the story
featured • Real estate
“I want to shout about it from the rooftops to spread the word on this CRM because I want it to be around for a long, long time!”
Breanne Guadard
Realtor & Entrepreneur • Read the story
featured • Insurance
“A total game-changer I could not do without.”
Aria Benefits
Robin Bailey, Founder & Managing Partner
featured • Legal
“As we’ve grown from 3 to 10 employees, Daylite has allowed us to easily scale and work across three parallel businesses.”
Victor Medina
Attorney & Entrepreneur • Read the story

consulting

Consulting

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Compliance Service America
“Daylite gives us a way of managing projects so we know where things stand, what is coming up, and what is on everyone’s to-do list.”
Mind Move
“With Daylite there is less time for operation stuff and more time for my clients. I can focus my time on my clients and not my database.”
The Productivity DJ
“The ability to capture data, make an appointment, see where I am in a project, and see what next action I need to be doing is what makes Daylite so valuable.”
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real-estate

Real Estate

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Breanne Gaudard
“Multi-generational Michigan entrepreneur Breanne Martin Gaudard relies on Apple-focused CRM Daylite to power family businesses.”
Sean Z Becker
“Portland’s Sean Becker controls the always-on chaos of the residential Real Estate business with Daylite.”
OCCollective
"With Daylite, we can spend less time thinking and spend more time executing."
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legal

Legal

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Fernando Martinez Lopez
“Always on the leading edge of the tech game, attorney Fernando Martinez Lopez is the true definition of a tech-savvy lawyer.”
Michael D.J. Eisenberg
“Veterans Affairs Attorney Michael D.J. Eisenberg Relies on Mac-based Daylite CRM App To Help Expedite Client Benefits Claims”
Victor Medina
“Victor Medina Caps off a Pandemic Year with 75% Growth from Three Businesses with Help from Daylite”
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finance-insurance

Finance / Insurance

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Provincial Development Group
“Daylite makes it much easier for us to follow up on our commitments, helps us stay organized, helps us delegate so we know who’s doing what and when, and ultimately helps us scale.”
Robin Bailey
Mac-based employee benefits firm overcomes pandemic with 20% annual growth rate with help from Daylite.
McNeely Financial Strategies LLC
Daylite has helped me grow my practice by allowing me to keep track of all the opportunities that present themselves.
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marketing-advertising

Marketing / Advertising

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wordsmith.nl
"With Daylite I’m no longer having to hold everything about clients and projects together with mental brainpower like I was with my inbox and spreadsheets. I’ve achieved stress-free productivity."
Schaffer/Rogers
"People move around like crazy in the business. Without being able to keep track of them with Daylite, it would be impossible to effectively do our job."
Pinnacle
"With Daylite’s insights, I am now able to focus more on results and outcomes, rather than processes and procedures."
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design

Design

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Skyform
"Thanks to Daylite, we have our dream system in all our projects!"
Eriq Chang Studio
"Daylite organizes everything and everyone I need in one centralized place."
AMB3R Creative
"Daylite ramped up our capacity. It took us from being able to manage 50 projects to 250 projects with a similar staff size."
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photography-videography

Photography / Videography

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Nisha Ravji
"With 30-50 weddings a year, I can’t keep track of it all in my head. Daylite holds me more accountable than I could be on my own."
Jim Jordan Photography / White Cross Productions
"Daylite is a great database that is very easy to use and allows the multiple facets of any business to be found in one place."
Filmatography
"All our clients expect a perfect 5 star customer service from us. Daylite gives us the tools to make sure we can deliver exactly that and provides the backbone to the studio’s customer service and management."
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entertainment-arts-music

Entertainment / Arts / Music

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Circus Orange Inc.
“The home screen gives me such a great overview of my day including my appointments and tasks.”
Comedy in Motion
“I deal with hundreds of clients that I can’t remember so this way I can review the last few e-mails and refresh my mind before talking to a client.”
Core Music Agency Inc.
“Daylite has enabled us to track more than four times the productions that we used to with our old system.”
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tv-film-media

TV / Film / Media

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HEC-TV
“I really like the connections Daylite creates. From any project there is a direct connection to people, shoots, and virtually anything you want.”
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education

Education

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E.L Achieve
“Daylite is a logical way for us to maintain effective communication among our team and with our districts.”
How To Pay For College HQ
“Daylite helps me keep my work list of what I need to do in a day organized.”
Rigpa
“Everybody in our teams feels that they have a better overview of what they are working on. As a result, people are more at ease, more productive and can react to changes quicker.”
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events-planning

Events Planning

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Apexx Global
“Daylite on iOS gives us the ability to be mobile at our events while still staying in the loop.”
Kyiv Mini Maker Faire
Daylite helps give us a feeling of confidence and calmness while we work. We see all our tasks so we can prioritize and adjust due dates as needed.
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software

Software

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Makalu
"One of the biggest new benefits of Daylite 5 was the ability to edit contact data in Daylite without leaving Mail. That’s something that’s probably doubled my contact management efficiency!"
Liquid Reality
"I cannot stress enough how much Daylite has changed the way I work. It took me from a reactive stance to a proactive stance for the first time in 18 years."
Kingsbridge Disaster Recovery
"In short, Daylite runs our business. From download capture (integration with our website) to software maintenance renewals and everything in between."
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manufacturing

Manufacturing

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Liquid Smile
As a small and rapidly growing company, it is vitally important to keep track of all aspects of the business, and to keep appropriate staff members in the loop. Daylite almost functions as an office manager for us.
Extreme Broadband Engineering
Utilizing the same tools Daylite has provided for our engineering endeavors, we can easily track and forecast production.
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more

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Solpak
"Daylite keeps our team in sync, and with everything in one place, it helps us offer a heightened and more personalized experience."
John Wade
John Wade, aka “Ask the Dog Guy”, developed the “Fully Balanced Dog”, a unique method of training that has helped thousands of dogs and dog owners be the best they can be.
Willie the Bee Man
“Better record keeping with easy searching and organization. Less time on the phone with technicians. No more pen and paper!”
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