If you’re looking for a CRM (Customer Relationship Manager) for Mac computers, then we think you can’t do much better than Daylite CRM.
Daylite is an amazing, easy on the eye customer and project CRM software designed specifically for Mac and iOS devices.
Daylite can significantly improve productivity by sharing clients, deals and projects in one place.
Daylite is incredibly comprehensive with interaction tracking, calendar and reminders, list management, email templates, deal pipelines, project management, task management, files and document management and more.
Daylite can be scaled up for medium to large businesses or enterprises such as Real Estate but is also an excellent starting point for small businesses too.
Although it has many of the contact management and pipeline tracking features you’d expect in a CRM, Daylite puts the focus on project management, always giving you a clear overview of patterns and stats across your ongoing projects.
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Daylite is a convenient blend of a CRM, project management tool and Lead Management app in one.
Unlike most cloud based SaaS (Software as a Service) CRMs, Daylite works offline on Mac desktops and integrates with Apple Contacts, Siri, Mail and Calendars.
However, this doesn’t mean it’s completely “offline”. Until 2019, you could use Daylite with your own server and keep all of your data offline.
Daylite decided to drop this in favor of including Daylite Cloud with subscriptions which allows users to sync data online.
Everything in Daylite is done through the Daylite app on macOS or iOS – there’s no web interface like many CRMs but your data is secure.
Daylite is organized into 8 different areas – Calendar, Contacts, Objectives, Tasks, Notes & Email, Forms, Groups and Reports.
The Contacts section is incredibly well designed and makes it easy to stay in touch with clients, follow-up leads and view client information in one place.
Deal pipelines are incredibly well managed and you can track each lead from initial email to closed deal. Opportunities are tracked easily from initial Inquiry to Qualify, Offer and Follow-Up.
One of Daylite’s strongest points is that it provides an amazingly in-depth and easy way of keeping tabs on multiple projects at once.
We like the Timeline view which brings a Facebook style way of tracking project statuses, emails and meeting schedule in real time.
There’s also a useful Calendar view to give you an overview of what you’re working on and what’s coming up.
Although it’s no replacement for employee monitoring software, Daylite does allow you to manage teams by seeing exactly what they’re working on and how their schedule looks.
Although Apple doesn’t make a CRM, Daylite is about the closet thing you’ll find to an Apple friendly CRM.
Daylite is integrated with iPad and iPhone with a simple, elegant interface that’s tailored for iOS.
Although it doesn’t have it’s own email client, Daylite integrate with both Apple Mail and Contacts. It conveniently adds a Daylite sidebar to Apple Mail which allows you to instantly add and remove contacts in Daylite.
The Daylite Calendar integrates Calendar on macOS and provides an instant overview of upcoming meetings and events which you can also edit and add-to from your iPad or iPhone. You can also create calendars to share with specific colleagues.
Reminders can be also be forwarded to your iOS device from which you can also delegate tasks and projects, create smart lists and more.
We also like the fact that Daylite reminds you of upcoming meetings with clients via push notifications sent to your Mac, iPhone or iPad if you want them.
One of the big advantages of having a Mac desktop app is that Daylite works offline – an increasingly rare feature in CRMs nowadays which are almost all SaaS cloud based solutions.
As mentioned earlier however, this doesn’t mean it’s completely “offline”. Until 2019, you could use Daylite with your own server and keep all of your data offline but Daylite decided to drop this in favor of including Daylite Cloud with subscriptions.
Everything in Daylite therefore has to be done through the Daylite app on macOS or iOS. There’s no web access and your data is secured and synced by Daylite Cloud.
With any CRM, one of the biggest concerns is how secure it is at handling confidential client data.
While Daylite can be used exclusively offline to sync with your own database, it also offers cloud storage for convenient access in any browser.
Daylite is GDPR complaint and officially complies with the highest ISO27001 data storage and transfer protocols which means it’s extremely secure.
This means that it reaches the highest data protection standards required by health practitioners and companies handling confidential medical data.
Any data that is stored on your Mac by Daylite is also encrypted for extra security. Any data that is transferred between your Mac and Daylite is subject to TLS 1.2, Certificate Pinning, Perfect Forward Secrecy and other security measures.
Daylite also encourages the use of TouchID and FaceID on macOS and iOS. It’s also a good idea to use FileVault to encrypt data on macOS in case your Mac ever gets stolen.
In addition to this, Daylite’s cloud infrastructure is separated from the developer’s internal network and only staff with a high level of clearance can access customer data.
The one thing we felt was missing in Daylite were financial management tools. For example, there’s no invoicing, billing or financial forecasting features.
However, the developer of Daylite Marketcircle does also offer it’s own excellent invoicing app Billings Pro and accounting software MoneyWorks.
In fact, if there’s anything missing in Daylite, you can usually hook it-up to one of the many Daylite third party add-ons including Zapier, Slack and Zoom.
The macOS and iOS versions are also sightly different in functionality. Some of the features in the Mac version of Daylite and not available on iPad or iPhone.
For those that like being able to access a CRM through a web browser, Daylite also does not support this but for security reason, we think this is a good thing anyway.
Daylite pricing is based on “seats” i.e. the number of users you want to add.
Daylite requires a monthly subscription starting at $20 (£18) per user/month and you can try a fully functional 30 day free trial.
This is pretty competitive compared to some of the biggest CRMs on the market such as Zoho, Salesforce, insightly and HubSpot.
Each account includes 100GB of free storage although you can go over this for a fee.
One thing we really like about Daylite CRM is that there is no annual contract either. You can subscribe on a monthly basis and so you’re not locked into anything if you’re not happy.
There are also discounts for charities, educational institutions and non-profit organizations.
There’s also a limited free version of Daylite with unlimited seats but the number of items you can create in it is so limited that it’s only suitable for freelancers with a very limited client base.