Daylite is a small business CRM that takes you from meeting a prospect to closing the deal, then through executing on plans for your client and following up for repeat business – all in one place.
Daylite for iPhone & iPad is made to accompany Daylite on the Mac and requires a Daylite Cloud account.
*Macworld Best of Show*
4 1/2 mice Macworld
4 star MacFormat
4 mice - MacUser*
Apple Supported Features:
- Apple Contact integration
- Apple Calendar integration
- Siri on iPhone & iPad
- Caller ID on iPhone & iPad
- Multitasking on iPad
- Dark Mode support
- Offline access
- Follow up reminders
- Client & lead segmentation
- Customizable sales pipelines
- Task management and delegation
- Custom project pipeline tracking
• This is the last version that is compatible with iOS 12. To continue receiving newer versions of Daylite in the future, please ensure that you update your device to iOS/iPadOS 13.4 or later
• Improved performance when logging into Daylite for the first time.
• You can now change a calendar by tapping “My Calendar” in the navigation bar of the Calendar view.
• Fixed an issue where the contact picker may not be displayed when using the “Import iOS Contact” option for the first time.
• Fixed an issue where Daylite may incorrectly show an alert about being out-of-sync even though the sync was completed successfully.
Ratings and ReviewsSee All
Good... but could go to Great
Good app. I am not aware of any CRM product that integrates into the Apple ecosystem as well.
It has some weaknesses that prevent me from calling it great.
The task management is a bit unrefined for GTD adherents. This is especially obvious when you are managing several hundred tasks.
Also, it is best in class for email integration. The problem is that written digital communication has moved beyond to systems such as Slack, texts, social media, etc. (Even BusyContacts OSX could recall Apple message texts)
It would also be helpful to initiate calls using various services from within the App.
Syncing with other common platforms such as Exchange, Office 365 and Google is also a needed must.
You can buy third party services to add some of this functionality, but the cost starts to dramatically go off of the planet.
There’s also no community forum to exchange best practices and there is no open communication that I am aware of from the company on the road map for future features.
Daylite is good, don’t get the wrong impression. It just could be great and rock the entire space.
It’s designed for sales more than other things. I’ve used various versions of Daylite for more than 10 years.
I’m disappointed that some changes haven’t been made so it’s more useful to other industries. It seems reasonable to be able to set up lists of things to do for a project or event without having to manually change objectives or projects. Many things need to occur in some industries before the event, during and then afterwards and that is not easy with activity sets or pipelines. I’ve tried to get recommendations from support (who are very nice) but it’s more work than it should be. I’ve provided this feedback for so many years and am told they may make changes but they don’t. I end up using list type apps that can manage a project (tasks, rosters, and things to do -before -during -and after ) along with Daylite and that’s sort of silly when you have Daylite cloud.
I’ve also tried to use this for other work Projects such as class. It’s just not user friendly and some tasks that should be easy to set up and use- aren’t.
The best think is the mail integration (and the only reason I stuck with Daylite.
The iPhone app crashes on my iPhone 6, 7 and now still my x. It’s frustrating.
There are some great features but I suspect it works best for the sales industry and probably plenty of other groups
Moving to Daylite Cloud
We recently moved from Daylite SelfServe to Daylite Cloud. The transition was smooth with the computers and with all of the mobile apps in the office except for my phone. My phone app was quitting spontaneously and when it worked it was very slow. But, the problem is now solved!
I contacted Daylite by email about my issue, providing them with details about my issues. I was very impressed that they not only responded quickly, but provided me with a script that cleaned out some accumulated, but obsolete alerts that were bogging my system down. The phone app now works very well and it doesn’t spontaneously quit. If they would add a way to link emails to Daylite from the phone, this would be a 5 star review. As it is, I give 4.5 because the app works very well and my support experience was great.
- Marketcircle Inc
- 67.9 MB
Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, Dutch, French, German, Spanish
- Age Rating
- © Marketcircle Inc.
With Family Sharing set up, up to six family members can use this app.