There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings. Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user.

Overall I am a Daylite addict and evangelist!Īwesome user interface, integration into MacOS environment (e.g. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. While the layered stack architecture will allow enormous customisation - you really need a coders help. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. There are a range of readily available and easily installable developer add-ons (e.g. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use.

Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. For small business operators that is really useful. It provides a wide CRM feature set and integrates aspects of project and time management. I have been using Daylite since v2 (now v6 and cloud based).

Daylite 6 pricing