Daylite is a solid CRM tool that people love for being an all-in-one platform, combining CRM, tasks, and projects which means there's less app-hopping. It's customizable, letting you adapt it to your workflow rather than the other way around, and integrates nicely with tools like Mail and Calendar. Users also appreciate the smart suggestions from Daylite's AI that help prioritize tasks and close deals faster. The mobile app is great for staying updated and responding quickly on-the-go. Reporting is another highlight, providing clear insights to improve sales and project outcomes. Finally, users find the setup straightforward, with easy import of contacts and tasks from other tools, guided onboarding, and a quick start to productivity.

IT WAS EASY TO USE AND I DIDNT FIND ANYTHING HARD TO USE

Native integration with all Apple platforms puts it ahead of other SAAS solutions for macOS users. Includes email, tasks, contact, calendars, and more. As an example, emails are automatically linked to matching contacts, accounts, opportunities, and/or projects regardless of which Apple platform you are using. And Daylite can support multiple email accounts simplifying your life if you are an independent consultant. I often have 3-6 different email accounts for various clients. Daylite helps keep them straight and tied to the right client.