I like that Daylite allows me to link email conversations with customers directly to their respective projects, which keeps everything organized in one place. The capability to use it across platforms is also something I appreciate. Additionally, it's easy to reorder and regroup our client base information using filters, which I can create and save, and set up follow-up tasks. The calendar feature is very effective for us, as it helps to manage various appointments and tasks efficiently, including associating appointments with individual coworkers. Having everything in one spot significantly simplifies our workflow.

The best thing is that it integrates really well in Apple ecosystem and with my apple mail inbox. If your entire team is on Mac, iPhones, iPads then it just works. The macOS integration feels like it actually native Apple app rather then a 3rd party app. The Apple Mail integration is also good, I can link emails to contacts and projects without directly with the Daylite mail assistant integration. Task creation is straightforward and assigning them to different team members is easy enough. So if your a small Mac-only team that just needs basic task tracking and contact management, it's okay but there are a lot of missing features to call it a proper CRM.

I love how Daylite keeps me organized with everything in one place that is easy to access. It's great that all my emails and quotes are saved so I can refresh my memory no matter how long it has been. I also like that it keeps a copy of all my quotes, allowing me to see what I have quoted previously and if I got the order. Daylite is my primary go-to place, where I can link all my conversations and quotes to the customer file or individual person file. Additionally, I can select what and where I want things recorded. The initial setup was very easy, and their tech support is excellent at responding to questions.