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.

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.