![]() ![]() ![]() This means that it reaches the highest data protection standards required by health practitioners and companies handling confidential medical data.Īny data that is stored on your Mac by Daylite is also encrypted for extra security. While Daylite can be used exclusively offline to sync with your own database, it also offers cloud storage for convenient access in any browser.ĭaylite is GDPR complaint and officially complies with the highest ISO27001 data storage and transfer protocols which means it’s extremely secure. With any CRM, one of the biggest concerns is how secure it is at handling confidential client data. There’s no web access and your data is secured and synced by Daylite Cloud. Until 2019, you could use Daylite with your own server and keep all of your data offline but Daylite decided to drop this in favor of including Daylite Cloud with subscriptions.Įverything in Daylite therefore has to be done through the Daylite app on macOS or iOS. One of the big advantages of having a Mac desktop app is that Daylite works offline – an increasingly rare feature in CRMs nowadays which are almost all SaaS cloud based solutions.Īs mentioned earlier however, this doesn’t mean it’s completely “offline”. We also like the fact that Daylite reminds you of upcoming meetings with clients via push notifications sent to your Mac, iPhone or iPad if you want them. Reminders can be also be forwarded to your iOS device from which you can also delegate tasks and projects, create smart lists and more. You can also create calendars to share with specific colleagues. The Daylite Calendar integrates Calendar on macOS and provides an instant overview of upcoming meetings and events which you can also edit and add-to from your iPad or iPhone. It conveniently adds a Daylite sidebar to Apple Mail which allows you to instantly add and remove contacts in Daylite. There’s also a useful Calendar view to give you an overview of what you’re working on and what’s coming up.Īlthough it’s no replacement for employee monitoring software, Daylite does allow you to manage teams by seeing exactly what they’re working on and how their schedule looks.Īlthough Apple doesn’t make a CRM, Daylite is about the closet thing you’ll find to an Apple friendly CRM.ĭaylite is integrated with iPad and iPhone with a simple, elegant interface that’s tailored for iOS.Īlthough it doesn’t have it’s own email client, Daylite integrate with both Apple Mail and Contacts. We like the Timeline view which brings a Facebook style way of tracking project statuses, emails and meeting schedule in real time. One of Daylite’s strongest points is that it provides an amazingly in-depth and easy way of keeping tabs on multiple projects at once. ![]() Opportunities are tracked easily from initial Inquiry to Qualify, Offer and Follow-Up. The Contacts section is incredibly well designed and makes it easy to stay in touch with clients, follow-up leads and view client information in one place.ĭeal pipelines are incredibly well managed and you can track each lead from initial email to closed deal. Until 2019, you could use Daylite with your own server and keep all of your data offline.ĭaylite decided to drop this in favor of including Daylite Cloud with subscriptions which allows users to sync data online.Įverything in Daylite is done through the Daylite app on macOS or iOS – there’s no web interface like many CRMs but your data is secure.ĭaylite is organized into 8 different areas – Calendar, Contacts, Objectives, Tasks, Notes & Email, Forms, Groups and Reports. However, this doesn’t mean it’s completely “offline”. Unlike most cloud based SaaS (Software as a Service) CRMs, Daylite works offline on Mac desktops and integrates with Apple Contacts, Siri, Mail and Calendars. Daylite is a convenient blend of a CRM, project management tool and Lead Management app in one.
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