Daylite requires macOS 11 and iOS 15 or newer.
Daylite is an award-winning CRM and productivity business app that empowers small businesses to get more done throughout the full customer lifecycle. From meeting prospects and taking control of your sales, to managing the moving pieces on projects, all the way through to winning more repeat business, it’s all done in Daylite. And as an AppStories listener, subscribe Daylite using promo code AppStories15% and save 15% for the first 6 months of your subscription.
“Specifically, because it’s a Mac-native program, it integrates incredibly well with Apple Mail. I don’t have to be worried about having access to my email as long as I have access to my Daylite database, whether it’s on my iPhone, iPad or the MacBook I use when I travel. I can very easily look up a case history or see what tasks I have in relation to it, as well as all past communications.”
Michael D.J. Eisenberg
Visually track the status of each case and the stage across your entire team so you can simplify your caseload and keep cases from getting stuck. Filter down by owner and sort by next activity, total value and more to spotlight the most valuable or urgent cases first. With Daylite’s Opportunities Board, you and your team will be the champions in winning more clients!
Maintaining relationships with your clients is easy in Daylite. You can classify your contacts using keywords and categories, and filter them to find exactly who you’re looking for. Save these filters as “Smart Lists”, and you have dynamic lists that automatically update when contacts match the criteria. You can then send email campaigns and invite potential buyers to view open houses or check-ins with sellers.
Your client relationships are your business. Daylite helps you keep a history of communication and details with clients in one place. Plus it’s shared with your team so everyone stays in the loop. Have confidential info? Daylite has permissions for that!
Staying top of mind is key to turning leads into clients, and clients into repeat clients. Daylite helps you find which leads or clients you haven’t touched base with in the last 3 months, for example. You can then send email campaigns with custom email templates to one or multiple people at a time.
Capture client emails, assign tasks, create new projects or link to existing cases right from your Inbox.
Daylite Mail Assistant
Linking Capability
Linking is the glue that holds all of your clients’ information together, and giving you full context of your client history.
Daylite Calendar
Stay on top of deadlines and court dates. Set follow-up reminders, schedule client meetings, and view your entire team's schedule, all in one place.
Work Offline
We got you - even if you don't have an internet connection in the courtroom, you’ll still have access to all your cases and documents.
Visually track the status of opportunities so you can prioritize the most urgent or valuable ones from your always growing new clients list.
Opportunities Board
Project Management
Use projects to keep track of your cases' progress at every stage and support your team in executing each step of the process.
CRM + Productivity-boosting Power
Daylite’s productivity-focused design is aimed to support your day-to-day work, not create it.
Customization
Daylite is customizable to fit your workflows, and it's flexible enough to adjust as you grow.
Stellar Customer Service
We’re here for you via email or live chat. We’re proud to maintain a 95%+ and higher customer satisfaction rating.
All in One App
Capture, organize, track, remind, search, process, collaborate and execute. It’s all in Daylite!
Sean Z Becker Real Estate
Daylite is an award-winning CRM and productivity business app that empowers small businesses to get more done throughout the full customer lifecycle. From meeting prospects and taking control of your sales, to managing the moving pieces on projects, all the way through to winning more repeat business, it’s all done in Daylite. And as an AppStories listener, subscribe Daylite using promo code AppStories15% and save 15% for the first 6 months of your subscription.
Daylite requires macOS 11 and iOS 15 or newer.
“Specifically, because it’s a Mac-native program, it integrates incredibly well with Apple Mail. I don’t have to be worried about having access to my email as long as I have access to my Daylite database, whether it’s on my iPhone, iPad or the MacBook I use when I travel. I can very easily look up a case history or see what tasks I have in relation to it, as well as all past communications.”
Visually track the status of each case and the stage across your entire team so you can simplify your caseload and keep cases from getting stuck. Filter down by owner and sort by next activity, total value and more to spotlight the most valuable or urgent cases first. With Daylite’s Opportunities Board, you and your team will be the champions in winning more clients!
Maintaining relationships with your clients is easy in Daylite. You can classify your contacts using keywords and categories, filter them to find exactly who you’re looking for. Save these filters as “Smart Lists”, and you have dynamic lists that automatically update when contacts match the criteria. You can then send email campaigns and invite potential buyers to view open houses or check-ins with sellers.
Your client relationships are your business. Daylite helps you keep a history of communication and details with clients in one place. Plus it’s shared with your team so everyone stays in the loop. Have confidential info? Daylite has permissions for that!
Staying top of mind is key to turning leads into clients, and clients into repeat clients. Daylite helps you find which leads or clients you haven’t touched base with in the last 3 months, for example. You can then send email campaigns with custom email templates to one or multiple people at a time.
Linking capability
Linking is the glue that holds all of your clients’ information together, and giving you full context of your client history.
Capture client emails, assign tasks, create new projects or link to existing cases right from your Inbox.
Daylite Mail Assistant
Daylite Calendar
Stay on top of deadlines and court dates. Set follow-up reminders, schedule client meetings, and view your entire team's schedule, all in one place.
Work offline
We got you - even if you don't have an internet connection in the courtroom, you’ll still have access to all your cases and documents.
Visually track the status of opportunities so you can prioritize the most urgent or valuable ones from your always growing new clients list.
Opportunities Board
Project Management
Use projects to keep track of your cases' progress at every stage and support your team in executing each step of the process.
Apple Ecosystem
Seamless integration with built-in Apple apps and features. Made for Mac, iPhone or iPad.
CRM + Productivity-boosting Power
Daylite’s productivity-focused design is aimed to support your day-to-day work, not create it.
Customization
Daylite is customizable to fit your workflows, and it's flexible enough to adjust as you grow.
Stellar Customer Service
We’re here for you via email or live chat. We’re proud to maintain a 95%+ and higher customer satisfaction rating.
All in One App
Capture, organize, track, remind, search, process, collaborate and execute. It’s all in Daylite!
“As we’ve grown from 3 to 10 employees over the last few years, Daylite has allowed us to easily scale and work across three parallel businesses.”
Apple Ecosystem
Seamless integration with built-in Apple apps and features. Made for Mac, iPhone or iPad.
2023 Marketcircle Inc. All rights reserved.
Empower your law firm to manage more clients, win more cases, and boost team collaboration, all within Daylite.
Made for Mac, iPhone, and iPad
Daylite is the only CRM that works seamlessly with many of the built-in Apple apps and features you already know and love.
Made for Mac, iPhone, and iPad
Daylite is the only CRM that works seamlessly with many of the built-in Apple apps and features you already know and love.
For over 20 years, we've been helping people build stronger client relationships and grow their businesses!
Victor Medina Caps off a Pandemic Year with 75% Growth from Three Businesses with Help from Daylite
Following up is critical to closing deals. Daylite helps you visually track how many deals you have in the pipeline and keep tabs on what’s next to push the deal forward. With Daylite, you and your team can close more deal and increase revenue!
Following up is critical to closing deals. Daylite helps you visually track how many deals you have in the pipeline and keep tabs on what’s next to push the deal forward. With Daylite, you and your team can close more deal and increase revenue!
ISO 27001 Certified
We’re ISO 27001 certified, so you can rest assured your data and privacy is protected.
ISO 27001 certified
We’re ISO 27001 certified, so you can rest assured your data and privacy is protected.
Attorney and Counselor at Law