OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Daylite CRM review: 54 specs compared

Starting price:15 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:noWorkflow automation:yes

Daylite CRM Review: Compare 54 technical specifications, 3 expert and video reviews and 1 best-of list to see how this product ranks in the CRM Software category and whether it is worth buying.

Daylite CRM
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 78% of models
Score components

40%

8.3

Technical score

30%

8.0

Reviews score

30%

8.1

List score

▲Better than 78% of CRM software
8.3

Technical score

Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 71% of models
Score components

25%

8.4

Product & Pricing

25%

8.7

Core CRM

20%

7.4

Sales & Automation

15%

8.5

Integrations & Access

15%

8.7

Security & Deployment

▲Better than 71%
8.0

Reviews score

Reviews score
8.0/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▼ Worse than 54% of models

80%

8.1

Average grade

20%

8.0

Popularity

Grades by review (3)
3 videos, average 8.0/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▼Worse than 54%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (1)
List score: in 1 of 44 lists (2%)
▲Better than 73%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Daylite CRM

Based on 0 · 3

Reviewers agree its project management features work well, with no major shared complaint coming through.
Praised
Pick a topic to see who said what
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Technical Specifications of CRM platform Daylite CRM

Technical score
Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 71% of models
Score components:

25%

8.4

Product & Pricing

25%

8.7

Core CRM

20%

7.4

Sales & Automation

15%

8.5

Integrations & Access

15%

8.7

Security & Deployment

8.3
Reviews score
8.0
List score
8.1
Starting price
15 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 15 USD/user/mo, which is lower than that of 92.2% of CRM platforms and equal to that of 0.9% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Apple Mail capture extension and web lead forms.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual sales pipelines and opportunity tracking.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated activity sets and pipeline stage trigger actions.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Apple ecosystem and Zapier.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native macOS, iOS, and iPadOS applications.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
SOC 2, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based security groups and granular permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Complete administrative audit trail of user activities.
Supported operating systems
macOS, iOS, Android
Show more

Daylite CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • 24 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Daylite CRM
    the average CRM platform
    Daylite CRM has a lower starting price than the average CRM platform (15 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    15 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom objects and customizable record relationships.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated email follow-up templates and activity sets.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integration with FaceTime, Skype, and native macOS dialer.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Native project management boards with milestones and subtasks.
  • 4.5% better value for money
    Daylite CRM offers better value for money than the average CRM platform (8.72 vs 8.3).
    8.72 vs 8.34
  • 1.3% higher review score
    Reviews score
    8.0/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▼ Worse than 54% of models

    80%

    8.1

    Average grade

    20%

    8.0

    Popularity

    Grades by review (3)
    3 videos, average 8.0/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.0 vs 7.9
  • 24 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Daylite CRM
    the average CRM platform
    Daylite CRM has a lower starting price than the average CRM platform (15 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    15 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom objects and customizable record relationships.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Native project management boards with milestones and subtasks.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Pre-configured templates for real estate agents and brokerages.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated email follow-up templates and activity sets.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integration with FaceTime, Skype, and native macOS dialer.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Full offline native local database synchronization on Mac and iPhone.
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Sales CRM; does not include built-in quote builder.
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Sales CRM; does not include built-in quote builder.

Video reviews

Hands-on testing and real-world video evaluations

8.0
Tutorly
≈ estimated
08/01/2026
Review · Apple ecosystem use, pricing and drawbacks
Verdict
Daylite CRM is not perfect, especially for Microsoft users, but it streamlines Mac-centric workflows well.
9.0
HelperMan
≈ estimated
10/10/2025
Short overview · feature summary and 2025 verdict
Verdict
Daylite CRM remains a strong choice for Apple-focused small businesses and teams that want a Mac-native tool.
7.0
Dan Thorne
≈ estimated
20/01/2025
Feature overview · 12 points to know before buying
Verdict
Daylite CRM is a solid choice for Apple-centred small teams, but weaker on integrations, support and reporting.
Overview video
Brand video
Overview video
Overview video

Third-party reviews

What we like about Daylite CRM

  • Dedicated real estate modules with property inventory tracking, buyer-seller matching, and closing pipelines.
  • Configurable multi-branch workflow automation with scheduled sales follow-up cadences and task generation.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about Daylite CRM

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $39/user/month.
  • Lacks native automated lead qualification scoring, requiring commercial teams to evaluate opportunity viability through direct assessment.
  • Lacks integrated electronic document signing tools, requiring external third-party subscriptions for digital contract signatures.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Built by Marketcircle, Daylite CRM operates as a robust cloud sales CRM focused on accelerating pipeline velocity and unifying customer engagement across teams. The application delivers comprehensive contact management, interactive Kanban deal boards, and configurable custom objects to adapt to diverse selling cycles. Sales productivity is strengthened by two-way email integration, automated workflow rules, and centralized interaction logging with integrated outbound calling. Mobile synchronization empowers remote representatives, while configurable reporting dashboards provide transparent revenue forecasting and pipeline visibility. However, operational considerations include the lack of a free tier, requiring a starting investment of $39 per user monthly, and tiered pricing that increases with feature expansion. It serves as a highly practical platform for commercial teams prioritizing deal accountability, process discipline, and actionable sales intelligence.

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