Customer Stories

Financial Planner Al McDonald Depends on Mac-based Daylite CRM & Productivity App to help his Clients "Live for Today and Plan for Tomorrow"

Multi-Generational Michigan Entrepreneur Breanne Martin Gaudard Relies on Apple-Focused CRM Called Daylite to Power Family Businesses

Always on the leading edge of the tech game, attorney Fernando Martinez Lopez is the true definition of a tech-savvy lawyer.

Attorney and Achiever, Jackson Doggette Relies on Mac-Based CRM Daylite to Stay In "Supermode" on Personal and Business Streams

John Wade, aka “Ask the Dog Guy”, developed the “Fully Balanced Dog”, a unique method of training that has helped thousands of dogs and dog owners be the best they can be.

Veterans Affairs Attorney Michael D.J. Eisenberg Relies on Mac-based Daylite CRM App To Help Expedite Client Benefits Claims

Daylite makes it much easier for us to follow up on our commitments, helps us stay organized, helps us delegate so we know who’s doing what and when, and ultimately helps us scale.

Mac-based Employee Benefits Firm Overcomes Pandemic with 20% Annual Growth Rate with Help from Daylite CRM & Productivity App

Portland’s Sean Becker Controls the Always-on Chaos of the Residential Real Estate Business with Mac-Based Daylite CRM App

Victor Medina Caps off a Pandemic Year with 75% Growth from Three Businesses with Help from Daylite

Daylite gives us a way of managing projects so we know where things stand, what is coming up, and what is on everyone’s to-do list.

Today, Daylite is the company backbone.

I have always loved the slick Daylite Touch's interface and it really comes alive on the big screen. It's wonderful to use.

Daylite makes sales opportunities very obvious and easy to work with. From each sales opportunity you can see every meeting, every related task, you can see the last phone call, and the email trail.

The Opportunities feature has been a boon for me. Placing a "stake in the ground" as a reminder to follow up on potential business has been tremendously helpful.

The deployment of Daylite into our 'Sales Team' has had a hugely positive effect on our ability to manage large numbers of leads which was ultimately our number one objective.

Simply put, Daylite creates order out of what would otherwise be chaos.

I had to be able to tie all my activity back to the contact. This included all e-mails, all my tasks and appointments. It was clear to me that Daylite had this capacity.

With Daylite there is less time for operation stuff and more time for my clients. I can focus my time on my clients and not my database.

My schedule is very complex and I have multiple different types of projects pending at any one time. Daylite helps me keep it all straight.

The ability to capture data, make an appointment, see where I am in a project, and see what next action I need to be doing is what makes Daylite so valuable.

Daylite has helped us grow and manage our lead and sales pipeline. It's allowed us to communicate more effectively with clients. We can now manage our sales pipeline better and close more deals.

Daylite has provided me with the confidence of managing my business operation, client activities, and prospects regardless of whether they are in the initial contact or mature (up-and-running) phase.

Daylite is a logical way for us to maintain effective communication among our team and with our districts.

Daylite helps me keep my work list of what I need to do in a day organized.

Everybody in our teams feels that they have a better overview of what they are working on. As a result, people are more at ease, more productive and can react to changes quicker.

The home screen gives me such a great overview of my day including my appointments and tasks.

I deal with hundreds of clients that I can’t remember so this way I can review the last few e-mails and refresh my mind before talking to a client.

Daylite has enabled us to track more than four times the productions that we used to with our old system.

If a task comes up I can just delegate it to someone and it pops up on their Mac or iPhone. So far it’s been really efficient for us in every way.

For me, it’s like a personal assistant and I use it on my iPhone so it’s always with me.

I found Daylite to be a flexible solution for a small company like ours. We were all native Mac users so it was an ideal fit.

With Daylite and with Daylite Touch we have instant access to our film schedule during the Festival.

The ease and ability to save all communication under a specific person in one place and access it is the biggest time saver in this program.

With Daylite, I am able to manifest more of my ideas and make more things happen. I have become more efficient and now I can keep up with my ideas and plan more tours in a year than before.

Daylite on iOS gives us the ability to be mobile at our events while still staying in the loop.

Daylite helps give us a feeling of confidence and calmness while we work. We see all our tasks so we can prioritize and adjust due dates as needed.

It allows us to keep everything in one place. No more calling out across the office, looking in filing cabinets, or asking each other when we last spoke to a client.

I keep discovering new things that Daylite can do. As we expand the business I think, “it would be useful to do…” and then discover that it can.

I use Daylite to keep all my contact information for each client organized in one place.

With Daylite I can document every email, note, and meeting related to a client.

Daylite makes it much easier for us to follow up on our commitments, helps us stay organized, helps us delegate so we know who’s doing what and when, and ultimately helps us scale.