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Daylite for Mac Pricing Packages: What’s Included in the Free and Paid Plans?

How much does Daylite for Mac cost?
Daylite for Mac costs $29/seat/month billed monthly or $24/seat/month billed annually. The number of seats can be removed and added at any time. In addition, the vendor offers a limited free plan for freelancers and solo-preneurs who only need to manage not more than two projects, 100 tasks, and 100 appointments.

While there is a plethora of all-in-one software for business processes, it might be difficult to find one that can provide end-to-end CRM, project management, and lead management capabilities. So, if you want to manage multiple projects, nurture leads, and build flourishing relationships simultaneously, you have to use a hodgepodge of apps. Daylite for Mac, however, defies the odds and thrives where other CRM software solutions fail.

The software connects everything, allowing you to manage projects, leads, and clients in one place. It quashes the inconvenience of using a bunch of different apps, making it stress-free to run a business while speeding up the daily task flow. Its comprehensive capability, however, begs the question: how much does Daylite for Mac cost?

In this article, we’ll train our sights on the different Daylite for Mac pricing plans. We’ll discuss the free and paid options, and highlight the features included in each plan. The goal is to help businesses that operate in a Mac-only environment figure out which Daylite for Mac plan is best for their needs.

pricing packages daylite for mac

In their own rights, CRM software and project management software can be very helpful. A standalone CRM solution helps manage clients and forge thriving relationships. As such, many businesses rely on it to improve customer service (74%), boost customer satisfaction (66%), as well as speed up sales (54%).

Source: Tenfold

Project management software, on the other hand, improves communication, thus enhancing team collaboration. As such, the latest studies have found that 85% of businesses believe that project management tools will change the way they conduct their operations in the next five years.

Now, imagine a case where project management and lead management solutions are blended together and baked into one software. The resultant solution is so powerful that it dismantles data and communication silos, allowing client projects to sit alongside the respective contacts. In this way, it helps manage client relationships and projects simultaneously—all with less stress.

This is what Daylite for Mac does with perfection. However, before we delve into the nitty-gritty of how much it costs, let us first discuss the many other functionalities of this software solution.

Daylite for Mac Overview

Daylite for Mac dashboard

Daylite for Mac is a robust, all-in-one CRM software designed for small businesses in various industries. The native Mac app ties everything together, allowing you to manage contacts, calendar, and email, as well as track leads, follow up deals and manage projects seamlessly. Think of Daylite for Mac as CRM, lead management, and project management solutions, rolled into one powerful tool.

First, Daylite for Mac ensures that no lead opportunity slips through the cracks. It organizes everything on a single dashboard, empowering you to keep tabs on every call, email, and note in one hub. You can even create a customized sales pipeline that rhymes with the way your teams work. And with reports, you’ll remain looped in the sales process and have the insights to modify the processes if need be.

Daylite for Mac

Daylite for Mac

Try out Daylite for Mac with their free trial

Even better, the platform keeps all customer details in a single data repository, allowing you to stay in touch and on top of every interaction with customer, prospect, or vendor. The calendar feature also helps you to get a bird’s eye view of your schedule and allows you to remain ready for meetings and calls that matter. Not to mention, reminders ensure that no opportunity to follow-up a prospect is missed.

In addition, Daylite for Mac gives you all the tools you need to manage projects from soup to nuts. You can visualize and manage the workload, see who is working on what and when, prioritize urgent tasks, and even tweak processes to keep all projects on track. It also allows you to set notifications for tasks, to keep the team on its toes, and ensure no deadline is missed.

Detailed Daylite for Mac Review

Key Features of Daylite for Mac

  • Contact management
  • Pipeline management
  • Lead scoring
  • Lead segmentation
  • Calendar and reminders
  • Document management
  • Referral tracking
  • Email marketing
  • Interaction tracking
  • Quotes and estimates
  • Task delegation
  • Task management
  • Repeating tasks and appointments
  • Share calendar
  • Checklist templates
  • Milestone tracking
  • Reporting
  • Permissions and access management
  • Offline access

Daylite for Mac Free Plan and Pricing Plans

Free plan

Daylite for Mac offers a free plan with an unlimited number of seats per month. However, like similar CRM software providers, this plan comes with limits on the number of items you can create and manage. Since the free plan is limited, it’s ideal for startups or business owners that are only getting started and have a small number of contacts and projects to manage.

Another important thing to note here is that the limitations of the Free Plan are there for life and do not reset each month. This means that if you hit the limit for the number of projects, tasks, or another item, you cannot create anymore unless you upgrade to one of the paid subscriptions.

What’s included in Daylite for Mac Free Plan?

  • Up to 100 MB of file storage
  • 100 tasks
  • 100 email
  • 2 projects
  • 100 notes
  • 100 people
  • 2 opportunities
  • 100 companies
  • 100 appointments

The power of Daylite for Mac lies in its ability to keep everything synced. For example, with the free plan, you can manage up to two deals or opportunities and move them forward to the project stage without having to create the project from scratch. Alternatively, with the Daylite Mail Assistant, you can create up to two new projects straight from your inbox, and link the relevant email to sync the details.

Another feature to leverage on the free plan is Tasks. Daylite for Mac keeps project management simple, allowing you to divide projects into 100 manageable tasks. With Daylite’s delegation, you can carefully monitor which team or individual is assigned what task and when they’re done. In this way, you don’t have to chase people or follow up too often to keep projects on track.

Daylite for Mac’s free plan allows you to manage up to 100 appointments. No need to hop from one app to another to manage your calendar. With Daylite, you can edit, reschedule, or update appointments from Google, iCloud, or other calendars.

Even better, With Daylite Mail, you can manage 100 emails and convert each one into projects, tasks, or follow-up reminders from the CRM. This feature works seamlessly on iPads and iPhones, allowing you to act on emails anywhere while capturing and organizing action items and communication in the CRM.

If you reach the predefined limit in your Daylite database the only option to get the most out of the CRM solution would be to upgrade to a paid plan.

Daylite for Mac contacts

Daylite for Mac organizes all contact details in one hub.

The paid plan follows a subscription-based pricing model and is priced at $29 per seat, per month, billed monthly. The yearly subscription, on the other hand, is priced at $24 per seat, per month, which is relatively cheaper (saves 17%) than the monthly subscription.

With the paid plan, you get all the tools in the free plan but there is no limit or restriction to the things you can create or manage on the platform.

What’s included in the Paid Plan?

  • 100 GB of storage
  • Unlimited projects
  • Unlimited deals and pipelines
  • Email templates
  • Unlimited tasks
  • Unlimited email
  • Quotes and estimates
  • Unlimited notes
  • Unlimited people
  • Roles and permissions
  • Unlimited companies
  • Unlimited appointments
  • API and integration

There are no restrictions on the number of projects you can create and manage. With Daylite for Mac, you can create a centralized hub for everything that you want to be done. Projects can be divided into as many tasks as you want. Daylite for Mac allows you to create a checklist of tasks for each stage. In doing so, you automate the process and get the tasks done in chronological order so nothing gets bypassed.

Roles and permission is also a great feature that works in tandem with the project management module. Generally, when you create a project team, the multi-user environment can cause confusion especially if the roles for members aren’t clearly defined. But, with Daylite for Mac, you can assign roles to each team member and customize access to files and records.

Most importantly, the paid plan allows you to create unlimited notes. These notes can add value to your database and are an indispensable part of the rich history of interactions. You can use them to take minutes during a meeting or capture details during calls to prospects. They also come in handy when you want to create project updates and classify them with keywords and categories to make them easy to find.

Daylite for Mac does all the heavy lifting and also keeps you on top of things with timely notifications. You can set up reminders for appointments, meeting invitations, and responses. Plus, when you delegate a task or project to a team member, they get notifications prompting them to take the necessary action.

Daylite for Mac project pipeline

Daylite for Mac allows you to manage projects on a Kanban board.

Discounts for Non-Profits and Education Organizations

In addition to the free and paid plans, Daylite for Mac offers discounts for nonprofits, students,  faculty members, and staff of educational institutions. The vendor, Marketcircle, offers a 50% discount to all organizations that subscribe to the yearly plan.

The discount, however, is only accorded to people who can prove they belong to recognized organizations. For this reason, you must meet the following requirements for the discount request to be granted.

For nonprofit organizations:

  • You must provide a .org email address associated with your organization’s website.
  • Supporting documents to prove that more than 75% of the funding goes to programs.

For students, staff, and faculty member:

  • You must be actively enrolled or working at an institution.
  • Provide a .edu email address associated with your institution’s website.
Daylite for Mac calendar

Daylite for Mac comes with a built-in calendar system that makes it more convenient for all types of organizations to keep tabs on their schedules.

Which Daylite for Mac is Best for You?

There is no doubt that Daylite for Mac is a CRM software that can give you good value for money. What’s more, its plans are created to suit the needs of particular CRM users.

For instance, if you are a freelancer or a solopreneur running a small business, you can try the Daylite for Mac free plan. Even though the free plan has limitations on things you can accomplish, it’s still a nice way to cut your reliance on email, spreadsheets, and your brain to keep it all together. It provides the tools you need to work stress-free and remain on top of projects and clients.

On the other hand, if you need to manage multiple projects, manage hundreds of contacts, and create roles and permission for your team, you should consider subscribing to the paid plan. The plan removes all the limitations of the free plan. If it’s for nonprofit and education organizations, then you definitely have to submit your discount request.

When in doubt as to how the features work, you can always try the paid plans for free for 30 days to learn how the CRM software works. The free trial is unlimited which means you can manage as many projects, contacts, and emails as you like. You can also use as many Macs, iPads, and iPhones as you have and add an unlimited number of team members during the free trial.

Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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