Getting Started

What Is Daylite?

Daylite is a CRM and productivity app built exclusively for Mac, iPhone, and iPad. It's where you manage your contacts, activities, commitments, and history — all in one place, all working together.

If you're here, you're probably tired of stitching together a patchwork of apps to run your business. You've outgrown the spreadsheets, the sticky notes, the inbox-as-filing-system. Daylite pulls it all together — structured enough to stay organized, flexible enough to match how you work.

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Built for Apple. Built for You.

Daylite is made exclusively for Mac, iPhone, and iPad — so it feels like it belongs there. It respects the design principles you already love, syncs seamlessly across your devices, and works hand-in-hand with Apple Mail, Contacts, and Calendar.

No web app slowness. No cross-platform compromises. Just a native experience that gets out of your way and lets you work.

The Big Idea: Everything Is Linked Together.

In most apps, your contacts live in one place, your emails in another, your tasks somewhere else. When you need the full picture — What did I promise this client? Who's working on this? What emails have we sent? — you're hunting across apps and inboxes.

Daylite connects all of it. Link an Email to a Contact. Link a Task to an Opportunity. Link a Project to a Company. When you open any record, you see everything related to it — every conversation, every task, every appointment — in one view.

That's what makes Daylite different. And that's what this guide will help you set up, step by step.

What You'll Learn in This Guide

In about 30 minutes, you'll build a real, working Daylite setup — not just read about features. You'll move through three short phases, and each step builds on the last:

• Get started — add your first Contact and Task, connect your email and calendar

• Put it to work — track sales with Opportunities and manage work with Projects

• Make it yours — organize with Categories, Keywords, and Smart Lists, then customize Daylite to fit how you work

By the end, you'll have a system that keeps your business organized and nothing falling through the cracks.

We’re glad you’re here.

Thousands of small businesses succeed with Daylite. Soon, you will too. Let’s get started.