Daylite: The Complete Pipedrive Alternative for Mac

What’s the main difference?

Full business focus, Unified, and Apple-native

Specialized, add-on heavy, and cloud-only

Daylite is an all-in-one business management platform designed for small service-based teams that need to manage the complete customer journey from initial contact through project completion and repeat business.

Pipedrive is a specialized CRM platform that emphasizes visual sales pipeline management and activity-driven selling, helping sales-focused organizations stay organized and close deals more efficiently.

Takes an integrated approach with CRM, Sales (via Opportunities), Projects, Calendar, Tasks, Mail, and Notes working together in one system. Built exclusively for Mac and iOS with complete offline functionality and seamless cross-device sync. Uses intelligent linking to connect every business interaction.

Offers robust pipeline management with drag-and-drop deal tracking, sophisticated sales automation, and extensive third-party integrations. However, it focuses almost exclusively on sales, requiring additional tools for broader business operations. Uses a deal-centric hierarchy.

Includes visual sales and project pipelines, Activity Sets for workflow automation, comprehensive project management with task lists and Smart Lists, and integrated Mail for full email tracking and context. Every pricing tier includes all features. CRM, Sales, Projects, Calendar, Tasks, Email, Notes, and Forms are available on every plan.

Provides email tracking, AI Sales Assistant, and 500+ app integrations, but essential functionality requires paid add-ons (Projects for $8/month, LeadBooster for $39/month, Smart Docs for $39/month, Campaigns for $16/month)*. Cloud-only with limited offline access. A complete toolset requires multiple subscriptions. *prices subject to change

Daylite is ideal for Mac-based service businesses (consultants, agencies, legal teams, realtors, financial advisors) who need integrated CRM, sales, and project management to support the entire client lifecycle in one platform.

Pipedrive is best suited for sales-focused organizations with dedicated sales teams that need specialized CRM capabilities and have the budget for premium tiers plus necessary add-ons to support their complete workflow.

Why choose Daylite over Pipedrive?

Manage sales opportunities, client relationships, and project delivery in one unified platform designed for service-based businesses.

	Pipedrive	Daylite
Track deals, contacts, and companies	✓	✓
Visual sales pipeline with drag-and-drop management	✓	✓
Email integration and tracking	✓	✓
Activity and task management	✓	✓
Sales and workflow templates	✓	✓
Mobile apps for iOS	✓	✓
Unified workspace where CRM, sales, projects, calendar, tasks, email, and notes work together seamlessly	✕	✓
Manage the client lifecycle from first contact through delivery and repeat business, with your entire business history preserved	✕	✓
Intelligent relationship linking that connects contacts, companies, opportunities, and projects with full context	✕	✓
Built-in project management with task lists, Smart Lists, and calendar views—no add-ons required	✕	✓
Complete offline functionality with local database storage	✕	✓
Transparent pricing with no hidden add-ons for core functionality	✕	✓

Client Lifecycle Management vs. Sales Pipelines

Track deals and deliver projects without losing context.

Pipedrive focuses exclusively on sales pipeline management with deal-centric tracking. Limited project management requires the Projects add-on ($8/user/month) with basic Kanban boards and minimal planning capabilities. The platform stops after the sale. You'll need separate tools for project delivery, creating disconnected workflows and data silos.

Daylite delivers a complete lifecycle management system that connects sales opportunities to delivery:

Track sales opportunities through visual pipelines with customizable stages and probability tracking
Transition seamlessly from closed deals to active projects without switching platforms or losing client context
Manage projects with comprehensive features, including task lists, Smart Lists, calendar views, and project boards
Link every opportunity and project to full client history, email threads, and relationship context
Apply Activity Sets to automatically generate tasks and meetings with calculated dates for consistent workflows
Guide service delivery from first client meeting through final deliverable and repeat business

Instead of managing sales opportunities in one tool and projects in another, Daylite keeps your entire client journey connected. From prospect to delivery in one unified system built for service-based businesses.

Unified Workspace vs. Tool Sprawl

Work within one system, not across multiple disconnected apps.

Pipedrive requires multiple integrations to support full business operations. Despite offering 500+ app connections, separate tools are still needed for project management, email marketing, and document storage. This leads to higher costs, scattered data, frequent context switching, and ongoing maintenance that increase overall complexity, create more room for error, and reduce workflow efficiency.

Daylite provides everything service-based businesses need in one unified platform:

Built-in solutions including CRM, Sales Opportunities, Projects, Calendar, Tasks, Email, and Notes. All deeply inter-connected
Complete offline functionality with local database storage. Work anywhere, anytime
Intelligent linking system that connects every contact, company, opportunity, project, task, and email, building clear client history and institutional knowledge
Comprehensive relationship tracking with custom relationship types ("referred by," "reports to," "is friends with")
Activity timeline that shows complete client history across all interactions in one place
Replace multiple separate tools (for CRM, sales, projects, calendar, tasks, and email) with one transparent subscription

Reduce costs, avoid scattered information and constant app-switching, and keep your team focused and on the same page with shared context. Daylite isn't just another tool to integrate. It's the foundation that replaces the need for multiple disconnected systems.

Transparent Pricing vs. Add-On Complexity

Get everything you need without surprise costs or feature restrictions.

Pipedrive utilizes a multi-tiered pricing structure where essential functionality is often restricted to premium levels and supplemental paid add-ons like Projects, LeadBooster, or Campaigns. For small teams, these cumulative costs can significantly inflate annual software expense even before accounting for necessary third-party tools, complicating long-term budgeting due to feature caps and indirect expenses. For the most current details on their plans and add-on rates, you can visit the Pipedrive pricing page.

Daylite offers simple per-user pricing where every tier includes the full feature set. All plans include CRM, Sales (Opportunities), Projects, Calendar, Tasks, Email, Notes, and Forms. The only differences are team size, feature limits, and support level:

Leap Plan: For solo professionals. 1 user, 500 contacts, email-only support
Growth Plan: For growing teams. Up to 20 users, 25,000 contacts, standard support and collaboration features
Scale Plan: For established businesses. Up to 100 users, 250,000 contacts, premium support and collaboration features
Tailored Plan: Custom pricing for 10+ users with specialized needs

See our pricing page for monthly and yearly rates in your region.

Unify your business?

Get started with Daylite in 3 steps!

Start Your Free Trial

Sign up for a 14-day free trial and pick the plan that fits your team: Leap (solo), Growth (up to 20 users), Scale (up to 100 users), or Tailored (custom). All plans include CRM, Sales, Projects, Calendar, Tasks, Email, Notes, and Forms. Download Daylite for Mac, iPhone, and iPad with full offline access and seamless sync.
Import Your Data & Set Up Workflows

Import your contacts, companies, and sales data from Pipedrive or other CRMs using supported file formats. Create your first Opportunity pipeline to track deals, then set up Projects to manage client delivery. Apply Pipelines and Activity Sets with pre-built tasks that automatically calculate dates to keep everything on schedule.
Manage the Complete Client Journey

Track prospects through your opportunity (sales) pipeline, easily convert opportunities to projects when deals close, and manage delivery. All without switching tools. Link contacts to companies, opportunities, projects, tasks, and emails. Everything stays connected in one unified timeline that preserves your entire business history.

Trusted by the best, across the globe.

See why service-based businesses chose Daylite to manage their complete client lifecycle.

"My greatest achievement with Daylite is the fact that I can manage over 50 clients with a staff of 7 while my competitors would take 20 senior and junior consultants. This achieved efficiency can only be realized by Daylite sophistication and unleashing the CRM’s capacity for organization. My clients often wonder how we are always on our game, I tell them I wish I was that smart, but in reality, it’s the software that allows me to be one step ahead of them!"

Ron Gersh,
The CCS Group

Amazed Daylite Customer