Consultants
Depend On Daylite

Consultants go by many titles, including coach, advisor, strategist, etc., but all share the same challenge: building a business while serving clients and nurturing meaningful relationships.

Whether you guide companies through change, help leaders sharpen strategy, or coach individuals toward growth, Daylite is designed for Consultants to keep your practice running smoothly while you focus on impact by eliminating busywork, strengthen follow-ups, and fuel repeat business and referrals.

Revolutionize how you run your business.

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Only for Mac, iPhone, and iPad

Consulting Is Complex.
Daylite Makes It Manageable.

Consulting means juggling strategy, relationships, and execution. But when your work lives in scattered tools, you drown in admin instead of building trust and growing your business.

Daylite changes that.

Beyond CRM: The Business Hub Designed for Consultants on Mac

More Than a CRM

Daylite is your all-in-one, Mac-native command center, designed specifically for busy professionals like consultants. Clients, emails, tasks, and projects stay connected across Mac, iPhone, and iPad so you’re always sharp and in control.

Result: One system. No scattered notes. Just flawless follow-through and a business that grows without burning you out.

Capture Leads from Your Inbox

Your inbox is full of opportunity you can’t afford to miss! With Mail in Daylite, every email becomes a contact, opportunity, project, or task—tagged, prioritized, and ready for action.

Result: No lead missed, no follow-up forgotten. You win more work and build loyalty with confidence.

Remember Every Client’s Details

Consultants earn trust by making clients feel seen. Daylite links notes, emails, and decisions to the right client so every meeting is prepared and every follow-up feels personal—because it is.

Result: Every detail remembered. Clients feel valued and keep coming back—with referrals.

Stay on Top of Every Opportunity

Proposals pile up and calls stall—but they don’t have to. Daylite tracks every opportunity by stage, highlighting what needs action so deals move forward instead of going cold.

Result: A pipeline you can trust, with every deal tracked, every follow-up on time, no more 3am worries.

Move Your Projects Forward

Projects are full of moving parts. Daylite links tasks, deadlines, and communication, with workflow templates that keep work consistent. Smart Lists flag risks before they derail progress.

Result: Projects stay on track, deadlines met, risks managed. Clients stay happy, return, and refer.

Stay on Top of Every Task

Your reputation depends on follow-through. Daylite centralizes tasks, ties them to the right client or project, and syncs across Mac, iPhone, and iPad so nothing slips, even on the go.

Result: Every promise kept. Clients see you as the consultant who always delivers.

Make Your Calendar Work for You

Your calendar should fuel growth, not just block times and list deadlines. Daylite links meetings, milestones, and prep notes to client records so your time builds relationships and wins referrals.

Result: Smarter scheduling that proves your reliability and preparedness that builds smoother, more productive workflows and stronger client relationships.

“I used to look at my calendar first thing every morning, then texts and email. Now I get all three in one place plus task list and reminders of upcoming todo’s. It makes for a calm start to see my work in this simple, organized format.”

Maggie Anderson
Maggie Anderson Words That Work

Reputation Means Everything

Reputation drives consulting. Daylite safeguards it with timely follow-ups, consistent communication, and personal touches. Accessible anywhere, even offline, so you never miss a beat.

Result: Reputation turns into a referral engine, bringing steady returning and new clients.

Turn Referrals Into Your Growth Engine

Referrals fuel consulting growth. Daylite captures every referral and source, shows which partners bring the best clients, and ties them to projects and results, so you can double down on what works.

Result: Referrals become reliable growth, delivering new clients who already trust you.

Your Key to Success in Consulting

Great consulting isn’t just insight, it’s action. Daylite connects leads, clients, projects, and data so you can scale impact without losing the personal touch.

Result: A profitable, scalable consulting business where every client feels like they’re your only one.

“We’ve grown up together. Daylite has supported us at every step. It fits who we are—a boutique firm with a strong culture. It’s not just a tool. It’s a partner.”

Robin Bailey
Aria Benefits

Features consultants love about Daylite.

Here’s some of the features Consultants love about Daylite, winning them more clients, deliver smoother, and grow without burnout.

Opportunities & Growth

Pipeline Visibility

See every opportunity, proposal, and deal in one view, so no follow-up is missed.

Smart Lead Capture

Convert referrals, events, and emails into opportunities instantly, so leads never slip away.

Showcase Success

Track and showcase wins, reviews and testimonials to build credibility and win more clients.

Projects & Delivery

Email & Project Linking

Connect emails, deliverables, and deadlines in one place, so you’re never unprepared again.

Project Templates

Launch projects with proven structures, so repeatable work never means starting from scratch.

Linked Docs & Contacts

Keep contracts, proposals, notes, and contacts connected, so context is always at hand.

Relationships & Follow-Up

Follow-Up Reminders

Never forget check-ins or follow-ups—stay consistent and strengthen every client relationship.

Smart Lists

Instantly see which clients, projects, or opportunities need action and attention today.

Sessions Tracking

Link coaching or consulting sessions to projects, so progress and next steps stay clear.

Mobility & Flexibility

Anywhere Access

Manage business from your Mac, iPhone, or iPad, so work flows seamlessly wherever you are.

Offline Access

Capture notes, tasks, and opportunities without Wi-Fi, syncing automatically once you’re online.

Instant Syncing

Keep data current across Mac, iPhone, and iPad, so your whole team stays aligned.

“Daylite has completely transformed my business. Everything syncs seamlessly—no more manual updates—and my LinkedIn contacts integrate directly into my database. The personalized training made adoption easy, and as a Mac user who’s tried other CRMs, this is by far the best solution. Thank goodness I finally saw the (Day)lite!”

Ted Whetstone
BreakthruThink

Here’s some ways consultants use Daylite.

Daylite is designed for Consultants to gain value in different ways. Here are a few examples:

Business coaches can use Daylite’s calendar to:

  • link every session directly to client projects, so they can track progress without digging through multiple apps.
  • set reminders for client check-ins and follow-ups, so they can maintain strong relationships and drive long-term client success.

Management consultants often use Daylite to:

  • connect every client email, deliverable, and deadline, so they are never caught off guard in a meeting again.
  • create project templates to launch new engagements with proven structures, so they never have to reinvent the wheel for repeatable work.

Operations consultants lean on Daylite to:

  • maintain a live view of every proposal, so no follow-up slips through the cracks when business gets busy.
  • transform their practice from reactive to proactive, so they gain full visibility over their pipeline, projects, and client relationships.

Strategy consultants rely on Daylite to:

  • track success stories in custom fields, so they can easily showcase their wins when pitching to new clients.
  • turn new inquiries from industry newsletters into tagged opportunities, so nothing promising gets lost in the shuffle.

And that’s just scratching the surface! Whatever your specialty, Daylite adapts to how you work.

Consult with Confidence.

Structure your practice.
Deliver on every promise.
Build the reputation that keeps clients coming back.

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