Compare Features
Explore all the features available in each plan to find the perfect fit for your business needs.
Calendar
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Appointments
Manage your schedule with confidence by easily booking and tracking appointments with clients or your team. Built-in reminders and notifications keep you organized and on time.
|
✓ | ✓ | ✓ |
|
Meetings
Keep everyone on the same page by scheduling group meetings with agendas, resources, and follow-up actions all in one place.
|
✓ | ✓ | ✓ |
|
Video Conferencing Integration
Easily add video conferencing links from Zoom, Microsoft Teams, or Google Meet to your meetings and join with a single click for a seamless experience.
|
1 | 3 per user | 10 per user |
|
CalDAV Integration
Make it easy for clients to book appointments with you directly through Apple Calendar, Google Calendar, and other apps without the back and forth. Your schedule stays connected automatically.
|
- | ✓ | ✓ |
|
Filtering
Quickly find what matters by filtering your calendar by categories, keywords, or custom criteria. Advanced options let you layer conditions, save custom views, and set defaults for faster scheduling.
|
✓ | ✓ | ✓ |
|
Smart Calendars
Save your favourite calendar filters as Smart Calendars to instantly switch views, such as project deadlines, client meetings, or team availability, and share them with your team to keep everyone aligned.
|
2 | 100 | Unlimited |
|
Overlay Calendar App
See all your Apple Calendar events including calendars from Exchange and other providers, right inside Daylite. Personal calendars remain private and visible only to you, so you stay organized without oversharing.
|
✓ | ✓ | ✓ |
|
Resource Scheduling
Assign appointments to resources like meeting rooms, equipment, or shared spaces to manage availability and prevent double-booking keeping your schedule smooth and surprise-free.
|
5 | 50 | 100 |
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Smart Linking
Automatically link emails to relevant contacts, opportunities, and projects building a rich history of communication that keeps everything organized and easy to find in one place.
|
✓ | ✓ | ✓ |
|
Smart Inbox
Smart Inbox highlights emails connected to your business in Daylite, such as messages from clients, prospects, or teammates, so the most relevant conversations are always front and center.
|
✓ | ✓ | ✓ |
|
Compose AI Assistance
Write faster and clearer with built-in AI assistance. From polishing tone to drafting replies, Daylite taps into Apple’s Writing Tools to help you compose professional emails with less effort.
|
✓ | ✓ | ✓ |
|
Email Provider Support
Connect Daylite to the providers your business already uses including iCloud, Gmail, Office365, Outlook.com, AOL, and any IMAP-compatible service.
|
✓ | ✓ | ✓ |
|
Connected Accounts
Manage existing email accounts inside Daylite. Higher tiers let each user connect more accounts, so you can keep all your business communication in one place.
|
1 | 3 per user | 10 per user |
|
Filtering
Quickly find the emails you need by filtering historical communications in Daylite using categories, keywords, or custom criteria. Advanced options let you combine conditions, save views, and set defaults for faster access to your email history.
|
✓ | ✓ | ✓ |
|
Smartlists
Save custom email filters as Smartlists to quickly surface communications across your business such as client emails from the past week or correspondence tied to specific categories. Share them with your team to keep everyone focused on what matters.
|
2 | 100 | Unlimited |
Contacts
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
People
Store all your individual contacts in one place, such as your clients, prospects, and collaborators. Every person’s details, history, and interactions are easy to track so you never lose context.
|
350 | 15000 | 150000 |
|
Companies
Manage the organizations you do business with and connect them to the people, opportunities, and projects that matter. Each company record gives you the full picture of your relationship and work history.
|
150 | 10000 | 100000 |
|
Categories & Keywords
Organize your people & companies with custom categories and keyword tags, keeping your data structured and easy to use for marketing, outreach, quick filtering, or segmenting however your business needs.
|
✓ | ✓ | ✓ |
|
Industries
Classify your people & companies by industry to better understand and segment your market. Use included industries, create your own, or connect via API for automatic lookups.
|
✓ | ✓ | ✓ |
|
Roles
Define the roles people play within companies so you always know who’s who, whether it’s decision makers, influencers, or key contacts, helping you connect with the right people to move business forward.
|
✓ | ✓ | ✓ |
|
Activity View
See every email, meeting, task, opportunity, project, and note with a person or company in one timeline giving you the full context and relationship history you need at a glance.
|
✓ | ✓ | ✓ |
|
Filtering
Quickly zero in on the people & companies that matter by filtering with categories, keywords, industries, roles, or other custom criteria. Advanced options let you combine conditions, save views, and set defaults so you always see the right contacts at the right time.
|
✓ | ✓ | ✓ |
|
People Smartlists
Save your favourite people filters as Smartlists to instantly surface key groups of contacts such as new prospects this month or clients tagged with a keyword. Share them with your team so everyone stays aligned.
|
2 | 100 | Unlimited |
|
Company Smartlists
Save your favourite company filters as Smartlists to quickly surface groups of organizations such as clients in a target industry or accounts added this quarter. Share them with your team to keep focus on the right relationships.
|
2 | 100 | Unlimited |
Opportunities
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Opportunities Board
Visually manage your sales process with a Kanban-style board. Drag and drop opportunities through each stage to track progress, uncover bottlenecks, and keep deals moving forward.
|
✓ | ✓ | ✓ |
|
Active Opportunities
Track all your active sales opportunities in Daylite. Higher tiers support more opportunities as your business grows, giving you room to scale your pipeline with confidence.
|
10 | 100 | Unlimited |
|
Pipelines
Create multiple pipelines for different services or teams. Customize each stage to match your sales process, bringing clarity and consistency as you guide opportunities from prospect to close.
|
1 | 3 | 10 |
|
Roles
Define the roles people & companies play within opportunities so you always know who’s who, whether it’s decision makers, influencers, or key contacts, helping you connect with the right people to move deals forward.
|
✓ | ✓ | ✓ |
|
Calendar
Link appointments and meetings directly to opportunities so every interaction is connected keeping your sales process organized and on track.
|
✓ | ✓ | ✓ |
|
Tasks
Create and link tasks to opportunities so every follow-up, next step, and detail is tracked helping you move deals forward without missing anything.
|
✓ | ✓ | ✓ |
|
Estimates
Create professional estimates and quotes directly within opportunities so you can quickly respond to interested leads, build trust, and close deals with confidence, all while keeping a complete history in one place.
|
✓ | ✓ | ✓ |
|
Products & Services
Save your products and services in Daylite so you can quickly add them to estimates making it faster to create accurate quotes and keep your offerings consistent.
|
20 | 100 | 500 |
|
Filtering
Zero in on the opportunities that matter by filtering with criteria such as pipeline, stage, value, or custom fields. Advanced options let you combine conditions, save views, and set defaults so you always see the right deals at the right time.
|
✓ | ✓ | ✓ |
|
Smartlists
Save your favourite opportunity filters as Smartlists to instantly surface key groups of deals, such as high-value opportunities or sales in a specific stage. Share them with your team to keep everyone aligned and focused.
|
2 | 100 | Unlimited |
Projects
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Projects Board
Visually manage your projects with a Kanban-style board. Track progress through each stage, uncover bottlenecks, and maintain consistency so work keeps moving forward smoothly.
|
✓ | ✓ | ✓ |
|
Active Projects
Track all your active projects in Daylite. Higher tiers support more projects as your business grows, helping you stay organized, deliver your services efficiently, and keep every client engagement on track with confidence.
|
10 | 100 | Unlimited |
|
Pipelines
Create tailored pipelines for different types of projects or teams. Customize each stage to match your process, bringing clarity and consistency as you guide projects from start to finish.
|
1 | 3 | 10 |
|
Roles
Define the roles people & companies play within projects so you always know who’s who, whether it’s clients, collaborators, or key stakeholders, helping you connect with the right people to move work forward.
|
✓ | ✓ | ✓ |
|
Calendar
Link appointments and meetings directly to projects so every interaction becomes part of the project history, keeping your work organized and you and your team on track.
|
✓ | ✓ | ✓ |
|
Tasks
Create and link tasks to projects so every detail, next step, and responsibility is tracked building a clear project history and helping you and your team deliver work on time.
|
✓ | ✓ | ✓ |
|
Filtering
Zero in on the projects that matter by filtering with criteria such as pipeline, stage, client, or custom fields. Advanced options let you combine conditions, save views, and set defaults so you always see the right projects at the right time.
|
✓ | ✓ | ✓ |
|
Smartlists
Save your favourite project filters as Smartlists to instantly surface key groups of projects, such as active client work, internal initiatives, or projects in a specific stage. Share them with your team to keep everyone aligned and focused.
|
2 | 100 | Unlimited |
Forms
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Form Templates
Create custom form templates to capture the unique data your business needs tailoring Daylite to fit your specific processes and workflows.
|
2 | 20 | 100 |
|
Forms
Use your predefined templates to create forms and capture the specific information your business relies on, stored neatly in Daylite and ready to leverage across your work.
|
50 | 2000 | 25000 |
|
Linking
Link forms to people, companies, opportunities, and projects so the unique data you capture is always connected and ready to use when you need it.
|
✓ | ✓ | ✓ |
|
Filtering
Zero in on the forms you need by filtering not just by type or linked records, but also by the custom data you’re capturing so you can organize and find exactly what matters.
|
✓ | ✓ | ✓ |
|
Smartlists
Save your favorite form filters as Smartlists to instantly surface key sets of data—essentially anything important to your business to store. Share them with your team so everyone can access the information that matters most.
|
2 | 100 | Unlimited |
General
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Activity Sets
Save time and stay consistent by turning repeatable workflows into reusable sequences of tasks and appointments.
|
2 | 20 | Unlimited |
|
Offline Synchronization
Keep working anywhere, even without internet. Daylite syncs your data across all your devices, Mac, iPhone, and iPad, so your business stays up to date online or offline.
|
✓ | ✓ | ✓ |
|
Tasks
Create, assign, and track tasks with due dates, priorities, and reminders keeping work organized and ensuring nothing slips through the cracks.
|
✓ | ✓ | ✓ |
|
Task Filtering
Zero in on the tasks that matter by filtering with criteria such as due date, priority, project, or assignee. Advanced options let you combine conditions, save views, and set defaults so you always see the right tasks at the right time.
|
✓ | ✓ | ✓ |
|
Task Smartlists
Save your favorite task filters as Smartlists to instantly surface the work that matters most whether it’s high-priority items, upcoming deadlines, or tasks assigned to your team. Share them so everyone stays aligned and nothing gets missed.
|
2 | 100 | Unlimited |
|
Notes
Capture notes in Daylite so important details, ideas, and client information are always organized, linked to the right person, company, opportunity or project, and easy to find.
|
✓ | ✓ | ✓ |
|
Note Filtering
Zero in on the notes that matter by filtering with criteria such as category, keyword or linked people & companies. Advanced options let you combine conditions, save views, and set defaults so you always see the right notes at the right time.
|
✓ | ✓ | ✓ |
|
Note Smartlists
Save your favourite note filters as Smartlists to instantly surface the information that matters most, such as notes created this week, tagged with a keyword, or linked to active work. Share them with your team so nothing important gets overlooked.
|
2 | 100 | Unlimited |
|
Files & Attachments
Store and link files to people, companies, opportunities, and projects—keeping documents, deliverables, and client materials organized in one place. Higher tiers provide more space as your business grows.
|
1GB | 10GB | 100GB |
Collaboration
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Teams
Organize your business by creating teams for departments, projects, or client accounts. Give each group shared access to the resources they need so collaboration is seamless and everyone stays on the same page.
|
- | 2 | 30 |
|
Team View
Get a clear picture of what your team is working on, appointments, tasks, and deadlines all in one place. Easily spot availability, coordinate schedules, and keep projects moving without the guesswork.
|
- | ✓ | ✓ |
|
Permissions
Control who sees and does what in Daylite. From simple role-based access to advanced, field-level permissions, you decide the right level of visibility and control for every user.
|
- | - | ✓ |
|
Delegation
Delegate appointments, meetings, tasks, projects, and opportunities to your team—while keeping full visibility into progress. Share the workload, track accountability, and ensure everything moves forward smoothly.
|
- | ✓ | ✓ |
|
Shared Smartlists
Turn your saved Smartlists into shared team views so everyone stays focused on the same priorities. Share client lists, active projects, or high-value opportunities and keep your whole team aligned.
|
- | ✓ | ✓ |
Support & Onboarding
| Feature | Leap | Growth | Scale |
|---|---|---|---|
|
Email response
Get reliable support when you need it. Our team is just an email away to help you quickly resolve questions and keep your business running smoothly.
|
2 days* | 1 day* | Same day* |
|
Premium support
In addition to same business day email responses, complex issues are quickly diagnosed and resolved through phone, screen share, or video as needed.
|
- | - | ✓ |
|
Standard onboarding
Get started with a 60-minute guided tour of Daylite. This session covers the basics—an overview of key features and initial setup—so you can lay a solid foundation from day one.
|
- | ✓ | ✓ |
|
Premium onboarding
While Standard Onboarding sets the foundations, Premium Onboarding builds on it with a personalized 60-minute session tailored to configuring Daylite around your business needs.
|
- | - | ✓ |
|
Additional user onboarding
Ensure every new team member starts strong with their own onboarding session. Our team helps each user get set up in Daylite so they can be productive from day one.
|
- | ✓ | ✓ |
|
API Assistance
In addition to the API documentation available to all, get your questions answered directly over email for timely, reliable guidance that keeps you building without roadblocks.
|
- | - | ✓ |
|
Professional Services
Get expert help to tailor Daylite to your business. From customizing workflows to building integrations and providing advanced training, professional services ensure you get the most out of Daylite. A paid service additional to subscription costs.
|
- | Inquire | Inquire |
|
ISO & GDPR Compliant
Daylite meets ISO standards and is fully GDPR compliant, giving you peace of mind that your business and client data are handled with the highest levels of security and privacy.
|
✓ | ✓ | ✓ |
| * Business days | |||
