Small Business CRM with integrated Tasks, Calendar, Email, Sales & Projects

See all your work in context.

Because Daylite brings CRM, sales, and project management together and weaves task management throughout, you get one place to see and manage all your tasks, whether they’re part of a sales opportunities, a project, or just your daily to-dos. Tasks are grouped clearly by what they support, making it easy to see where your attention is needed. No more jumping between separate apps to piece things together—just one focused view to help you prioritize and move your work forward.

Core task features that drive efficiency.

Daylite includes the essential task management tools that help you stay organized and productive, without the need for additional apps. Whether you’re tracking deadlines, setting reminders, or prioritizing work, Daylite makes it easy to manage tasks that move your business forward. Here’s how Daylite keeps your work on track:

Clarity on what needs to get done

The Home View gives you a focused snapshot of what needs your attention now—overdue tasks, today's priorities, and your curated Worklist—all alongside a 7-day look ahead. As you work through each task, Daylite keeps context close by with quick access to linked clients, projects, and opportunities—so you always know what the task is for, and what it’s moving forward.

Plan with Due Dates

Assign due dates to your tasks so you can plan your workload, stay organized, and keep work moving forward on time. Daylite automatically surfaces overdue tasks, so unfinished work never gets overlooked.
Worklist for Daily Focus

Pick the tasks you want to focus on today and keep them in one place—so you can work with intention, avoid distractions, and make steady progress on what matters most.
Repeatable Workflows

Turn repeatable processes into predefined task sequences you can apply to contacts, deals, or projects. Stay consistent, save time, and keep work moving—every time.

Custom Reminders

Stay ahead of deadlines by setting reminders for your tasks. For extra peace of mind, Daylite can automatically add a reminder to every new task—so important work never gets overlooked.
Repeating Tasks

Automate recurring work by setting tasks to repeat on a custom schedule. Whether it’s weekly check-ins or monthly follow-ups, Daylite helps you stay consistent without having to recreate the work each time.
Prioritization

Focus your time where it counts. Prioritize tasks to tackle high-impact work first, make meaningful progress, and keep momentum on what matters most.

Easy Categorization

Organize tasks your way with categories and keywords. Whether you’re flagging internal admin work, separating client tasks, or organizing by focus area, Daylite makes it easy to filter, sort, and stay in control of your workload.
Effortless Follow-Up

Create a follow-up directly from a completed task—no need to retype or start over. Keep momentum going and make sure next steps are always captured and acted on.
Global Shortcut

Use a global keyboard shortcut to create a new task from any app on your Mac. Capture what needs to get done the moment it comes to mind—without breaking your flow.

Focus on what matters.

When your task list grows, it’s easy to lose sight of what really needs your attention. Daylite helps you cut through the clutter with flexible tools for organizing, filtering, and finding the tasks that matter most—so nothing important gets buried.

Smart Task Lists

Create dynamic task lists that update automatically based on the criteria you care about—like overdue project tasks, follow-ups for deals closing this month, or tasks tied to high-priority clients. Keep your most important work front and centre.
Global Search

Find any task in seconds—by keyword, date, status, or linked item. Whether you're tracking down a detail or reviewing progress, everything is easy to locate when it’s all in Daylite.
List Views

Sort and filter tasks by priority, due date, linked project, and more. Use column layouts to get the view you need to make better decisions and manage your workload your way.

Tasks that stay connected to what matters.

In Daylite, tasks don’t live in isolation—they’re tied to the clients, sales opportunities, and projects they support, so you’re not just managing a list—you’re managing your business. With everything linked, you always know what a task is for, what it’s moving forward, and where it fits into the bigger picture. It’s the kind of clarity you can only get with Daylite—because it brings your entire business together in one place.

Work smarter with complete context

With everything in one place, Daylite gives you instant access to the details and context behind every task—whether it’s linked to a client, sales opportunity, or project. No more switching between tools or piecing together scattered info. You save time, avoid mistakes, and get work done more efficiently because you’re always working with the full picture.

Prioritize with the full picture

In Daylite, your tasks aren’t scattered across disconnected tools or siloed views. Whether they’re tied to a client, sales opportunity, a project, or stand on their own, you can review and prioritize everything in one place. By bringing everything together, you can see the big picture, prioritize with purpose, and make better decisions about where to focus next.

Automatic history while you work

As you complete tasks, Daylite automatically builds a timeline of the work you do for each client, sales opportunity, and project. There’s no need to track progress manually—it’s all captured for you, creating a clear record of what’s been done and what’s next. When questions come up later, you’ll have the full picture—so you can respond with confidence and clarity.

Collaborate clearly and move work forward together.

Task management in Daylite isn’t just for individuals—it’s also built to support teams. When everyone sees what needs to be done—and who’s doing it—work flows faster. With tasks linked to clients, sales opportunities, and projects, your team can coordinate, delegate, and follow through without confusion. Whether you're handing off work or picking up where someone left off, Daylite keeps everyone aligned and in motion.

Shared task lists

Create smart lists that automatically group related tasks—like leads waiting for replies, projects due this week, or opportunities closing next month—and share them with your team. Everyone stays aligned on priorities, with a consistent, real-time view of what needs attention.

Delegate tasks with clarity

Delegate work with confidence by assigning tasks to the right team members—along with a note to provide context or instructions. The assignee gets notified instantly, so nothing gets missed and everyone knows what to do next. Whether you're moving a sale forward or keeping a project on track, Daylite makes ownership clear and handoffs seamless.

Permissions

Manage who can view or edit tasks across your team. Keep sensitive work private, or share only what’s relevant—so everyone sees just what they need to get the job done.
Projects

When a task expands in scope or starts involving multiple teammates, convert it into a project with a click. All your linked details and context stay intact—so your team can step in and keep the momentum going.
Delegated Task View

Easily view tasks you’ve assigned to others—and those delegated to you—so you can stay on top of responsibilities, follow up when needed, and make sure nothing falls off the radar.

Stay productive anywhere even without a connection

Daylite is a true native app that stores your tasks and business data locally across all your devices—unlike web apps that require a constant connection. You can keep working offline, whether you're traveling, in a client meeting, or out of signal range. Everything syncs automatically across your Mac, iPhone, and iPad the moment you're back online.

Why Daylite Tasks are better.

Because your 'to-do' list should drive real progress—not just collect checkmarks.
With the competition, tasks live in isolation—disconnected from your contacts, projects, sales opportunities, and schedule. That leads to duplication, lost context, missed jobs, and wasted time chasing details across apps. Daylite changes all of that.

With Daylite, your task list becomes a fully integrated part of your business.
Whether you're assigning follow-ups, managing project steps, or tracking internal priorities, Daylite connects every task to the people, projects, emails, and opportunities it relates to. You can seamlessly see tasks alongside your calendar, build automated and dynamic Smart Lists to stay on track, and delegate with clarity—so everyone knows what’s next and who’s responsible.
This isn’t just task management—it’s business execution, streamlined.

And because Daylite is built natively for Mac, iPhone, and iPad, it works even when you're offline. You can move easily from the details related to client meetings all the way to deep work sessions without skipping a beat.

Why this matters.
Because your time is limited and your goals are big, so you need more than a basic checklist to make them happen. Daylite Tasks help you -

Stay focused with filters and Smart Lists that surface what matters most
Keep your team in sync with shared, contextual task assignments
Eliminate friction by linking tasks to the work they support
Plan smarter with tasks and calendar working together
Work confidently, knowing nothing slips through the cracks (set it and forget it!)

Unlike other task tools, Daylite isn't just where you organize your to-dos—it's how you move your business forward.

So if you’re ready for a smarter, more connected way to manage your time and responsibilities, Daylite Task Management isn’t just the right choice—it’s the BEST one.