Daylite vs Insightly
We give Daylite a 2.4 GPA and Insightly a 3.0, out of 4.0. Insightly grades higher on features and platforms. They get the same grade on value for money, the free plan and ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Daylite
CRM and project management app for Mac, iPhone and iPad
Insightly
CRM with built-in project management for after the sale
How we grade them
| 2.4GPADayliteFair | 3.0GPAInsightlyVery good | |
|---|---|---|
| Value for money | CLeap is $15 a month on yearly billing, but that's one user with 500 contacts and 10 active opportunities. Teams start on Growth at $30 a user, above the $23 or so that's typical here, and it still stops at 100 active opportunities. Unlimited is Scale at $45. | CPlus is $29 a user a month, over the $23 or so that's typical, and the pricing page only shows annual billing. Workflow automation, lead routing and the AI Copilot need Professional at $49. Quotes and price books need Enterprise at $99. |
| Free plan and trial | CNo free plan. The 14-day trial opens up all of Daylite and doesn't ask for a card. After that the cheapest way in is $15 a month, paid for the year. | CThe pricing page lists no free plan. There's a 14-day trial with no card needed. After that the only prices shown are for a year at a time. |
| Features | BLinked contact history, a Kanban board for opportunities with estimates, projects, email read inside the app, shared calendars and tasks. That's a CRM and a project tool in one. But pipelines are rationed, 1 on Leap, 3 on Growth and 10 on Scale, and so are active deals and projects. | ALead and opportunity pipelines, projects made from won deals, workflow automation, advanced reports and dashboards, an AI Copilot, and sidebars for Gmail and Outlook. That's sales and delivery in one. Marketing automation and support ticketing are sold as separate products. |
| Ease of use | B4.44 from about 440 App Store ratings, a B on our ladder. Growth and Scale include onboarding. Leap gets email-only support, with replies that can take 2 business days. | BThere's no App Store rating on record for it, so a B is our ceiling. The Gmail and Outlook sidebars let you add leads from your inbox, and the phone apps scan business cards and take voice notes. |
| Platforms and integrations | CMac, iPhone and iPad, and nothing else. Marketcircle lists no web, Windows or Android version. Inside the Apple world it does well: mail from iCloud, Gmail, Office 365 or any IMAP account, video links from Zoom, Teams and Google Meet, and an API. | AWeb, iPhone and Android, with sidebars for Gmail and Outlook. It connects to Slack, QuickBooks Online, Xero, Shopify, Jira and Calendly, and there's an API. |
| Best for | small businesses that are all-in on Apple | teams that deliver projects after the sale |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Daylite and Insightly. How we grade
Where they differ
- Daylite starts at $15 / month for 1 user, billed annually ($20 billed monthly). Insightly starts at $29 per user / month, billed annually.
- Only Daylite lists a macOS app.
- Only Insightly lists a web app.
- Only Insightly lists an Android app.
- Daylite also covers calendar, email client and kanban boards.
- Insightly also covers workflow automation and reports.
At a glance
| Daylite | Insightly | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $15 / month for 1 user, billed annually ($20 billed monthly) | $29 per user / month, billed annually |
| Free plan | None | None |
| Free trial | 14-day free trial with access to all of Daylite, no credit card required | 14-day free trial, no credit card required |
| Web | ||
| macOS | ||
| iOS | ||
| Android | ||
| Made by | Marketcircle Inc. | Insightly Inc. (an Unbounce company) |
| Price read from | daylite.app | insightly.com |
| Checked | Oct 6, 2026 | Oct 5, 2026 |
Who each one suits
Daylite
- Small service businesses that work entirely on Apple devices
- Teams that want CRM, projects, email and calendar in one native app
- People who need to keep working offline and sync later
Insightly
- Businesses that deliver projects after the sale and want one system for both
- Teams that expect to need custom fields and role-based permissions
- Companies that also want marketing and support tools from the same vendor
Worth knowing
Daylite
- It runs only on Mac, iPhone and iPad; the vendor lists no web, Windows or Android version.
- Leap is limited to 1 user, 500 contacts, 10 active opportunities and 10 active projects.
- Growth stops at 20 users and 100 active opportunities; unlimited opportunities and projects need Scale at $45 per user / month.
- Email support response time depends on the plan, from 2 business days on Leap to the same day on Scale.
Insightly
- The pricing page lists no free plan, only a 14-day trial.
- Prices are shown for annual billing only; the pricing page gives no monthly rates.
- Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
- Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Key features
Daylite
- Linked contact history
- People and companies each have an Activity View: one timeline of every linked email, meeting, task, note, opportunity and project for that relationship.
- Opportunities Board
- A Kanban-style board moves sales opportunities through customizable stages, with estimates built from saved products and services. Leap has 1 pipeline, Growth 3 and Scale 10.
- Projects
- Client work is tracked as projects with their own board, pipelines, linked tasks and appointments. Active projects are capped at 10 on Leap and 100 on Growth.
- Mail in Daylite
- Accounts from iCloud, Gmail, Office 365 or any IMAP service are read inside Daylite, where messages link automatically to contacts, opportunities and projects.
- Shared calendar and tasks
- Appointments, group meetings with agendas, resource scheduling and tasks are shared across the team, with video links from Zoom, Microsoft Teams or Google Meet.
- Offline sync on Apple devices
- Data syncs across Mac, iPhone and iPad, and the apps keep working without an internet connection, sending changes once the device is back online.
Insightly
- Pipelines and lead management
- Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.
- Projects from won deals
- A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.
- Workflow automation
- Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.
- Dashboards and reports
- Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.
- AI Copilot
- Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.
- Email sidebars and mobile apps
- Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.
Plans
Daylite
Leap$15
per month, billed annually ($20 billed monthly)
1 user, 1 connected email account, 500 contacts, 10 active opportunities, 10 active projects, 1 GB of files and email-only support.
Growth$30
per user / month, billed annually ($40 billed monthly)
Up to 20 users, 3 email accounts per user, 25,000 contacts, 100 active opportunities and 100 active projects, 10 GB of files and onboarding.
Scale$45
per user / month, billed annually ($60 billed monthly)
Up to 100 users, 10 email accounts per user, 250,000 contacts, unlimited opportunities and projects, 100 GB of files and premium support.
TailoredCustom
Custom plans for customers with 10 or more users and special requirements, arranged through the sales team.
Insightly
Plus$29
per user / month, billed annually
Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49
per user / month, billed annually
Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99
per user / month, billed annually
Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.
Ways to pay less
Daylite
- Annual discount
Lower monthly rate with annual billing
Yearly billing lowers Leap from $20 to $15 a month, Growth from $40 to $30 and Scale from $60 to $45 per user. The pricing FAQ describes annual billing as 2 months free.
Insightly
No public discounts listed.
