Daylite vs Zoho CRM

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

Zoho CRM

• Small teams that want a free CRM for up to 3 users
• Businesses that want detailed customization and process automation
• Companies already using other Zoho apps

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.

Zoho CRM

• The Free edition is limited to 3 users, 5,000 records and 5 workflow automations.
• Monthly billing costs more: Standard is $20 instead of $14 per user, and Professional $35 instead of $23.
• CPQ and inventory management start at Professional; territory management, custom functions and customer portals need Enterprise.
• Prices exclude local taxes, and the CRM Plus and Zoho One bundles are priced separately from Zoho CRM.

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.

Zoho CRM

Lead, contact and deal management

Leads, accounts, contacts and deals are tracked through the sales cycle. Paid editions add multiple pipelines and sales forecasting, and Enterprise adds territory management.

Workflow and process automation

Workflow and assignment rules handle routine updates, cadences run sequences of follow-ups, and Blueprint holds a team to a structured sales process.

Zia AI

Zia gives predictions and recommendations, rewrites emails and flags anomalies. The pricing page lists AI agents from Standard and an AI sales assistant from Enterprise.

Analytics and forecasting

Reports, dashboards and forecasts track sales performance, with anomaly detection on top. The Free edition is limited to standard reports.

Canvas and customization

Layouts and fields can be customized, and Canvas redesigns record pages without code. Enterprise adds custom functions, wizards and customer portals.

Mobile apps with offline mode

iPhone, iPad and Android apps can add, edit and delete records offline and sync when back online. They also include a business card scanner.

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.

Zoho CRM

• Free$0

  Up to 3 users and 5,000 records, with lead, contact and deal management, standard reports and the mobile apps.

• Standard$14

  per user / month, billed annually ($20 billed monthly)

  Workflows and assignment rules, cadences, reports and dashboards, sales forecasting, AI agents and self-service kiosks.

• Professional$23

  per user / month, billed annually ($35 billed monthly)

  Adds CPQ, email intelligence, process automation, widgets, inventory management and Google Ads integration.

• Enterprise$40

  per user / month, billed annually ($50 billed monthly)

  Adds the AI sales assistant, journey orchestration, territory management, custom functions, wizards and customer portals.

• Ultimate$52

  per user / month, billed annually ($65 billed monthly)

  Higher feature limits, custom AI and ML models, data preparation, and consulting and migration assistance.

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.

Zoho CRM

• Annual discount

  Save up to 34% with yearly billing

  Zoho's pricing page says yearly plans save up to 34%. Standard is $14 per user a month billed annually versus $20 monthly, and Professional is $23 versus $35.