Review of Daylite for Mac
Daylite is keeping client relationships, opportunities, and projects together, which makes handoffs easier to follow. Its connections with Apple Mail, Contacts, and Calendar suit our Mac based work. Customization lets us shape the workflow around our process, though I am still considering how that flexibility affects routine administration.
For a budget review, I want confidence that the Apple focused connections cover the workflow we need, and that admin controls and data exports will support it; those details matter before I settle on the operational fit.