Daylite
#523 most-usedCRM, projects, and deals — all in one place
Daylite is a CRM and project management app built for Mac and iOS that helps small businesses manage clients, track deals, and run projects in one place. Connect it to Actionist and your agents can create contacts, log notes, update opportunities, spin up projects, assign tasks, and link records together — keeping your Daylite workspace clean and current without manual data entry.
Eliminates manual work. Agents eliminate the manual cycle of creating CRM records, updating opportunity stages, logging notes after meetings, and setting up delivery projects when deals close — recurring tasks that typically consume hours of admin time each week.
What your Daylite agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Daylite × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New lead to full CRM record in one step
When a prospect fills out the website form, the agent checks Daylite for an existing contact, creates person and company records if needed, opens an opportunity at the first stage, assigns a follow-up task to the rep, and fires a Slack alert — the rep has a complete CRM record in Daylite within about a minute of form submission.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales25 min / weekManual CRM data entry after every call
Reps open Daylite after each call, create or find the person, update the opportunity stage, log a note, and create the next task — five minutes of admin per conversation.
Sales Agent0 minAgent keeps Daylite current after every interactionThe sales agent creates records, updates stages, logs notes, and assigns tasks within about a minute of each conversation — reps close more deals by spending that time on follow-up.
- Marketing60 min / weekWeekly manual import of campaign leads
The marketing team exports campaign responses, manually checks for Daylite duplicates, creates person records one by one, and tags each with the campaign source — an hour of work every Monday.
Marketing Agent0 minAgent imports and tags campaign leads automaticallyWhen campaigns close, the agent searches Daylite for duplicates and creates new person records with campaign keywords applied — marketing-sourced leads are in the CRM and attributed within about a minute.
- Customer Support15 min / weekEscalation summaries emailed to account managers
Support teams write escalation summaries in emails and rely on the account manager reading them before calling the client — context is inconsistent and often lost.
Customer Support Agent0 minAgent logs escalation notes directly on the Daylite accountWhen a ticket is escalated, the agent logs a note on the Daylite company record and creates a same-day task for the account manager — context is in the CRM where the account manager works.
- Human Resources20 min / weekManual new-hire record creation in Daylite
HR manually creates a Daylite person record for each new hire, adds the department keyword, and creates the onboarding task list — 20 minutes of setup per new starter.
Human Resources Agent0 minAgent creates new-hire records and tasks in Daylite automaticallyWhen a new starter is confirmed, the agent creates the Daylite person record with role and department details and spins up the full onboarding task list — every new hire is set up before they arrive.
- Finance45 min / weekManual pipeline review for revenue forecasting
Finance manually searches Daylite for open opportunities each week, copies values and close dates to a spreadsheet, and calculates a weighted forecast — a 45-minute exercise every Monday.
Finance Agent0 minAgent posts a pipeline-based forecast every MondayThe finance agent searches Daylite for all open opportunities, weights them by stage, and posts the forecast to Slack every Monday morning — finance and leadership start the week aligned.
- Operations30 min / weekManual project creation and task setup for new clients
The operations team manually creates a Daylite project for each new client, adds tasks from a template, sets due dates, and books the kick-off appointment — an hour per new client engagement.
Operations Agent0 minAgent creates delivery projects and tasks for every new clientWhen a deal closes, the agent creates the Daylite project, populates the standard task list with due dates, and books the kick-off appointment — delivery infrastructure is ready before the sales team sends the welcome email.
- Legal20 min / weekContract events tracked in a separate legal spreadsheet
The legal team manually logs contract signings, renewals, and terminations in a spreadsheet separate from Daylite — context is split across two systems and never fully up to date.
Legal Agent0 minAgent logs contract events directly on the Daylite company recordWhen a contract event occurs, the agent logs a note on the Daylite company record with the event type, date, and signatory — legal history is searchable from the same record as the deal and project.
Calculate what your team saves
Based on Daylite's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug Daylite into Actionist
Pick the connection method that suits your environment.
Connect with your Daylite account credentials via the Daylite OAuth flow — Actionist opens the Daylite authorisation screen, you approve access, and the agent can read and write all record types immediately.
Find Daylite in the Actionist Apps library and click Connect. OAuth is selected by default.
A Daylite authorisation screen opens — sign in with your Marketcircle account and grant Actionist permission to read and write contacts, companies, opportunities, projects, and tasks.
Actionist runs a read-only test call to confirm the handshake. You are ready to assign Daylite actions to any agent.
17 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.