Daylite for Mac vs HealthSherpa

Salesforce Sales Cloud

Zoho CRM

Pipedrive

eWay-CRM

Insightly

Groove

Compare Daylite for Mac and HealthSherpa based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Access Controls/Permissions

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Business Process Automation

Calendar Management

Calendar/Reminder System

Call Logging

Campaign Management

Client Management

Collaboration Tools

Commenting/Notes

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Data Synchronization

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

File Sharing

For Financial Institutions

For Insurance Industry

For iPad Devices

For Mac Devices

For Real Estate

For Small Businesses

For Startups

Forecasting

Forms Management

Idea Management

Interaction Tracking

Internal Chat Integration

Kanban Board

Lead Management

Lead Nurturing

Lead Qualification

Marketing Automation

Membership Management

Milestone Tracking

Mobile Access

Mobile App

Multiple Projects

No-Code

Opportunity Management

Pipeline Management

Portfolio Management

Prioritization

Progress Tracking

Project Planning/Scheduling

Project Workflow

Quotes/Estimates

Real-Time Notifications

Recurring Tasks

Referral Tracking

Relationship Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Reporting/Project Tracking

Resource Management

Role-Based Permissions

Sales Forecasting

Sales Pipeline Management

Sales Reports

Search/Filter

Segmentation

Social Media Integration

Tagging

Task Management

Task Scheduling

Team Assignments

Template Management

Third-Party Integrations

Traditional Methodologies

User Management

Volunteer Management

Workflow Configuration

Workflow Management

Daylite for Mac

Web-based

iPad

iPhone

General Manager

Love It, Love It, Love it. It provided all of the features and functionality that one would need in a CRM.

Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.

University Student

In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users.

Founder

The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then.

President

I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.

Great experience overall with this program. This is great for management of anything, weather it is for a business, or even for personal use.

REALTOR®

I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.

My only real frustration is the inability to create customised views and reports across objects - without developers assistance.

Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user.

Owner

Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Coop MBA Candidate

Also being restricted just to Apple products made it very difficult to use it company-wide.

Seamless integration with Apple Mail application. Ability to very easily link pretty much any data type to any other data type.

Proprietor

It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI.

Realtor

Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.

President: Broker/Owner

In addition to meeting those initial requirements,  Daylite even included templates for real estate users. But better yet, I could, and still can, completely customize how I use the system.

Admin/Associate Advisor

Daylite is user friendly with many customizable functions which suit our business well. The task system keeps us on track and nothing gets lost in the shuffle.

I suppose in it’s price point, it’s competitive in that regard.

Director

I run a funds management business that lends money and we need to be able to stay on top of both investors and borrowers requirements.

Daylite for Mac screenshot: Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.

Daylite for Mac screenshot: Daylite keeps you on the ball by organizing all the client communication and details in one place.

Daylite for Mac screenshot: With Daylite, you and your team can close more deal and increase revenue!

Daylite for Mac screenshot: Manage Up to 5X More Projects with Daylite

Daylite for Mac screenshot: Know what's on your plate so you're prepared for each call and meeting every day.

Freelancers

Large Enterprises

Non Profit

Small Business

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

Activity Dashboard

HealthSherpa

Health Agent

Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.

Independent Licensed Agent

I also enjoy how easy it is to save your leads and upload documents for clients. I like the ability to maintain the leads and be able to maintain the accounts throughout the year.

Insurance Broker

It conveniently stores data history and client activity for my records. Customer support is always super helpful when I call in for help.

Owner/Officer

HealthSherpa is a great partner to save time and help to provide clients with the high level of customer service that I expect to give.

Sales Agent

What I liked most about this software is how much time I save helping individuals find the right policy.

Independent Agent 

When starting out in the Marketplace, this is THE go to product for newbies. Easy to use and direct access are fantastic.

Broker

At such a busy time over here this is very important. It consolidates all my carriers in one place and seamlessly connects to healthcare.gov.

Agent

Overall the experience was a great one. Made me  a lot of money, I will continue to use it and will recommend it.

I litterally stopped representing the carriers during open enrollment on the Marketplace last year. There were constant conflicts on the individual carrier sites.

I like how you can save your leads and see any requirements for healthcare.gov.

Managing Broker

Every transaction whether front end or back end is super easy to accomplish. Very intuitive interface that actually seems to work the first time.

business owner

This system is new to me but it has been very user friendly and quick to complete renewals and new applications. I would highly recommend it to Health Ins businesses.

Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time saver.

Health Insurance Agent

Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.

Difficult to manage your clients especially when the client is a shopper and changes their choices.

Daylite for Mac vs HealthSherpa Comparison (2026)

Daylite for Mac

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives