# Compare Daylite for Mac vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Daylite for Mac and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/116272-175666/Daylite-for-Mac-vs-Wealthbox --- # Daylite for Mac vs Wealthbox Features and Cost Comparison Last updated March 14th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Daylite for MacWealthbox2/4 selected [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) Starting Price $25.00/month Value-for-Money 4.4 Functionality 4.5 Ease of Use 4.4 Customer Service 4.6 Reviews Sentiment Based on [361 reviews](#user-reviews) Positive 333 Neutral 20 Negative 8 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Starting Price $59.00/month Value-for-Money 4.7 Functionality 4.4 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [146 reviews](#user-reviews) Positive 141 Neutral 3 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Financial CRM Software Best performer 37 / 44 Only Daylite for Mac - Forecasting - Marketing Automation - Sales Reports 34 / 44 Only Wealthbox - Activity Dashboard - Lead Capture User satisfaction User satisfaction 4.6 User reviews[361](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) Ease of use 4.4 Functionality 4.5 Value for money 4.4 Customer support 4.6 User satisfaction 4.7 User reviews[146](https://www.capterra.com/p/175666/Wealthbox/reviews/) Ease of use 4.8 Functionality 4.4 Value for money 4.7 Customer support 4.5 Price starts from Price starts from $25Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for Daylite is for service-based businesses such as consultants, coaches, lawyers, real estate professionals, financial planners, and more that manage the full client lifecycle. Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons Heather R. Venue Manager > "Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with existing..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6427779) MLE MICHELLE LYN E. Social Media Marketing Specialist and Customer Service Representative > "There was a time that I tried to get the contact info of one customer but the signal was so erratic, and i failed..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6255023) DB Diana B. Assitant > "It's a powerful tool for managing both projects and client relationships in one place." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6590207) MLE MICHELLE LYN E. Social Media Marketing Specialist and Customer Service Representative > "Otherwise, the database won't load." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6255023) DB Diana B. Assitant > "I enjoy the project management and CRM functionality in a single platform." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6590207) Ben E. Owner > "Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac app." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___4843116) JS John S. Director > "Offline sync, native app experience, powerful CRM, sales pipeline and project management features" [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___4998123) LS Leslie S. Administrative Director > "They don't have good customer service or training" [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3684926) LH Luiza H. Owner > "Everything worked flawless, the app is fluid and has a beautiful UI." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6224346) DR Derek R. Web Developer > "This is where the problems started, as we would create "Appointments" in the calendar for time spent on a project,..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2585026) MLE MICHELLE LYN E. Social Media Marketing Specialist and Customer Service Representative > "I once had a problem with the setup but the customer service helped us go through the process and was very helpful." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6255023) RF Rachel F. Manager > "This software has been challenging to download/operate on certain Macs, often stops working and is not super easy..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3162088) VR Verified Reviewer Freelancer > "I was surprised as well with how well it synced updates across all devices when they were made from my different..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3970579) BF Brandon F. Sales Associate > "Took me a while to integrate , seemed to have to contact support a lot at the beginning. " [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3134436) Stephen H. OPerations Manager > "Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3934346) DR Derek R. Web Developer > "You also can't do billing directly to clients (to my knowledge), which means you need a separate software solution..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2585026) Michael M. CEO > "Pretty intuitive with a short learning curve" [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___5048917) VR Verified Reviewer Coop MBA Candidate > "Seems like a lot of things were built for past users of the product who were used to it, not built to bring new..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2650002) SH Stuart H. Director > "sits across IOS and OSX comfortably, integrates a CRM, Calendar and Contacts and sits on desktop as well as cloud" [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3502335) BF Brandon F. Sales Associate > "The tutorials were not easy and smooth." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3134436) SV Sascha V. CTO > "Easy to install and use." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6061485) DK David K. Broker Owner > "Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on..." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2452117) LS Leslie S. Administrative Director > "I love that I can take a lead and see them through the whole project without another software" [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3684926) VR Verified Reviewer Coop MBA Candidate > "Not intuitive or easy to pick up." [See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2650002) [View Reviews](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) Tony B. Operations Manager > "so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) Tony B. Operations Manager > "Here is the issue, Wealthbox does not offer Search capabilities within Workflows...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AB Anna B. Financial Advisor > "Entering client notes can be done quickly from the home page. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3078441) PT Pierre T. Director > "A few functions not possible, eg create tasks in bulk." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665) EN Elsie N. Client Service Associate > "We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface 4.58 (361) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Daylite for Mac Top features 37/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/116272/Daylite-for-Mac/#features) Wealthbox 34/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition Daylite for Mac is recognized as a top-rated tool in 2 Capterra Shortlist reports Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Daylite for Mac Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Wealthbox Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Daylite for Mac - By Marketcircle - Located in Canada - Founded in 1999 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) vs [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) $25/month Price $15/month 4.5 Features 4.5 4.4 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/116272-118921/Daylite-for-Mac-vs-Less-Annoying-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) $59/month Price $39/month 4.4 Features 4.0 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/121349-175666/RedTail-CRM-vs-Wealthbox) [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $25/month Price $14/month 4.5 Features 4.3 4.4 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/116272-155928/Daylite-for-Mac-vs-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) $59/month Price $65/month 4.4 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox) [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $25/month Price $20/month 4.5 Features 4.4 4.4 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/116272-152373/Daylite-for-Mac-vs-HubSpot-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $59/month Price $14/month 4.4 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox) [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) $25/month Price $25/month 4.5 Features 4.4 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-116272/Salesforce-vs-Daylite-for-Mac) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) vs [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (463)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) $25/month Price $12/month 4.5 Features 4.5 4.4 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/116272-245800/Daylite-for-Mac-vs-Monday-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox) [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) vs [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) $25/month Price $69/month 4.5 Features 4.3 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/113540-116272/Bitrix24-vs-Daylite-for-Mac) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) $59/month Price $29.9/month 4.4 Features 4.2 4.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/123032-175666/Nimble-vs-Wealthbox)