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Mac Business CRM Integration

Every Call, Logged In Daylite

Marlie AI answers inbound calls, qualifies prospects, and creates People, Companies, Opportunities, and Tasks in Daylite — so your Mac-first business never loses a call to voicemail.

An AI receptionist purpose-built for Daylite-running businesses

An AI receptionist purpose-built for Daylite-running businesses

Daylite from Marketcircle is the CRM and project tool of choice for Apple-first small businesses — agencies, consultants, attorneys, and creative studios. Everything lives on the Mac and iPhone, but phone leads still slip through the cracks when nobody's at the desk.

Marlie AI fills that gap. Every inbound call is answered, qualified, and pushed into Daylite. New callers become People (and Companies), qualified prospects become Opportunities in the right pipeline, and follow-up Tasks land on the right user — all without anyone touching the keyboard.

What You Get with Marlie + Daylite

Everything you need to connect your phone calls with Daylite — fully automated, zero manual work.

Auto-Create People & Companies

New callers are added to Daylite as People with linked Companies, pre-filled from the call.

Opportunity Creation

Qualified calls create Opportunities in the right Daylite pipeline and stage with estimated value and timeline.

Call Notes On The Record

Every call appears as a Daylite note on the Person or Company with the full summary, transcript, and recording link.

Auto-Task Creation

Marlie creates follow-up Tasks on the right user based on call intent so nothing slips between calls.

Smart Deduplication

Returning callers are matched to existing Daylite records so your CRM doesn't fill up with duplicates.

Real-Time Sync

Records appear in Daylite within seconds of the call ending — Mac and iOS apps stay in sync instantly.

How It Works

Get up and running with Daylite in minutes — no coding required.

1

Connect Daylite

Authenticate Daylite from the Marlie dashboard using the Marketcircle API. No developer required.

2

Map Pipelines, Users & Tasks

Pick which Daylite pipeline Marlie creates Opportunities in, which user receives Tasks, and how call data maps to fields.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the caller using your custom flow.

4

Daylite Stays Current

New People, Companies, Opportunities, and Tasks land in Daylite instantly — your Mac and iPhone are always up to date.

Built for Real Scenarios

See how businesses use Marlie + Daylite to capture more leads and streamline operations.

Apple-First Agencies

Scenario

A creative agency runs entirely on Macs and uses Daylite to track projects and prospects.

Outcome

Marlie qualifies every inbound call, creates a Daylite Opportunity, and adds a Task on the producer — no one switches off the Mac to log a call.

Solo Consultants

Scenario

A consultant uses Daylite for everything but can't take every prospect call live.

Outcome

Marlie handles the discovery, qualifies fit, books the next step, and creates a Daylite Opportunity ready for follow-up.

Small Professional Practices

Scenario

A boutique practice runs Daylite across Mac and iPad and gets calls during meetings.

Outcome

Marlie answers, qualifies the caller, and creates a Daylite Person and Task — the partner sees a fresh, qualified lead the moment they're free.

Frequently Asked Questions

Common questions about the Marlie AI + Daylite integration.

Does Daylite have a public API?

Yes. Marketcircle exposes a Daylite API for People, Companies, Opportunities, Tasks, and Notes. Marlie uses it to create and update records in real time.

Will Marlie create duplicate records in Daylite?

No. Marlie matches callers to existing Daylite People and Companies by phone, email, and domain, and updates the existing record instead.

Can Marlie create Opportunities in specific pipelines?

Yes. You pick the target pipeline and starting stage, and you can route different call intents to different pipelines.

Can Marlie populate Daylite custom fields?

Yes. Map any call data point to any Daylite custom field from the Marlie dashboard — no scripting required.

Are call recordings stored in Daylite?

Transcripts and summaries are written to the Daylite note. Full recordings stay in Marlie and are linked from the note.

Can Marlie assign Tasks to specific Daylite users?

Yes. Tasks can be assigned to the record owner, by territory, round-robin, or to any user you configure.

Ready to connect Marlie AI with Daylite?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + Daylite Integration | AI Receptionist For Mac & iOS Business CRM