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What is TaskFino?

TaskFino is a powerful, fully integrated office management software suite created to centralize and automate the essential functions of a modern business. It blends HRMS, payroll automation, accounting, CRM management, loan tracking, asset oversight, and task coordination into one cohesive platform, eliminating the need for disconnected tools. Companies can manage employee lifecycles end-to-end—from onboarding and attendance tracking to leave approvals and payroll calculations—using intuitive workflows that reduce administrative burdens. Its task management system includes milestone boards, subtasks, sprint planning, kanban and calendar views, and a global tracker for high-level visibility across all teams. TaskFino’s CRM features help businesses capture leads, monitor activities, and make informed decisions through real-time reporting. Accounting tools support financial management with automated entries and reports, offering a complete financial snapshot at any time. Asset management features ensure proper utilization, maintenance oversight, and transparent tracking of company equipment. With 110+ functionalities and over 50 submodules, TaskFino is built to scale alongside startups, SMEs, and larger organizations. Pricing plans provide flexibility with advanced features, custom domains, and 24/7 support included in every tier. Altogether, TaskFino delivers a unified, synchronized back-office hub that enables teams to operate efficiently, stay organized, and drive continuous productivity across the entire business.

What is Daylite for Mac?

Daylite is a business operations platform designed to help service-based businesses spend less time on administration and more time earning income. It brings together CRM, sales tracking, project management, email integration, calendars, tasks, and notes in one cohesive application. Built exclusively for Mac, iPhone, and iPad, Daylite works seamlessly within the Apple ecosystem. Every client interaction is automatically linked, creating a complete business history that’s searchable and organized. Users can manage leads, nurture relationships, and convert opportunities without juggling spreadsheets or separate apps. Email integration allows messages to become tasks, appointments, or deals in a single click. Projects are structured with connected timelines, communication history, and deliverables. Team collaboration is simplified with shared access to relevant client and project information. Daylite reduces tool clutter and eliminates redundant subscriptions. Offline capabilities ensure productivity continues even without internet access. Its customizable workflows adapt to industries like real estate, legal, consulting, and marketing. Daylite empowers professionals to run more organized, profitable businesses with less stress.

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Integrations Supported

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

Integrations Supported

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TaskFino

Date Founded

2015

Company Location

United States

Company Website

taskfino.com

Company Facts

Organization Name

Marketcircle

Date Founded

1999

Company Location

Canada

Company Website

www.daylite.app/

Categories and Features

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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