See your personal appointments from your Apple Calendar right in Daylite. Daylite calendar: Set reminders for follow-ups and schedule appointments, view your entire team's schedule in one place. Linking capability: Linking is the glue that holds all of your clients’ information together, giving you full context of a client’s history. All in one app: Capture, organize, track, remind, search, process, collaborate and execute. CRM + Productivity-boosting power: Daylite’s productivity-focused design is aimed to support your day-to-day work, not create it. Sync across your favourite Apple devices (Macs, iPads and iPhones), so you and your team always have the most up-to-date data.įor over 20 years, Daylite has been helping thousands of small businesses grow in 80+ Countries. With everyone on your team using Daylite, processes become streamlined and consistent, and your team can collaborate effortlessly, even remotely. Delegate tasks to other team members and get notified when they’ve been completed. Keep track of your projects' progress to get things done on time. Organize all the moving pieces of a project in one place. Stay top of mind: Set reminders to follow up with clients and leads, so nothing slips through the cracks. Allow you to keep track of all clients' communications including calls, appointments, and notes in one place. Build trust with your clients by remembering the important details and staying on top of promises. Streamline and standardize your sales process so your team can prioritize and focus on what’s most important. Opportunity Board lets you visually track your Sales Pipeline, see how many opportunities you have in each stage of your pipeline, and easily prioritize the most urgent and valuable opportunities. If you live by the Mac, you’ll love Daylite. Daylite empowers you and your team to take control of your sales, keep track of communication with clients and follow-ups, execute more projects and collaborate better with your team. Custom integrations with the Daylite CRM are allowed via the web-based API, and other popular workflow applications such as Zapier are possible with the cloud-based package.Daylite is an award-winning CRM and business productivity app made for Mac, iPhone, and iPad. Both cloud and on-premise packages are available. The pricing plan is structured on a per-user basis, with discounts offered for annual subscriptions. Daylite also boasts a client interaction history tracker, smart task management, and seamless integration with other native iOS features such as FaceTime. A database of contacts is enhanced with information on previous employers, spouses, colleagues, and suppliers giving a user the full picture of their customer's network. The solution provides ‘anywhere and anytime’ access via Apple devices with data available offline at any time.Ī key feature of Daylite CRM is its advanced contact management functionality, which allows users to link people together in a ‘spiderweb of connections’. Geared towards entrepreneurs and small teams, Daylite integrates customer relationship management, scheduling, sales, and project management into a single iOS native application. Daylite is Marketcircle’s CRM solution, designed specifically for sales teams who rely on Apple products to conduct day-to-day business.
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