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Daylite

Name: Daylite
Rating: 4.5 (2 reviews)

By Marketcircle

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Highlights : About Daylite

Activity sets

Calendar management

Contact management

Email integration with Apple Mail

Linking

Mobility

Offline access

Project management

Reports

Sales tracking

Smart lists

About Daylite

Daylite is a business productivity application for small businesses. You can use it to organize all your notes, emails, sales opportunities, projects, calendars, tasks, and contacts in a single platform. Plus, you can combine any of these items together so that you don’t have to re-enter the same data. On top of that, you can link people to track relationships, emails to projects, notes to calls, and people to appointments. This makes it simple to find anything which saves you a lot of time. You can keep all customer info in a centralized place including your calls, notes, emails, meetings, sales opportunities, and projects related to them. Likewise, you can store all project info in a single place including the people involved, tasks, whom they are assigned to, and correspondence such as emails and phone calls. You can access your info anywhere with your Mac, iPad, and iPhone. Plus, you can have offline access and when internet connection is restored, Daylite automatically syncs and updates your devices and information in the system.

Specifications

Business Size

Mid-Market

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Benefits

Interaction Tracking

View a history all emails, call notes, meeting notes, appointments, and next steps for each person and/or company.

Calendar & Reminders

Set reminders for follow-up tasks and appointments so Daylite reminds you when to follow-up.

List Management

Group contacts into custom lists for mailing lists or reach-out lists.

Apple Mail Integration

Tie emails to clients, leads, projects, and deals. Create follow-up reminders. All this is done without leaving your inbox.

Project & Lead Tracking

Track the stage of each deal and project with customizable pipelines. Set up custom checklists for each stage so everyone follows the right steps and knows what needs to be done next.

Offline Access

Use Daylite with or without an Internet connection.

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