Highlights : About Daylite for Mac
Link emails, calls, and notes to projects & clients
Store & action emails right from Apple Mail
Visually track sales & projects with custom pipelines
Segment customers & leads with filtering & Smart Lists
Schedule meetings & resources with Daylite's shared calendar
Access info on iPhone & iPad
Delegate tasks to employees & get notification when done
Save time with email templates & mail blasts
Offline data - access info without an Internet connection
View interactive reports of customers, sales, and projects
See tasks and appointments for each team with Team View
Integrate with Apple Mail using the Daylite Mail Assistant
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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