![]() Everybody can easily add projects (and “opportunities”), tasks, and potential and existing clients. It shows up in their Daylite app automatically, so they’ll see it even if they’re on the go with their iPhone.All this means that it’s easy to use Daylite with a team. ![]() And if you work with a team, you can assign the projects and tasks to other people on your team. It’s an easy way to track projects and people.You can also add tasks and projects to Daylite, and link them to people and projects. And if you need to see everybody who’s involved in a project, you can similarly select the project and see all the linked organizations and people involved. So if you know that you owe George eight different projects, and want to see them all in one place, you can just select George and see all his linked projects in one place. In Daylite, every piece of information can be “linked.”You can link projects to people or clients, and vice versa. Most CRMs do something similar, but they struggle to make it all come together as well as Daylite. It then also has a web API for many of the benefits of a web app, including integrations with your other apps.Daylite works by linking your contacts, leads, and projects together all in one place. ![]() It can import your contacts from your Mac, iPhone, or iPad, and works even when you don't have an internet connection. It helps you manage contacts, projects, and potential projects all in one place, and it lets you link everything and everybody together so you stay organized.Read MorePerhaps its best feature is that it’s first and foremost a Mac and iOS app, for native features and a smooth interface. From popular Mac developer Marketcircle, Daylite is a full-fledged CRM and project management app built around native iOS and Mac apps with a web backend to sync your data and help you work as a team. ![]() Wouldn’t it be great if all that could live in the same place?Enter Daylite 6. You need an easy way to manage your prospects, leads, and (hopefully) paid work. If you want to connect, integrate or sync Facebook Leads Ads with Daylite - Sing up now and in 5 minutes new leads will be automatically sent to Daylite.If you run a business, you need a way to track your work. In addition, the platform's functionality includes reporting tools, with which you can keep statistics on a number of indicators: customers, sales, projects, tasks, etc. And with the help of lead scoring, you can group them into different categories (hot, cold, warm).ĬRM Daylite makes it possible to segment customers by different parameters, manage documents through the built-in system of files and folders, and a referral management module is also presented. There is also a calendar-planner of events with reminders, and functionality for lead management helps to create sales funnels and lead leads to a deal through them. The contact management module helps to track all communication with clients (calls, letters, meetings), as well as save and organize contacts for quick search.Īn equally important part of Daylite is the email marketing module, which allows you to prepare emails based on templates and set up integration with Apple Mail. The system interface supports single-user and multi-user modes, up to 50 users can work simultaneously through one account.ĬRM Daylite is offered as a web app (cloud version), a PC program, and a mobile app. It includes a set of functions for managing sales, projects, marketing, events, contacts and other lines of business. The Daylite CRM platform was developed specifically for small businesses and can only be used through Apple devices (iPhone, iPad, Mac).
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