Are you looking for a CRM and Project Management Solution?
Daylite can help you be more efficient in getting things done. It is a Customer Relationship Manager and Project Management solution that can sync across multiple Apple devices. Daylite is built for Mac, iOS and iPadOS devices, designed to help your team, from small groups to up to 100 team members, to be organized and productive. Our team can help you import data, implement Daylite and set up workflows to help you achieve your goal. While Daylite is intuitive and faster to onboard than most CRMs and Project Management tools, learning a new system takes time and can feel overwhelming. We're here to help you to get set up for success.
Seamless Apple Integration
Daylite is the only Mac CRM app that integrates with Apple devices and most of the built-in Apple apps and features, like direct Apple Mail integration. You and your team can capture all email communication in one place and create opportunities, appointments, and tasks right from Apple Mail.
Linking
Its linking capability is what makes Daylite shine. You can link emails, notes, tasks, projects, appointments, and other records to existing contacts in Daylite. This enables teams to quickly and clearly view an organization’s structure and access the information they need in a unique way.
Smartly Segmentation
Daylite can filter data by keywords, categories, and other data points, which can be saved and automatically updated when new details become available. These points can then be filtered through and saved into "Smart Lists," a dynamic list that automatically updates whenever contacts match the criteria for a list.
Daylite Calendar
While it integrates with Calendar, the shared calendar feature of Daylite makes it easy to schedule meetings with team members and keep track of project due dates. As well as Apple's Calendar, you can also view other calendars in Daylite, including Google Calendar, via CalDAV. Using Daylite Calendar, you can link emails, notes, tasks, projects, and other opportunities to appointments. This keeps everything nice and organized, but it also makes it easy to get into an email conversation, create an action item, or even meeting notes.
Project Management - Keep Projects More Organized
Daylite allows users to define milestones for easier project tracking and view an entire team or user's schedule using its flexible Shared Calendar feature. Repeating tasks, such as team meetings and payroll reminders, can be set to automatically populate the calendar as scheduled items. There's also flexibility in how it works for teams, with business owners able to systemize the various processes to streamline the approach. By creating systems, new hires starting to work with the system will be able to see the project steps straight away, as well as assist in the onboarding of new clients.
Other features to highlight:
- Project Management
- Task management
- Task Delegation
- Shared Calendar
- Document Management
- Checklist Templates
- Milestone Tracking
- Repeating Task & Appointments
