Build better relations with your clients
Begin to boost your business with Daylite. It combines the power of a CRM, Project Management App, and Lead Management app – all into one. Everything is organized and shared with your team which helps you save time and increase productivity. Daylite is exclusively for Mac, iPhone and iPad.
Take your business further
Daylite helps you simplify your life so your small business runs smoother. Manage leads, clients, and projects – all in one place. Win more business and get more done – all with less stress.
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Win more business and get more done
Share everything from customers and sales to projects and calendars so everyone can find what they need to keep business moving forward. From a customer’s email address, to checking if your sales rep is free on Thursday, to needing the specs on a project, everything can be found quickly in Daylite.
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Manage teams, clients and projects, all in one place with Daylite
Forgetting to follow up with clients? Not cool. Daylite helps you stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. Delight your clients by remembering even the tiniest details.
Stay on top of new business. Daylite helps you build and track every deal in your pipeline. Track each lead from first email or call all the way to closed deal – no matter how long your sales cycle. Increase your revenue while decreasing your stress.
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Stay on top of projects and grow your business
Get more control over your projects. Daylite organizes all the people, conversations, details, and next steps in one place. Save time and get things done on time without worrying that you’ve forgotten something.
Get a better overview of your business and what your team is working on. Daylite helps you streamline your processes with pipelines and checklists so you save time and money. Sleep better at night knowing your team is more organized and more efficient.
WHY DAYLITE?
Be a rockstar in front of your clients with Daylite
Daylite – the most powerful small business CRM for Mac, iPhone & iPad – will help you stay on top of follow-ups, organize communication with leads and clients, track deals, and organize all the moving pieces in projects – all in one place. You’ll wonder how you managed your business before Daylite!
Everything you can do with Daylite
Apple Supported Features
- Apple Mail Integration on Mac
- Share with Apple Calendar
- Share with Apple Contacts
- Notification Centre on iPhone & iPad
- Siri on iPhone and iPad
- Caller ID on iPhone and iPad
- Multitasking on iPad
CRM & Sales Features
- Contact Management
- Email Integration
- Calendar & Reminders
- Email Marketing
- Interaction Tracking
- Lead & Pipeline Management
- Lead Scoring
- List Management
- Quotes / Estimates
- Document Management
- Referral Tracking
- Customer/Lead Segmentation
- Reporting
Project Management Features
- Project Management
- Task Management
- Task Delegation
- Shared Calendar
- Document Management
- Checklist Templates
- Milestone Tracking
- Repeating Tasks & Appointments
Additional Features
- Permissions
- Customizations
- Offline Access
- API & Integrations
Without Daylite I wouldn’t look like a rockstar genius with my clients or be as organized with my team.
– Andrew Arnold,
CEO of Centerline Wealth Advisors
How much does Daylite cost?
Daylite is available as a monthly subscription or annual. Here you can calculate your custom budget.
Each subscription of Daylite includes:
- Daylite for Mac, iPhone & iPad
- Apple Mail integration
- Apple Contact & Calendar sharing
- Contact & Deal Management
- Project & Task Management
Get in contact with us
If you need more information about Daylite, want to try it, or have decided to implement it in your business, fill out this form to get in touch with us.
