Daylite CRM
Clients, projects and opportunities in one place
Organize commercial and operational work with a relationship-focused platform designed for teams using Apple.
A connected workspace
Clearer processes for connected teams
Daylite brings contacts, emails, meetings, tasks, opportunities and project workflows together. SETEK helps configure the platform, structure information and support people through adoption.
CRM and project management
The context your team needs to move work forward
Client relationships
Keep contacts, conversations, meetings and history connected in one place.
Sales opportunities
Track opportunities, follow-ups and commercial activity with greater clarity.
Projects and deadlines
Organise client work, milestones and responsibilities across the team.
Tasks and calendars
Assign work, monitor progress and coordinate schedules from familiar tools.
Apple integration
Work naturally with Mail, Calendar, Contacts, Mac, iPhone and iPad.
Business visibility
Centralise activity and reporting to support faster, better-informed decisions.
SETEK implementation
Daylite adapted to the way your business works
1
Discover
Map relationships, workflows, information and business priorities.
2
Configure
Structure Daylite around your processes and existing Apple environment.
3
Adopt
Prepare data, guide users and support a controlled rollout.
4
Improve
Refine workflows and provide ongoing technical support as needs evolve.
Connect your work
Turn customer context into clearer action
Tell us how your team manages clients and projects today.