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Daylite for Mac

Name: Daylite for Mac
Rating: 4.5 (2 reviews)

By Marketcircle

1245 Interested

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

About Daylite for Mac

EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a small business Mac CRM & Project management app ideal for small businesses that need to track leads, clients, projects, and tasks in one place. Daylite helps you remember when to follow up with leads & clients, track communication with leads & clients, segment leads & customers, organize all the moving pieces and steps in deals and projects along with all your team's tasks, meetings, and notes – all in one place.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

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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