Daylite Product Overview
Daylite, developed by Marketcircle, is a comprehensive Customer Relationship Management (CRM) solution designed specifically for small to medium-sized businesses, particularly those using Mac, iPhone, and iPad devices. This all-in-one platform is tailored to help users manage clients, convert leads, and track and manage projects efficiently.
Key Features and Functionality
Contact and Client Management
Daylite allows users to manage and organize contact details, including activities and communication, in a centralized location. It integrates seamlessly with Apple Contacts and Calendar apps, ensuring that all contact information and schedules are up-to-date and synchronized across devices.
Task and Project Management
The software includes robust task management features, enabling users to create to-do lists with reminders, due dates, and priority settings. Tasks can be set to repeat automatically, and users can delegate tasks to team members while tracking their progress. For project management, Daylite helps organize all project details, track milestones, and visualize project progress using customizable pipeline stages and boards.
Sales Management
Daylite is equipped with advanced sales management tools, including lead management, sales pipeline tracking, and opportunity tracking. Users can capture prospect details, qualify leads, and follow up on sales opportunities. The platform also features lead scoring, referral tracking, and customizable sales pipelines to streamline the sales process.
Email and Calendar Integration
Daylite integrates directly with Apple Mail, allowing users to store emails, capture new leads, and create follow-up reminders right from their inbox. The calendar integration enables users to schedule appointments and team meetings, with 2-way sync capabilities to keep all schedules updated.
Automation and Customization
The software offers workflow automation capabilities, including automated follow-up tasks and customizable checklist templates. Users can create custom fields, default values, categories, and roles to tailor the platform to their specific business workflows. Additionally, Daylite supports automated workflows through scripts and API integrations.
Collaboration and Permissions
Daylite facilitates team collaboration by allowing users to delegate tasks and control access permissions. This ensures that sensitive information is protected and only accessible to authorized users or teams. The platform also integrates with Slack, enabling direct communication from within Daylite records.
Document and Communication Management
Users can manage documents by scanning them with their iPhone, finding document contents in the global search, and printing documents directly into the Daylite database. The platform also supports email and letter templates, as well as the ability to send electronically signable documents and track customer interactions.
Mobile and Offline Access
Daylite is accessible on Mac, iPhone, and iPad devices, with the ability to work offline. Data is stored locally on these devices and synchronized automatically when an internet connection is available, ensuring continuous productivity regardless of the user’s location.
Reporting and Analytics
The platform provides built-in reporting tools that offer data-driven insights into sales and project performance. Users can customize reports to measure success and identify areas for improvement. Additionally, Daylite features boards for opportunities and projects, which help visualize progress and tasks.
Integrations and Additional Features
Daylite integrates with various third-party services, including Dropbox, Zoom for video conferences, and other web services. It also supports features like time tracking, geodata and map views, newsletter management, and GDPR compliance functions.
In summary, Daylite is a powerful CRM solution that streamlines client management, sales processes, and project tracking, all while offering extensive customization and integration options to meet the unique needs of small to medium-sized businesses.
