Daylite

Daylite

Verified

Daylite from Marketcircle, Inc. is designed to improve productivity and efficiency by allowing users to manage the many aspects of their business from a single application. It prioritizes projects and opportunities to provide greater visibility over short and long-term goals of the company, then organizes and connects these objectives to the things people do each day like: managing contacts, notes, emails, task lists, and schedules.

Daylite is an installed application made for the Mac; this means better integration with OS applications like Mail, Contacts, & Calendars; syncing with apps on iPhones and iPads; and, with offline capability, users can work remotely with or without internet access.

Integration with Mail allows emails to be saved as history as well as being converted into actionable items like tasks and appointments directly from the email window. History is catalogued for each record and displayed as a timeline of interactions that also include, calls, appointments, tasks and notes. These interactions are linked together for richer context.

We really like that both projects and sales opportunities can be managed within Daylite. It tracks potential sales so that management has a better view what’s moving through the sales pipeline, in addition to progress on projects by milestone, and tasks for each of the users involved. Automated reminders prevent important follow-ups from slipping through the cracks.

Daylite provides advanced reporting and data to make smarter decisions about the business. It’s a great fit for those in legal, consulting, real estate, financial, design, technology, and sales.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.daylitemac.com/

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

Send Daylite a Message





Required fields are marked *


Daylite Video Demo


Customer Reviews


No reviews to display.


Similar CRM Providers