Daylite app for iPhone and iPad
Developer: Marketcircle
First release : 01 Dec 2015
App size: 78.33 Mb
Daylite is a CRM and business productivity app for teams on Mac, iPhone, and iPad. With Daylite, you and your team can keep track of communication with clients and follow-ups, stay on top of every deal in the pipeline, and know what’s been done on each project and what needs to be done next.
Manage more clients, close more deals, and finish more projects than you and your team thought possible!
Awards:
*Macworld Best of Show*
4 1/2 mice Macworld
4 star MacFormat
4 mice - MacUser*
Daylite works with many of the built-in Apple apps you already know and love!
- Apple Calendar: See your personal appointments in your Apple Calendar right in Daylite and vice versa.
- Apple Contacts: Start FaceTime calls right from Daylite and use CallerID by setting up Apple Contacts sharing.
- Siri: Add Reminders to your iPhone or iPad hands-free while you’re on the go, and have them sync to Daylite.
- FaceID & TouchID: Keep your business data private by enabling FaceID, TouchID, and Passcode protection on iPhone and iPad.
- Apple Mail: Daylite integrates seamlessly with Apple Mail on Mac. Save emails in one click. Create tasks, schedule appointments, and more without leaving your inbox.
With Daylite you can:
- Track client communication: View a history of communication including emails, calls, appointments, and notes in one place.
- Stay on top of follow-ups: Set reminders to follow-up with clients and leads so nothing slips through the cracks.
- Be prepared for meetings: Keep track of you and your team’s calendars and quickly review notes or emails tied to the meeting.
- Track deals in the pipeline: View a list of each Opportunity you have on the go, what stage it’s in, and what needs to be done next to push the deal forward.
- Track projects: Keep track of all your client and internal projects. Know what’s been done, what needs to be done next, and who’s responsible.
- Delegate tasks: Assign tasks to other team members and get notified when they’ve been checked off.
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