3 useful ways to quickly capture contacts in Daylite

Contacts are the gold of any customer database. Manual contact entry is a tedious but necessary topic for many. Whether it’s email signatures, imprints or LinkedIn profiles, data often needs to be typed in hand by hand and correctly formatted. This not only takes time...
Document management with Daylite

Document management with Daylite

Document management includes many different aspects. While in some industries documents are now managed exclusively in electronic form, such as PDFs, Word, Numbers or Excel files, some companies continue to work with a large number of paper documents. Both the basic...
Brand new: iOSXpert Mail Integration for Outlook and Missive

Brand new: iOSXpert Mail Integration for Outlook and Missive

If we were to ask you what one of the most important functions in Daylite would be, your answer is guaranteed to be: the mail integration in Daylite. We at iOSXpert are happy to announce that after a long beta phase, we now offer final mail integrations for two email...
Segmenting customers – the easy way

Segmenting customers – the easy way

Effective customer segmentation is a key to the success of any business. However, it is often a time-consuming task that takes up valuable resources and can impact efficiency. It becomes particularly complicated when specific criteria need to be filled, such as a list...
4 exciting new plugin features you should get to know

4 exciting new plugin features you should get to know

Role grouping – More insight and easier linking If you link a lot of people to a company, opportunity or project, the amount of people can quickly become confusing. For this reason we have developed the role grouping. From now on, you can group linked people...