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...
Brand new on the App Store: Maps4CRM

Brand new on the App Store: Maps4CRM

Are you on the road often in the field or as a service employee? Then Maps4CRM is just right for you! Maps Call directly from the app or send your arrival time to the selected contact with one click. Maps4CRM is available now in the App Store. The app was developed by...