Knowledge instead of advice: Sales Analysis and Sales Forecast

Knowledge instead of advice: Sales Analysis and Sales Forecast

No other division is as number-driven as sales. What does the forecast look like? How can I optimize my sales potential? Using your gut feeling is outdated. Daylite already offers you some tools to manage your sales. As strategic planning instruments, iOSXpert now...
QuickBooks now a part of your Daylite

QuickBooks now a part of your Daylite

We are thrilled to add support for QuickBooks Online to our FinanceConnector plugin. With this latest update, you can now see all billing information for your customers directly in Daylite. Open invoices created in QuickBooks directly from Daylite, or jump to the...
Automated Birthday Greetings with Mailchimp and Daylite

Automated Birthday Greetings with Mailchimp and Daylite

Many of our customers use the Mailchimp connection via the iOSXpert extension Marketing&Chat and have missed a function so far: From now on you can transfer the birthdays of your contacts, which you have stored in Daylite, to Mailchimp. Conversely, you can also...
Formatting options for email templates

Formatting options for email templates

  At the end of last year, we shipped an update to ProductivityTools that greatly improved the handling of email templates with the addition of our new template editor. But we weren’t quite satisfied, so the latest update added the ability to create formatted email...
DayliteTip: Connecting online forms to Daylite

DayliteTip: Connecting online forms to Daylite

With our WebForms plugin for Daylite you can connect the online form service Wufoo with Daylite. WebForms imports the data entered by your customers on your website directly into Daylite based on rules. This eliminates the need for time-consuming post-processing of...
New feature: Email template engine in ProductivityTools

New feature: Email template engine in ProductivityTools

It’s 3:30 PM. You’re sitting at your desk staring at another blank email window. The cursor blinking at you, taunting you to write words with every pulse. A sense of deja vu comes over you as you start writing yet another follow up email to a prospect. Your thoughts...