

Simplify your Workflows
Everything under one roof

Daylite Core Features
Simply work more efficiently
Contacts & Follow-Ups
Customers, prospects, partners – all your contacts in one place. Use keywords and categories to filter and segment your contacts. Create reminders and follow-ups.
Synchronize your address book or use the iOS app to keep all your information with you when you’re on the go.
Appointments & Calendar
Work with team calendars and manage resources such as meeting rooms, vehicles, or technical equipment in your own calendars. Synchronize your Daylite calendar with your Apple calendar.
Customer History & E-Mail Integration
Find all customer communication in the contact’s activity view. Every e-mail sent or received is automatically added to the customer’s history. As a result, everyone in the company is always up to date.
Sales Opportunities & Workflows
Use standardized sales workflows and work with sales opportunities. Create estimates and analyze your sales success.
Projects & To-Do Lists
Be reminded of tasks that are due and define your own workflows for you and your team. Thanks to clear task lists, everyone knows what to do next.
Templates & Documents
Work with central e-mail templates and create documents directly from Daylite. Find file attachments and link documents directly to a Daylite record, allowing everyone to find what they are looking for.
iPhone & iPad App
Use Daylite on your iPhone or iPad so that you are always up to date; even when you are on the road and even without an active internet connection.
Plus Package Advanced Features
The Pro Extension for your Daylite
Exclusive Plus Package Features
iOWeb
Find and edit contact data and view projects in your internet browser. Work independent of the operating system, even on Windows computers or Android phones.
Exclusive Plus Package Features
Kanban Boards
Visualize your projects as Kanban Boards. Delegate tickets to teammates via drag-and-drop. Use Pipeline Boards for an overview of your sales opportunities and TimeBoards for your resource planning.
Exclusive Plus Package Features
Telephony Integration & Online Meetings
Click-to-dial directly from Daylite and always see who is calling – even from the very first ring. Create video conferences directly from a Daylite appointment with one click.
Exclusive Plus Package Features
Online Appointment Management
Offer your customers the possibility to book appointments with you online. With the Acuity Scheduling connection, which is included in Daylite+, you can share your real-time availability on your website. Booked appointments are added to Daylite and new customers are automatically created as contacts in Daylite.
Exclusive Plus Package Features
Integrated Web Forms
Transform the contact forms from your website into Daylite data. Information that customers leave on your website becomes contacts, projects, or sales opportunities in Daylite.
Exclusive Plus Package Features
Working with Apple Maps Data
Leverage the power of Apple Maps to instantly add company contact data in Daylite. All important information like the address, phone numbers or the website will be automatically added to their Daylite record. Display your customers on a map or do a proximity search around a point of interest.
Exclusive Plus Package Features
Budgetkontrolle & Zeiterfassung
Arbeiten Sie mit Budgets in Ihren Daylite-Projekten. Erfassen Sie Kosten und Zeiten, um die Rentabilität von Kunden, Projekten oder Verkaufschancen auszuwerten. Erkennen Sie anhand von Schwellenwertsberichten, welche Projekte Ihre besondere Aufmerksamkeit benötigen. Analysieren Sie mit Soll-Ist-Vergleichen Ihre Budgetkalkulation.
Exclusive Plus Package Features
Team Chat with Slack
Share ideas with your colleagues directly in Daylite via Slack Chat. Have conversations right from the Daylite record, like contact or project, that you are discussing. Invite customers to talk with you about project progress.
Exclusive Plus Package Features
Newsletter Management
Send professional newsletters with Mailchimp using your Daylite contact information. Analyze the click behavior of your customers and generate follow-up campaigns within Daylite.
Daylite Integrations
Even a CRM needs friends
No matter whether you want to connect billing systems, online meeting systems, telephony, native Apple apps, or if you want to plan your social media posts with Daylite – all of this and much more is possible.
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