All features
CRM Daylite for Apple Mac, iPhone & iPad
Daylite basic functionality
Exclusive Plus Package functionality
CRM
Contact Management
Capture, organize, and search for contacts and remember every detail. Link people to each other and define their roles in the company.
Customer Communication
Find every e-mail, Word, or Pages document, and all phone calls directly on the customer’s record, regardless of who in your company had the last contact.
E-mail Integration
Daylite integrates with Apple Mail. Create appointments, enter contacts, or delegate tasks to your team directly from Apple Mail on your Mac or in Daylite Mail on the iPhone or iPad.
Team Calendar
Manage your colleagues’ appointments and your own. Synchronize your Apple Calendar and see each appointment right on the customer’s record.
Mass Mails With Apple Mail
Use Apple Mail to send emails based on templates to one or many contacts at a time.
Central E-Mail and Letter Templates
Create templates for emails, Pages, or Word for your whole team to use.
Video Conferences
Integrate Zoom online meetings into your appointments. Create video conferences with one click and send individual invitations to all participants.
Mass SMS
Send text messages to one or more contacts based on customizable templates.
Document Management
Scan documents with your iPhone, find document contents in the global search, print documents as a file into your Daylite database.
Telephony
Connect your iPhone, your telephone software, or complete telephone systems with Daylite. See who is calling from the first ring and dial by clicking on the record.
Slack Integration
Chat directly from a Daylite record. Create channels from Daylite and reference Daylite records in Slack conversations.
Web Services
Book tickets or hotels near your customer. An intelligent, integrated web browser links your data with the internet.
Route Planning
Let the integrated web browser show you the fastest route to your customer.
Automatic Address Recognition
Create contacts using the Apple Maps database or copy and paste with one click.
Dropbox-Integration
Integrate your Dropbox with Daylite. Delegate tasks to colleagues with a Dropbox share so they can modify documents on their device (including iOS devices) and Daylite notifies them of completion. Find and create Dropbox files in Daylite.
ChatMate-Integration
Optimize your business processes with ChatMate. With seamless integration and efficient message management, customer care has never been easier.
Projects
Project Management
Manage customers and internal projects alone or in a team. Use templates for your workflows.
Task Management
Create automatic reminders and task lists with due dates and priorities. Delegate tasks to team members.
Blueprints and Checklists
Create individual project templates and checklists to manage recurring tasks more easily.
Milestone Tracking
Track the progress of your projects with individual milestones. Create smart calendars for your projects and see project deadlines in a calendar view.
Reporting & Analysis
Use standard reports for your projects or access additional custom reports and print reports, the scope of which is constantly being expanded.
Budgets & Threshold Values
Maintain control over your project budgets and define thresholds for planned costs and times.
Calendar Sharing
Share individual calendar views with others, either with all appointment information or anonymously.
Kanban Boards
Turn tasks into tickets and create individual Kanban Boards for your projects. See the workload of your team.
Time Tracking
Record project times directly in Daylite. Choose between appointment-based tracking or a classic stopwatch.
Sales
Customer Segmentation
Create customer segments according to any criteria. Use categories and keywords and create dynamic filters.
Calendars & Reminders
Create reminders and follow-ups for appointments, meetings, tasks, and phone calls for yourself and your team – individually or an entire chain of tasks.
Opportunities & Offers
Use sales opportunities to measure your success and keep an eye on sales. Create and send estimates directly from Daylite.
Referral Management
Visualize who recommended you to whom and what the relationships between your contacts are.
Lead Scoring
Manage and prioritize your prospects and keep track of your leads.
Lead & Pipeline Management
Manage your sales – from the sales opportunity to the estimate to the deal won.
Invoicing
Connect professional inventory management or billing programs to Daylite. Access invoice data within Daylite.
Geodata & Map
Start proximity searches and have customers and prospects displayed on a map. Import address data from Apple Maps.
Sales Reporting with Boards
Keep an eye on your forecast and automatically create tasks. Detailed reports and board views help you to see an overview and never forget a task.
Newsletter Management
Send newsletters and see the click behavior of your customers in Daylite. New subscribers of your newsletter are automatically created in Daylite.
Track and sign offers
Send offers as an electronically signable document directly from Daylite. Every time your customer looks at the offer, you will be notified by e-mail. The customer can legally sign directly on the computer or smartphone.
Boards for Opportunities
Create a board for an opportunity and see at a glance what tasks still need to be completed to win your next deal.
Business
Online Calendar
Allow your customers to book appointments on your website and update your own availability based on your Daylite calendar.
Online Forms
Connect your website with Daylite and offer your customers online forms whose content can be transferred to Daylite.
Daylite Automator
Automate repetitive events and make scripts work for you. You define the logic – we deliver the script.
Sales Management
The ongoing cost control shows you in real-time how much you have already invested in customer relations, where it is worthwhile, and who you need to put the brakes on.
Budget & Project Management
Manage project budgets and use threshold values to know in time where you need to take countermeasures. The integrated reporting helps you avoid repetitive errors.
TimeBoards
Always have an overview of your team’s tasks. Global TimeBoards show you who is working on what at any time. So you can plan your employees’ resources across projects.
iOWeb
With iOWeb, you can access and edit your Daylite data in any web browser. iOWeb works platform-independent and is optimized for all mobile devices.
Substitution Feature
Define other users as substitutes. In addition to their own notifications, they will also receive notifications for the people they are representing. Particularly useful for assistants or vacation replacements.
iOWeblink
Share project information as a website link. Your customers and partners can leave comments there, which you can see directly in Daylite.
Meeting Wizard
The Meeting Wizard helps you to find suitable dates for internal meetings quickly and easily. Simply select the participants and the time period. The Meeting Wizard accesses the Daylite calendar and shows you suitable slots in seconds.
Features supported by Apple
Apple Mail Integration on the Mac
Store e-mails in Daylite, create new contacts, create reminders and projects, directly from Apple Mail.
Apple Calendar
Synchronize your Daylite calendar with your Apple calendar.
Apple Contacts
Synchronize your Daylite contacts with your Apple Contacts.
Additional Features
Offline Access
Work anywhere – independent of internet access. Daylite stores your data locally on your Mac, iPhone, and iPad.
Customization
Create your own fields and set default values. Manage which categories, roles, and keywords may be used in your database.
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Permissions
Control which users or teams can view or edit data in Daylite and protect sensitive information.
API & Integrations
Via the Daylite REST-API you can connect countless programs or make individual connections.
CRM Daylite for iPhone & iPad
Use Daylite on the iPad and on your iPhone even without an internet connection. All data will be synchronized automatically.
Automated Workflows
Create scripts for automatic chains of functions and start them with a right-click.
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GDPR Export Function
Delete or export data records with all relevant links in compliance with GDPR.
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