Questions? Feedback? powered by Olark live chat software
  1. Home
  2.  » 
  3. Daylite CRM for Mac, iPhone & iPad
  4.  » Daylite Features

All features

CRM Daylite for Apple Mac, iPhone & iPad

=

Daylite basic functionality

P

Exclusive Daylite+ functionality

Build and Nurture Relationships

=

Contact Management

Capture, organize, and search for contacts and remember every detail. Link people to each other and define their roles in the company.

more>>

=

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.

more >>

=

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.

more >>

=

Team Calendar

Manage your colleagues’ appointments and your own. Synchronize your Apple Calendar and see each appointment right on the customer’s record.

more >>

=

Mass Mails With Apple Mail

Use Apple Mail to send emails based on templates to one or many contacts at a time.

more >>

=

Central E-Mail and Letter Templates

Create templates for emails, Pages, or Word for your whole team to use.

more >>

P

Video Conferences

Integrate Zoom online meetings into your appointments. Create video conferences with one click and send individual invitations to all participants.

more >>

P

Mass SMS

Send text messages to one or more contacts based on customizable templates.

more >>

P

Document Management

Scan documents with your iPhone, find document contents in the global search, print documents as a file into your Daylite database.

more >>

P

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.

more >>

P

Slack Integration

Chat directly from a Daylite record. Create channels from Daylite and reference Daylite records in Slack conversations.

more >>

P

Web Services

Book tickets or hotels near your customer. An intelligent, integrated web browser links your data with the internet.

more >>

P

Route Planning

Let the integrated web browser show you the fastest route to your customer.

more >>

P

Automatic Address Recognition

Create contacts using the Apple Maps database or copy and paste with one click.

more >>

Execute On Your Plans

=

Project Management

Manage customers and internal projects alone or in a team. Use templates for your workflows.

more >>

=

Task Management

Create automatic reminders and task lists with due dates and priorities. Delegate tasks to team members.

more >>

=

Blueprints and Checklists

Create individual project templates and checklists to manage recurring tasks more easily.

more >>

=

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.

more >>

P

Reporting & Analysis

Use standard reports for your projects or access additional custom reports and print reports, the scope of which is constantly being expanded.

more >>

P

Budgets & Threshold Values

Maintain control over your project budgets and define thresholds for planned costs and times.

more >>

P

Calendar Sharing

Share individual calendar views with others, either with all appointment information or anonymously.

more >>

P

Kanban Boards

Turn tasks into tickets and create individual Kanban Boards for your projects. See the workload of your team.

more >>

P

Time Tracking

Record project times directly in Daylite. Choose between appointment-based tracking or a classic stopwatch.

more >>

P

Tracking Costs

Track expenses and all types of costs and assign them to your projects for further processing.

more >>

Close More Deals

=

Customer Segmentation

Create customer segments according to any criteria. Use categories and keywords and create dynamic filters.

more >>

=

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.

more >>

=

Opportunities & Offers

Use sales opportunities to measure your success and keep an eye on sales. Create and send estimates directly from Daylite.

more >>

=

Referral Management

Visualize who recommended you to whom and what the relationships between your contacts are.

more >>

=

Lead Scoring

Manage and prioritize your prospects and keep track of your leads.

more >>

=

Lead & Pipeline Management

Manage your sales – from the sales opportunity to the estimate to the deal won.

more >>

P

Invoicing

Connect professional inventory management or billing programs to Daylite. Access invoice data within Daylite.

more >>

P

Geodata & Map

Start proximity searches and have customers and prospects displayed on a map. Import address data from Apple Maps.

more >>

P

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.

more >>

P

Newsletter Management

Send newsletters and see the click behavior of your customers in Daylite. New subscribers of your newsletter are automatically created in Daylite.

more >>

P

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.

mehr >>

Scale Your Business

P

Online Calendar

Allow your customers to book appointments on your website and update your own availability based on your Daylite calendar.

more >>

P

Online Forms

Connect your website with Daylite and offer your customers online forms whose content can be transferred to Daylite.

more >>

P

Daylite Automator

Automate repetitive events and make scripts work for you. You define the logic – we deliver the script.

more >>

P

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.

more >>

P

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.

more >>

P

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.

more >>

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.

more >>

=

Apple Calendar

Synchronize your Daylite calendar with your Apple calendar.

more >>

=

Apple Contacts

Synchronize your Daylite contacts with your Apple Contacts.

more >>

=

Notification Center on iPhone & iPad

Receive reminders for appointments and tasks.

more >>

=

Siri on iPhone & iPad

Use Siri to create tasks and appointments for Daylite.

more >>

P

Your iPhone as Scanner

Scan documents with your iPhone and store them searchable in Daylite.

more >>

Additional Features

=

Offline Access

Work anywhere – independent of internet access. Daylite stores your data locally on your Mac, iPhone, and iPad.

more >>

=

Customization

Create your own fields and set default values. Manage which categories, roles, and keywords may be used in your database.

 

=

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.

more >>

=

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.

more >>

P

Automated Workflows

Create scripts for automatic chains of functions and start them with a right-click.

 

P

GDPR Export Function

Delete or export data records with all relevant links in compliance with GDPR.

Start your free 30-day trial of Daylite+

Without Obligation