CRM Daylite for Apple Mac, iPhone & iPad
Daylite basic functionality
Exclusive Plus Package functionality
Build and Nurture Relationships
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.
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.
Execute On Your Plans
Close More Deals
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.
Scale Your Business
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.
Features supported by Apple
Create your own fields and set default values. Manage which categories, roles, and keywords may be used in your database.
Control which users or teams can view or edit data in Daylite and protect sensitive information.
Create scripts for automatic chains of functions and start them with a right-click.
GDPR Export Function
Delete or export data records with all relevant links in compliance with GDPR.
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