Blueprints and checklists

Your workflow as project template

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Experience Daylite live

Exclusively for Mac, iPhone & iPad

Blueprints and checklists

Your workflow as project template

Experience Daylite live

Exclusively for Mac, iPhone & iPad

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Learn more

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Daylite CRM for Mac, iPhone & iPad

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Daylite Features

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Blueprints and Checklists

Activity sets: Better than any checklist

With Daylite, you can create task chains, designate timelines and define responsibilities for each individual task. Remind your entire team of outstanding tasks with one click.

Turn your workflow into a project template

Dealing with a similar or reoccurring project? Turn your project workflow into a template by defining specific project phases and creating tasks/deadlines for your team.

Uniform sales procedure

To ensure future consistency across your team and procedures, turn your sales methodology into an accessible template.

Define your workflow once and benefit continuously

With routine tasks and recurring activities, minor details can sometimes slip through the cracks. Constantly recreating similar to-dos can be monotonous and time consuming. With Daylite, you can create templates for tasks, projects or sales opportunities and set reminders for each. Sift through a variety of different display settings to view your open tasks and projects.

Most important features

Set tasks:Create task chains, assign time sequences and delegate responsibilities with a single click.

Project templates:: Adapt Daylite to match your workflow by creating templates for different projects.

Sales workflow: : Save your sales methodology as a template for future sales opportunities. This way, everyone can work uniformly and sales opportunities can be compared apples-to-apples.

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