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Customer Communication

Document your correspondence

Exclusively for Mac, iPhone & iPad

Customer Communication

Document your correspondence

Exclusively for Mac, iPhone & iPad

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Central templates for emails

Share single or serial email templates with your team using Daylite placeholders.

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Email Integration & Customer History

Find your entire team’s email communication with a customer in one central location.

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Office 365 & iWork Integration

Create single or serial letters with Word or Pages directly from Daylite. View any documents or correspondence that was sent in the customer history.

Document uniform correspondence

Automate routine emails and cover letters. With central templates, you’ll feel reassured that your outgoing mail strikes a consistent tone, meets your quality expectations, and is conducive to saving you time when it comes to processing recurring transactions.

With Daylite, you can create templates that are compatible with Apple Mail, Word, or Pages. Send personalized emails to multiple people simultaneously and ensure all template users are automatically incorporating your corporate design.

Most important features

  • Central templates: All incoming and outgoing emails can be automatically saved and contextually sorted across teams in Daylite
  • Email templates: Email templates are available for individual teams with access to Zoom and Acuity Data with Daylite+
  • Linking: All objects in Daylite can be linked to a contact. View at a glance your related projects, tasks, or sales opportunities
  • Segmentation: Group contacts according to your own defined criteria
  • Own fields: Use multiple free fields to add more color around contact information, such as hobbies, sports, or pets
  • iPhone & iPad: The iOS app included in Daylite turns your apple device into a CRM tool
  • Full-text search: Find contacts by street name, parent company, or any relevant text line with Daylite+
 

Integrations:

  • Microsoft Word
  • Apple Pages
  • Apple Mail
 

Related topics:

 

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This function belongs to the section: Build & Nurture Relationships.

 

Blog Entries | Build & Nurture Relationships