Customer Communication
Document your correspondence
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Exclusively for Mac, iPhone & iPad
Customer Communication
Document your correspondence
Exclusively for Mac, iPhone & iPad
By loading the video, you agree to Vimeo's privacy policy.
Learn more
Central templates for emails
Email Integration & Customer History
Office 365 & iWork Integration
Document uniform correspondence
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 Plus Package
Integrations:
- Microsoft Word
- Apple Pages
- Apple Mail
Related topics:
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This function belongs to the section: Build & Nurture Relationships.
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