Slack Integration

Use Slack in Daylite

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Experience Daylite live

Exclusively for Mac, iPhone & iPad

Slack Integration

Use Slack in Daylite

Experience Daylite live

Exclusively for Mac, iPhone & iPad

By loading the video, you agree to Vimeo's privacy policy.
Learn more

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Daylite CRM for Mac, iPhone & iPad

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Daylite Features

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Slack Integration

Team Chat in Daylite

Our integration brings together the Slack user interface and Daylite. Jump from a team chat in Slack to Daylite projects, opportunities, and contacts.

Internal communication on projects and customers

Collaborate with colleagues and exchange information on customer and project datasets. With one click, you can create a project or customer-related slack channel.

CRM Daylite Mac Slack Chat Projekt Kunde Extern.png

Involve customers and partners in projects

Invite external partners into a Slack conversation, which will directly link to a project or customer record.

Benefit from the combination of internal & external communication

A good CRM System allows you to track all customer communication, but the knowledge exchanged internally about a customer or project is equally as important.
Our Daylite Slack integration combines both external and internal communication. Create a designated slack channel for each object and communicate with external clients and team members; all internal information is directly saved on the customer record.

Most important features

Slack window in Daylite: With a Slack window in Daylite, you no longer have to jump back and forth between the two apps

Slack Reminders: Integrated into Daylite memories, you can receive new message notifications within Daylite

Slack widgets: Slack’s widget view allows you to access full chat history in a dedicated area in Daylite. This is available for contacts, projects, and opportunities.