Web Services

Integrate the web into Daylite

Vimeo

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Exclusively for Mac, iPhone & iPad

Web Services

Integrate the web into Daylite

Exclusively for Mac, iPhone & iPad

Vimeo

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

Load video

CRM Daylite Apple Mac Projects Opportunity Website.png

Websites directly link to projects and opportunities

Save web page content and add it to your projects and opportunities so that it’s accessible to the entire team.

CRM Daylite Apple Mac Web Browser Google.png

Web browser in Daylite

Search the Internet directly in Daylite. Whether Google or social networks – find contacts and create them in Daylite with copy & paste.

CRM Daylite Apple Mac Kontakte Web Xing.png

LinkedIn, XING, web services

Display additional information about a person, save it as a webpage, and connect it to a Daylite contact. Retrieve travel information and exchange flights using your data stored in Daylite.

Additional information quickly available

The Internet houses a wealth of information that will compliment your contact database. With the Web function from Web&Map, you’re able to access and save web content directly to your contact record. Using information portals, you can quickly find a hotel room, train connection, or explore the quickest route to your destination. Using your Daylite data, create your own dynamic queries to source relevant search results.

Most important features

  • Web browser: Fully functional web browser in Daylite
  • Web Search: Existing search templates for travel information and well-known social media platforms
  • Custom Search: Create your own search queries based on your Daylite data
  • Web pages in Daylite: Save web page content directly to a contact, opportunity, or a project
  • Route planning with Google Maps: Find the most direct route to your customer with just one click.
 

Integrations:

  • Web browser
 

Related topics:

 

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

 

Blog Entries | Build & Nurture Relationships