New Features in Plus Package

March 2024
Comments_Funktion_Daylite_CRM_Plugin
March 2024

Comments

With Daylite Comments, team members can write messages directly in Daylite and actively notify recipients. The function facilitates the exchange, saves the conversation history and important information directly on the corresponding Daylite object.

More

Plus Plugin.png

February 2024
Daylite CRM IOM
February 2024

iOSXpert Mail Integration for Outlook and Missive

We now offer mail integrations for 2 mail clients: Outlook and Missive. Link your emails with attachments with one click – even on the iPhone and iPad. And the new iOM can do even more:

More

Plus Plugin.png

January 2024
January 2024

Meeting Wizard

With the Meeting Wizard, you can find free time slots in participants’ Daylite calendars effortlessly and in a matter of seconds. Simply define the participants, the duration and a time period. All you have to do is select a proposal and create a Daylite appointment.

More

Plus Plugin.png

December 2023
December 2023

Feature fireworks at the end of the year

  • Discover the new toolbar with helpful tips and quick actions.
  • The Meeting Wizard will become an indispensable tool for internal appointment scheduling.
  • For all Missive users: Assign Missive keywords when sending email templates
  • Use the send later feature for e-mail templates
  • Use email chains for sales or marketing.
  • Design email templates with HTML.Plus Plugin.png
December 2023
December 2023

Update iOWeblinks: Managing Tasks

From now on, your partners or freelancers can also set tasks from projects shared with iOWeblink to completed directly in the browser. We also provide new filter and sorting options. As soon as a task has been checked off by a third party, you will receive a notification within Daylite.

More

Plus Plugin.png

December 2023
December 2023

Update iOWeb: Opportunities

We are constantly expanding and developing iOWeb. From now on you will also find sales opportunities in iOWeb.

Also revised: Link your objects as you know it from Daylite.

More

Plus Plugin.png

October 2023
October 2023

ChatMate Integration

We have integrated WhatsApp into Daylite. Stay in closer contact and communicate even faster with your customers. WhatsApp chats are stored in Daylite, and new contacts are transferred to Daylite.

More

Plus Plugin.png

August 2023
August 2023

iOWeb Update

A lot has improved again at iOWeb. In addition to your projects, you can now also edit your sales opportunities in the browser. Here is the latest range of functions:

  • Display, search and edit personal data
  • Display, search, edit company data
  • Display, search, edit project data
  • Display, search, edit sales opportunities
  • Contact history of the last 30 days
  • Display, search, edit tasks, notes and appointments
  • Display, search, edit calendar

More

Plus Plugin.png

March 2023
March 2023

iOWeblink

The iOWeblink allows you to share Daylite projects with customers and partners. This way they can get information about progress, open tasks or time spent. You simply send a custom link to give external people access to the project. Your customers can write comments that will be added to the Daylite project as a note or in the widget area.

More

Plus Plugin.png

February 2023
February 2023

4 new plugin functions

We now offer 4 new functions within the Plus Package and our plugins:

  • Role grouping: group your linked contacts by roles. Your Daylite objects will become significantly clearer.
  • Advanced form masks: See the most important information of a form directly in the detail view.
  • Email Templates: Sort your templates by language and team.
  • Share Sheets: Fone&Text now supports Apple Share Sheet technology.

More

Plus Plugin.png

January 2023
January 2023

Take over phone numbers in Fone&Text

With Fone&Text you can log incoming and outgoing calls. The new feature is that you can take over the phone number of your call partner in the call log.

More

Fone&Text_Icon

December 2022
Social_Media_Icons.png
December 2022

Missive Social Media

Within a very short time, our developers have managed to make it possible for you to file chat messages in Daylite via iOMailAssistant.

More

October 2022
October 2022

Missive Integration

Missive Integration revolutionizes your business communications. Missive combines email, internal chat, website chat and your social media channels. iOMailAssistant transfers your communication to Daylite.

More

August 2022
August 2022

Boards for Opportunities

Manage your opportunities with Boards for Opportunities and make your sales management even more successful.

What’s also new:

  • ContactBoards: Display your contacts with role and title.
  • TimeBoards: See the estimated time per column

More

June 2022
June 2022

ContactBoards

With ContactBoards we address everyone who frequently manages contacts in projects and we think of real estate agents or recruiters.

More

May 2022
May 2022

Public Beta Daylite Mail Assistant for MS Outlook

iOSXpert is working on integrating MS Outlook with Daylite and invites you to join the beta test. Link your Outlook emails with your Daylite contacts, create tasks, appointments and link projects.

More

May 2022
Daylite Plus Package for Daylite.png
May 2022

Daylite+ becomes Plus Package for Daylite

March 2022
Dropbox Integration.png
March 2022

Dropbox-Integration

iOSXpert has integrated Dropbox with Daylite. Connect DayliteDocs with your Dropbox account and link your document management with your contact, task and project management.

More

February 2022
February 2022

iOWeb Update

See contact history for the last 30 days and create new appointments and tasks directly from your browser.

More

February 2022
February 2022

Delegation Feature

Permanently or temporarily activate a substitute to handle your tasks and appointments in your absence with the new substitute function.

More

January 2022
January 2022

Daylite+ Update

The Daylite+ update makes expense capture even more convenient and efficient. Access your products and services directly when you want to record expenses. We have also added many new filter criteria: filter by dates and tasks, labels, subtasks, primary companies.

More

November 2021
November 2021

Daylite+ available as plugin

Daylite+ is now available as a plugin. You can test Daylite+ with exclusive special features 30 days free of charge. As a Daylite+ customer you will receive a 10% discount on our services. You can find all new special features here:

More

October 2021
Daylite CRM iOWeb
October 2021

Launch of iOWeb

After a year of preparation iOSXpert releases iOWeb. For the first time it is possible to access Daylite from any browser. You can now view and edit Daylite data platform independent. The functionality will be extended continuously.

More

May 2021
Daylite CRM Teams Integration
May 2021

MS Teams Integration

With MS Teams, iOSXpert has integrated the third video conferencing system into Daylite. The meeting wizard makes organizing Teams meetings a breeze.

More

 

April 2021
Daylite CRM Webex Integration
April 2021

Webex-Integration in Daylite

In addition to Zoom, Cisco’s Webex video conferencing system is now integrated with Daylite. With one click, video conferences can now be created from Daylite appointments.

More

October 2020
z
dayliteplus-crm-mac-iphone-ipad
October 2020

Launch of Daylite+

iOSXpert releases Daylite+. For the first time, all iOSXpert are available as a bundle. These features are available from the very start:

  • Alternative contact mask – Within the person mask you can see the data of the linked company.
  • Enhanced Acuity Sync – Multiple team members are bookable in one calendar.
  • Optional Outlook Sync – You can share your Daylite calendar with Outlook users.

More