No problem with a telephone system. But the iPhone also offers the option of setting up several telephone numbers in parallel. This is made possible by e-Simm technology. You can configure the times at which you make calls to which number and when which number is available.

With Missive, you can automatically assign emails to specific people or departments in your company based on their content and many other criteria. Missive also allows you to recognize newsletters. This can dramatically reduce the number of mails in your inbox.

Missive offers the option of saving frequently used replies as templates. In addition, the integration of ChatGPT allows you to have mails answered automatically. 

Daylite offers you the option of filing every phone call, every email and even WhatsApp or Instagram messages with the customer contact. This creates a communication history for each customer record that is available to all team members.

On the one hand, email templates in Daylite can help you to send higher quality emails faster. On the other hand, the use of Missive, an email system for teams, has helped us to communicate faster and easier. The ability to involve colleagues in replying to an email and to work with templates and AI-generated responses has accelerated and simplified our communication.

If you are alone, your iPhone is often enough that you can connect to Daylite, for example, to dial with a click or have incoming callers displayed in your CRM. As soon as you work in a team or want to communicate a landline number, a telephone system can be useful. Unfortunately, very few telephone systems are Apple-compatible. We recommend STARFACE Cloud. A cloud-based telephone system that works on both your iPhone and your Macbook and leaves nothing to be desired. And from €12 per user per month.

Every project activity, including administration, takes up your time or the time of your employees. Time&Budget is our project management extension for Daylite. Each appointment entered in Daylite is automatically assigned a sales price depending on the activity and a purchase price depending on the owner. In this way you have a running cost control which shows you with traffic light colors in which projects you need to take action.

Time&Budget provides you with an overview of all your projects. Using traffic light colors, you can see which projects are still within budget and where action is required.

Time&Budget, our extension for Daylite project management, not only tracks your time for projects, but also continuously compares your planned times with the times currently used. This allows you to learn from each project where you have planned too tightly.

Daylite offers you the option of automatically storing every email received or sent in the Daylite customer and project history. Daylite supports the e-mail clients Apple Mail, Outlook or Missive.

If a CRM system is still a size too big, Missive also includes contact management and an easy way to view all emails from a sender or a company.

Daylite offers you the possibility to quickly create quotes with predefined articles or services. If you use standard estimates on your website, even a customer's request can be used to create an estimate. This is possible thanks to the automation functions of Webforms, our extension for Daylite.

It all starts with the customer's signature. If you send your estimate via a signing service such as Simple Sign or Dropbox Sign, you will be notified every time your customer engages with your estimate. The customer can sign the estimate in a legally secure manner with just one click.

In Daylite you can use the "Last activity" filter to display a list of customers or prospects with whom you have not communicated for some time.

On the one hand, you can use keywords in Daylite to identify and filter your important customers. On the other hand, Time&Budget supports you in sorting customers according to sales.

Our Web&Map extension allows you to search for a radius around a specific Daylite contact or around a specific POI. The iOS app Maps for CRM also brings this functionality to your iPhone.

Daylite offers you the option of creating activity sets that generate tasks for specific employees in the company based on predefined time intervals. The owner of the task automatically receives a reminder at the right time. If you use Missive as a mail client, you can also start a mail chain from Daylite that automatically asks your customer about the status of the decision. If your customer responds, the mail chain is automatically stopped.

Time&Budget tracks all your activities based on your calendar entries and provides you with reports on how much time you have invested in which activities. This allows you to quickly recognize whether you are really spending enough time on sales and marketing.

Finding a common time slot where several colleagues can attend a meeting is often a stressful and time-consuming task. Our Meeting Wizard, part of our Plus Package for Daylite, helps you to identify free times and invite your colleagues.

With the help of our TimeBoards for Daylite, not only can every employee organize themselves, but you also get an overview of the workload of your colleagues. You can quickly see who still has time for other tasks and who you should spare with extra work.

If you use Time&Budget to record project-relevant times, you can use our FinanceConnector to transfer the times directly to a compatible invoicing system such as sevdesk, TOPIX, Quickbooks or Lexoffice. The recorded times are then automatically converted into an invoice.

Daylite allows you to create a filter list that displays all open tasks with a specific due date for a selected user. One click on such a list and you know which tasks you need to transfer from a sick colleague to someone else in the team.

Absence is a cost-effective software solution that your employees can use to request vacation and submit sick notes. You can connect Absence to Daylite via the ProductivityTools. This allows you to see your colleagues' absences directly in the Daylite calendar.

Missive offers you central signature management. You change the signature in one place and it is automatically delivered to all team members.

Missive has a powerful rule editor with which you can, for example, easily define which emails come from important customers and which are only from less important senders. The mails can be automatically labeled or highlighted.

We use Craft to pack ideas into notes and convert them into a password-protected website with a single click if required. Colleagues and partners can comment on content and you are notified of new comments via the Mac and iOS reminder functions.

We map the induction of a new employee in a Daylite project and create an onboarding board with the help of the Boards extension. Each ticket represents an activity to be learned. The owner of the ticket is always the colleague who transfers the know-how. The columns of the board represent the level of training.