The iOSXpert PluginCenter

The iOSXpert PluginCenter for Daylite 6 brings the whole additional functionality of the iOSXpert Apps to your Daylite.

With a single install you have access to all the enhancements by iOSXpert. Activate the Apps (plugins) you need and deactivate them again with a mouse click. Take advantage of the automated update notifications and just need a single click confirmation to be installed. This way you’re always up-to-date.

Use the clear user management system to determine which Apps a particular team member may use.

All our Daylite Apps are available at an attractive monthly rate. Benefit from App bundles and use 3 Daylite Apps at the price of 2 or our App flat-rate where you can use all of our Apps for just 30,00€* per month.

Time&Budget – Business Management with the Mac

Time&Budget turns Daylite into a mighty project and business controlling tool. This provides you, as an Apple user, with an extensive controlling software on your Mac.

More than just time registration

Manage project budgets, monitor cost and benefit from Time&Budget’s warnings when thresholds are being exceeded. Create invoices based on registered time for your projects in conjunction with the invoicing software TOPIX. Register time on your iPhone, iPad or Mac. Regain control over your team’s working time with Time&Budget.

There are many Apple compatible time recording systems. A software that assists you in controlling your entire business on the Mac you searched for in vain though.

The possibility to add cost rates on a per-employee basis, to register external costs and to link all activity with internal or external projects make Time&Budget one-of-a-kind in the Apple world. A simple calendar entry helps you to keep track of your business’s budget.

The smaller the business the more important it is to have all the company’s departments well-balanced. Sales, marketing, production / paid services and administration need to be in the right proportion to lead a healthy business. This makes Time&Budget and Daylite the ideal controlling tools on OS X .

FinanceConnector for Daylite

All successful sales and project activity leads to an invoice. Daylite assists you in acquiring customers, creating estimates and managing projects. Everything else requires accounting and billing software like Totals or Topix.

All actions in those invoicing systems, whether it be an order confirmation, a delivery note or an invoice, demand name and address of your customer – information that is most likely already available in Daylite.

With FinanceConnector you can transfer the data already available in Daylite to your billing software with ease. That avoids error-prone and time-consuming double entry of customer data.

FinanceConnector also visualizes invoicing information in Daylite, without the need to open the billing system or to have it even installed on your personal Mac.

We are happy to help you to choose the right billing system to integrate in Daylite.

CTI telephony with the Mac

By logging phone call the whole customer communication will become transparent to all members of your team. Initiate outbound phone calls right from within Daylite. Upon inbound calls a window with caller ID and other details opens. Log calls and delegate call-backs to coworkers with ease.

Fone&Text natively supports select Gigaset desktop telephones, Starface PBXs, iSoftPhone, Bria and iPhone. Please note that the iPhone integration requires at least macOS 10.10 Yosemite and at least iOS 8. Other systems may be integrated by using the fully Fone&Text compatible telephony middleware Dialectic and PhoneAmego. There is also the possibility to open the Fone&Text call window manually to benefit from the logging and delegating calls.

Please don’t hesitate to contact us if you are unsure if your telephone system is compatible.

Mass SMS text messages from within Daylite

Send SMS text messages to a selection of Daylite contacts or individuals. Use customized templates to send mass text messages and benefit from integrated merge keys to personalize messages based on Daylite contact details. Send the SMS text messages via your iPhone or use one of the supported SMS text message service providers.

Web&Map

The Daylite Web&Map App integrates a web browser into your Daylite application. This allows you to access and save web page content within Daylite. In the age of social media it is not particularly difficult to find out information about customers and companies. Why not use this for your own business? The Web&Map App allows you to access numerous well-known social media platforms, such as Facebook or Xing, and search engines like Google, Bing and Yahoo, within a selected dataset in Daylite, in order to be able to filter further insider information.

XING Contacts can be transferred to Daylite with one click.

Maps

Use geo data for your business. Web&Map shows you all people and companies which are located within the vicinity of a selected contact on a map integrated into Daylite. The radius of your search can freely be defined in the Web&Map preferences. The map offers all known functions of Apple Maps, such as zoom, map, satellite and 3D view. Use the free search to find addresses and send the directions via Apple Maps to your iPhone.

DayliteDocs – smart document management for Daylite

DayliteDocs adds the ability to search for documents stored in your Daylite database. Numerous search and filter options even allow for full-text search of documents. This comes in handy if you’re looking for a certain document like a contact with a client for instance.

DayliteDocs gives you a new perspective on the documents in Daylite. DayliteDocs integrates the search in your Daylite system. Find your documents by means of the linked objects, by name or – in case of electronically created PDF – even by its content. Whether it’s DayliteDocs’ global search or DayliteDocs tabs – searching and filtering of documents has never been easier. The DayliteDocs tabs, available with people, companies, projects and opportunities, show you  at a glance which documents are linked with a particular record.

DayliteDocs included companion app provides you with the ability to add documents to Daylite by just dragging and dropping the documents onto the app icon. The companion app also works as a middleware for Fujitsu ScanSnap scanners that enables you to automatically scan and OCR documents right into Daylite.

System requirements: min. OS X 10.11 El Capitan

EmailMarketing 3.1

You use email marketing actively and send out newsletter on a regular basis?

E-MailMarketing links the Daylite CRM with the market-leading mass mailing service MailChimp. Even their free plan covers up to 2,000 subscribers and 12,000 emails per month. New subscribers to your mailing list will automatically be imported to Daylite and Daylite contacts will be synchronized with your MailChimp mailing lists. Access your MailChimp reports and statistics right from within Daylite.

Let your customers do the work with WebForms

If your are running your own website, you surely already use web forms to give your customers the opportunity to get in contact with you. Usually those forms are being created by your web designer or you created it yourself in your content management system. But there is a smarter way…

With the web service Wufoo it’s easy to create web forms and to integrate those on your website. To connect Wufoo forms with Daylite we created the WebForms App. WebForms lets you automatically create arbitrary Daylite records based on web form data by means of customizable import actions. That avoids time-consuming manual data entry.

If you, for instance, ask questions in your web form like which of your services or products a prospect is interested in, WebForms could automatically create a new contact and company as well as a corresponding opportunity and a task delegated to the responsible sales person. All of that without any manual interaction.

Productivity Tools 2.3

Daylite is a great tool to increase productivity and to give a better overview of your business. The more data you enter in Daylite and the better you maintain that data, the more valuable that data becomes. Oftentimes it’s the small things that help to simplify data entry and speed up your daily routine.

ProductivityTool is a collection of various handy functions to enhance Daylite. Add superpowers to your contextual menu with ProductivityTools.

ProductivityTool expands the right mouse button by numerous useful options. Create multiple tasks tasks at once, batch process forms, delegate tasks by email, publish appointments and much more. You’ll be surprised about what ProductivityTool can do

 Daylite Zoom Integration

Daylite is now compatible with Zoom. Create a zoom meeting from a Daylite appointment with a single click. Your participants automatically receive an e-mail invitation with all dial-in data directly from Daylite.

>> more information