The iOSXpert PluginCenter

Think of PluginCenter as the “App Store” for Daylite, letting you easily install and update plugins, or make changes to your subscription plan.

iO plugins are available on monthly or annual subscriptions at three different levels:

– one plugin for $10 per month
– any three plugins for $20 per month
– or all plugins for $30 per month.

Each subscription is per user.

Time&Budget – Business Management with the Mac

Time&Budget turns Daylite into a mighty project and business controlling tool.

More than just time tracking

Manage project budgets, monitor cost and benefit from Time&Budget’s warnings when thresholds are being exceeded. Track time on your iPhone, iPad or Mac. Regain control over your team’s working time with Time&Budget.

There are many Apple compatible time tracking systems. But none are powerful and flexible enough to help you to control your entire business. The ability 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 financial controlling tool on the Mac.

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 invoicing software.

All actions in those 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. It 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 and are adding more all the time. Let us know what systems you’d like to see support for.

Mac and Phone integration for CRM

By using Fone&Text for Daylite on your Mac, all phone calls with customers from any of your staff are logged automatically. Initiate outgoing calls with one click directly from Daylite. When you receive a phone call, the contact record for that person automatically opens, giving you access to all their communication history within your organization. See information about any current deal or project they’re a part of, or perhaps who referred them. All the details you need to refresh your memory about this person are front and centre.

As you talk with them, Fone&Text automatically tracks how long you spoke for, and gives you a quick way to jot down the details from the call, and create any followup tasks needed, like delegating a call back to a colleague with instructions, or reminding yourself to send them an estimate.

And if they’re a brand new customer, you can quickly create a new contact record for them, with their phone number already added, and start your sales process if they seem like a qualified lead.

Mass SMS from Daylite

Send personalized 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 customize each message based on Daylite contact details. Send small amounts of SMS text messages via your iPhone and your cell carrier or use Twilio to send larger amounts. Please contact us if you are unsure if your telephone system is compatible. We are adding support for new systems regularly.

Web

Ever find yourself searching for information about your clients on the web? Wouldn’t it be great to never have to type or copy and paste anyone’s name or address ever again? Web&Map is a web browser integrated into Daylite that can pass any info in your database into any site on the web, saving you time from repetitive copying and pasting.

Imagine a new lead comes in from your website. You’ll want to do some quick research to find out more about them. Google, LinkedIn, Twitter, their companies website, maybe look at a map to see what restaurants are around their location. These are all built in tools in Web&Map.

It can also be customized to pass any data you have in Daylite into any web form for industry specific use cases. If you need to look up what books a person may have published on Amazon, search for an address on a land registry site, or search a legal database for prior cases, Web&Map can be customized to make these searches one click away for anything in your Daylite database.

Map

Perform location based searches using Apple Maps integrated into Daylite. Get directions to a client’s office. See what other businesses are nearby, color coded by category. Or find suppliers near to a conference you’re going to. And then send Apple Maps directions to your iPhone.

Smart document management within Daylite

Use DayliteDocs to search within the contents of the documents stored in your Daylite. Or search for the project name the file was linked to. Filter through your client contracts for someone’s address. See all your documents linked to Tasks. Find files linked to appointments to see all your meeting references across a project in one place.

Quickly switch to the DayliteDoc tab view while you’re looking at people, companies, projects or opportunities to see all the related documents for a case, deal or client.

Drag and drop a document over the included companion app to quickly add it to your Daylite.

Integrates with Fujitsu ScanSnap to scan and OCR documents directly into your database. DayliteDocs gives you the power and control over your documents in Daylite. Contact us today to see if it’s what you need to run your business.

Marketing

New subscribers to your mailing list will automatically be imported to Daylite and contact details will be synchronized in both directions between Mailchimp and Daylite, all using GDPR compliant methods.

View segments of your list in Daylite as groups, filtering by individual campaign or open or click rates pulled in from the Mailchimp Analytics. Or filter to find missing fields and cleanup your data easily within Daylite.

Every small business uses email marketing these days. Connect your newsletter system to your CRM today. And if you don’t have a newsletter for your business, sign up for a free account today!

Chat

The new iOSXpert Slack integration for Daylite adds a chat interface into a new widget view below the activity feed for people, companies, opportunities and projects. Discuss details or share documents and media with your team directly in Daylite, with a dedicated channel to keep information organized in the right place.
Stay up to date on projects or deals and collaborate more efficiently with internal team members or even invite external clients into channels to accelerate your work forward.

All Marketing&Chat Features >>

Let your customers do the work with WebForms

Your business website likely has some sort of contact form for potential customers to get in touch with you, probably ending up as an email in your inbox.

With the combination of WebForms and Wufoo, you can have the information from this form flow into your Daylite automatically, creating a new person with their email and contact info and a linked note with their inquiry message.

Or if your sales process is a bit more complex, you can add a field to your contact form to have your prospect select which product or service they’re interested in, and WebForms can create an opportunity and series of tasks all delegated to the most appropriate sales person within Daylite.

Stop spending your time doing data entry and wading through your inbox. Let WebForms and Daylite start automating your inbound leads.

Productivity Tools

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

 Email Templates

We have improved the template editor in Daylite allowing you to: Create new templates using a brand new editor UI, organize a large number of templates. Sort by language, which team they’re for or use the new description field to give your team instructions on how they should be used. Hide templates per user so they only see relevant choices and create custom email and appointment invitation templates.

>> more information

Easier project management with Boards for Daylite

The Boards plugin allows you to manage Kanban boards for projects. All tasks assigned to a project appear as tickets on your board. Delegate tasks via drag and drop and set up a group view by users, priorities, task lists or categories. Define your personal project phases and create your own templates.

In addition, you benefit from management boards that give you an overview of all current projects and opportunities. See immediately how many ongoing projects an employee has, which projects and opportunities are stuck in certain phases and which opportunities are currently in the hot phase.

Experience boards live

Learn more about working Kanban-style with the Boards plugin and how you can reduce your workload drastically. Learn to use Pipeline Boards for a better overview of your opportunities and projects.
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