Jul 30, 2025
Contacts are the gold of any customer database. Manual contact entry is a tedious but necessary topic for many. Whether it’s email signatures, imprints or LinkedIn profiles, data often needs to be typed in hand by hand and correctly formatted. This not only takes time...
May 7, 2025
Challenges in selecting a suitable CRM system and determining the costs In today’s business world, an effective Customer Relationship Management (CRM) system is essential. However, companies face many challenges when choosing the right CRM system. In addition,...
Apr 28, 2025
The new time registration widget in Copilot allows you to record your project times more quickly. Time registration on projects Experience has shown that most tasks occur in projects. Complete documentation is extremely important, especially if you want to charge for...
Apr 28, 2025
Are you working on many exciting projects and sales opportunities? Wouldn’t it be great to be able to see at a glance which of your projects have already been completed, or which sales opportunities have been successful? Use emoticons to instantly indicate the...
Apr 28, 2025
You know the Copilot as a floating window that lets you access many useful widgets. But many of you missed the widgets in the Daylite window. We couldn’t leave it at that, so we’ve added a tab view to the Copilot. You can now open the Copilot via a tab in...
