New in Copilot: Pin important objects in the details widget

New in Copilot: Pin important objects in the details widget

With a new feature in the Daylite Copilot, it’s now even easier to stay organized: You can now pin emails, appointments, files, or other activities directly in the details widget – making them permanently visible. This is especially useful when certain...
Document management with Daylite

Document management with Daylite

Document management includes many different aspects. While in some industries documents are now managed exclusively in electronic form, such as PDFs, Word, Numbers or Excel files, some companies continue to work with a large number of paper documents. Both the basic...

What does a CRM cost?

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,...

Now new: your time registration in Copilot

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...
✅ Make your projects talk with emoji 🔥

✅ Make your projects talk with emoji 🔥

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...