Comments in Daylite: The easy way to share knowledge with your team

Comments in Daylite: The easy way to share knowledge with your team

As a Daylite user, you know the advantage of email integration: you always have an overview of your communications with customers and partners. This allows you to act quickly and decisively. How does the exchange of information actually work within your team? While...

3 useful ways to quickly capture contacts in Daylite

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...
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,...