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...
Jun 12, 2025
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...
Jun 12, 2025
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...
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...
