Crm For Mac Daylite



Marketcircle's Daylite Productivity Suite is the leader in CRM or 'customer relationship management' for the Mac. Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Whether it's calendar, email, or contact management; project tracking or following up on business opportunities, Daylite is the most comprehensive tool for managing your business. Daylite software works at the center of your business and keeps everything one click away - contacts, projects, opportunities, appointments, tasks and more. Single users, multi users, telecommuters and road warriors - Daylite will work for you. Mac os open source.

  1. Web-based Crm For Mac
  2. Crm For Macintosh
  3. Elements Crm For Mac
  4. Free Crm For Mac
  • Daylite is a small business Mac CRM that helps entrepreneurs and teams to keep track of clients, deals, projects, and tasks all in one place so nothing slips through the cracks. Integrate with Apple Mail to keep track of emails and tasks right from your inbox. Sync with Apple Contacts & Calendar. Learn more about Daylite for Mac.
  • Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Whether it's calendar, email, or contact management; project tracking or following up on business opportunities, Daylite is the most comprehensive tool for managing your business.
  • I have used Daylite for almost 2 years since I went over to MAC and was a Act User before switching to MAC. I will never look back and Daylite is a powerful CRM/Sales Tool. And while it does do better than ACT at integrating calendar, task and simple project management capabilities - it is still not strong enough to replace the Ical/Omnifocus.
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Daylite 6 Cloud and Self Serve, CRM and Project management, Scheduling, contact management, CardDAV and CaldDAV for Apple Mac, iPhone, iPad and Apple watch Participate in our free webcast on the iOSXpert Plugins for Daylite.

Web-based Crm For Mac

Marketcircle's Daylite Productivity Suite is the leader in CRM or 'customer relationship management' for the Mac. Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Whether it's calendar, email, or contact management; project tracking or following up on business opportunities, Daylite is the most comprehensive tool for managing your business. Daylite software works at the center of your business and keeps everything one click away - contacts, projects, opportunities, appointments, tasks and more. Single users, multi users, telecommuters and road warriors - Daylite will work for you.
You can buy or try Daylite directly from Marketcircle using the links below:

UPGRADE FROM DAYLITE 4

MacWorks, LLC
daylite@macworksllc.com


Daylite Plugins

Pricing

Contact management

More than just a directory

Daylite allows you to manage as many phone numbers, mail or e-mail addresses per person or company as you want.
You can also add as many contact persons to eachcompany as you want or assign one person to several companies.
You can define your own industry and design your own search and sort criteria, key words and categories.

Calendar

Elements crm for mac
Be up-to-date when scheduling
Daylite

Daylite comes with a timezone compatible team calendar.
Manage your own schedule, send out invitations for appointments and accept invitations from outlook and iCal users.
Manage your own schedule and the schedule of your coworkers.
Prepare an individual view of the calendar filtered by categories and users. Link your appointments with any daylite object such as persons, companies, projects, sales opportunity, tasks and e-mails.

Integration of e-mails

All e-mails attached to the contact

The daylite mail assistant (DMA) integrates daylite into applemail.Each e-mail which is sent out or received can be automatically copied into daylite and be saved there. This way, the whole e-mail history is available to all daylite users within your company.
Tasks, appointments, projects and sales opportunities can directly be created in applemail and are connected to the e-mail right away.

Offline availability

Work without the internet

You or your team members travel a lot or are working at different locations, but you want to work together anyways? You will love daylite. With daylite all your data is available to you anywhere anywtime. With or without an internet connection.

Projectmanagement

Tasks, responsibilities and abilities

Crm For Macintosh

Crm For Mac Daylite

Elements Crm For Mac

Daylite helps you to plan and execute your projects. Mac brush for contour. Break down your project into different stages and work with a self defined work flow. This workflow can consist of tasks and appointments whose due-dates can be set automatically according to your goals. Projects can serve as a collection of your communication history at the same time and show every e-mail or note concerning the project for example. You can also link files or even whole folders to the project.

Clever filter lists

Search results within seconds

Daylite provides a powerful yet easy to use filter in all areas: the clever filter lists.
This tool always shows you exactly the data, that you’re interested in rightnow. For example: Design a list with all prospective clients, that you’ve not been in touch with for a while and share that list with your sales team. List all projects that are due very skin or allsales opportunities whose chances are 70% or higher.

Evaluations and reports

Analyse with the insight view

Daylite comes with many possibilities to analyse data and to show them in graphs. The „insight view” makes the design of komplex filters easier.
It takes just a few steps for example to find out in which industry your clients and potential buyers work in and since when you’ve been in touch with them.
Additionally there is a report editor for print templates and a report interface for software developers, which is based on html.

Complete history

Numerous years at a glance

The Daylite timeline presents your complete clients history and sorts it on a timeline. You can find every e-mail, every phone call, every task and every appointment, which you or your colleagues ever had. Keep track and be ready to provide any requested information anytime.

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Manage your sales opportunities

Free Crm For Mac

Teach daylite your sales methods

If you have rather longer sales cycles or several people are involved in the sales process, daylite can helpyou.Sales opportunities serve as a collection of the complete communication, where you can find every note, every e-mail and every presentation that you shared.
Teach daylite your individual sales method and never forget a single task thanks to the automatically workflow. Use the integrated databank for articles and services in order to create an offer in your corporate design.

Daylite Touch

Your business in your pocket

All relevant data is with youall the time on your iphone or ipad.
Daylite Touch brings your daylite databank into your pocket. Thanks to the offline availability you have fullaccess to your contacts, appointments, sales opportunities, and tasks, even whenyou have no internet.