Daylite is an all in one CRM that helps you focus on productivity. It help build a stronger relationship with your clients and tracks all project, tasks, appointments & contacts, so you can be more focused on your business.
Support, Training & Advice
I’ve installed many Daylite systems for my clients over the years, and one thing that I keep hearing is…
“I wish I knew about this before I started my business.”
Getting the most out of your business software can be frustrating, specially if you have never used it before. I can help bridge the gap with some advice & help you train your staff to use Daylite.
How can it Help you?
I have listed just a few of the options available within Daylite. But there is much more that this software can do for you.
If you have any questions, please don’t hesitate to contact me.
Save time by having all the details of your customers within easy reach. Also setup smart filters to quickly find the contacts you need for a specific project.
The Calendar section helps you organise you meetings simply. Each item can then be linked to any other item with in Daylite.
Keep track of emails from a project or client within Apple Mail app!
All the tasks you create within Daylite are accessible with the iOS app for you iPhone or iPad. So you never have to miss doing a task when you’re on the move.
Keep your projects in check within Daylite. Filter on the projects you are working on with smart lists & share with your team.
Work with Your Team
Daylite is a great tool for your team too. You can delegate tasks, projects and even if you received an email for a project that a team member needs to see, just tag it! Simple.
iPhone & iPad
Daylite is so flexible and can be used even when you’re out on the road.