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Daylite enables users to manage many business aspects from a single application. It prioritizes projects and opportunities to provide visibility over short and long-term goals of the company, then organizes and connects these objectives to daily activities such as managing contacts, notes, emails, task lists and schedules.

Integration with Mail for MacOS allows emails to be saved as history as well as converted into actionable items like tasks and appointments directly from the email window. History is catalogued for each record and displayed as a timeline of interactions that also includes calls, appointments, tasks and notes.

Both projects and sales opportunities can be managed within Daylite. It tracks potential sales in addition to progress on projects by milestone and assigns tasks for each user involved.

Daylite is suitable for:

- Legal

- Consulting

- Real estate

- Financial

- Design

- Technology

- Sales businesses

2023-04-06 21:00:01: Check out how a #marketingstrategy can help you become a #topofmind business and keep potential and current #clients thinking of you. Daylite can help you get there. Learn more here:  #marketing #topofmindmarketing #marketingtips Twitter
2023-04-05 21:01:52: Daylite coaches are always ready to work closely with you and your team, understanding your unique needs, setting up Daylite, and optimizing workflows. Learn more: #CRM #MacCRM #Daylitecoaches #Dayliteimplementation #Daylitesetup #CRMsetup #CRMoptimization Twitter
2023-04-04 21:01:11: Attorney Jackson Doggette uses Daylite to connect Contacts, Tasks, Opportunities, Projects, and much more, so everything is all in one place. Learn why Daylite is the number one app for Jackson Doggette: #MacCRM #Appleapps #customerspotlight #successstory Twitter
2023-04-03 19:40:01: It’s April! Inflationary pressures are alarming and now is the time to find smart solutions and creative business practices to survive and thrive in the ever-so-challenging economic climate. Check it out: #smallbusinesstrend #trends2023 #2023wallpaper Twitter
2023-03-29 19:40:01: Use the #DayliteProjectsBoard to track how multiple projects are progressing, identify any bottlenecks, and prioritize what’s most important, boosting your team’s #projectmanagement skills. Learn more: #project #Daylitefeatures #DayliteforMac Twitter
2023-03-28 21:01:09: If you’re interested in taking your #financialservices business to the next level, check out this blog where we outlined the key factors you need to focus on when choosing a #CRM:  #financeprofessionals #wealthmanagement #MacCRM #DayliteforMac Twitter
2023-03-23 18:40:01: #DayliteTip: Make your Favourites Bar more intuitive. When naming items in Daylite, press fn ?︎ + E to open the emoji menu. Select an emoji and press enter. Add the renamed items to your Favourites Bar and voilá. #productivityhacks #Daylitehacks #FavouritesBar #DayliteforMac Twitter
2023-03-22 20:02:17: As a Mac-native application, Daylite helps attorney Jackson M. Doggette Jr. succeed in his personal and business lives. Find out all of the reasons why Daylite is “the ticket” to success: #MacCRM #Appleapps #customerspotlight #successstory #DayliteforMac Twitter
2023-03-21 20:00:17: From user-friendly interface and build quality to advanced security features and optimal cost of ownership, we’ve curated the main 8 reasons why you should switch from PCs to Mac computers for your business: #pcvsmac #windowsvsmac #applecomputer #applelife Twitter
2023-03-20 18:40:01: Spring is here! May this renewed energy fuel you and your business to keep on growing. Daylite is here to share this journey with you! Check out this blog to make sure you’re still on track with your goals: #smallbusinesscheck #spring2023 #DayliteforMac Twitter

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Daylite Integrations