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One of Daylite’s strongest points is that it provides an amazingly in-depth and easy way of keeping tabs on multiple projects at once. Opportunities are tracked easily from initial Inquiry to Qualify, Offer and Follow-Up. The Contacts section is incredibly well designed and makes it easy to stay in touch with clients, follow-up leads and view client information in one place.ĭeal pipelines are incredibly well managed and you can track each lead from initial email to closed deal. Until 2019, you could use Daylite with your own server and keep all of your data offline.ĭaylite decided to drop this in favor of including Daylite Cloud with subscriptions which allows users to sync data online.Įverything in Daylite is done through the Daylite app on macOS or iOS – there’s no web interface like many CRMs but your data is secure.ĭaylite is organized into 8 different areas – Calendar, Contacts, Objectives, Tasks, Notes & Email, Forms, Groups and Reports. However, this doesn’t mean it’s completely “offline”.
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Unlike most cloud based SaaS (Software as a Service) CRMs, Daylite works offline on Mac desktops and integrates with Apple Contacts, Siri, Mail and Calendars.
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A downloadable free trial version (good for 30 days and 25 simultaneous users) is available using the same link.ĭaylite 3.x users should also note that 3.7.4 is a free upgrade for them, and a strongly recommended one at that.Daylite is a convenient blend of a CRM, project management tool and Lead Management app in one. Let's not forget that Daylite recently added improved Microsoft Word support as well.Īdditional Daylite 3.7.4 features can be viewed HERE. Marketcircle claims that the new version of Daylite makes the switch to Mac a lot easier, following the addition of these enhancements. Generally aimed at small businesses, Daylite provides the necessary tools to keep a working environment truly organized and efficient. Combined, Daylite and Dialectic can offer more compelling customized correspondence using Apple's iWork suite. Ultimately, contents of the Dialectic Notepad can also be sent to users in Daylite and linked to the appropriate contact, project or opportunity records. The app can also be specified as a Dialectic contact source for quick and easy lookups and incoming caller identification.
Therefore, users will be able to call out right from within Daylite. Dialectic supports both outbound and inbound calls using mobile phones, landlines and VoIP systems like Asterisk, Vonage, Skype, Cisco IP phones, Phlink, PhoneValet and others.
Daylite 3.7.4 also includes a connector to Dialectic, a highly versatile telephony tool that unites users' Mac, data, and phones - mobile, landline, & VoIP - for more productivity. Basically, Daylite provides integrated tools and processes that identify and qualify opportunities while managing projects, calendars and contacts.īut this is just scratching the surface. Business integration options include connectors to FileMaker database software, MoneyWorks accounting application and LightSpeed sales system.
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This way, the application can bring Daylite contacts and calendar features to Apple's iPhone and iPod, but also Blackberry, Palm, Windows Mobile devices and other cell phones. Daylite integrates with Apple Mail and works with iSync.
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Marketcircle is a company best known for its Daylite Productivity Suite, but also Billings, a Mac app focused on sending professional invoices.
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The productivity suite also gives Mac users more cost effective options for correspondences sent to customers, as Daylite 3.7.4 integrates with Apple's full iWork suite. With every big company sensing the switch to Mac is inevitable for some businesses, Marketcircle has released Daylite 3.7.4 today, adding the ability to generate customized content using Apple's Pages, Numbers and Keynote.
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