What's more, Daylite's unique linking feature lets you virtually paper clip things together.įor example, let's say you have to jump on a call with a client in 10 minutes but can't remember where you left things off. To begin with, you can manage client or internal projects individually or as a team. The future is in platforms such as Daylite that help you manage all types of projects and remember what's been done, who is still working on what, and what decisions have been made. Most project management systems are overly complicated. What can you do to streamline your processes? Here's a fact: juggling multiple projects at once and jumping from one app to another is just a regular part of almost any business. Project Management Features Projects and Tasks
#BEST CRM FOR MAC AND IPAD OFFLINE#
Some other features include tracking the probability of leads and prioritizing hot, medium, and cold leads.īut what happens when you're out on the road? The good news is that with Daylite's offline functionality, you can capture new deals anytime, any place. Get a detailed report on your sales processes (number of deals in the pipeline, your close rate, where deals are getting stuck in the pipeline, etc) Keep an eye on every email, call, note, and file Luckily, Daylite helps you stay on top of your leads by keeping every deal and quote organized in one place. Sales teams' biggest challenge is preventing leads to slip through the cracks. What's more, with Daylite's filtering options, you can organize and segment people and companies to target the right people at the right time.Īnytime you want to know what's on your plate for the day, head over to the Home Screen and see all of your meetings and tasks. Whether you need to check a note from a call last month or an email you sent last week, Daylite remembers every little piece of information even if you don't. And it does so effortlessly and conveniently.Īfter importing contacts from your Contacts App, you can perform all kinds of tasks, such as:Īnd the best thing? All of your interactions with a contact will be kept in one place. This is where Daylite lets you stay in touch and top of mind with your prospects, customers, and vendors. Stay tuned as we explore the best features in more detail below. It's ideal for small and medium-sized businesses with up to 100 people who want to expand their client list and projects and scale with ease. In a nutshell, it's an amazing CRM tool built specifically for Mac, iPhone, and iPad users.
This can be a powerful tool, especially if you're running a company with multiple teams and departments. In other words, you can easily use the platform to manage customer-facing tasks and internal ones. The Daylite set of tools is divided into CRM features and project management features. Work on the go, even without a Wi-Fi connection Organize your short-term and long-term projects Stay in touch with leads/clients and close more deals
Remember client details and communication Some of the things you'll get by working in Daylite include: It's simple: the app frees up your mind so that you can focus on the more critical aspects of your business, such as bringing in new clients.
It allows you to empty your mind of all the little things you have to remember and transfer them into a trusted system where everything is easy to retrieve. Contacts, projects, pipelines, notes, calendar, and tasks are all linked so you can easily find what you're looking for. In short, Daylite is a hub for all your business information. This is how users describe working in Daylite. Powerful and highly customizable multi-function app. Daylite in a NutshellĪ fully-featured and user-productive CRM. Let's explore the app's best features in more detail.
The best news? It only costs $24 per user per month.
#BEST CRM FOR MAC AND IPAD PLUS#
On the plus side, it also integrates well with Apple Mail. You've experimented with different CRM systems, but none seem to connect the tools you love using in one central place.ĭaylite solves that problem by connecting the best CRM, project management, and lead management features in one powerful app. The thing is that – more often than you want to admit – you struggle to remember any previous communication you had with a lead or a client. Do you frequently feel overwhelmed by everything that's on your plate? You have clients to follow up with, meetings to schedule, emails to answer, and multiple projects to keep track of.
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