Daylite
Daylite is a powerful CRM software designed for Mac, iPhone, and iPad users. It centralizes client communications, task management, and project tracking, enabling users to streamline their business processes. With features like email integration, customizable templates, and visual sales pipelines, it empowers users to enhance client relationships and boost productivity seamlessly.
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Top Daylite Features
- Client communication centralization
- Two-way sync with Apple Contacts
- Customizable checklist templates
- Dynamic smart lists segmentation
- Integration with Apple Mail
- Offline access across devices
- Email and letter templates
- Custom fields and tagging options
- Visual sales opportunities board
- Customizable project pipeline stages
- Lead scoring for prioritization
- Milestone tracking for projects
- Reporting for sales insights
- Referral tracking for leads
- Delegation and permission control
- Automatic task reminders
- Detailed quotes and estimates
- Chronological activity tracking
- Cross-device synchronization
- Forms for client information gathering
