Manage your business and your team.
Daylite keeps everything related to your business in one place. This makes it easy to find things, easy to add new things, and easy for everyone you work with to be on the same page.
Daylite's home screen allows you to quickly see your schedule for today as well as any tasks due today. Or glance at the tasks you've added to your Worklist.
Easily see tasks or projects that have due dates, or sales opportunities forecasted to close in the upcoming week.
Track every call, email, note or meeting you've had with someone. See if they have changed roles or moved to a different company. Review previous quotes or past projects you've worked on together.
Daylite doesn't just help you manage relationships, it helps you build meaningful ones. Remember who you need to follow up with, the promises you've made, and who you haven't spoken to in a while.
Create sets of common activities you do, add them to a contact and never forget to follow up. It's easy to contact a bunch of people at the same time too – create letter templates right in Daylite using Pages or Word. You can even export a group of people to use with an email marketing tool like Direct Mail or MailChimp.
An appointment is about more than a block of time – it’s about who you're meeting with, where you're meeting, and what you’re meeting about. Since you can link appointments to projects, sales opportunities, tasks, and emails, you'll know why, too.
Subscribe to iCloud, Google and other calendars to view your personal schedule alongside your work so you can balance your work and personal life.
Use global hotkeys to quickly create tasks whatever you're doing. If you're on the go, quickly add a task to Daylite with Siri.
Choose the tasks that you want to focus on and put them in your Worklist.
View a list of every task that's not done — grouped together
in a way that makes sense.
Order your tasks according to priority, then get things done.
Daylite shows you everything you need to know about the deals you're working on – the dollar value, stage in the pipeline, probability of closing, who's working on it and next steps.
Daylite makes it easy to focus on your largest deals and ones that are near the close.
Create an automatic follow-up schedule with Activity Sets to remind you to follow-up with prospects and leads to push deals forward.
Appointments, meetings, notes, tasks, and emails are all available in one place, making it easy for you and your team to see what's happening at anytime.
Projects are simple in Daylite — collect everything you need to work on, then organize, delegate, and do.
Track the progress of your projects by viewing the pipeline to see what tasks still need to be done. You'll also be notified of the changes that happen along the way.
This lets you or anyone else in your team quickly look up every communication linked to a person or objective.
Easily jump to a contact's entire history by clicking their name.
Create a follow-up task or a new business opportunity, right from the corresponding email.
Find what you're looking for with the convenient Quick Search. Daylite shows you results organized by category, updated live, as you type.
Quickly filter any list to show similar items – people who work in a certain industry, prospects you haven't spoken to in 30 days, or all the marketing managers you know.
If you're filtering for something often, save it as a Smart List and it'll always be just a click away. Smart Lists update automatically — no need to worry about keeping a list up-to-date.
Share Smart Lists with your team so that your whole team can use it.
Daylite for Mac is completely brand new. We rebuilt the app from the ground up so you can work faster and more efficiently. We've also applied what we learned building iPhone and iPad apps and added it to the Mac — like Daylite's Home Screen. With new features like Slideovers and Tabs, you can get more done in less clicks.
Daylite for iPhone puts your business in your pocket. Access all your critical business information on the go. Invite employees to meetings, delegate tasks, check the progress of projects, hand off a new sales lead, or review a client's history right before meeting them.
Daylite for iPad lets you experience Daylite with a large screen whenever you're away from the office. Great for taking notes or reviewing details before stepping into a meeting or moving business forward while on the road. For those times when a laptop is too much and an iPhone too little, Daylite for iPad fits perfectly.
Every business has similar needs, but not every business achieves them the same way. Daylite doesn't handcuff you to one particular way of working — you decide how much to use, and how to use it.
With just a little bit of thought you can customize Daylite to meet your specific needs. Define categories, keywords, roles and relationships, and colour-code things in a way that's meaningful to you.