Manage your business and your team.
When you're heading into a meeting you can quickly review all the details about the project or sale you're meeting about right from your iPhone or iPad. You can view the complete communication history of a client, along with their kids names, favourite sports teams, or anything else you noted about them previously. With DMA you'll also see any relevant emails, so you'll know everything heading in.
With Daylite's new CardDAV integration, you can easily get your Daylite contacts Caller ID information and address completion on your iPhone.
It's as easy as dragging and dropping to distinguish relationships between the people you interact with. If someone is the "boss of" somebody, or was "referred by" someone, just drag and drop their name on the other person to establish how they're related.
Client switched jobs? Simply link a person to their new company and flip their role to "former employee" of their old company. Maintain a complete history for their whole career.
Daylite helps you maintain relationships with those who matter most – your customers and business prospects. Daylite comes with tools to help identify and remind you to talk to people you haven't spoken to in a while. With Daylite's opportunity tracking you'll know who's getting ready to purchase so you're always on top of your sales.
Record notes on your iPad and link them directly to the meeting – later on you can easily go through them on your Mac. Or use your iPhone to catch up on the last meeting notes right before you head into the next one.
Daylite Mail Assistant stores emails related to any projects, opportunities, contacts, meetings, or tasks you're working on. This lets you hone in on all communication related to a specific thing you're working on. You can also easily view the entire history between you and a person, and it's all available on your Mac, iPhone, and iPad.
As soon as you hang up the phone, Daylite will remind you to create a follow up task so that you're always a step ahead.
Add Twitter, Facebook, LinkedIn, website links, birthdays, anniversaries, pet names, and more all into Daylite. Daylite will even show you whose birthday it is right on your home screen so you'll never forget to send your wishes.
Daylite's Home Screen will show you who you need to contact today, and what it's about.
You can set up letter templates and automatically personalize them with the details of the people you're contacting. Send them out to a specific group of people; like customers who have purchased in the last 30 days, or people that are currently evaluating your product or services.
Activity Sets are collections of appointments and tasks that you tend to do repeatedly in the same way. You can assign an Activity Set to a new person you've contacted, and from there Daylite will remind you do take particular actions after or before a specified number of days. With a pre-defined set of steps, it's easy for sales professionals to convert opportunities into real business.
Create new appointments and tasks when you're sending or receiving an email without leaving Mail — so you don't forget to later.
Business can happen anywhere. With Daylite for Mac, iPhone, and iPad, you'll always have the latest business information wherever you are — even if the rest of your office is halfway around the world.
Everytime you launch Daylite, you'll be notified of any meeting invitations or updates on tasks you've delegated. Check up on the status of a project or sale opportunity from anywhere — on your Mac, iPhone, or iPad.
Daylite's history lets you quickly review every phone call, email, note, or meeting you've had with someone. Review previous quotes or past projects you've worked on together. When you pickup the phone you'll know exactly who's calling.
Daylite's home screen shows you what's due today, tomorrow, and in the next 7 days, as well as what's overdue. You'll be notified about upcoming due dates whether you're working from your Mac, iPhone, or iPad. You'll also be informed when delegated work has been completed, or a new delegation has been assigned to you, insuring that nothing slips through the cracks.
Daylite shares your schedule with the family so that you don't have to do it manually. Family members can view your schedule from nearly any calendaring app, on Mac, Windows, or the latest mobile device.
You can create appointments and keep them private, while still showing the time as "Busy" in your calendar.
Create calendar events in one place and share them with everyone that matters. Share your schedule with co-workers, family, and even your friends. You can also subscribe to other people's calendars so you always know what they're up to.
Choose to view one Daylite calendar (one colour) or separate calendars in Apple's Calendar app based on the categories you assign to your appointments in Daylite.
Know the deals & projects that are coming due and the appointments and tasks you need to complete today, tomorrow and the next week.
Birthdays show up on your Home Screen too, so you'll never forget to send your best wishes.
Whether you're on your Mac, iPad, or iPhone, you'll always be able to see what's on your plate.
With Daylite on your Mac, iPhone, and iPad, you'll always have your schedule with you — and with customizable reminders, you'll always be on time.
An appointment is more than just a block of time in your calendar. Appointments in Daylite show you who you're meeting with, where you're meeting, and what it's about. Since you can link appointments to projects, sales opportunities, tasks, and emails, you'll know why, too.
See when team members are busy before scheduling a meeting with them and Daylite will notify each participant and add the appointment to their calendar. If it's someone outside of your company, they'll receive an email invitation. Either way you'll be notified of their response as soon as they accept or decline the invitation.
Daylite's calendar shows you more than just the appointments and meetings you have set up. It shows you any important milestones you've created, including upcoming project due dates or forecasted closing dates for sales. Any tasks that that have due dates are also viewable in your calendar.
Daylite lets you advance it's week view by a single day at a time — instead of shifting the entire week. You can also advance the month view, one week at a time. Look ahead at your schedule from today forward and avoid flipping virtual paper back and forth.
With Daylite on your iPhone and iPad you'll always be prepared to make a sale. When you meet a new client while you're out, easily add them to your database — and create a follow up tasks to be done when you're back in the office.
Delegate sales calls to your team out on the road, or have someone back in the office schedule a meeting for you. Send your sales team to follow up on new leads, and when business is found, have a co-worker back in the office send them an estimate.
Daylite shows you how much each sale is worth, who's working on it, and what stage the deal is in. When a sale is won or lost, you'll be able to input details about the reasons. This lets you understand what's working well and what's holding you back from earning more money.
Since there's only a certain amount of time in each day, it's important to focus on what's the most important. Daylite makes it easy to identify which business opportunities present the most potential value, and which ones are more likely to close soon by displaying forecasted close dates.
It's easy to send a lead an estimate with detailed information about the sale you're working on. Identify fixed prices, discounts, or payment terms, based on the products or services you offer. Estimates can be saved, delivered by email, or printed. You can also export estimates so that they can be imported into other applications such as Numbers or Excel.
Daylite's Worklist is a collection of all the tasks you want to focus on right now. Instead of overwhelming yourself with a list of everything you have on your plate, focus only on a few things at once.
Use quick-entry to create new tasks in seconds. Assign categories, locations, or priority levels to your tasks. Set reminders and pick due dates for important tasks and you'll be notified whether you're on your Mac, iPhone, or iPad. Powerful sorting and bulk-editing give you all the flexibility you need.
Global hotkeys allow you to quickly enter a task in the task window no matter what application you're in. When you're on the go, ask Siri to add a task which will then appear in your Daylite inbox and worklist.
While reading your emails, set actions as you need to. Create a task from an email in one click, or create an appointment and link the email in so you'll remember what it's all about. Or create objectives right from Apple Mail, create a new business lead or kick start a new project.
Keep track of what everyone's working on. When you delegate a task to someone, check off the Notify Me indicator and you'll be informed of progress on that task as it happens. You can delegate tasks from Daylite for Mac, iPhone, and iPad, ensuring you're productive no matter where you are.
See everything related to a project all in one place. Link all meetings and tasks to projects as well all team members or external customers involved with it. Any emails or notes related to the project are also stored here, just a click away.
With pipelines, Daylite lets you decide what needs to be done at each level of a project before you can move on to the next step. Create tasks and appointments and assign them to particular stages of the project. Once everything's done you'll move on to the next stage, moving things one step closer to completion.
Daylite's home screen shows you what's due today, tomorrow, and in the next 7 days, as well as what's overdue. You'll be notified about upcoming due dates whether you're working from your Mac, iPhone, or iPad. You'll also be informed when delegated work has been completed, or a new delegation has been assigned to you, insuring that nothing slips through the cracks. Important milestones will show on your calendar, keeping them top of mind.
Daylite makes it easy to plan your next trade-show, wedding, photo-shoot, court date, open-house, or even your son's 10th birthday party. Record everything in one place; all the tasks, phone calls, appointments, and notes necessary to make your event a successful one. You can create templates for your common events so that next time you're planning one you won't have to start from scratch.
Add details about a task and assign due dates so there are no excuses for things not getting done. Link tasks to notes, URLs or files to provide further context so your team member can get the job done right, the first time.
Schedule meetings without wasting time asking others what their schedule looks like. Also, check up on what they're up to and make sure they're spending their time wisely.
Simply choose their name from a list and Daylite will automatically notify them of the new task, project, or sales opportunity they've been assigned to. Daylite will optionally notify you of all their progress as it happens. You can delegate tasks to and from Mac, iPhone, and iPad, ensuring you're productive no matter where you are.
Create custom pipelines for projects and sales opportunities that follow set guidelines so that new employees can quickly understand your process. Set up easy to follow workflows and templates for the new staff so that everyone is entering information the same way.
Customize any aspect of your workflow to suit your organizational needs – whether you're a lawyer, wedding photographer, cupcake bakery, or consulting firm.
You can set up Smart Lists (just like in iTunes) to produce lists of people and companies that matter most to you. Create lists of high profile customers, graphic designers that like baseball and live in Australia, or simply people you haven't spoken to in 3 months — then share them with your team.
Whether you're in the same office or halfway around the world, Daylite makes it easy to work with your team. Daylite always works offline, periodically syncing new changes with the server. Because of this, you don't need to worry about poor internet connections when collaborating with co-workers overseas.
Whether you have an internet connection or not, you'll always have access to your data. Use Daylite when you're travelling on a plane, in a hotel with lousy Wi-Fi, from really remote locations, or places with outrageous roaming fees. And when Daylite finds a connection it'll sync automatically — no need to think about it.
With native apps for Mac, iPhone, and iPad, Daylite gives you and your team the flexibility to work from anywhere, at anytime — no internet connection required.