Relationships are the lifeblood of every business. Daylite helps you build more relationships by keeping track of communication and next steps so you're always on the ball no matter how big your client list grows.
Remembering the little things makes clients feel special and builds trust. This opens the door to repeat business and more referrals. Daylite makes it easy to remember everything by keeping track of emails, notes, calls, and next steps in one place.
Say goodbye to things slipping through the cracks because info was stuck in someone's head or inbox. Daylite keeps your team in sync by organizing and sharing everything in one place. Worried about confidential info? Daylite's permissions have you covered.
When you want to narrow your contact list to find people in a specific industry or people you haven't touched base with in 6 months, Daylite makes it easy to find. Build customized lists that auto-update so you can stay top of mind and send personalized reach outs.
As you build relationships and opportunities emerge, tracking deals gets messy – especially when it takes weeks, months, or years to close. Lose sight of these deals and you're leaving business on the table. Daylite helps you and your team stay on top of every deal from start to close no matter how many you have in the pipeline.
The more deals you have on the go and the larger your team grows, the harder it is to stay on top of the status of deals and what needs to be done to push each one forward. Daylite gives you an overview of where each deal is and what needs to happen next. Spend less time in status update meetings and more time closing deals.
Bringing in new business is an art of balancing your attention on the largest deals and the ones most likely to close. Daylite helps you prioritize your deals so you can focus on the right ones at the right time.
Know what's working and what's not so you can make informed decisions to increase your revenue. Daylite gives you visibility on your close rates, win/loss reasons, and top lead sources so you have the data to make better decisions and grow your business.
For many businesses, closing the deal is just the beginning of a relationship with a client. Daylite helps your team collaborate and execute on client projects without worrying about things slipping through the cracks. Manage up to 5 times more projects with your current team.
Say goodbye to the stress and chaos of trying to figure out what's been done on each project and what needs to be done next. Daylite gives you visibility on the status of each project and next steps so you're always on the ball.
Help your team work better with less meetings and fewer interruptions. Share project details, next steps, meeting notes, and delegate tasks with Daylite so everyone is on the same page.
Reduce cognitive overload and save time with Daylite's project templates. Automate creating next steps for new projects and various scenarios so you don't have to worry about steps getting missed.
From your 1st employee to your 30th and up to your 100th, Daylite grows with you while supporting your team to work smarter, not harder. From sharing info, to handoffs between teams, Daylite helps you streamline your business operations. Plus, Daylite is flexible and customizable so you can mould it to fit your needs as you grow.
Have confidential information you want kept private? Daylite gives you control over who can view, edit, and add information.
By having your business processes in Daylite, you can systematize everything from your sales process to onboarding new clients and beyond. This saves you time while making sure nothing gets missed.
When your sales process, client onboarding process, and project steps are in Daylite, new hires can get up to speed faster. Faster onboarding means you get a faster return on the investment of growing your team.
Daylite works seamlessly with many of the built-in Apple apps and features you already know and love.
Clear out your inbox and stay on top of next steps. Save emails to clients, appointments, and tasks so you have a full history of conversations in one place. Plus you can create tasks in Daylite right from Apple Mail.
View your personal appointments in your Apple Calendar right in Daylite and vice versa.
Add Reminders to your iPhone or iPad hands-free while you’re on the go, and have them sync to Daylite.
Start FaceTime calls right from Daylite and use CallerID by setting up Apple Contacts sharing.
Keep your business data private by enabling FaceID, TouchID, and Passcode protection on iPhone and iPad.
Create contracts, reports, and other documents by pulling data from Daylite into Pages, Numbers, and Keynote (and of course, Microsoft Word and Excel).
Slow internet or no internet? No problem! Unlike other CRMs and Project Management apps that need a web browser, Daylite is a real Mac and iOS app. Access your data anywhere, anytime in a flash.
While Daylite is intuitive and faster to onboard than most CRMs and Project Management tools, learning a new system takes time and can feel overwhelming. We're here to help you get set up for success with both free and paid services for starting small or going big.Talk to an Advisor
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