Integrate Daylite and your favourite apps through Zapier. Create custom workflows by choosing the apps you want to pull information from and where you want to send it in Daylite. Automate workflows such as creating contacts and opportunities in Daylite from online web forms. Learn more
Now share data between two powerful business applications; Billings Pro and Daylite. Set-up your business in Daylite by creating clients, sales opportunities and projects then seamlessly import your data into Billings Pro to track time, send invoices and manage payments. Learn more
Easily export Daylite contacts into Direct Mail to create email campaigns. Keep your mailing lists up-to-date with your Daylite database and link sent email campaigns back to Daylite. Learn more
Send your Daylite contacts and groups directly into MailChimp via drag & drop for fast and simple email campaigns. Whether you're sending follow-ups, holiday offers or a monthly newsletter, MailChimp is a great tool to create quick and easy marketing campaigns. Unsubscribers will be removed from the Daylite group automatically. Learn more
Now on your Mac, iPhone & iPad, contact detail changes are pushed from Daylite to Contacts (for OS X Mountain Lion v10.8) and Address Book (for OS X Lion v10.7.5 or later). Changes will be always updated across all your devices. Learn more
You can now use CardDAV and CalDAV applications to sync your contacts and events from Daylite seamlessly with native apps on the Android Device. Your Daylite address book and contacts are now even more accessible across multiple devices. Learn more
Stay on top of your appointments and keep your contact info updated on your Android device. DAVdroid syncs your Daylite contacts and calendar with your Android device using CardDAV and CalDAV. Learn more
Integrate Daylite and Xero so you can manage your contacts in Daylite, then send them to Xero for your accounting needs. Manage opportunities in Daylite and when they convert you can send them to Xero for invoicing. This plugin also allows you to view Xero accounting information in Daylite so you can easily look up an invoice. Learn more
Build custom integrations between Daylite and other apps you use. You can also use the Daylite API to build your own add-ons that streamline your workflows and increase productivity. Learn more
Integrate your inbound and outbound calls with Daylite. For inbound calls, know who you're talking to before picking up by viewing a complete communication history. Take notes during phone calls then link with them with your contacts. Create or link calls to projects, notes, tasks, forms and opportunities directly from the call window. Easily create follow-ups right after the call so you don't have to worry about it later.
Web&Map allows you to access the web from within Daylite. Monitor your contacts' websites, blogs and social media (Facebook, Twitter, LinkedIn) or check their current address details on the web to keep your database up-to-date. No need to open any browsers. Integrate web based project management or collaboration with a specific opportunity in project or opportunity in Daylite.
The map feature uses geo data to plot where selected people and companies are and calculates the distance. Or it uses geo coordinates to display selected contacts on a map. Define the radius and use map, satellite or hybrid view. Learn more
Superpower your right-click mouse button. Create multiple tasks for people or companies at once. Or select multiple tasks and delegate them to a team member at the same time. ProductivityTools expands the available options when you right click from your mouse.
The calendar publishing feature also allows your to give read-only access of your appointments details to people outside Daylite. Save your appointments as a Smart List that your family, team members, or clients can subscribe to. This way they can stay up to date with your appointment details even if they don't use Daylite. Learn more
Life gets hectic and business plans can sometimes overlap with personal commitments. Stay organized by viewing all your calendars within Daylite. Subscribe to Calendar or Google and view your personal calendar alongside your business calendar. Likewise, you can now publish your Daylite calendar to Calendar or other devices such as your iPhone or iPad. Learn more
A calendar interface that's a pleasure to use now works with Daylite. Fantastical's natural language engine is expressive and intelligent so you can write in your own style. Adding a meeting tomorrow with Dave at the Hilton, London to your Daylite schedule has never been easier. Just type, "meeting Dave at Hilton in London tomorrow" and Fantastical will put your appointment right into your Daylite calendar. It also automatically recognizes information such as your location and can invite people from your Address Book at the same time. Learn more
View your own, your families or colleagues published calendars from within Daylite. The ability to see multiple calendars overlaid in Daylite can help in avoid double bookings. Learn more
When you're on the go, ask Siri to create a task that then pushes to the Reminders app on your iOS device. Reminders can be configured to integrate with Daylite so tasks from your worklist and inbox are now shared directly with the reminders app on your iOS and Mac. Learn more
Connect the power of Merlin and Daylite and distribute work among your resources in Daylite from planned projects in Merlin. The leading professional project management application for the Mac now integrates directly with Daylite to save you time and avoid double entry. Send milestones and activities from Merlin to Daylite as appointments or tasks and update them in Merlin when finished. The integration gives you access to the power of Merlin to professionally manage projects while sharing Daylite's shared calendar and other great business tools. Learn more
A friendly app to make integrating your phones and your Mac easier. E-mail is the growing form of communication, but phone calls still need to be made. Make your Mac a mini call centre by monitor and controlling your calls. Learn more
Import your Wufoo online forms into Daylite with WebForms. Wufoo is a form building service hosted in the cloud that allows you to create and customize forms and get this…without coding! Embed Wufoo forms into your website and then use WebForms to sync with Daylite to trigger actions like creating contacts, delegating tasks and more! Learn more
Connect MoneyWorks Datacentre and Daylite. Import your customer/supplier records in bulk from MoneyWorks into Daylite. Update MoneyWorks in real time when the contact information changes in Daylite. MoneyWorks will reflect the change in the contact details with no data re-entry. See live MoneyWorks customer financial and transactional information in a Daylite “Dashboard”. See transaction and payment history, order information and account status information from MoneyWorks live in Daylite. All the information you need about your customers at your fingertips, without needing to physically access MoneyWorks. Learn more
Daylite assists you to plan and monitor your projects. Based on the Daylite data, Time&Budget gives you additional control over the times and costs of your projects. With Time&Budget you can see which tasks generate which costs, how much time and effort are used for which projects and which billable services have ben performed for a given project. Learn more
Manage your PDF documents saved in Daylite easier with DayliteDocs. View all your documents linked to an object such as a Person, Company, Opportunity, or Project at a glance. Or view all your documents saved in Daylite in one list with the Global Overview. DayliteDocs makes finding specific documents easy because you can search by linked Person, Company, Opportunity, or Project. You can also search content within the document. View your documents in preview mode without having to open them, or compare 2 documents side-by-side.
To learn more about this plug-in, visit iOSXpert's website.
A fan of numbering your Daylite People, Companies, Opportunities and Projects? With the Numbering plugin for Daylite you can auto apply numbers to People, Companies, Projects and Opportunities. Structure your numbering whatever way works best for your business, including using numbering to set the date that the item was created. Bulk apply numbering for selected Contacts and Objectives. Even sync numbering between items.
To learn more about this plug-in, visit PureMac's website.
Transfer data from Daylite to your billing software with ease. Avoid having to do double-entry or risking entering in the wrong customer information into your billing program. Learn more
Analyze the performance of your sales team and individual team members. The Sales Cockpit report helps managers and business owners optimize their projected revenue and address where they need to improve in their sales funnel. Analyze your Opportunity Pipelines by count or total revenue. Recognize possible declines in sales. Save the report as a PDF for sharing or printing. Learn more
