5 Ways To Scale with Daylite

Scaling / April 10, 2018 / JD

For any business, growth is a sign of success but can also create problems. If a business scale with growth it will stall, or stagnate and or even close its doors. Wouldn’t it be nice to better to have a CRM, Project Management and Sales tracking tool that can scale with you and help you throughout your companies growth? Well, with Daylite you can.

Simply put, slowing down, isn’t an option. Your business has to solve problems today, next week, next year and beyond which is why you need tools that scale with you from a one person army, all the way up to a company 50, and more.  But most small and medium businesses though don’t get to do that. They are usually forced to used tools for enterprises that are expensive and hard to implement or string together various apps that are meant to be used by a single person and only solve one problem.

Daylite isn’t like that. Daylite from the get go was was designed help you grow to new height and find new successes.

We have listed just a few of the ways Daylite can scale with your business as you grow.

Know What Your Team Is Focused On

One of the most obvious scaling issues has to be that as a business grows, more staff, more teams, and more complexity is added. And while you want to maintain oversight to ensure your mark is still felt, you don’t want to be a micromanager. Instead, you should be spending more time thinking about strategy, working towards completing what’s most important for your business’s future and this is where Team View in.

Think of Team View as the home page for managers and business owners. It gives an overview of what each person’s commitments and what they need to complete, all in one view. Without interrupting anyone, you can quickly glance at Team View and see how busy everyone is, making it easier to gauge who needs more support, and when it’s the right time to start new initiatives.

Do you want your team to keep growing and still maintain control of your business? Learn more about The Best Way To Manage Teams in Daylite.

Maintain Control & Privacy

It is essential that a growing business can control who can view or edit data. Without that, you’ll be second guessing what information to your business management apps out of concern that employees may gain access to information they were never intended to see or make unintended changes to critical information.

Daylite’s powerful permissions feature allows you to choose who can view and edit information so you don’t have to worry about keeping things out of Daylite. Permissions can be set for individuals as well as with defined presets so you can be sure that the right people have access to the right information. With permissions defaults, you can set up Daylite to add items to your preferred permissions automatically saving you clicks while keeping your data restricted.

Keep control of your data and be confident that what you add to Daylite will be kept secured. Watch this video and see how you can control your data with Daylite Permissions.

Filters & Smart Lists

The more you use Daylite, the more data you’re going to accumulate and you need to be able to make sense of it. No matter if it’s 100 Projects or 100,000 Contacts, Daylite’s Filters and Smart Lists allow you to see the data you want so you can make the right decisions and take the right actions.

Create powerful, complex filters easily which include just about any field in Daylite including information about linked items, Filters can be saved as Smart Lists, which are lists that update based on your filters automatically. So, for example, you can create a Smart List of all Opportunities that are open and have a total of over $150,000. As Opportunities are won/lost/abandoned, or the total drops below $150,00 they will be removed from the list. New Opportunities with a total of $150,000 will be added.

If you want to be able to make sense of your data as you grow, check out this video how you can create Smart Lists.

Visually Track Opportunities & Projects

More growth means more sales to chase, more projects to manage. If you can increase your capacity to handle more without hiring more staff, through improved processes and efficiency, you’ll increase your growth potential to a new level.

Pipelines are like visual templates that outline your processes for your Opportunities and Projects. They walk you through step by step so you can close the deal and get the job done consistently. With this systematic approach, everything you and your team needs, every Task, and Appointment, will be laid out in front your team so you can handle more Opportunities and Projects.

Without Pipelines, you’ll spend more time in meetings, reading emails and on the phone just to keep organized when you should be growing your business.

Watch this video and learn how Pipelines organize your sales & project process.

Build Integrations As You Scale

Daylite does a lot to help you grow and scale your business, but It can’t be everything to everyone.We know you need to use different tools to run the business but having multiple lists of information spread across the various apps is a real pain. Double data entry, incomplete records, and jumping back and forth between apps.

The Daylite API and Zapier Integration allows Daylite to talk to many of the web-apps you use every day, so things like Projects, Contacts and more can stay up to date no matter what app you used, just like magic. If your tools do not work with Daylite, you are not reaching your full potential and limiting how much you can grow.

Learn more about how Daylite Zaps can help your business breeze by new challenges.


Daylite can help your small business grow, whether you are a solopreneur or a team of 20+ by helping you win more business and get more done. Daylite is jam-packed with features that you can use to grow into your success and unlock even more potential so you don’t need to slow down. Features that help you manage your teams better make better sense of your data, organize your workflows and even work with other apps so you can be confident Daylite will be there with you all the way. 

If you’re ready to scale with Daylite but don’t know how we’d love to help you find right solutions for you so you can grow and scale your business.

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