Daylite Feature List

CRM & Lead Management Features

  • Offline Data - Access customer and lead info even without an Internet connection.
  • Remote Access
  • Mobile Access on iPhone & iPad.
  • Contact & Opportunity Activity View - See a history of linked emails, call notes, appointments, and follow ups in chronological order.
  • Appointments - Link appointments to people, companies and opportunities.
  • Notes - Link notes to people, companies, and opportunities.
  • Tasks - Link tasks to people, companies, and opportunities.
  • Email Integration on Mac via Apple Mail
  • Basic & Advanced Filtering - Segment your leads and customers.
  • Smart Lists - Save your filters in lists that auto-update.
  • Search - Search the entire database or search within the Activity View of a contact or opportunity.
  • Activity Sets - Automate a series of follow up tasks and/or appointments.
  • Email & Letter Templates
  • Bulk Emails
  • Print Layouts
  • Birthdays & Anniversaries
  • Groups
  • Customizable Categories & Keywords - Organize and tag your contacts and opportunities.
  • Customizable Roles & Relationships between people and companies.
  • Customizable Sales Pipelines
  • Opportunity Estimates
  • Reminders & Alarms
  • Customizable Forms - Gather info about contacts and opportunities.
  • Store Linked Files & Attachments
  • Favourites Bar - Pin customer lists to the top of the Daylite window.
  • Multi-User Permissions - Control access level for different users and teams.
  • Customization - Create custom fields for contacts and opportunities. Customize company types, industries, and regions. Customize opportunity types and state reason.
  • Multi Column View - Sort contact & opportunity data in a spreadsheet-style list.
  • Built-in Reports
  • Insight View - Interactive reports for contacts and opportunities.

Project Management Features

  • Offline Data - Access project and task info even without an Internet connection.
  • Project Activity View - View history of linked emails, notes, and tasks in chronological order for each project.
  • Customizable Projects Pipelines
  • Task Lists - Group tasks for projects into custom lists.
  • Task Delegation & Notification
  • Repeating Tasks & Appointments
  • Worklist - Pin important tasks on your Home Screen
  • Shared Calendar
  • View projects and tasks in the calendar.
  • View due and overdue tasks on the Home Screen or in a task list.
  • Resource Booking
  • Mini Calendar - Drag tasks onto the Mini Calendar to update task due dates.
  • Email Integration for Projects via Apple Mail on Mac
  • Filter projects and tasks by due date, user, pipeline stage and more.
  • Smart Lists - Save filtered lists of tasks or projects as auto-updating lists.
  • Favourites Bar - Pin filtered task and project lists to the top of the Daylite window.
  • Search - Search the entire database or search within the Activity View of a project.
  • Activity Sets - Automate a series of tasks and or appointments for projects.
  • Customizable Categories & Keywords - Organize and tag your projects.
  • Assign roles and relationships to people in projects.
  • Reminders & Alarms
  • Customizable Forms - Collect and organize project details.
  • Store Linked Files & Attachments to projects.
  • Multi-User Permissions - Control access level for different users and teams.
  • Remote Access
  • Mobile Access on iPhone & iPad.
  • Multi Column View - Sort project and task data in a spreadsheet-style list.
  • Built-in Reports for Projects
  • Insight View - Interactive reports for projects.
  • Team View - See your team’s appointments and priorities for today.

Apple Supported Features

  • Apple Mail Integration on Mac
  • Multitasking on iPad
  • Integration with Notification Centre on iPhone & iPad
  • Integration with Siri on iPhone and iPad
  • Integration with Caller ID on iPhone and iPad
  • Open a contact’s address in Maps on Mac

For more info about integration, visit our Integration & Add Ons page.