- Mentioned On:
Apple Mail Integration on Mac
Store emails, capture new leads, and create follow-up reminders right from your inbox.
Apple Calendar
Sync your Daylite calendar with your Apple Calendar to view personal appointments right in Daylite.
Apple Contacts
Sync your Daylite contacts with your personal contacts in your Apple Calendar.
Notification Centre on iPhone & iPad
Get notifications for meeting invites, tasks, and reminders.
Siri on iPhone and iPad
Use Daylite hands-free on the go using Siri.
Caller ID on iPhone and iPad
Know who's calling.
Multitasking on iPad
Work in Daylite and another app side-by-side.
Contact Management
Capture, organize, search and remember contact details.
Email Integration
Integrate with Apple Mail on the Mac. View and process your emails right in Daylite on the iPhone & iPad.
Calendar & Reminders
Set reminders for follow-ups and schedule meetings & calls.
Email Marketing
Create custom email templates and send bulk emails.
Interaction Tracking
Keep a chronological history of emails, calls, and meetings.
Lead & Pipeline Management
Manage sales opportunities through their lifecycle from lead to won.
Lead Scoring
Track probability of leads and prioritize hot, medium, and cold leads.
List Management
Segment and prioritize leads into customizable Smart Lists.
Quotes / Estimates
Create quotes for standard services/products or create custom quotes on the fly.
Document Management
Attach files and documents such as contracts, photos, or links to online files and folders.
Referral Tracking
Keep track of who's referred you business and who leads were referred by.
Customer/Lead Segmentation
Create simple or complex segments by filtering across a wide range of criteria.
Reporting
Report on sales, projects, tasks and more using built-in reports or customizable reports using the report engine.
Project Management
Manage client or internal projects individually or as a team.
Task Management
Create follow ups and to-do lists with reminders, due dates, notes, and priority.
Task Delegation
Assign tasks to team members and get notified when they're done or updated.
Shared Calendar
View your entire team's schedule in one view or select users to view calendars overlaid for easier scheduling.
Document Management
Attach files and documents such as contracts, photos, or links to online files and folders.
Checklist Templates
Create customizable checklist templates for follow-up series, projects, and protocols using Activity Sets.
Milestone Tracking
Track progress and important milestones using customizable pipeline stages.
Repeating Tasks & Appointments
Weekly team meetings? Payroll reminders? Set tasks and appointments to repeat weekly, monthly, or custom.
Permissions
Controls which users and teams can see and access sensitive information.
Customizations
Create custom fields, default values, categories, tagging options, roles, relationships, and more.
Offline Access
Work anywhere, anytime without an Internet connection with data stored directly on your Mac, iPhone & iPad.
API & Integrations
Integrate with popular apps or build custom integrations using our API. View full integration list. View API documentation.