Maximize the Benefits of our CRM: Daylite Webinars

Manage Clients & Follow-Ups

Build stronger relationships with customers, prospects, and vendors. Learn how to use Daylite to keep track of follow ups and remember important details as you expand your network.

  • Keep your word by tracking commitments
  • Remembering to follow up with reminders
  • Build a process for driving repeat business

Execute on Plans & Projects

Finish your projects on time and stress free. Learn how Daylite will help your team juggle all their projects by tracking all the moving pieces.

  • Track what needs to be done by when and by whom
  • Keep track of important communication, details, and decisions
  • Streamline your project processes & prioritize work

Close More Deals

There is no guarantee that your hard work will bear fruit. Learn how to create a sales system in Daylite that helps you close more deals fast and reliably.

  • Make sure leads & clients don't slip through the cracks
  • Keep track of proposals and when deals are confirmed
  • Segment leads to send targeted messaging
  • Simplify onboarding for new salespeople

5 Steps to Overcoming your Inbox

In a small business, you’re too busy and have too little time. So stop spending all day in your inbox. Learn the best way to process emails and focus on what’s most important.

  • Replying to emails faster
  • De-clutter your inbox
  • Find emails faster

Getting Started With Daylite

Learn how Daylite can help you track calls, filter people, and give you more focus on your projects. Hit the ground running with Daylite and take your business further.

  • Add Contacts and Calendars from your Mac
  • Track calls using Tasks
  • Filter People and save segments

Meet Your Host
James Spencer

James Spencer has nearly 11 years of experience in Mac business productivity and is passionate about helping small businesses maximize efficiency.

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