As the name suggests, Daylite also shines a light on every task, the time to completion, and who is responsible. 75W Equivalent Daylight 5000K Dimmable CEC Integrated LED Retrofit White Recessed Light Trim Downlight (6-Pack) 52.47 Halo H750 6 in. There`s no need to duplicate efforts, as all client information is included in the systems, from the very first touchpoint to delivery and payment.
Users can also generate professional sales quotes on the go.īusinesses can seamlessly transition from closing a deal to getting to work on the deliverable. Sales reports can be generated in a few clicks, showing close rates, forecasts, and more. Managers can quickly access who, how, and what needs to be done to close a deal. The pipelines ensure every sales rep is following the same sales blueprint. Simply select a smart list, then personalize your campaign messaging.ĭaylite can streamline your sales cycle with customizable pipelines. You can also send bulk email marketing messages. The filters are dynamic, meaning clients will automatically be added to the smart list when they hit the criteria you`ve set. Customizable fields let you track whatever is important to your client relationships, whether that`s a birthday or their CLV. What`s more, Daylite offers customizable filters so you can segment your audience and target the right accounts at the right time. Whether you need to check a note from a call last month or schedule a follow-up for next week, Daylite remembers every detail even if you don`t. Every interaction with a contact is located in one place. Alternatively, when you integrate with Siri, all of these features can be accessed hands-free. It enables you to find emails, notes, files, and calls with just a click. Daylite will integrate all this info to the customer profile automatically. As you read your emails, you can create follow-up tasks, set reminders, and add appointments to your calendar.
The software integrates seamlessly with all Apple products and has a look and feel that will be familiar to any Apple user.Īfter integrating with email, you can work right out of your inbox. You can also manage (versus juggle) several clients and projects from a single login.ĭaylite CRM leverages the existing power of your Mac-based tools to give you an affordable CRM that is user friendly too. It eliminates the need for several disparate apps, such as project management, calendar, word processing, and note-taking apps. Daylite creates a fully customizable platform that integrates with all your other tools. If you work in the professional services industry, managing a vast array of projects and tools is one of your biggest challenges. It comes with features for sales and marketing, as well as a strong project management suite. It`s specifically designed for Apple products and professional service industries, such as real estate, law, and recruitment. Unlike other platforms that cast a wide net, Daylite is a niche system. Daylite combines powerful functionality with a great price.