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Daylite

Daylite-new-logo

Type: CRM, Project Management, Lead Management   OS: iOS, iPadOS, macOS

Daylite by MarketCircle is not just another CRM, it also integrates other apps that help our clients build leads and manage projects, all within one interface. Not only is our number one recommendation, but we use it ourselves.

First you start with the Customer Relationship Manager (CRM). You are able to create a landing place for all of the contact information you gather for each customer you have come in contact with. Creating specific tags from each customer so you can track you and your teams contact with them. View a full list below:

    • Contact Management
    • Email integration
    • Calendar & Reminders
    • Email Marketing
    • Interaction Tracking
    • Lead & Pipeline Management
        • Lead Scoring
        • List Management
        • Quotes/Estimates
        • Document Management
        • Referral Tracking
        • Customer/Lead Segmentation
        • Reporting

Next is the expansive Project Management features. You have the ability to keep track of each step of yoru project from start up to completion with these useful features:

    • Project Management
    • Task management
    • Task Delegation
    • Shared Calendar
        • Document Management
        • Checklist Templates
        • Milestone Tracking
        • Repeating Task & Appointments

You can view a full list of features here.

Daylite also maintains great video resources in their YouTube Channel.

Our team is ready to help you integrate Daylite into your company’s workflow. Visit our support page and let’s see how we can get you started.