{"id":55343,"date":"2021-02-22T21:14:20","date_gmt":"2021-02-22T21:14:20","guid":{"rendered":"https:\/\/rootedconsulting.org\/?p=55343"},"modified":"2022-02-18T19:59:35","modified_gmt":"2022-02-18T19:59:35","slug":"daylite","status":"publish","type":"post","link":"https:\/\/rootedconsulting.org\/daylite","title":{"rendered":"Daylite"},"content":{"rendered":"<p><strong>Type<\/strong>: CRM, Project Management, Lead Management\u00a0 \u00a0<strong>OS: <\/strong>iOS, iPadOS, macOS<\/p>\n<p>[vc_row][vc_column][vc_video link=&#8221;https:\/\/youtu.be\/ejXyxbMUD08&#8243; el_width=&#8221;70&#8243;][\/vc_column][\/vc_row]<\/p>\n<p>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.<\/p>\n<p>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:<\/p>\n<p>[vc_row][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Contact Management<\/li>\n<li>Email integration<\/li>\n<li>Calendar &amp; Reminders<\/li>\n<li>Email Marketing<\/li>\n<li>Interaction Tracking<\/li>\n<li>Lead &amp; Pipeline Management<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Lead Scoring<\/li>\n<li>List Management<\/li>\n<li>Quotes\/Estimates<\/li>\n<li>Document Management<\/li>\n<li>Referral Tracking<\/li>\n<li>Customer\/Lead Segmentation<\/li>\n<li>Reporting<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<br \/>\nNext 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:<\/p>\n<p>[vc_row][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Project Management<\/li>\n<li>Task management<\/li>\n<li>Task Delegation<\/li>\n<li>Shared Calendar<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Document Management<\/li>\n<li>Checklist Templates<\/li>\n<li>Milestone Tracking<\/li>\n<li>Repeating Task &amp; Appointments<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<br \/>\nYou can view a full list of features <a href=\"https:\/\/www.marketcircle.com\/feature-list\/\">here.<\/a><\/p>\n<p>Daylite also maintains great video resources in their <a href=\"https:\/\/www.youtube.com\/c\/DayliteApp?sub_confirmation=1\" target=\"_blank\" rel=\"noopener\">YouTube Channel<\/a>.<\/p>\n<p>Our team is ready to help you integrate Daylite into your company&#8217;s workflow. Visit our support page and let&#8217;s see how we can get you started.<\/li>\n<li style=\"list-style-type: none;\">[vc_row][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<br \/>\n[vc_row][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;55497&#8243; img_size=&#8221;full&#8221;][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_empty_space height=&#8221;110&#8243;][vc_btn title=&#8221;Getting Started With Daylite&#8221; color=&#8221;blue&#8221; size=&#8221;lg&#8221; align=&#8221;left&#8221; link=&#8221;url:https%3A%2F%2Frootedconsulting.org%2Fgetting-started-with-daylite|title:View%20Offering|target:%20_blank|&#8221;][\/vc_column][\/vc_row]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Type: CRM, Project Management, Lead Management\u00a0 \u00a0OS: iOS, iPadOS, macOS [vc_row][vc_column][vc_video link=&#8221;https:\/\/youtu.be\/ejXyxbMUD08&#8243; el_width=&#8221;70&#8243;][\/vc_column][\/vc_row] 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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":55501,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"footnotes":""},"categories":[64],"tags":[65,60,61],"class_list":["post-55343","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-partners","tag-business","tag-healthcare","tag-retail","post_format-post-format-image"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Daylite - Rooted Consulting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rootedconsulting.org\/daylite\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Daylite - Rooted Consulting\" \/>\n<meta property=\"og:description\" content=\"Type: CRM, Project Management, Lead Management\u00a0 \u00a0OS: iOS, iPadOS, macOS [vc_row][vc_column][vc_video link=&#8221;https:\/\/youtu.be\/ejXyxbMUD08&#8243; el_width=&#8221;70&#8243;][\/vc_column][\/vc_row] 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. 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