Or if you are very busy, contact one of our partners. Join the community and exchange information on how Daylite is used in your industry. At any time, you can add more users to the system and share data. When you become comfortable, you can get into the power features such as projects and opportunities. For example, you can start with the calendar and then naturally progress to the contacts. Start using the areas you are familiar with first. Daylite is packed with solutions, but you don't have to learn them all at once - it's designed so that you can gradually add them to your workflow, always increasing your productivity.
Daylite 6 mac mac os x#
Start simple Grow into Daylite's powerful and sophisticated features, using its easy to navigate and familiar Mac OS X interface and 300+ contextual help articles. Daylite's email integration works in Apple Mail so you don't have to learn a whole new mail program. You can select some text, create linked tasks or appointments and optionally delegate the activity to another Daylite user. With a single click you can review the whole project - including tasks, meetings, files and more. When you receive an email from a contact, Daylite automatically finds any related open projects and presents them to you. Daylite does one better by storing and linking emails to projects and contacts, giving you context and relevance. Make email work for you In this modern business world people thrive through email. Single-users, multi-users, telecommuters, road-warriors - Daylite will work for you. And Daylite's smart lists help you customize your view, so you can focus on the data that's important to you now. If you prefer to stay on the calendar, just open a meeting to see who's attending. You can work from a daily task list with all your todo's, or open a project to see all its linked tasks and appointments. Thanks to an intuitive process called linking, Daylite keeps everything one click away-contacts, projects, opportunities, appointments, tasks, and more. Daylite fits Daylite's real productivity power is in its flexibility. With features such as project collaboration, shared calendars, task delegation, and sales tracking, Daylite helps you move your business forward. Delegate tasks: Assign tasks to other team members and get notified when they’ve been checked off.Daylite is a business productivity manager designed to help you manage your business and your team. Know what’s been done, what needs to be done next, and who’s responsible. It integrates with Apple Mail like no other CRM. Daylite helps teams manage leads, customers, projects, and tasks all in one place so everything is organized and shared. Track projects: Keep track of all your client and internal projects. Daylite is a Mac CRM & Project Management app for teams exclusively on the Mac, iPhone, and iPad.
Daylite 6 mac update#
The update fixes a rather nasty sync failure which forced users to restart Daylite.
Daylite 6 mac for mac os#
Track deals in the pipeline: View a list of each Opportunity you have on the go, what stage it’s in, and what needs to be done next to push the deal forward. Daylite 3.7.6 is the newest version of Marketcircle’s productivity software for Mac OS X. Be prepared for meetings: Keep track of you and your team’s calendars and quickly review notes or emails tied to the meeting. Stay on top of follow-ups: Set reminders to follow-up with clients and leads so nothing slips through the cracks. Track client communication: View a history of communication including emails, calls, appointments, and notes in one place. Create tasks, schedule appointments, and more without leaving your inbox. Apple Mail: Daylite integrates seamlessly with Apple Mail on Mac. FaceID & TouchID: Keep your business data private by enabling FaceID, TouchID, and Passcode protection on iPhone and iPad. Siri: Add Reminders to your iPhone or iPad hands-free while you’re on the go, and have them sync to Daylite. Apple Contacts: Start FaceTime calls right from Daylite and use CallerID by setting up Apple Contacts sharing. Apple Calendar: See your personal appointments in your Apple Calendar right in Daylite and vice versa. Manage more clients, close more deals, and finish more projects than you and your team thought possible!ĭaylite works with many of the built-in Apple apps you already know and love! With Daylite, you and your team can keep track of communication with clients and follow-ups, stay on top of every deal in the pipeline, and know what’s been done on each project and what needs to be done next. Daylite is a CRM and business productivity app for teams on Mac, iPhone, and iPad.