It lets you create custom pipelines for each of your projects, enabling you to closely monitor the tasks assigned to your team. Packed with plenty of project management features, Daylite for Mac also serves as a handy tool to streamline your workflows. You also have two options when sending emails: you can either send email from the Daylite application, or you can simply set Apple Mail as your default email composer from your iPhone or iPad. Using the software, you can save emails and link them to the matching client, deal, and project. When the connection gets restored, Daylite for Mac automatically syncs across your team’s devices.ĭaylite for Mac’s Apple Mail integration is a particularly convenient feature that lets you manage and organize emails without switching from one application to another. Even without an Internet connection, Daylite for Mac still allows you to pull up a recent email from a client, delegate a task to a team member, or quickly check project details. This feature is especially helpful to teams working on the go and have lost WiFi connection while they are on the road or in a meeting with a client. Show MoreĪs a native Mac/iOS application, Daylite for Mac stores all your data in the cloud and allows you to access them even when you are offline. The vendor also offers a 30-day trial period so you can try out the software and investigate its features firsthand. The monthly subscription costs $29/seat/month, while the yearly plan is offered at $24/seat/month billed annually. This also allows you to create new tasks or appointments directly from the Apple Mail app.ĭaylite for Mac is available in monthly and yearly plans. In doing so, your emails can be automatically linked to a matching contact, project, or opportunity. To automatically store emails from your Apple device to your Daylite database, all you have to do is configure the settings of your Apple mail preferences. Moreover, the software provides a mail assistant feature that helps you organize emails and link them to related people, projects, and opportunities. Daylite for Mac also supports CardDAV, which means you can use iOS contacts for calling or updating lists stored in your database. For instance, you can connect your Apple calendar to the system, enabling you to easily view your schedules, upcoming events, and appointments. In just a few clicks, you can access your business calendar, emails, and contact lists, saving you more time and increasing your productivity.īusinesses that use Apple products as vital tools in their work processes can also take advantage of the integrations supported by the software. The software also helps you monitor each of your projects and check their status from a neat and easy-to-navigate dashboard. It combines the functionalities of CRM, project management, and lead management into a single software, enabling you to keep track of your contacts, projects, opportunities, appointments, and tasks in an easily accessible application.Īs a robust and comprehensive CRM tool, Daylite for Mac allows you to tie your work processes together, from communicating with your client to reviewing your last few emails with them. The software offers a complete raft of tools for professional services firms that use Macs, iPhones, or iPads. It is a fully-featured and user productive application that lets you keep all your CRM data in a centralized location. Built specifically for a Mac-based business environment, the software helps you organize all your notes, emails, sales opportunities, projects, calendars, tasks, and contacts in a single platform. Daylite for Mac is an all-in-one CRM platform ideal for small businesses.
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