I’ve provided this feedback for so many years and am told they may make changes but they don’t.
I’ve tried to get recommendations from support (who are very nice) but it’s more work than it should be. Many things need to occur in some industries before the event, during and then afterwards and that is not easy with activity sets or pipelines. It seems reasonable to be able to set up lists of things to do for a project or event without having to manually change objectives or projects. I’m disappointed that some changes haven’t been made so it’s more useful to other industries. I’ve used various versions of Daylite for more than 10 years. It’s designed for sales more than other things. Delegate tasks: Assign tasks to other team members and get notified when they’ve been checked off. Know what’s been done, what needs to be done next, and who’s responsible. Track projects: Keep track of all your client and internal projects. 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. 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.
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