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Daylite- Features, Pricing & Deals

Daylite is a comprehensive Customer Relationship Management (CRM) and business productivity tool, meticulously designed for Mac, iPhone, and iPad users. Specifically crafted to streamline workflows and enhance productivity, Daylite integrates seamlessly with Apple devices, offering a cohesive experience across contact management, scheduling, task and project management, sales opportunities, email integration, and data insights. Its core features ensure all your contacts, tasks, and schedules are organized in one place, synchronized across all Apple devices via integration with iOS Contacts and Apple Calendar.

One of Daylite's standout attributes is its customization flexibility, allowing businesses to tailor the tool according to their unique workflows. With offline access, day-to-day operations remain uninterrupted even without an internet connection. Additional features include enhanced security through Marketcircle Cloud's ISO 27001 certification, extensive integration options with other apps like Slack and Mailchimp, and comprehensive support for setup and training. The tool even supports advanced functionalities like team chat, budget management, time tracking, and professional newsletter management.

For those looking for a robust, all-in-one solution, Daylite offers streamlined processes and enhanced collaboration, making it a go-to resource for many businesses. Though pricing details are not explicitly listed, interested users can contact Marketcircle directly or explore the 30-day free trial option. With its sophisticated features and Apple-centric design, Daylite is an invaluable tool for Apple users aiming to elevate their business operations.

Features

  • Contact Management: Manage all your contacts in one place, filter and segment using keywords, create reminders and follow-ups, and integrate with iOS Contacts for synchronization across all Apple devices.
  • Schedule and Calendar: Seamlessly integrates with Apple Calendar, view personal and team schedules, manage resources, set reminders, and schedule appointments directly.
  • Task and Project Management: Organize projects, track progress, delegate tasks, get notifications, and manage to-do lists to ensure team productivity.
  • Sales Opportunities and Workflows: Standardized sales workflows, visually track sales pipeline, prioritize opportunities, create estimates, and analyze sales success.
  • Email Integration: Link emails to related contacts, projects, and opportunities using Daylite Mail Assistant, and manage tasks and appointments from Apple Mail while maintaining customer communication history.
  • Insight View: Interactive feature to view patterns and details, filter data, and focus on specific items to gain better insights.
  • Offline Access: Work offline with access to data, which syncs when reconnected to the internet.
  • Customization and Flexibility: Customize Daylite to fit workflows, build auto-updating contact lists, and adapt as business grows.
  • Integration and Compatibility: Supports integration with various Apple apps and services, including Siri, and other applications like billing systems and social media planning tools.
  • Security and Privacy: Data stored in Marketcircle Cloud, complying with European data protection regulations and ISO 27001 certified for security.
  • Training and Support: Comprehensive support including setup, configuration, training, advanced techniques, and data loss prevention.
  • Budget Management and Time Tracking: Manage budgets, track time and costs in projects, and analyze profitability for customers, projects, and sales opportunities.
  • Team Chat with Slack: Communicate directly with colleagues via Slack Chat within Daylite records.
  • Newsletter Management: Send professional newsletters using Mailchimp and analyze click behavior for follow-up campaigns.

Pricing

  • Daylite offers a free 30-day trial, allowing users to experience the full functionality of the tool before making a purchase.
  • Proper pricing details for Daylite are not publicly available. To obtain the specific pricing, users need to visit the official Marketcircle website or contact their support team directly.
  • Daylite provides comprehensive support for all users, including setup, configuration, and training to ensure a smooth onboarding process and effective use of the tool's features.
  • For personalized pricing and tailored plans, Marketcircle offers direct consultations with their sales team to meet the specific needs of different businesses, ensuring customers receive the best value according to their requirements.
Last Updated
August 30, 2024 11:03

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