Daylite
Daylite is a customer relationship management (CRM) and project management software designed for small businesses. It allows users to track leads, manage contacts, organize projects, schedule tasks, and more in one integrated platform.
crm
project-management
contact-management
task-management
lead-tracking
Daylite: Customer Relationship Management
Daylite is a customer relationship management (CRM) and project management software designed for small businesses. It allows users to track leads, manage contacts, organize projects, schedule tasks, and more in one integrated platform.
What is Daylite?
Daylite is a feature-rich customer relationship management (CRM) and project management application designed specifically for small businesses. It enables users to track all interactions with leads and customers, manage business relationships more effectively, organize client projects, schedule tasks and appointments, and gain insights from data to make better business decisions.
Some key features of Daylite CRM include:
- Contact Management - Store all contact details including emails, phone numbers, addresses, and notes in one centralized database. Segment contacts by company, tags, location and more.
- Lead Tracking - Record interactions with potential new customers. Set up customizable lead stages to track prospect progression towards becoming a client.
- Opportunity Tracking - Log deal opportunities and sales pipeline stages. Forecast revenue potential to improve sales efforts.
- Project Management - Break down projects into tasks and to-do's. Assign activities to team members with due dates to stay organized. Track time against projects.
- Task Management - Schedule meetings, calls, and other calendar appointments for your team. Get reminders for important activities.
- Email Integration - Sync email conversations into each contact or company record automatically.
- Reporting & Dashboards - Analyze contact, account, lead and opportunity data using built-in reports and dashboards to glean business insights.
- Mobility - Access Daylite data on-the-go through native iOS and Android apps. Get info for meetings while out of office.
Daylite positions itself as an all-in-one CRM and project management solution for growing small businesses seeking to optimize sales processes, enhance customer relationships and collaboration between team members. It competes closely with other SMB-focused platforms such as Zoho CRM, Insightly and Nimble.
Daylite Features
Features
- Contact management
- Project management
- Task management
- Note taking
- Email integration
- Calendar/scheduling
- Reporting
- iOS/Android apps
Pricing
- Subscription-Based
Pros
Intuitive interface
Robust feature set
Strong Apple integration
Flexible pricing
Cons
Steep learning curve
No built-in invoicing
Limitations with Office integration
Official Links
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