Daylite: Get more done!

Daylite is an all in one CRM that helps you focus on productivity. You can build stronger relationships with your clients and keeps track of all your projects, tasks, appointments, so you can stay focused on your business.

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Daylite support, training & advice

I’ve installed many Daylite systems for my clients over the years, and one thing that I keep hearing is…

“I wish I knew about this before I started my business.”

Getting the most out of your business software can be frustrating, specially if you have never used it before. I can help bridge the gap with some advice & help you train your staff to use Daylite.

If you have any questions or want a demo, don’t hesitate to contact me.

Contacts

Save time by having all the details of your customers within easy reach. Also setup smart filters to quickly find the contacts you need for a specific project.

Calendar

The Calendar section helps you organise you meetings simply. Each item can then be linked to any other item with in Daylite.

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Email

Keep track of emails from a project or client within Apple Mail app!

Tasks

All the tasks you create within Daylite are accessible with the iOS app for you iPhone or iPad. So you never have to miss doing a task when you’re on the move.

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Projects

Keep your projects in check within Daylite. Filter on the projects you are working on with smart lists & share with your team.

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Work with your team

Daylite is a great tool for your team too. You can delegate tasks, projects and even if you received an email for a project that a team member needs to see, just tag it! Simple.

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iPhone & iPad

Daylite is so flexible and can be used even when you’re out on the road.

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