Daylite: More than just a CRM

Daylite is a business productivity manager designed to help you manage your business and your team. More than just a CRM, Daylite can be used to manage your company’s projects, sales, contacts, tasks, appointments, meetings, notes, and email. GlobalMac Consulting can help you and your team to make a successful switch to using Daylite and provide the proper training to ensure that your team boosts their productivity skills due to the software switch. Over the years we have consistently seen a massive difference between users who choose to set the program up and learn it on their own, as opposed to teams and individuals that seek the assistance of a Daylite Master Partner like GlobalMac Consulting.

Tom Lambotte has used Daylite since 2004 and has assisted clients in the fields, of law, finance, construction, graphic arts, art gallery, psychology and many more. With over 45 new installations and hundreds of hours of experience in configuring Daylite and training the software, GlobalMac Consulting can provide you with the proper assistance to help grow, refine and develop your business.

Please contact us to discuss your specific needs, whether you have been using Daylite for years and feel it could do more or if you are just starting to look at Daylite and are wondering it if can provide what you are looking and perhaps help you switch from Windows to the Mac platform. If you are running on ACT!, we can help you make s complete transition, keeping the critical data you have accumulated in ACT!.

MarketCircle – Daylite on Vimeo.

SINGLE USERS TOO.

Running a small business by yourself can be quite daunting. Daylite helps you work smarter instead of harder, allowing you to stay on top of the most important things, even if you’re working alone. And when it’s time, Daylite can grow alongside your business if you decide to expand your one-man operation into a multi-user organization.

YOUR BUSINESS IN YOUR POCKET.

Designed as a companion to Daylite on the Mac, Daylite Touch lets you access your employees and all your critical business information on the go. Invite employees to meetings and they’ll be notified wherever they are, delegate tasks in your idle time, check the progress of your projects, and hand off a new sales lead to a co-worker from anywhere in the world. Learn more.

USE DAYLITE IN ANY INDUSTRY.

Daylite can be easily customized to suit the exact needs of your business. It’s used every day by lawyers, real estate agents, photographers, designers, sales professionals, software developers, event planners, and more. Learn more.

IT’S EASY TO SWITCH TO DAYLITE.

• Switch your PC based ACT! office over to Mac and Daylite. Learn more.
• Import your Now Contact and Up-To-Date database into Daylite. Learn more.

Migrating from a different application? Contact us to learn how you can get your information into Daylite.

MAIL INTEGRATION (DMI)

DMI creates a rich communication history between you and your customers, employees, and prospects by automatically linking emails to relevant contacts, projects, and sales opportunities in Daylite. These emails can easily shared with colleagues, or kept private for only your viewing. Since Daylite stores these emails directly in your database, you’ll always have a backup of your important email history.

You can also create new Daylite contacts directly from the DMI drawer in Apple Mail and add new email addresses to existing contacts. Creating new linked projects, opportunities, appointments, and tasks are all just a click away – right within Apple Mail. Download DMI Alone.

TASKS

Daylite provides a rich environment for managing your tasks, whether you’re working as an individual or part of a team. Tasks can be linked to relevant objects in your database, such as projects, opportunities, and contacts – providing you with more context than just the name of the task.

When working in a multi-user environment, you can delegate tasks to your colleagues and be notified when they are completed – it’s also easy to setup due dates and reminders to ensure nothing slips by.

We’ve also made it easy to use David Allen’s Getting Things Done workflow – find out more here.

CALENDAR

Daylite makes it easy to schedule meetings with people in your organization. Just choose your team members and a day for the meeting, and calendar will appear showing you who’s busy and when. Once you pick a time for the meeting, your co-workers will receive a notification of the meeting, and you’ll be notified of their response.

You can also view the public schedule of anyone in your organization – you can create appointments for other users and see what your team is up to with just a few clicks.

Daylite’s calendar also shows you important milestones, including upcoming project due dates, forecasted opportunity close dates, and tasks that need your attention.

Take your calendar on the road with Daylite Touch or by syncing to your mobile device.

PROJECTS

See everything in one place when you manage your projects with Daylite. Link a project to all the appointments and meetings regarding it, the tasks you have to do for it, and the users and contacts involved in it. Even link emails and notes related to the project.

Track the progress of your projects by viewing its pipeline and checking the status of the related tasks you’ve delegated. You can easily setup your own set of project pipelines tailored to exactly the way your business works.

Easily schedule meetings with your team and be notified automatically of attendee responses. With everything in one place, it’s easy to check their calendars to see who you can delegate work to, or who’s available for a meeting.

OPPORTUNITIES

Track and manage your existing business effectively while having the right tools to go after new sales.

Standardize your sales process using pipelines, track customer communication and followups (CRM), and prioritize your sales based on value, due date, priority, or category. Then, use built-in business reports to analyze trends – which can be scheduled for automatic delivery to your iPhone.

With Daylite Touch, your mobile salespeople are always ready to go after new business – and can easily collaborate with co-workers back in the office.

CONTACTS

Your contacts are more than just names – they’re the customers, employees, and businesses relationships that keep your company afloat.

That’s why it’s important to know who everyone is, and what their relationship is with you and other contacts in your database. Daylite lets you see all of the regular contact details (address, phone, email, etc.), but it also shows you more – see appointments you have with them, the tasks to do for them, and the notes and email correspondence with them. You also see what companies they’re with and their roles for those companies.

Everything you need to know about the contact is right at your fingertips.