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Daylite is a cryptocurrency exchange platform designed to be user-friendly and accessible. Does it stand up in the ever-changing landscape of crypto exchanges? Let’s find out!
Daylite is a new service that helps businesses increase their productivity. It is a cloud-based software that allows users to manage their work, collaborate with others and track time spent on tasks. Daylite pricing starts at $5 per month for up to 10 users. Read more in detail here: daylite pricing.
Daylite is an all-in-one customer relationship management (CRM) solution developed by Marketplace for professional services and agencies that employ Macs, iPhones, and iPads. Teams may use this tool to track and manage conversations, client information, follow-ups, transactions, projects, and tasks all in one place. Individual users, small organizations, and midsize teams that need an all-in-one CRM solution for Apple devices should utilize it.
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Who Is a Good Fit for Daylite?
- Salespeople who utilize a Mac or an iPhone: Daylite ranked first among the finest CRM options for Mac users on our list. It’s a feature-rich platform designed specifically for Mac and iOS devices. When working on your Mac, iPhone, or iPad, its integration with native Apple applications gives you a more simplified experience.
- Freelancers and small businesses in need of a free CRM: Daylite is a free CRM with all-inclusive functionality that is suitable for both individuals and small to mid-sized organizations. For additional information, see our guide to the best free CRM software.
- Small businesses seeking for a comprehensive CRM: This platform offers both free and paid alternatives that include CRM, Management of Projects, and lead management functionality. Check out our list of the top CRM for small companies if you’re seeking for additional options.
Who Isn’t a Good Fit for Daylite?
- Large companies in need of a CRM to handle their sales operations include: Daylite’s features are ideal for freelancers and small businesses with less than 100 workers. It also lacks more sophisticated capabilities, such as campaign management and sales enablement. Freshsales is a good option for companies seeking for comprehensive lead generating capabilities and Integrations with third-parties.
- Organizations in the healthcare field: Because this platform does not comply with HIPAA (Health Insurance Portability and Accountability Act), it is not suitable for healthcare organizations or service providers. Read our guide to the finest HIPAA-compliant CRM software if you’re seeking for solutions that adhere to current patient privacy regulations.
- Companies that need a CRM with social media interfaces include: Daylite doesn’t have any social data enrichment features. Check out our selection of the finest social CRM systems if you want to keep track of your customers’ social activity and your company’s social interactions with leads.
Overview of Daylite
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Pricing for Daylite
Daylite offers a free plan as well as a premium plan that costs $33.33 per seat, per month, invoiced yearly (or $39.99 per seat, per month, billed monthly). The key difference between the plans is the quantity of things that may be stored in your database. The amount of users, file storage, contacts, projects, opportunities, and tasks are all included. A 14-day free trial of the premium plan is available.
For further information about Daylite’s intentions, use the drop-down menu below:
Choose to discover more. Free DayliteDaylite
Free Daylite
Contact and lead management, opportunities, tasks, notes, emails, projects, and appointments are all available for free on the free plan. Your file storage allotment and the amount of entries you may generate in your database, however, are both limited to 100MB. Quotes, estimations, and Apple Mail integration are among the other options available here. You may also view your CRM data while you’re not connected to the internet.
Daylite
In addition to the features you can access in Free Daylite, the paid plan lets you add an unlimited number of users and pipeline deals. Aside from that, there is no limit to the number of projects, tasks, contacts, and emails you can create. It also comes with file storage that is significantly larger than the allocation in the free edition.
Features of Daylite
Daylite is a single platform that incorporates CRM, Management of Projects, and lead management functions. It enables you to choose which individuals and teams have access to sensitive information. Custom fields, values, categories, tagging options, responsibilities, and connections may also be created. It keeps data directly on your Apple device even if you don’t have access to the internet, enabling you to work from anywhere at any time.
CRM
- Management of contacts
- Tracking of interactions
- Contact segmentation that is smart
- Integration with email
- Reminders and calendars
- Tasks to be completed
- Email marketing with a personal touch
- Controlling access and granting permissions
- Meetings
- Management of documents
Daylite’s Management of contacts capabilities allow you to capture and organize contact details, schedule meetings and calls, and view a chronological history of your client interactions. You can also create custom email templates and send bulk emails. In addition, it lets you attach documents, such as contracts or photos, to your online files and folders.
Daylite’s Management of contacts feature (Source: Daylite)
Leads & Pipeline Management
- Opportunities for sales
- Sales pipelines that may be customized
- scoring in the lead
- Tracking of referrals
- Segmentation of leads
- Prioritization of the lead
- Estimates and quotes
Daylite helps you close more deals by organizing your leads and pipelines so that nothing slips through the cracks. Customize and manage Opportunities for sales from lead to won stages. This platform helps you segment your leads and prioritize them using a wide range of criteria, including gender, age, education, and income. It also lets you generate both standard and custom quotes for your products and services.
The Opportunities tab in Daylite is where you can manage your opportunities. (Photo courtesy of Daylite)
Management of Projects
- Client and individual Management of Projects
- Management of documents
- Delegation and task management
- Templates for checklists
- Keeping note of milestones
- Calendar that is shared
- Tasks and appointments that repeat themselves
You may use this tool to handle client and internal projects both individually and in groups. You may also establish follow-ups, assign tasks, schedule recurrent meetings and reminders, and get alerts when they’re completed. Contracts, images, and URLs to your internet files and folders may all be attached. Customizable pipeline stages may also be used to track progress and significant milestones.
App for mobile devices
- Offline accessibility
- Siri provides a hands-free option.
- Apple Calendar is a calendar created by Apple.
- Contacts from Apple
- Caller ID is a feature that allows you to see who
- Using the iPad to multitask
- Center for Notifications
Leverage Daylite’s iOS-supported features to work on the go and even offline on your iPhone and iPad. It automatically syncs across your team’s devices once you are back online. Use Siri to run the app hands-free and identify who’s calling you with your device’s Caller ID is a feature that allows you to see who.
The Center for Notifications alerts you about meetings, invites, tasks, and reminders. For iPad users, the split view allows you to work in Daylite and another app simultaneously.
Deals and tasks may be managed on the go (Source: Daylite)
On the iPad, Daylite’s multitasking functionality (Source: Daylite)
Reporting & Analytics
- Tracking sales
- Forecasting sales
- Opportunities for sales
- Prioritization of the lead
- Graphs that are interactive
- Reports made to order
Daylite centralizes all Tracking sales data in one place, making it easy to view insights and trends. It also comes with Forecasting sales and Prioritization of the lead features that help you zero in on leads that might yield bigger profits than others. You can see all your Opportunities for sales via Graphs that are interactive from its Insight View. Lastly, you can use its report engine to generate Reports made to order on sales, projects, emails, meetings, and tasks.
Reports on deals and pipelines (Source: Daylite)
Integrations with third-parties
- DirectMail
- Dropbox
- SimpleSign
- Merlin
- PieSync
- Google Calendar is a free service that allows you to
- Helpwise
- Fone & Text
- Billings Professional
- Zapier
Daylite integrates with Contacts from Apple, Calendar, Reminders, and Mail, allowing users to share their phone contacts, appointments, and Tasks to be completed logged in their CRM. It also offers integration with a variety of third-party apps for relationship management, lead management and sales, project and task management, email marketing, scheduling, team collaboration, social media, phone integration, billing, and reporting.
If you wish to modify Daylite, you may use the Daylite application programming interface (API) to create your own integrations or work with a Marketplace specialist.
Daylite’s most popular integrations (Photo courtesy of Daylite)
User-Friendliness
Once you get beyond the first learning curve, Daylite offers a straightforward UI that is simple to use. It gives customers files with thorough instructions on how to utilize its capabilities in their particular sector. The majority of customers find the data migrating procedure to be difficult and need help from the support staff. Those who wish to learn more about the deeper customization choices may get advanced assistance and training.
Service to Customers
Customer service is available through email, phone, and a web form. It contains a knowledge base and a help center where you can get answers and guidance for frequent questions and simple troubleshooting. In addition, the firm may help with the setup, configuration, implementation, and data transfer operations. Those who wish to tailor their workflow and get the most out of their Daylite subscription may take advantage of remote, on-site training, and webinars.
Packages for Onboarding
The First Steps (Custom Pricing)
- Import contact information
- Daylite may be customized according to your requirements.
- Organize and classify data according to your preferences.
- Customize your viewpoints
- How to Connect and Arrange Your Data is a guide on how to connect and organize your data.
Exceptional Productivity (Custom Pricing)
- A 30-minute consultation and evaluation is provided free of charge.
- Processes of communication that are simpler
- Sales funnels are a kind of sales funnel.
- Marketing research
- Team communication, internal procedures, and workflows have all been improved.
Alternatives to Daylite
Whether you’re not sure if Daylite is the appropriate match for your company, here are some other options to consider:
*Based on a yearly billing cycle. Monthly rates are also available at a little greater cost.
More alternatives may be found in our guide to the best six CRMs for Mac.
What Users Have to Say About Daylite
Based on Daylite reviews online, we found most users are delighted with its comprehensive CRM and Management of Projects features. They also find its smooth Apple integration and Offline accessibility helpful in keeping their contacts and sales pipelines organized. In addition, they find its support team responsive to queries and efficient in solving issues.
It has received the following ratings from the most prominent review sites as of this writing:
The steep learning curve is one of the most often highlighted areas for improvement by Daylite users. They did, however, say that after they got used to the app’s layout and navigation menu, it was well worth the money. Some users complained about the cumbersome data export and transfer procedure. They went on to say that they had to seek assistance from the support staff to resolve the problem.
Conclusion
Daylite offers a comprehensive CRM with Management of contacts and lead management features in a single platform made exclusively for Apple devices. It is an ideal choice for freelancers and boutique agencies looking for an all-in-one CRM with great mobile capabilities. Sign up for a free 14-day trial or get started with its free plan to see if Daylite works for you.
Pay a visit to Daylite.
Daylite is a CRM that offers an easy to use interface and low cost. It is designed for small businesses, but can be used by anyone. Reference: daylite crm for windows.
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