- Track client communication: Keep a history of communication including emails, calls, appointments, and notes in one place.
- Stay on top of follow-ups: Set reminders to follow-up with clients and leads to ensure nothing slips through the cracks.
- Be prepared for meetings: Keep track of your team's calendars and quickly review notes or emails tied to the meeting.
- Track deals in the pipeline: View a list of each Opportunity you have on the go, what stage it’s in, and what needs to be done next to push the deal forward.
- Track projects: Keep track of all your client and internal projects. Know what’s been done, what needs to be done next, and who’s responsible.
- Delegate tasks: Assign tasks to other team members and get notified when they’ve been checked off.
- Integration with Apple apps: Daylite integrates with many built-in Apple apps, including Calendar, Contacts, Siri, FaceID & TouchID, and Mail.
- Privacy and security: Keep your business data private by enabling FaceID, TouchID, and Passcode protection on iPhone and iPad.
- Award-winning: Daylite has won several awards, including Macworld Best of Show, 4 1/2 mice Macworld, 4-star MacFormat, and 4 mice MacUser.