- Daylite crm software#
- Daylite crm professional#
Daylite crm software#
Security Features This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users. Supported: Custom objects Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Supported: Custom fields Users can create custom fields to store additional information on standard and custom objects. Supported: Pipeline visualization Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.Ĭustomization Features This addresses a company’s ability to configure the software to fit its specific use case and workflow. Supported: Task management This includes the ability to plan, track, collaborate and report on tasks.ĬRM Reporting & Analytics Features Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards. Supported: Lead management This includes lead generation, scoring, qualification, routing, and nurturing.ĬRM Project Management Features This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects. Marketing Automation Features This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts. Supported: Integration with email client (e.g., Outlook or Gmail) Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events. Supported: Opportunity management Users can track deals and create quotes. Supported: Workflow management The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes. Supported: Customer data management / contact management The software acts as a single source for all customer data and enables users to access that data efficiently. Sales Force Automation Features This is the technique of using software to automate certain sales related tasks. Users of Daylite have been able to manage more clients, close more deals, finish more projects, and grow more efficiently! Categories Contact Management Project Management Customer Relationship Management (CRM) Daylite Features Normal teams can do great things with their businesses in Daylite.ĭaylite helps small business worried about client communication, details, or follow-ups slipping through the cracks, not knowing how many deals are in the pipeline and what needs to be done next to close the deal, and not having visibility on what’s been done or what needs to be done next on projects. Unlike most CRMs that are web-based, Daylite is a real macOS and iOS app that works seamlessly with many of the built-in Apple apps, and all the Apple devices, you know and love! Plus, in keeping with the elegance and power of leading Apple apps, Daylite doesn't need a fleet of admins to run it. Unlike classic CRMs that are built for “the boss” to report on sales with fancy charts, Daylite is designed to support day-to-day work, not create it. Communications Platform as a Service (CPaaS)ĭaylite is a CRM and business productivity app that helps small businesses build stronger client relationships and close deals, then deliver on their commitments efficiently which increases revenue. 
Daylite crm professional#
Professional Employer Organizations (PEO).Integration Platform as a Service (iPaaS).Dynamic Application Security Testing (DAST).
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