Is Daylite a CRM?

Daylite is Marketcircle’s CRM solution, designed specifically for sales teams who rely on Apple products to conduct day-to-day business. Geared towards entrepreneurs and small teams, Daylite integrates customer relationship management, scheduling, sales and project management into a single iOS native application.

How does Daylite work?

Daylite works with many of the built-in Apple apps you already use like Apple Contacts, Apple Calendar, Apple Mail, Siri, Pages, Notification Centre, and more. By having all your client and project information organized in Daylite, it helps you save time and operate more efficiently.

Is daylite free?

Yes! Daylite can be used for free. The free plan limits the number of items you can have in your database before you cannot create any more.

Does daylite work on PC?

Daylite has not been designed for Windows on the PC platform. Daylite is a solution developed exclusively for the Mac, iPhone and iPad (MacOS and iOS).

How do I download daylite?

How do I install or manually update Daylite on my Mac?

  1. Visit our downloads page and download the latest version of Daylite.
  2. Once the download has finished, open Finder and go to your Downloads folder.
  3. In your downloads folder, unzip the latest-daylite.
  4. Once unzipped, drag and drop Daylite.

What is daylite cloud?

Daylite Cloud is the same Mac CRM for small business and Project Management app but without the hassle of the server. The same great Daylite, but without having to manage backups, networking issues, or troubleshooting server issues.

Does daylite work with Outlook?

Daylite + Microsoft Outlook Integrations Zapier lets you send info between Daylite and Microsoft Outlook automatically—no code required. Triggers when an appointment is updated in Daylite.

How do I install Daylite on my Mac?

How do I add daylite to Apple Mail?

Feel free to follow along with our video demonstration here if needed:

  1. Open Apple Mail.
  2. In the menu bar choose Mail > Preferences.
  3. In the Mail preferences, click Manage Plug-ins…
  4. Select DayliteMailAssistant.mailbundle checkbox.
  5. Click Apply and Restart Mail.

What can Daylite software do for your business?

Whether it’s calendar, email, or contact management; project tracking or following up on business opportunities, Daylite is the most comprehensive tool for managing your business. Daylite software works at the center of your business and keeps everything one click away – contacts, projects, opportunities, appointments, tasks and more.

How does Daylite work with iPhone and iPad?

Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Whether it’s calendar, email, or contact management; project tracking or following up on business opportunities, Daylite is the most comprehensive tool for managing your business.

Do you need a Mac to use Daylite?

Daylite requires macOS 10.15.4 and iOS 13.4 or newer. Relationships are the lifeblood of every business. Daylite helps you build more relationships by keeping track of communication and next steps so you’re always on the ball no matter how big your client list grows.

Which is the best CRM software for Mac?

Marketcircle’s Daylite Productivity Suite is the leader in CRM or “customer relationship management” for the Mac. Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Whether it’s calendar, email, or contact management; project tracking or following up on business…