#Daylite crm software#
#Daylite crm professional#

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).Any updates sync in the cloud when a connection becomes available. Daylite, which can be installed on any Apple computer or device, stores all business data locally and securely and this can retrieved regardless of a connection. If the connection fails, this can be hugely frustrating and disruptive for users.

#Daylite crm software#

Most CRM software applications are browser-based and require a continuous internet or cellular connection to access any information. Making business information more accessible when and where you need it.This improved transparency, better understanding of roles and responsibilities and recognising the contribution that each person is making can boost morale and motivation amongst the team. Your team can easily view their colleagues' calendars, arrange meetings and view subsequent notes and agreed actions encouraging more productive, collaborative working. Encourage more effective team working.This invaluable data helps you to make more educated business growth decisions.

Forecasting indicates the value of future business and the probability of it being won.

Detailed reporting shows the value of products and services sold, by whom, with what companies in what industry sectors.

Gain detailed insight as your business grows.

Create project pipelines which detail every single action, delegate these to your team where required, set timescales for completion and monitor progress to ensure all deadlines are met and work is completed to a consistently high standard every single time. Create a detailed business pipeline and easily see where you are in negotiations with each prospect enabling you to prioritise your time, improve your conversion rate and generate more sales.

Make the most of every sales opportunity.

Easily identify the source of all leads, record the key characteristics of businesses allowing easy segmentation and focus your marketing efforts on acquiring the most profitable customers, giving you the best possible return on your investment in time, money and effort. This attention to detail creates a great first impression, builds trust and stronger relationships leading to a greater probability of business being won. Follow up thoroughly on every single agreed action. Record what's most important to your prospects and customers during every single phone call, email and meeting and recall this information in an instant from any Apple device. Over the past 20 years we've used many different customer relationship management (CRM) software applications and, based on this experience, we chose to use Daylite, as we're confident that it's the most fully featured, tightly integrated, reliable and best value for money solution for anyone using Apple computers and devices exclusively.