によって書かれた Marketcircle on 2024-11-26
1. With Daylite, you and your team can keep track of communication with clients and follow-ups, stay on top of every deal in the pipeline, and know what’s been done on each project and what needs to be done next.
2. - Track client communication: View a history of communication including emails, calls, appointments, and notes in one place.
3. - Be prepared for meetings: Keep track of you and your team’s calendars and quickly review notes or emails tied to the meeting.
4. - Microsoft Contacts: Start FaceTime calls right from Daylite and use CallerID by setting up Microsoft Contacts sharing.
5. - FaceID & TouchID: Keep your business data private by enabling FaceID, TouchID, and Passcode protection on iPhone and iPad.
6. - Microsoft Calendar: See your personal appointments in your Microsoft Calendar right in Daylite and vice versa.
7. - 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.
8. Daylite is a CRM and business productivity app for teams on Windows, iPhone, and iPad.
9. - Siri: Add Reminders to your iPhone or iPad hands-free while you’re on the go, and have them sync to Daylite.
10. - Microsoft Mail: Daylite integrates seamlessly with Microsoft Mail on Windows.
11. - Track projects: Keep track of all your client and internal projects.
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