Daylite

Daylite is a software specifically designed for small businesses, by a small business. It serves as a solution for those who struggle with organizing the various conversations and follow-ups with clients. With Daylite, you can easily stay on top of all the necessary steps and details involved in deals and projects with clients. This software is especially beneficial for those in professional services, as it allows you to focus on providing a top-notch client experience, leading to repeat business and referrals. Furthermore, with the integration of Apple Mail, Daylite enables you to keep track of all your interactions, including emails, calls, and meeting notes, with clients, leads, and vendors. By having all this information in one place, you can stay organized and have a clear picture of your client communication. You can also use customizable checklists and project pipelines to make sure you and your team follow the proper steps every time. This feature is especially useful when managing multiple projects simultaneously. Additionally, Daylite offers customizable pipelines and reminders for tracking deals, ensuring that no leads slip through the cracks. Daylite is currently utilized by businesses in over 120 countries, ranging from consultants to real estate agents to manufacturing companies. Its versatility makes it a valuable tool for a wide range of industries, helping businesses around