![]() ![]() These features have ensured it has kept a loyal user-base over the years. Makes it great for looking at your data from different points of view: click on a client's record to see everything that is relevant to it, on a project to see all related people, etc. Think of linking people to each other, to companies, to emails, to notes, to projects, to quotes, etc. Other useful features include its free-form database, where you can basically link any piece of information with any other data. I used Daylite for many, many years, and over many versions, It is indeed a solid, stable product, with lots of useful features - the main one being its unequalled Apple Mail integration, which basically allows you to run your life from inside your Mail app. With Daylite running in the background, it allows us to deliver on that experience I'd have no hesitation recommending Daylite to anyone. As I'm working on tasks, the ability to delegate tasks over to another team member allows me to spend more time on what's really important-our clients! Finally, the goal of every client interaction at our firm is delivering that WOW experience. My assistant and I basically "live in Daylite" each day. I think one of my favourite things about the platform is that it allows our team to be very efficient with how we spend our days. Every time we go back to ask "can we do this with Daylite" the answer is yes. ![]() ![]() As our firm has grown, so has our needs from our CRM. As we manage a large block of business, it is imperative that we stay in constant contact with our clients. In the beginning stages of our firm we basically used it only for managing contacts, tasks etc but over the years we realized we were barely scratching the surface with its capabilities. I absolutely love this platform! We've been using Daylite for 15 years and it keeps getting better. ![]()
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December 2022
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