Daylite Services

Bringing Daylite to small businesses

Daylite is a powerful customer communication (CRM) and sales management application for the Apple Mac.
With your data safely stored within Daylite you are free to make meaningful interpretations and hence better decisions for your business.

Daylite "in a Day"

We know that your time is very valuable. So with this in mind, we offer a full Daylite implementation session which will have you up and running with your data in just one day. Daylite "in a Day" is just £475 for up to 4 people. It really is the fastest way to start using Daylite to grow your business.

Note:
1. Price includes travel costs & expenses in the south of England

Daylite services we provide

IMPLEMENTATION
Full configuration of Daylite in alignment with your business workflows.

INSTALLATION
Install and set-up Daylite Server plus Daylite on your computers, iPhones & iPads.

DATA MIGRATION
We specialise in getting your data out of your current system and into Daylite. CSV, Act!, AddressBook, Maximiser, Salesforce etc.

ONSITE TRAINING
Let us develop and deliver a bespoke Daylite training program for you and your team using your data.

REMOTE TRAINING
We can also provide training by the hour via remote screen sharing. This is an excellent way to solve problems or to deliver bite-size training sessions.


CLIENT SUPPORT
We can provide UK Daylite support for you and your staff so to ensure a rapdid response to any technical questions that may arise. We provide phone, email and screen sharing support.

Enterprise Grade Calendar
Daylite’s powerful calendar has all the features you expect from a large workgroup calendar system, but it offers so much more. The Calendar is fully integrated into the sales, project and task tracking system.
Now work across iPhones and iPads for a truly mobile business. See the full details here

Manage your Sales (Opportunities)
Daylite provides an effective and easy to use sales opportunity management process that can be easily customised to your unique needs. This will allow you to track all sales by type, value, region, product, customer. Group all sales by pipelines and categories for industry leading reporting. You can even send out quotes, proformas and invoices from Daylite. See the full details here

Contact & Relationship Management
Daylite’s powerful calendar system has all the features you have come to expect from large workgroup calendar systems. But is offers so much more. Fully integrated into the sales and project tracking systems you have never seen a calendar like it.
Now work across iPhones and iPads for truly mobile business. See the full details here

E-Mail Intragration (DMI)
DMI creates email communication history by linking emails to relevant contacts, projects, and sales opportunities in Daylite. This information can then be shared with colleagues, or kept private. Daylite stores these emails directly in your database so you always have a backup of important emails. You can also create new Daylite contacts directly from DMI within Apple Mail.

Effective Project Tracking
Daylite provides an effective and easy to use sales (called Opportunities in Daylite) management process that can be easily customised to your unique needs. The will allow you to track all sales by type, value, region, product, customer. Group all sales by pipelines and categories for industry leading reporting. You can even send out quotes, pro formas and invoices from Daylite. See the full details here

Powerful Task Management
Daylite’s powerful calendar system has all the features you have come to expect from large workgroup calendar systems. But is offers so much more. Fully integrated into the sales and project tracking systems you have never seen a calendar like it.
Now work across iPhones and iPads for truly mobile business. See the full details here


Daylite Key Features

Manage Your Business and Your Team