Daylite CRM Software

Improving your effectiveness at each stage in the customer lifecycle
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. The key benefits in using it are:
  • Build stronger relationships. 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. Follow up thoroughly on every single agreed action. This attention to detail creates a great first impression, builds trust and stronger relationships leading to a greater probability of business being won.
  • Improve your marketing effectiveness. 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.
  • Make the most of every sales opportunity. 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.
  • Successfully execute more projects. 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.
  • Gain detailed insight as your business grows. Detailed reporting shows the value of products and services sold, by whom, with what companies in what industry sectors. Forecasting indicates the value of future business and the probability of it being won. This invaluable data helps you to make more educated business growth decisions.
  • Encourage more effective team working. Your team can easily view their colleagues' calendars, arrange meetings and view subsequent notes and agreed actions encouraging more productive, collaborative working. 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.
  • Making business information more accessible when and where you need it. Most CRM software applications are browser-based and require a continuous internet or cellular connection to access any information. If the connection fails, this can be hugely frustrating and disruptive for users. 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. Any updates sync in the cloud when a connection becomes available.
Daylite is a fantastic tool that'll enable any ambitious startup or established business to improve their effectiveness at each stage in the customer lifecycle, helping them to win, manage and retain more profitable, sustainable new business, We'll install it, configure it to meet your needs, provide training for yourself and your team and support you on an ongoing basis to ensure you maximise the benefits. You can arrange a demonstration of Daylite either by Zoom call or in person here.

Daylite costs £39.99 per month per user on a rolling monthly contract or £399.99 if paid annually in advance. It's compatible with macOS 10.15.4 and iOS 14 or newer versions.