task integration with exchange daylite 6

The only downside we could notice was that the workspace isn’t as customizable as we see in some other CRMs.ĭaylite can be customized within the preferences as well as with add-ons. The work area is simple and breathes the elegance of Apple’s native interface. It’s really amazing how the interface adapts as the screen size reduces from a computer to the iPad to the iPhone. In order to get full functionality, you need to use Daylite CRM on a Mac computer, however, the mobile apps also offer almost every important feature. The sidebar has all the modules of the CRM while the result window is where the data is displayed. The toolbar is very simple yet powerful and gives the user option to add new items, or gives notifications regarding upcoming events. It’s an uncluttered, modern-looking work area that has three major sections: the toolbar, sidebar and result window.

No matter whether we worked with Daylite using a Mac computer, an iPad or an iPhone, the workspace of Daylite felt like a breath of fresh air. The paid plan includes all features and 100 GB of storage per account. You get a 30-day free trial to test drive the software.ĭaylite offers one simple plan for $24/user a monthb billed annually. Unlike most other CRMs that have an app but never update it, the Daylite app is frequently updated. The good thing is that iPad app is only 31.8 MB and takes a few minutes to install and set up. Setting up Daylite is very easy, although you have to install it on every device that you want to use for managing your customers data.

Since your data is available for use even when you’re offline, Daylite can be a good choice for businesses that have a lot of field staff and on-the-go sales associates.Īny business that requires cross platform compatibility should rather consider alternatives, as they have no plans of introducing support for other platforms. The CRM can be customized for almost any industry, however, it’s best suited to real estate agents, consultants, teachers/students, photographers, and lawyers. Daylite combines contacts, projects, emails, tasks, calendaring and more – and allows multiple people to access and manage the data using multiple devices, which makes data management and decision making very easy and effective.īusinesses that have up to fifty users, love the ease of use and elegance of Apple devices, and are looking for an all-in-one solution to track their clients, manage their schedules/meetings, notes, tasks, emails etc.

It integrates directly with the Apple ecosystem and can make use of Apple’s native Notification Center, Mail, Contacts and Calendar.

Daylite by Marketcircle is an app specifically for the Mac, iPhone and iPad that offers CRM, project management, scheduling and team collaboration for small businesses.

Task integration with exchange daylite 6