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Read how other small businesses are closing more deals, getting more done, and improving efficiency with Daylite.
Financial Planner Al McDonald Depends on Mac-based Daylite CRM & Productivity App to help his Clients "Live for Today and Plan for Tomorrow"
Multi-Generational Michigan Entrepreneur Breanne Martin Gaudard Relies on Apple-Focused CRM Called Daylite to Power Family Businesses
Always on the leading edge of the tech game, attorney Fernando Martinez Lopez is the true definition of a tech-savvy lawyer.
Attorney and Achiever, Jackson Doggette Relies on Mac-Based CRM Daylite to Stay In "Supermode" on Personal and Business Streams
John Wade, aka “Ask the Dog Guy”, developed the “Fully Balanced Dog”, a unique method of training that has helped thousands of dogs and dog owners be the best they can be.
Veterans Affairs Attorney Michael D.J. Eisenberg Relies on Mac-based Daylite CRM App To Help Expedite Client Benefits Claims
Daylite makes it much easier for us to follow up on our commitments, helps us stay organized, helps us delegate so we know who’s doing what and when, and ultimately helps us scale.
Mac-based Employee Benefits Firm Overcomes Pandemic with 20% Annual Growth Rate with Help from Daylite CRM & Productivity App
Portland’s Sean Becker Controls the Always-on Chaos of the Residential Real Estate Business with Mac-Based Daylite CRM App
Victor Medina Caps off a Pandemic Year with 75% Growth from Three Businesses with Help from Daylite
Daylite gives us a way of managing projects so we know where things stand, what is coming up, and what is on everyone’s to-do list.
Today, Daylite is the company backbone.
I have always loved the slick Daylite Touch's interface and it really comes alive on the big screen. It's wonderful to use.
Daylite makes sales opportunities very obvious and easy to work with. From each sales opportunity you can see every meeting, every related task, you can see the last phone call, and the email trail.
The Opportunities feature has been a boon for me. Placing a "stake in the ground" as a reminder to follow up on potential business has been tremendously helpful.
The deployment of Daylite into our 'Sales Team' has had a hugely positive effect on our ability to manage large numbers of leads which was ultimately our number one objective.
Simply put, Daylite creates order out of what would otherwise be chaos.
I had to be able to tie all my activity back to the contact. This included all e-mails, all my tasks and appointments. It was clear to me that Daylite had this capacity.
With Daylite there is less time for operation stuff and more time for my clients. I can focus my time on my clients and not my database.
My schedule is very complex and I have multiple different types of projects pending at any one time. Daylite helps me keep it all straight.
The ability to capture data, make an appointment, see where I am in a project, and see what next action I need to be doing is what makes Daylite so valuable.
Daylite has helped us grow and manage our lead and sales pipeline. It's allowed us to communicate more effectively with clients. We can now manage our sales pipeline better and close more deals.
Daylite has provided me with the confidence of managing my business operation, client activities, and prospects regardless of whether they are in the initial contact or mature (up-and-running) phase.
Daylite is a logical way for us to maintain effective communication among our team and with our districts.
Daylite helps me keep my work list of what I need to do in a day organized.
Everybody in our teams feels that they have a better overview of what they are working on. As a result, people are more at ease, more productive and can react to changes quicker.
The home screen gives me such a great overview of my day including my appointments and tasks.
I deal with hundreds of clients that I can’t remember so this way I can review the last few e-mails and refresh my mind before talking to a client.
Daylite has enabled us to track more than four times the productions that we used to with our old system.
If a task comes up I can just delegate it to someone and it pops up on their Mac or iPhone. So far it’s been really efficient for us in every way.
For me, it’s like a personal assistant and I use it on my iPhone so it’s always with me.
I found Daylite to be a flexible solution for a small company like ours. We were all native Mac users so it was an ideal fit.
With Daylite and with Daylite Touch we have instant access to our film schedule during the Festival.
The ease and ability to save all communication under a specific person in one place and access it is the biggest time saver in this program.
With Daylite, I am able to manifest more of my ideas and make more things happen. I have become more efficient and now I can keep up with my ideas and plan more tours in a year than before.
Daylite on iOS gives us the ability to be mobile at our events while still staying in the loop.
Daylite helps give us a feeling of confidence and calmness while we work. We see all our tasks so we can prioritize and adjust due dates as needed.
It's a robust way to keep track of clients and all their products they have with us in one place.
Daylite’s made running my business simpler and keeps the team cohesive. Without it I wouldn’t look like a rockstar genius with my clients or be as organized with my team.
I now have more control over my time, my prospect pipeline, and my resources (e.g. contacts). I also manage my marketing; mailings, webinars, blogs etc. using Daylite.
Daylite has helped me grow my practice by allowing me to keep track of all the opportunities that present themselves.
It allows us to keep everything in one place. No more calling out across the office, looking in filing cabinets, or asking each other when we last spoke to a client.
Daylite gives me more control over my business and more control of my clients.
I keep discovering new things that Daylite can do. As we expand the business I think, “it would be useful to do…” and then discover that it can.
I use Daylite to keep all my contact information for each client organized in one place.
With Daylite I can document every email, note, and meeting related to a client.
We came clean and uncluttered with Daylite, we have more time to spend on our projects instead of spending that time on systems that tried to helps us get organized.
Daylite ramped up our capacity. It took us from being able to manage 50 projects to 250 projects with a similar staff size.
Daylite organizes everything and everyone I need in one centralized place.
The fact that everything is at our fingertips means less time rummaging and more time making things look beautiful, which in turn means increasing revenue!
Thanks to Daylite, we have our dream system in all our projects!
I have more time to really work on projects without having to remember every little thing for myself. That’s how Daylite changed us.
Our overall organization has gotten better with Daylite and this creates a better client experience.
We live by Daylite – the Mail integration feature is one of our favourites. Every case is set up as a project and we are able to link all parties, witnesses, experts, etc.
The whole point of technology is to put information in your hands when you need it, wherever you are, and in a user-friendly format. Daylite on the iPad does that for our case management activities.
Daylite is the complete package – particularly when coupled with Billings Pro. It is simple to use, yet it is such a powerful business tool.
The most important thing to be more efficient is to have everything in one spot and that’s what Daylite does for me.
“Daylite is one of the tools I use to maximize my efficiency and productivity for my practice.”
With Daylite, I am able to move on quickly without rooting around to make sure that a letter was sent, a call was returned, etc.
Daylite is literally the heart of our law practice.
Utilizing the same tools Daylite has provided for our engineering endeavors, we can easily track and forecast production.
As a small and rapidly growing company, it is vitally important to keep track of all aspects of the business, and to keep appropriate staff members in the loop. Daylite almost functions as an office manager for us.
The desktop app is so much quicker, fluid and more reliable than a web based interface.
I love that with Daylite you’re not beholden to the Web or Wifi speeds because it’s a native app. In addition, it’s completely customizable.
With Daylite, I'm able to track everything. I know what's happening with every member of staff and I am able to see if things are in danger of running over time.
I used to have to get a report of calls made and work done at the end of every day, but now with Daylite Touch, I’m kept in the loop all day long.
Daylite Touch for iPad provides an easier, faster and more comfortable way to manage projects, meetings, and contacts.
Daylite provides us with all the tools we need to make sure we always look on the ball with our clients.
I’d definitely recommend Daylite to anyone in a small business who wants to keep track of their day.
With Daylite’s insights, I am now able to focus more on results and outcomes, rather than processes and procedures.
People move around like crazy in the business. Without being able to keep track of them with Daylite, it would be impossible to effectively do our job.
With Daylite I’m no longer having to hold everything about clients and projects together with mental brainpower like I was with my inbox and spreadsheets. I’ve achieved stress-free productivity.
I’m not about learning software, I’m about using it. Daylite is very intuitive and makes it easy to have my own specific project funnel.
Daylite is not just a database, a productivity manager or a calendar, it’s all of this and more.
Daylite keeps our studio organized. We track all the weddings we have and the album workflow that follows.
All our clients expect a perfect 5 star customer service from us. Daylite gives us the tools to make sure we can deliver exactly that and provides the backbone to the studio’s customer service and management.
Daylite is a great database that is very easy to use and allows the multiple facets of any business to be found in one place.
With 30-50 weddings a year, I can’t keep track of it all in my head. Daylite holds me more accountable than I could be on my own.
One of the ways we use Daylite is to track our opportunities. It helps us to follow up better with our enquiries.
Having projects and tasks on my iPhone is huge – but having the home screen to sum it all up for me on a "today" and "tomorrow" basis is priceless.
The ability to keep track of all the little things in one place has been invaluable.
Daylite for iOS is great! When we’re not at the computer we can still have access at our fingertips to our client and vendor contact information, calendars and projects.
Daylite makes you look like a rock star when it comes to remembering things!
With Daylite, we can spend less time thinking and spend more time executing.
Daylite Mobile gives us the opportunity to respond to clients needs in moments with information never getting lost in the shuffle.
Daylite is great at taking unnecessary distractions away so you can focus on doing a better job. I can confidently say that Daylite has made us a better business.
I can’t do anything without referring to Daylite. It’s like having a personal secretary.
In short, Daylite runs our business. From download capture (integration with our website) to software maintenance renewals and everything in between.
I cannot stress enough how much Daylite has changed the way I work. It took me from a reactive stance to a proactive stance for the first time in 18 years.
One of the biggest new benefits of Daylite 5 was the ability to edit contact data in Daylite without leaving Mail. That’s something that’s probably doubled my contact management efficiency!
I really like the connections Daylite creates. From any project there is a direct connection to people, shoots, and virtually anything you want.
Daylite is a real client management system that gives me the flexibility to zero in on all the people in a particular area when I’m on the road.
With the help of Daylite, I’m able to track current and potential donor relationships by recording information and interactions in order to build better personal relationships.
Daylite makes everything so much easier to find. It organizes everything together for each customer.
Daylite gives me more time to spend with customers by reducing the admin part of the business so there’s less to worry about.
We are a small company but with Daylite we can manage over 1000 opportunities spread across only 3 of us.
Daylite set me apart from my peers because I was able to respond faster and was able to engage in more opportunities, which lead to a higher close rate.
Daylite is workflow zen. I can trust that whatever I add into Daylite I can tackle in a prioritized and organized fashion.
Daylite helps with time management and allows us to be more efficient.
Another thing I'd like to comment on about Daylite is just how beautiful and easy to use it is.
Daylite allows our process to be more manageable and efficient.
It helps me organize my thoughts. It’s attractive, and… It just works with my brain.
In an indirect way it has helped us increase revenue because it has made our staff more efficient.
Without Daylite, my revenue would take a nosedive because it increases my efficiency.
Daylite has become an irreplaceable part of my daily life - both professionally and personally. It simply makes life so much easier, organised, and pleasurable.
We use Daylite to direct workflows and to track all the little details that are important in this multi-dimensional process.
Daylite keeps our team in sync, and with everything in one place, it helps us offer a heightened and more personalized experience.
Daylite was the perfect tool to stay on top of our new life. It was my co-pilot. I maintained contact records and meeting notes for our new world which included a surgeon, medical oncologist, radio-oncologist, etc.
Daylite works so well for our business that it almost looks like it was custom built for us!
Better record keeping with easy searching and organization. Less time on the phone with technicians. No more pen and paper!
