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Description

Daylite is a unified business management platform created for professionals who sell their time and expertise. Built exclusively for Apple devices, it centralizes CRM, sales, projects, email, scheduling, and notes in one application. Instead of switching between multiple tools, users manage everything from a single connected workspace. Emails, meetings, tasks, and documents are automatically linked to clients and deals for instant context. This connected system reduces missed follow-ups and keeps opportunities moving forward. Daylite integrates directly with Apple Mail, Calendar, Siri, and other native features for a seamless experience. The platform supports customizable workflows tailored to service-based businesses. Teams stay aligned with shared visibility into projects and communications. Offline functionality ensures work continues without interruption. Daylite helps professionals reclaim time and convert it into measurable revenue growth.

Description

Bring your teams together using effective work management software. Accelerate the growth of your projects with a user-friendly platform that is easy to grasp. Collaborate seamlessly across various teams to speed up the execution of your projects. Enhance project results through comprehensive portfolio governance and oversight, ensuring more successful outcomes. Empower project teams to increase productivity through enhanced collaboration and efficient document sharing. Standardizing and automating workflows allows for consistency and repeatable success in project management. Effectively identify, plan, track, and monitor initiatives as you scale your Project Management Office (PMO). Facilitate clear communication among team members regarding projects, allowing for status updates to be shared directly or via email. Streamline the consolidation of documents and project artifacts for easier access and reference. Additionally, visualize resources across the entire portfolio while adeptly balancing capacity with demand to optimize resource allocation. This holistic approach ensures that your team can operate effectively and achieve their goals with greater efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

Integrations

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

Pricing Details

$29.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Marketcircle

Founded

1999

Country

Canada

Website

www.daylite.app/

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.uplandsoftware.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Alternatives

Alternatives

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