- Marketcircle's Daylite 3 is a Mac-only project management app that can do just that. Aimed squarely at small businesses and organizations (Marketcircle recommends up to 50 users), Daylite prodives all the tools you could want to keep groups efficient and on-task. With it, team members can coordinate private and shared contacts, calendars,.
- DayliteABMenu is a convenient and intuitive way to utilize your Marketcircle Daylite address book data through a system-wide menu. The application provides quick access to your contacts' phone.
Daylite is the premiere business productivity manager for Mac, iPhone, and iPad. We'll help you use Daylite to track opportunities and projects.
Daylite by Marketcircle is the premiere business productivity manager for Mac, iPhone, and iPad. Daylite is designed to help you and your team manage your company’s contacts, sales opportunities, projects, appointments, meetings, notes and email. Think of it as a 'pro' version of Apple's Calendar and Contacts app that can be accessed by all members of your team.
Target Audience for Daylite
In our experience, Daylite is best suited to solopreneurs and small businesses (less than 30 people) who have standardized on Mac and iOS devices. Daylite adheres closely to Apple's UI guidelines and data is stored locally, meaning you'll be able to access your data even if you're not connected to the Internet.
Our Expertise
The all-in-one small business CRM. Manage clients, deals, and projects – all in one place. Daylite is available exclusively for Mac, iPhone & iPad. Daylite Server Admin 6 for Daylite Legacy - Download Looking for Daylite Legacy for iOS? If you are logged in with the same Apple ID that downloaded Legacy before, you would find the download from within your purchase history. Reasons for Switching to Daylite for Mac: I started my own business, prefer the Mac environment and could not face the amount of customisation and poor integrations to everyday needs (e.g. Email) found in Win10 apps or purely browser/cloud based services.With many disruptive CRMs project no fees, to match the out of the box feature set and productivity of Daylite, you need to subscribe for.
Technically Simple founder, Tim Stringer has been using Daylite to manage Technically Simple since 2007. He's a highly-respected Gold Level Marketcircle Expert and has worked with people and organizations all over the world.
Our Daylite Consulting & Training Process
STAGE 1: System Design & Configuration
If you're brand new to Daylite, we'll help you get your system up and running. We'll spend some time learning about your sales processes and project cycles and will work with you to configure Daylite in a way that supports your organization.
If you're already using Daylite, we'll perform a review of your setup and make specific recommendations for improvements. We'll also work with you to formulate a strategy for implementing these improvements. This often includes making use of multi-column list view and smart lists to identify gaps and inconsistencies in data and using Daylite's bulk edit feature to efficiently and systematically apply the changes.
Either way, as we walk through the configuration process you'll learn more about Daylite's features and best practices.
This stage typically takes place over one or two sessions totalling 3-6 hours, depending on the complexity of the setup. To help keep things focused, it's best just to have one or two people from your team in attendance at these sessions.
STAGE 2: BASIC TRAINING
For Daylite to be an effective solution, it's important that everyone who's using it have at least a basic understanding of Daylite's features and of how Daylite has been configured for your organization.
It's recommended that everyone in your organization who will be using Daylite attend the Basic Training session(s). In addition to learning how to use Daylite effectively, they'll be educated on Daylite's benefits and will gain an appreciation of how Daylite will make their work easier and more efficient.
This stage typically consists of one or two training sessions ranging in length from 90 minutes to two hours. Sessions can optionally be recorded for future review.
STAGE 3: ADVANCED TRAINING
At least some people within your organization will need a more advanced understanding of Daylite. This could include people who are using the app extensively and those who are assuming a role of system administrator (we recommend that you have two people in this role).
Advanced Training picks up where Basic Training ends, delving into more advanced topics such as smart lists, forms, letter templates and user management.
This stage typically consists of one or two training sessions ranging in length from 90 minutes to two hours. Sessions can optionally be recorded for future review.
System Reviews
We recommend a periodic review of your Daylite system. This includes identifying any gaps or inconsistencies in the data and formulating ways to make Daylite event more convenient and efficient.
![Mac Mac](/uploads/1/2/6/5/126548081/115674504.jpg)
System Reviews are also a good opportunity for Daylite Administrators to learn about new features in Daylite and to get our help adding new processes and workflows to Daylite.
System Reviews typically take 1-3 hours. It's recommend that you have a system review about 3 months after starting to use Daylite, and then at least once a year moving forward.
Technical Support and Data Migration
Please note that we don't provide ad hoc technical support. And, while we're happy to provide guidance for data migration, we're not available to perform the migration.
Visit the Marketcircle Expert Directory if you would require technical assistance. Marketcircle also provides free technical support by email. Simply choose Contact Support from the Help menu in Daylite.
Platform & Rate
We provide Daylite consulting and training in-person in the Vancouver, Canada area and remotely all over the world using the Zoom online meeting platform.
Our services are either billed on an hourly on contract basis. Please see our Platform & Rates page for more information
Contact Us
If you're interested in our Asana Consulting & Training services, please take a moment to complete the following form and we'll be in touch.
As a real estate agent or broker, your team needs to manage a plethora of tasks while efficaciously dealing with clients and potential leads. Using an app that helps you track follow ups, consolidate all the vital things in one place, allow mobility, manage the steps required for closing each deal, and stay in touch with the clients through email, can help you to achieve higher productivity and close more deals.
Daylite is a Mac, iPhone & iPad app that facilitates all the aforementioned features with a lot more, while aiding real estate agents and brokers to deliver an unmatched customer experience.
How Daylite Can Help Real Estate Agents & Brokers:
Real estate agents and brokers that use Daylite have said that it is one of the biggest contributers to the success of their business by allowing them to save hours each week and convert more leads.
Real estate agents and brokers that use Daylite have said that it is one of the biggest contributers to the success of their business by allowing them to save hours each week and convert more leads.
When a real estate agent or broker is working on selling a property, the day to day tasks and the colossal information pertaining to the property seems very overwhelming to manage. However, Daylite enables real estate brokers to store and track all their client communication, leads, and transaction information in one place, and access it easily whenever required.
Daylite For Mac
Useful Daylite Features For Real Estate Agents & Brokers
Some of the astounding features of the Daylite App which make it extremely useful for the real estate agents and brokers include:
Some of the astounding features of the Daylite App which make it extremely useful for the real estate agents and brokers include:
Apple Mail Integration
Most of the new business enquiries come through email, and Daylite’s Apple Mail Integration can help in managing emails efficiently. All the client interactions can be linked to the client, lead, or transaction, giving the user a full history of emails without having to use Mail folders or dig through their inbox.
Most of the new business enquiries come through email, and Daylite’s Apple Mail Integration can help in managing emails efficiently. All the client interactions can be linked to the client, lead, or transaction, giving the user a full history of emails without having to use Mail folders or dig through their inbox.
As per Mark McClung of Starbuck Realty Group, “Daylite makes you look like a rockstar at remembering things.”
Customizable Pipelines
Daylite helps realtors and brokers visually track each stage of a transaction with customized pipelines along with the detailed steps so no “I” or “T” is left undotted or uncrossed. Realtors and brokers have the flexibility to create and edit their own pipeline and tasks to fit their process.
Daylite helps realtors and brokers visually track each stage of a transaction with customized pipelines along with the detailed steps so no “I” or “T” is left undotted or uncrossed. Realtors and brokers have the flexibility to create and edit their own pipeline and tasks to fit their process.
Automated Follow Ups
Activity sets in the Daylite app can be utilised for crafting an automated follow-up reminder process. Activity sets are a series of tasks which can be triggered for a contact or transaction and you can choose the period before the tasks are triggered automatically.
Activity sets in the Daylite app can be utilised for crafting an automated follow-up reminder process. Activity sets are a series of tasks which can be triggered for a contact or transaction and you can choose the period before the tasks are triggered automatically.
Mobility
Real estate agents and brokers can capture meeting notes, stay on top of appointments, and review recent emails on the go with Daylite on iPhone & iPad. Daylite supports Multitasking on iPad so realtors can work in Daylite and another app at the same time.
Real estate agents and brokers can capture meeting notes, stay on top of appointments, and review recent emails on the go with Daylite on iPhone & iPad. Daylite supports Multitasking on iPad so realtors can work in Daylite and another app at the same time.
Daylite Mac Download App
Team View
Team View is an outstanding feature which allows you to see what everyone is working on in the team. You can instantly get an overview of the tasks and appointmnets for each team member to make sure everyone is focusing on what’s most important.
Team View is an outstanding feature which allows you to see what everyone is working on in the team. You can instantly get an overview of the tasks and appointmnets for each team member to make sure everyone is focusing on what’s most important.
Daylite Software
Verdict
Conclusively, Daylite is way beyond a simple app that facilitates task, calendar and contact management. Daylite enables real estate agents and brokers with the ability to consolidate and track client communication and transaction status to improve customer service and increase sales and productivity.
Real Estate agents and brokers can create diverse workflows in the app and use those Activity Sets for carrying out the typical and custom tasks.
Indeed, a must try app for all real estate agents and firms.
Conclusively, Daylite is way beyond a simple app that facilitates task, calendar and contact management. Daylite enables real estate agents and brokers with the ability to consolidate and track client communication and transaction status to improve customer service and increase sales and productivity.
Real Estate agents and brokers can create diverse workflows in the app and use those Activity Sets for carrying out the typical and custom tasks.
Indeed, a must try app for all real estate agents and firms.