The Daylite Opportunities board looks more like a Kanban board than a sales pipeline graph. Show the expected value of each sales opportunity if it converts Set priority levels to each individual sales opportunity in progress Plan the following moves for each sales opportunity in the pipeline Highlight potential pipeline pain points where churn takes place Review individual sales team members sales success rates Show you where each sales opportunity is in the pipelineĭisplay your sales teams success rates by monitoring results Stay on top of all your sales opportunities in progress You can also filter down the data by actual-versus-expected sale value, the date the opportunity was created, the forecasted sale-completion date, by the sales rep who owns the deal, or the sale type or category. It gives you a clear and instant summary of how many sales opportunities are currently in the pipeline, and at which stage they’re at. The Opportunities board is an incredibly useful visual sales and opportunity tracker. Opportunities BoardĪs of September 2022, Daylite added a new feature to their CRM and sales kit called the Daylite Opportunities Board. Some other features include tracking the probability of leads and prioritizing hot, medium, and cold leads.īut what happens when you're out on the road? The good news is that with Daylite's offline functionality, you can capture new deals anytime, any place. Get a detailed report on your sales processes (number of deals in the pipeline, your close rate, where deals are getting stuck in the pipeline, etc) Keep an eye on every email, call, note, and file Luckily, Daylite helps you stay on top of your leads by keeping every deal and quote organized in one place. Sales teams' biggest challenge is preventing leads to slip through the cracks. What's more, with Daylite's filtering options, you can organize and segment people and companies to target the right people at the right time.Īnytime you want to know what's on your plate for the day, head over to the Home Screen and see all of your meetings and tasks. Whether you need to check a note from a call last month or an email you sent last week, Daylite remembers every little piece of information even if you don't. And it does so effortlessly and conveniently.Īfter importing contacts from your Contacts App, you can perform all kinds of tasks, such as:Īnd the best thing? All of your interactions with a contact will be kept in one place. This is where Daylite lets you stay in touch and top of mind with your prospects, customers, and vendors. Stay tuned as we explore the best features in more detail below. It's ideal for small and medium-sized businesses with up to 100 people who want to expand their client list and projects and scale with ease. In a nutshell, it's an amazing CRM tool built specifically for Mac, iPhone, and iPad users. This can be a powerful tool, especially if you're running a company with multiple teams and departments. In other words, you can easily use the platform to manage customer-facing tasks and internal ones. The Daylite set of tools is divided into CRM features and project management features. Work on the go, even without a Wi-Fi connection Organize your short-term and long-term projects Stay in touch with leads/clients and close more deals Remember client details and communication Some of the things you'll get by working in Daylite include: It's simple: the app frees up your mind so that you can focus on the more critical aspects of your business, such as bringing in new clients. It allows you to empty your mind of all the little things you have to remember and transfer them into a trusted system where everything is easy to retrieve. Contacts, projects, pipelines, notes, calendar, and tasks are all linked so you can easily find what you're looking for. In short, Daylite is a hub for all your business information. This is how users describe working in Daylite. Powerful and highly customizable multi-function app. Daylite in a NutshellĪ fully-featured and user-productive CRM. Let's explore the app's best features in more detail. The best news? It only costs $42 per user per month. On the plus side, it also integrates well with Apple Mail. You've experimented with different CRM systems, but none seem to connect the tools you love using in one central place.ĭaylite solves that problem by connecting the best CRM, project management, and lead management features in one powerful app. The thing is that – more often than you want to admit – you struggle to remember any previous communication you had with a lead or a client. Do you frequently feel overwhelmed by everything that's on your plate? You have clients to follow up with, meetings to schedule, emails to answer, and multiple projects to keep track of.
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