Operating a single business is not that easy. If you are engaged in a professional services industry, you will often feel like you are running several operations all at once. Facing the unknown and dealing with a wide array of projects are a few of the biggest challenges to function any business.

Today, the existence of world-class technology is streamlining for professional service businesses to take care of their customer relationships. CRMs (customer relationship management) allow teams to handle leads, projects, and clients in a single place, making it extremely simple for people to collaborate and operate on common goals.

But what happens if the CRM chosen by the company is not the right fit? What if it produces more issues than it solves? (a nightmare). Just because a business has a CRM in place, it does not mean it won’t come with a unique set of challenges.

This is the primary reason why customization plays a vital role when narrowing down a CRM solution and why Marketcircle’s Daylite is different from the rest.

Understanding Daylite

Daylite is a customer relationship management mainly developed for small and mid-size businesses that use Mac devices.

Unlike other CRMs that offer a wide array of services trying to be compatible with every business on earth, Daylite is specific to a niche and ensures to provide the best possible product.

Daylite is engineered to cater to team sizes between 1 and 100 Mac users in the professional services sector including, consulting, wealth management, real estate, advertising, recruiting, law, and manufacturing. These are specific types of industries that face difficulty in managing projects and goals for external customers. This is the primary reason that makes customization and hassle-free CRM management inevitable compared to other businesses.

Daylite deploys a simple, fully customizable interface to eliminate the need for heaps of spreadsheets and various other elements such as word processing, project management, calendar, and note-taking applications. In essence, the solution uses the Mac-based business and offers inexpensive CRM and project management solutions.

What does Daylite CRM offer?

Retaining the competitive edge and follow-ups, maintaining project statuses, and synchronizing internal and external communication make it difficult for businesses to scale. Most CRMs are inefficient at managing these tasks. However, Daylite is engineered to integrate the existing Mac software and hardware to help enterprises to track leads, projects, and clients all in a single place while using Apple Calendar, Apple Contacts, and more apps.

With Daylite, it is possible to organize projects, clients, and deal in a single place while developing stronger client relations, primarily when the business is operating remotely. Rather than isolating information in different apps, Daylite’s CRM and project management tools offer quick visibility into what’s been discussed with clients and work status.

Other than the above, the Daylite solution includes list segmentation, contact management, task management, lead management, interaction tracking, reporting, email templates, Apple Calendar, Apple Mail integration, custom sales pipelines, custom checklists, follow-up schedules, and also comes with offline support access.

Why choose Daylite?

Apart from how much Daylite can do for a business, the solution has garnered excellent reviews from several small companies that use it.

Jamie Lingwood of wordsmith.nl says, “Managing multiple projects and clients used to revolve around my inbox and spreadsheets with my brain being the glue trying to keep it all together, and it was stressing me out. I struggled this way for years until I switched to Daylite. Now I have stress-free productivity.”

Daylite performance map

Daylite has earned 4.5/5 stars on Capterra, 4.6/5 stars on GetApp. Not just this, but it also ranks higher than Zoho and Salesforce Essentials on parameters such as ease of use and ease of setup on G2. 95% of Daylite users have recorded improved organization and productivity.

But the USP of Marketcircle’s Daylite are elements such as affordability and more uniquely customized solutions that suit business needs. Currently, it is also possible to sign up for Daylite CRM and avail of a free unlimited 30-day trial plus an onboarding call to get you started.