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What is Daylite for Mac?

Daylite is a customer relationship management tool tailored for small enterprises that operate on Mac systems. It manages a wide array of tasks, including client interactions, follow-up schedules, and intricate project information, while also monitoring future actions. This comprehensive functionality is seamlessly offered within a single application. It allows for integration with Apple Mail as well as Apple Contacts and Calendars, enabling smooth collaboration among team members. Additionally, users have the flexibility to work offline, ensuring productivity is maintained even without internet access. This versatility makes Daylite a powerful ally for small business operations.

What is Big Purple Dot?

Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.

Media

Media

Integrations Supported

Stackreaction
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
LenderHomePage
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Wufoo
Xero
Zapier
Zillow
dotloop

Integrations Supported

Stackreaction
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
LenderHomePage
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Wufoo
Xero
Zapier
Zillow
dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Marketcircle

Date Founded

1999

Company Location

Canada

Company Website

www.marketcircle.com

Company Facts

Organization Name

Big Purple Dot

Company Location

United States

Company Website

www.bigpurpledot.com

Categories and 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

Categories and Features

Real Estate CRM

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

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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