Daylite

Daylite was made to help small businesses reduce the time it takes to manage clients, sales, and projects, so they have more freedom to do what they love. By bringing Daylite into your Outlook inbox, you can stay on top of all your client interactions by linking your emails to your contacts, client projects, and sales opportunities.

CREATE A COMPLETE HISTORY

By saving emails in Daylite and linking them to associated Contacts, Projects, and Opportunities, you and your entire team have the full history of communication in one place, regardless of which team member received and saved the email.

CAPTURE LEADS, PROJECTS, AND OPPORTUNITIES

When a new contact, project or potential deal lands in your Outlook inbox, you can now quickly add them to Daylite with just a few clicks, and the email is linked to them so all the relevant information is tied together and easy to find.

TAKE ACTION ON YOUR EMAILS

Is someone asking you to do something for them? Do you need to remember to come back to an email? Turn your email into a todo by creating a Task or scheduling an Appointment in Daylite – the email will be linked to the Task or Appointment, making it easy to find when you’re ready to work on it.

TRACK THE WHOLE CONVERSATION

Daylite for Outlook also works when composing a message, so you can record your outgoing email, making it easy to track the whole conversation.

OFFICIAL ADD-IN

Daylite for Outlook is Marketcircle’s official add-in for Outlook. Requires a Daylite account. Learn more about Daylite at https://www.marketcircle.com

This add-in will launch itself when you send an email. If you’ve added the email to Daylite, a notification will be shown to confirm it has been added after sending the email.