Grow your client base and boost revenue—without the overwhelm. Daylite includes a sales management tool that links your emails, notes, tasks, and deal details in one place, giving you a complete picture of every opportunity. With less admin workload and more clarity, you can move faster, shorten the sales cycle, and close more deals.
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Growing your business often means managing multiple deals at once—each with its own timeline, next steps, and client needs. Daylite’s Opportunities Board gives you a unified, visual view of your entire pipeline, so you can spot bottlenecks early, stay focused on the right deals, and keep momentum moving across your team.
Sort opportunities by value, close date, probability, owner, and more—so you’re always focused on the deals that matter most. Key insights allow you to make smarter decisions about where to invest your team’s time and energy.
View your team’s pipeline at a glance—see who’s working on what, track progress, and spot where support is needed. Skip the status meetings and keep everyone focused on closing more deals.
Define each stage of your sales process so your team follows the right steps every time. From first contact to signed contract, clear workflows help you stay consistent, accurate, and close deals faster.
Managing sales means balancing a constant flow of opportunities—each at a different stage, with different priorities and follow-ups. Some feel new and urgent, while others naturally slip from focus as competing demands pull your attention elsewhere. But they all matter. Daylite keeps deals moving by organizing tasks, follow-ups, quotes, and due dates in one place. From first touch to final close, you stay on track and in control.
Daylite makes working with email effortless with its inbox integration. So you can capture leads, create opportunities, schedule appointments, or set follow-ups right from your inbox, across any Apple device. Delegate tasks to your team or take action yourself, all without switching tools. Whether the opportunity comes from an email, a call, or a conversation, Daylite helps you act on it—at home, in the office, or on the go.
Daylite isnt just for managing current sales—it also helps you maintain relationships with past clients and continually keep them in the loop of your services. By maintaining organized lists of past clients, you can re-engage them with targeted campaigns and personal check-ins that drive repeat business.
Daylite gives your team instant access to the full history of every deal—emails, notes, meetings, files, and more—all in one place. If someone’s away, another team member can step in seamlessly, picking up right where they left off. It’s not just efficient—it shows clients you’re organized, responsive, and always on top of their needs. With nothing slipping through the cracks, your sales process stays smooth and moving forward.
As your sales team grows, so does the need to protect sensitive information. With Daylite, you can set clear permissions to control who can view, edit, or share details like quotes, emails, and documents. It’s an easy way to maintain privacy, support collaboration, and keep your sales process running smoothly—without giving everyone access to everything.
Speed up your sales process with Daylite’s built-in Estimates. You and your team can quickly create detailed, professional quotes, giving potential clients all the information they need to make a fast, confident decision. And because estimates are linked to your opportunities, you can easily track deal value and focus on the most profitable leads first.
Get the insights you need to continually improve your sales process. Daylite helps you track sales progress such as each agent’s close rates, the reasons an opportunity was won or lost, and helps forecast sales in your pipeline. Daylite can provide valuable insights to help close deals faster.
