Your business is sitting on a goldmine of information—past conversations, client activity, project timelines, sales patterns. But raw data isn’t enough. Hidden in that history are insights that can drive growth, reveal bottlenecks, and show you where to focus next. That’s where Smart Lists come in.
Daylite isn’t just where you store information—it’s where everything connects. Emails, calls, tasks, notes, projects, and more all live in one ecosystem, giving your data more meaning, context, and power.
This depth of connected information is what sets Daylite apart—and Smart Lists let you put it to work. Smart Lists surface exactly what you need, when you need it—automatically. No digging. No sorting. Just clarity, right when it counts.
With Smart Lists, you can:
Smart Lists don’t just keep you organized—they save you time, create clarity, and let Daylite handle the heavy lifting. What makes them so powerful is their foundation: everything in Daylite is connected. And because your contacts, emails, tasks, projects, and more are linked, you can filter not just by record details, but by fields across related records too.
Want tasks due this week? Projects tied to clients in a certain industry? Customers you haven’t contacted in a year? Smart Lists make it easy. Their real-time updates and deeply linked structure turn scattered data into a business advantage. And the cleaner your data, the smarter your lists—helping you stay proactive and in control. The examples below are just the beginning of what’s possible.
When your contact list grows, staying on top of follow-ups gets harder—and missed connections mean lost business. Daylite Smart Lists automatically surface the right people at the right time, so no relationship slips through the cracks.
Staying on top of warm leads keeps your pipeline active and revenue flowing.
Thoughtful outreach builds goodwill and keeps your business top of mind.
Prioritizing high-value clients strengthens loyalty and boosts long-term profitability.
Reconnecting with previous clients is one of the easiest ways to generate repeat business.
Keep top referral partners engaged to ensure steady lead flow.
Automatically updated lists of your best opportunities keep outreach focused and timely.
Timely, relevant follow-up turns casual event chats into real opportunities.
Turn Relationships Into Revenue
Start your trial and let Daylite surface the people who need your attention—before the moment passes.
When key accounts aren’t front and center, it’s easy to miss check-ins or renewals—and risk losing valuable contracts. With Daylite Smart Lists, your most important accounts stay visible and top of mind, so you never miss a growth opportunity.
Keeping key accounts engaged helps protect your most reliable revenue.
Regular touch-points prevent relationships from fading into lost opportunities.
Timely outreach on anniversaries creates natural re-entry points for new work.
Segmenting by industry sharpens your messaging and boosts campaign success.
Proactive follow-ups keep your most valuable contracts secure and your best clients satisfied.
A company without a go-to person creates confusion and slows communication.
Spotting gaps in your sales cycle helps you rekindle valuable relationships.
Make Every Account Count
Start your trial and stay in sync with the clients, partners, and opportunities that drive your business.
Without a clear view of the tasks that drive your top priorities, deadlines are missed and balls are dropped. Daylite Smart Lists cut through the noise, giving you real-time clarity so nothing important slips through the cracks.
Staying ahead of deadlines prevents last-minute scrambles and rushed work.
Focusing on top priorities ensures your time goes to what drives the most impact.
Timely follow-ups show professionalism and help turn conversations into conversions.
Monitor workload and spot work falling behind.
Clearing backlogs protects your momentum and keeps nothing from slipping through.
Catching undated tasks helps you prevent work from falling through the cracks and ensures everything has a timeline.
Tracking delegated work keeps team accountability high and lets you step in before delays snowball.
Know What Matters, Do It Faster
Start your trial to cut through task chaos and stay on top of what moves the needle.
When your schedule is busy, it’s easy to miss meetings, show up unprepared, or drop the ball—hurting your momentum and reputation. Daylite Smart Lists give you focused, real-time views so you stay sharp, on time, and always follow through.
Turning meetings into action requires pre-planning and purpose. Ensure these ideas and processes don’t get lost or forgotten.
Stay in step with your sales pipeline by focusing on meetings tied to active deals.
Focus your energy where it matters most to keep critical relationships and deals moving.
Centralizing content-related meetings keeps your campaigns aligned and on track.
Knowing team availability helps you plan resources and avoid scheduling conflicts.
Prioritize prep and follow-up to make a strong first impression and build trust early.
Grouping appointments by project helps you see what’s moving forward—and what needs attention.
Stay Ready, Not Scrambling
Start your trial and let Daylite keep you prepared, punctual, and focused—without extra effort.
Without real-time visibility, your sales pipeline stalls—follow-ups slow, top deals get missed, and opportunities slip away. Daylite Smart Lists keep your pipeline moving efficiently and successfully, so you can follow up fast, focus on what matters, and close with confidence.
Reviewing lost deals uncovers patterns, sharpens your pitch, and may even revive old leads.
Timely follow-ups keep deals moving and show prospects you're serious.
Identifying stalled deals early helps you re-engage or reprioritize before they go cold.
Flagging slow-moving leads helps you reassess interest or adjust strategy.
Focusing on big-ticket deals maximizes your revenue potential with minimal distraction.
A clear timeline sharpens forecasting and keeps your pipeline disciplined.
Incomplete records stall progress—ensure every deal is properly connected and actionable.
Keep Deals Moving and Momentum High
Start your trial to stay ahead of your pipeline and close more business with less busywork.
When project visibility is lacking, details slip by unnoticed—leading to missed deadlines and derailed delivery. Daylite Smart Lists keep your pipeline clear, so you can spot issues early and deliver on time, every time.
Staying on top of warm leads keeps your pipeline active and revenue flowing.
Catching delays early helps you protect timelines and client trust.
Prioritizing what’s most urgent ensures critical work gets delivered on time.
Internal work often gets deprioritized—this keeps your own ops running smoothly.
Surfacing projects with no updates to details like notes and appointments to help decide whether to revive or close them.
Ensuring every project has an owner prevents confusion and accountability gaps.
Catching incomplete financial info in linked Daylite forms helps you avoid scope creep and billing issues.
Stay on Track and in Control
Start your trial to spot risks early, hit deadlines, and keep every project moving forward.
Instead of static email folders, Smart Lists give you dynamic, customizable views of your stored emails—linked to the people, projects, or opportunities they’re part of. That means you can instantly surface exactly what you need, like emails tied to active deals, follow-ups from last week, or client conversations that need attention. No digging. No dragging. Just context-rich visibility that evolves with your workflow.
Prioritize responses and never miss a message from your most important relationships.
We could give you more Smart List examples for emails, but the truth is, segmenting your inbox isn’t the most efficient or effective way to manage the information from your emails. And we’re all about efficiency and effectiveness. Instead, take advantage of Daylite’s seamless Mail integration to get out of your inbox altogether. Turn emails into tasks, appointments, projects, or follow-ups right from the source of communication. That’s where Smart Lists shine—filtering the work that comes from your emails, not the emails themselves. That’s how you truly stay organized and move work forward. Supercharge your email to unlock business potential with Daylite.
Messy, incomplete data slows you down, creates errors, and makes confident decisions harder. Daylite Smart Lists help you spot and fix issues fast—so your records stay clean, complete, and ready for action.
You can’t build relationships with people you can’t reach.
Unlinked projects create accountability gaps and reduce visibility.
Incomplete records limit how and where you can reach your clients.
Missing names can lead to confusion, duplicates, and unprofessional communication.
Proper tagging allows for better segmentation and targeted outreach.
Without a close date, forecasting and pipeline planning fall apart.
Undated tasks slip through the cracks—deadlines keep work visible and actionable.
Clean Data. Clearer Insights. Smarter Decisions.
Start your trial and let Daylite flag the gaps before they cost you time—or clients.
Smart Lists can start (and stay) simple, but they can also scale as business needs grow. You don’t need to be a power user to benefit—but to demonstrate what’s possible, here’s a more advanced example. No need to replicate it—just a glimpse of how powerful Daylite can be when fully utilized.
This Smart List filters companies that meet one or more of the following criteria:
By surfacing these timely, high-potential opportunities, the list helps business owners stay proactive—whether it’s nurturing new interest, strengthening relationships, or re-engaging existing clients before momentum is lost.
Smart list don’t just help you work faster—they help you work smarter. The time you save keeping clean, complete data that powers everything from better segmentation to stronger client communication, is time you an use to make more money!
Grow Smarter With Every List
Start your trial and discover how Daylite scales with you—revealing the insights that keep your business moving forward.
