There is so much to like about this program!
It can basically manage your whole business all in one place.
Start out by entering your Opportunities. Link those to Contacts and Companies. Create custom pipelines with tasks (you can create templates of these so you only need to do the setup once). Apply them to the Opportunity to track and plan your progress.
Once you win the Opportunity, convert it to a project and all your links come over to the new Project. From here you can add new Tasks and Pipelines (again you can create templates here to make this easier).
Track your progress in detail so you'll know exactly where you are at any time with just a glance.
The integrated Calendar makes scheduling a breeze. Check user's free and busy times and set up meetings with them and also with resources (like meeting rooms and projectors, etc) all in one place.
Daylite and integrate with Mac Mail too. So that all your correspondence for a particular project can be captured automatically and kept in your Daylite database for easy searching.
With multiple views you can see your data and filter it in about any way you like. Makes it very easy to drill down on any opportunity, or project or see how people and companies are linked together.
Daylite is truly hard to beat and will help you keep your business running smoothly!
Sometimes the report engine is hard to customize. But there are partners to help you with custom reports if needed.
Do yourself a favor and try the demo version and you'll see how much can be done with this program!
Managing contacts, projects, opportunities, and just about everything to do with our clients.