A small business CRM to help you manage clients, deals, and projects. Available on Mac, iPhone, and iPad only.

Connect to your Daylite account using Zapier and have your post-call and/or post-chat information automatically logged in your CRM. After calls and chats, your Zap can be configured to:

  • Create a new person with name, email address, and phone number of new leads
  • Add call summary or chat transcript to the new person
  • Search for a person in Daylite and add the transcript or call summary to their details

Save more time and have lead and client data automatically logged when you set up a / Daylite connection. Available exclusively for Mac, iPhone, and iPad.