“Marketcircle’s Daylite Productivity Suite is the leader in CRM or “customer relationship management” for the Mac. Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Whether it’s calendar, email, or contact management; project tracking or following up on business opportunities, Daylite is the most comprehensive tool for managing your business. Daylite software works at the center of your business and keeps everything one click away – contacts, projects, opportunities, appointments, tasks and more. Single users, multi users, telecommuters and road warriors – Daylite will work for you.”
not too many reviews on this one, I do know its a good app, I tried the free trial
“You can now tap on links in free-form text fields that the app automatically detects, such as URLs, phone numbers, addresses, flight numbers, and shipment tracking numbers in appointments, contacts, tasks, etc. No more manually copying and pasting means you can be even more productive! All you have to do is update your iOS app to the latest version 2022.8, and voila. If you’re not using Daylite on your iPhone yet, make sure to download it and start taking full advantage of your favourite CRM and productivity app.”
“Personalized Client Experience: The Trend to Follow in April
April is here and it’s time to learn all about this month’s small business trend – Personalized Client Experience. Check out the 12 Small Business Trends blog post to discover how you can stay ahead of the curve and offer a personalized experience to your clients. And don’t forget: Make sure to download your FREE Daylite calendar wallpaper to leverage this exciting trend this month!”
“The Top Tools You Need to Kickstart The New Year
When it comes to staying on track with your personal and professional goals, technology is your best friend. But which ones are really relevant if you want to keep on track and accomplish your resolutions? With this in mind, we’ve created a list with a few tools that will help you be consistent on building smart habits this year. Spoiler alert: Daylite is one of them. Check it out:”
“Featured Shine Bright Partner of the Month
MacMedics has partnered with us for over 16 years, serving the Toronto Mac community looking to integrate their workflows into Daylite to get the most out of their favourite Apple CRM. MacMedics is a team of Apple Certified Consultants that provide custom Daylite integrations, implementation and training, as well as data import and export. Their personal and professional approach and passion can help you with your Daylite needs. Meet MacMedics, our Shine Bright Partner of the Month, and learn how you can elevate your Daylite experience.”
“Universal Control is Now Available in macOS Monterey
One of the most exciting macOS Monterey features is out! Universal Control is perfect for small business owners who need to work efficiently across MacBook and iPad at the same time as it allows you to move the cursor from one device to the other with no setup required. It’s a guaranteed productivity boost. Find out what other macOS Monterey features are perfect for small businesses in our curated list.”
As a real estate agent, one of the most important things you can do is send an effective email to welcome potential clients with a strong first impression. If you’re struggling to step up your email game and create a strong client relationship from the start, this post is for you. Here are eight easy tips – with templates – to make your emails more effective and get better results from day one.
“Thinking of ways to boost collaboration and ensure that productivity remains high, we designed a new and enhanced sync system. Designed with the expanding remote workforce in mind, this new sync is capable of managing more users and larger databases, ensuring that even under the heaviest of loads, the collaboration continues to run smoothly. Make sure you’re using the latest version of Daylite to start benefiting from this update.”
Daylite Is on the Mac App Store!We’re proud to share that Daylite has been highlighted in the Mac App Store in three exciting categories:
It shouldn’t be a surprise that the new macOS Ventura features allow you to do more than one thing at once and give you better organizational tools across the board. This will help you get more done and work better with your team.After all, it’s no secret that Apple’s systems offer a wide range of perks for entrepreneurs, such as superior design, an intuitive interface, and increased security, so you can simply get more done.
Here are 8 new features in Ventura that small business owners will love, whether you’re thinking about updating your macOS or are already using it.
A MacBook at the center shows the new email feature on Mac Ventura. The background is the blue and orange macOS Ventura wallpaper. The title says “8 Keys to MacOS Ventura for Small Business Productivity”.
Emails
Passkeys
Freeform
Safari
Continuity Camera
Stage Manager
FaceTime
Messages
Emails
Apple has made various changes to Apple Mail to make it more intelligent in Ventura. Among the main changes are:
Unsend emails: macOS Ventura allows you to unsend an email up to 10 seconds after it was sent. This highly anticipated function is perfect for when you spot an error or typo right after hitting send on an email to a potential client.
Schedule emails: You can now schedule emails to go out at a custom date and time. This will come in extra handy if you need to work outside of business hours, for example. Instead of bugging potential clients and team members with emails late at night or early in the morning, you can simply schedule the email to go out at a reasonable time.
Missing attachment: Mail is now able to detect when items like attachments or cc’d recipients are missing and notify you before sending the message, so you’ll never forget to attach a proposal or contract or cc everyone involved in the business transaction again.
Remind Me: If you, as a busy small business owner who is always on the go, receive emails you can’t deal with immediately, the Remind Me option is perfect for you. You can set a reminder to reply later, so the email doesn’t get lost in your inbox and you don’t miss out on important information about your business.
Rich links: Like messages, Mail now supports rich links to give more context to web links and other information included in email messages. That means you can get a preview of the link right from the message instead of clicking on it and going to a different page to see what it is about. That saves you time and keeps you in the zone.
You can schedule emails to go out at a custom date and time in macOS Ventura.
Picture of a MacBook with the Apple Mail application open, showing how to unsend or schedule emails on Mac OS X
Source: Apple
Pro tip: Daylite integrates seamlessly with Apple Mail. You can capture all emails, schedule meetings, and link all items related to your clients in Daylite. If the person is a prospect, you can save that first email, create an opportunity, and have a full chronological history of conversations, all in Daylite.
Passkeys
macOS Ventura has a new security feature called Passkeys. Instead of using a password to sign in to a website or app, you can now use a Passkey instead.Faster, easier to use, and much more secure, passkeys offer protection against phishing, malware, and other common cyber attacks that aim to gain access to your accounts.
Passkeys are the next generation of passwords.
Picture of a MacBook On the screen, there is a sign-in window asking for the Touch ID to add a passkey to the macOS Ventura feature.
Source: Apple
Passkeys use keys that are encrypted from beginning to end. A public key is kept on the server of the website or app, and a private key is kept on your device.Because they rely on iCloud Keychain, passkeys easily sync across all your Apple devices.
This is great news for your business, as it adds an extra layer of security for you and your team, especially if you deal with multiple cloud-based applications.
Pro tip: Daylite supports passkeys alongside your traditional passwords. Learn more about how passkeys work in Daylite and how to enable them.
Freeform
The Freeform app is a digital whiteboard that lets you collaborate and come up with ideas in any way you want.Perfect for creative teams, the Freeform app boosts collaboration in real-time. You can view your team members’ contributions as they add content or make changes to the board, all while discussing projects and ideas on a FaceTime call.
An iPhone, iPad, and MacBook side by side showing the FreeForm app, which is one of the new Mac Ventura features.
Source: Apple
The Freeform app supports images, videos, audio, PDFs, documents, and weblinks, creating an interactive and dynamic canvas where ideas can come to life. Available on macOS Ventura as well as on iOS and iPadOS, the Freeform app is the perfect whiteboard solution for an elevated creatively collaborative experience.
Safari
macOS Ventura brings an exciting new enhancement to the Apple fan favorite browser: Shared tab groups
You can now share a set of tabs with a group of people, and everyone can see and update them. Each tab group also has a customizable start page, including a personalized background image and favorites.
That means you can share your tab groups for certain projects with your team members and also customize them for each project you’re working on. Think of all the ways this new feature in Ventura can boost your team’s collaboration. You can color-code the tab groups according to projects or teams and customize the start page with your client’s visual features for extra personalization.
Continuity Camera
Even though the Continuity Camera has been around since earlier versions of macOS, it has been expanded in Ventura to work with the iPhone 11 or later as a backup webcam.By simply placing the iPhone in a stand or mounting it to the Mac, Ventura senses the device and connects it as a wireless camera, so you can use the iPhone as a support camera on FaceTime or any other apps.
Ventura senses the presence of the iPhone and integrates it as a support camera.
A MacBook with an iPhone attached is being used as a continuity camera, which is one of the new Mac Ventura features.
Source: Apple
Using the iPhone as a webcam is especially handy when doing presentations or collaborating with your teams, as it gives you more flexibility to innovate and enchant potential leads, clients, and team members.
Here are other enhancements and updates to the continuity camera in Ventura:
Center Stage: Center Stage keeps you in the center of the frame even if you move around during a call using the Ultra Wide camera on the iPhone.
Portrait Mode: The Apple fan favorite, Portrait Mode, is also available when using the Continuity Camera. Portrait Mode blurs your background and focuses on you, giving you extra privacy when working from home or away from the office.
Desk View: Desk View shows what’s on your desk during a video call. It uses the Ultra Wide camera mode on the iPhone and is designed to mimic an overhead camera so that you can share a view of your desk and your face at the same time. Extra handy when doing demos or showcasing projects for clients.
Studio Light: Studio Light uses the iPhone’s flash to dim the background light and illuminate your face. Ideal for difficult lighting situations, such as backlit scenes in front of a window.
Microphone support: The Continuity Camera in Ventura also allows you to use your iPhone’s microphone as the main audio input, even with no video.
Stage Manager
Among Apple Ventura features is Stage Manager, a new multitasking feature that works alongside Spaces and Mission Controls to give you a new way of focusing on a task while leaving other apps at the bay. Stage Manager puts the app you’re working on at the front and center of your desktop, while the other apps and windows are grouped together and collapsed at the side of the screen for quick access whenever you need them.
With Stage Manager on macOS Ventura, the app in use is in the center of the screen, with other windows grouped and collapsed on the left.
An Apple computer showing how Stage Manager works on the new Mac Ventura
Source: Apple
This new enhanced view is especially useful for small business owners who often need to wear multiple hats at the same time. You can group together all the apps that you use for specific tasks, such as Photos and Photoshop, for example. When you need to quickly swap from one project to the other, you have all the apps you need grouped together at the click of a button.
FaceTime
FaceTime has been improved in macOS Ventura in a couple of ways that will make it easier to work on multiple Apple devices at the same time.Check it out:
Handoff
Handoff is a new feature that makes it easy to move a FaceTime call from an iPhone to a Mac and back again. This means that you can take a FaceTime call on your iPhone and easily move it to your Mac.
And there’s more!
macOS Ventura also comes with an enhanced collaboration feature for FaceTime when you’re working in apps like Files, Numbers, Pages, Keynote, Notes, or Safari. From any of these apps, you can simply start a FaceTime call with a team member to video chat about the project or task.
Handoff seamlessly transfers FaceTime calls from the iPhone to the Mac.
A MacBook and an iPhone side by side, showing how a FaceTime call can be transferred between devices, which is one of the new Mac Ventura features.
Source: Apple
Messages
On macOS Ventura, the Message app has new features that let you change or even delete a message up to 15 minutes after it was sent.All you have to do is right-click the message bubble and select the desired option on the pop-up.
If you unsend a message, it will be deleted, but the person you messaged will still be able to see a note saying the message was deleted. Only messages with the “blue bubble” can be edited or unsent, and all parties must have iOS 16 or Ventura installed.
You can now mark messages as unread and even get back deleted messages for up to 30 days. This is a great addition to Messages because it means you won’t miss out on important information because you accidentally deleted a message from a client or team member, for example.
In addition, Messages now integrates with SharePlay, so you can collaborate with team members or chat with clients while watching video presentations and demos or when using apps.
Messages in macOS Ventura support SharePlay.
The top right corner of a MacBook screen shows the Messages app, which is one of the new Mac OS X features.
Source: Apple
Wrapping Up
We’re confident that these eight Mac Ventura features will enhance organization, boost collaboration for your small business, and intensify your experience across your Apple devices. If you’d like to learn more about these and other enhancements, check out this page from Apple and follow the steps to upgrade your Mac to Ventura. Remember that staying up-to-date with the latest macOS gives you Apple’s newest features and important security updates.
If you’re already using macOS Ventura, we’re very curious to hear from you.
Tell us in the comments which of the Apple Ventura features helps you the most in running your small business.