25 Oct 2004 | Print  |

DealBITS Drawing: Marketcircle's DayLite

by Adam C. Engst

Every small customer-oriented business I've seen starts out relying on standard tools for calendaring and contacts, and establishing policies for tracking sales, prospects, and business relationships of all sorts. And in every case, that approach eventually self-destructs, usually at the worst possible time. That's when organizations either create a custom solution (which itself often falls down at some point) or turn to what's called a customer relationship management (CRM) package like Marketcircle's DayLite.

Using an elegant Aqua interface, DayLite provides a highly flexible and interlinked contact database that you can share with everyone in the company or with just appropriate people. Contacts contain role and relationship fields, and you can attach notes, URLs, and file references to contacts - and if that's not enough, you can define extra custom fields. Calendar events can be linked to contacts and to projects, and you can group sets of tasks and appointments into sets for easier linking. Activities can have billing rates attached to them, and any DayLite object can have a task timer that tracks time and billings. DayLite's opportunity tracking features help you share leads around the organization, identify which colleagues are involved in a given deal, visualize its progress, and forecast revenue. DayLite is a full client-server system that can be accessed over the Internet (good for telecommuting employees) or through a VPN. The server runs on any Mac with Mac OS X 10.2 or later, and records are locked during editing to prevent conflicts. You can synchronize contacts and events with Palm OS handhelds, and those who work with their laptops on the road can take an offline copy and synchronize changes upon returning. It's a complete package and is available only for Mac OS X.

<http://www.marketcircle.com/daylite/>

In this week's DealBITS drawing, you can enter to win one of four single-user copies of DayLite 1.7, each worth $149 (and each of which includes a copy of the $59 MailDrop 1.3 from Freshly Squeezed Software for communicating with customers via email). Entrants who aren't among our winners will receive a discount on DayLite, so if you think DayLite could help you, be sure to enter at the DealBITS page linked below (there's also a free 30-day demo if you want to check it out immediately). All information gathered is covered by our comprehensive privacy policy. Be careful with your spam filters, since you must be able to receive email from my address to learn if you've won.

<http://www.tidbits.com/dealbits/ marketcircle.html>
<http://freshlysqueezedsoftware.com/products/ maildrop/>
<http://www.tidbits.com/about/privacy.html>

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