The workflow. This is the perfect solution for small business owners are are juggling both sales, and project management.

Intentionally planning the week with activity sets that block-out time in my calendar Unlimited book of contacts, companies and roles and interactions that each has Scheduling team deliverables that maximises team effectiveness Recording how I invest my time in my calendar that's linked to projects, tasks, opportunities, contacts Tracking and reporting on time spent on projects Clearing Inbox to Zero with Daylite mail First class integration with Apple mail, contacts and calendars iPhone app is excellent - I also use this every day Automatically recording & linking incoming calls to contacts with notes on MacBook Pro & iPhone Sending standard emails with my customised email and letter templates Focussing on what matters most with Worklist Automating email blasts, meetings, new leads with Zapier integration Create opportunity estimates that can be added as an Invoice in Xero Create linked project from an opportunity Pipelines to automate creating and planning opportunities and projects Segmenting, dicing and slicing information that is meaningful with smart lists and keywords Being able to link anything in Daylite with something else or create a follow up call or task or appointment with a click Marketcircle support is A+ and friendly Webinars and YouTube channel has great practical small business workflow tips Has been my trusted business application since 2011

Easily manage tasks, contacts and projects from email - no copy-pasting, just simple, intuitive tags.