Machines on which the connector is installed must using Mac OS X 10.8 (Mountain Lion) or later. The connector requires Daylite 6 or later, and MoneyWorks 7.3 or later.
Your Daylite estimates will appear as Quotes in MoneyWorks at the click of a button. Send your Daylite estimates to MoneyWorks.Always have up to date pricing information when preparing estimates in Daylite. Import item records in bulk from MoneyWorks into Daylite to update your Daylite prices.All the information you need about your customers at your fingertips, without needing to physically access MoneyWorks. See transaction and payment history, order information and account status information from MoneyWorks live in Daylite. See live MoneyWorks customer financial and transactional information in a Daylite “Dashboard”.MoneyWorks will reflect the change in the contact details with no data re-entry. Update MoneyWorks in real time when the contact information changes in Daylite.Makes it easy for existing MoneyWorks users to get Daylite up and running quickly. Import your customer/supplier records in bulk from MoneyWorks into Daylite.Marketcircle was founded in 1999 and is headquartered in Markham, Ontario.The connector provides a direct link between MoneyWorks Datacentre and Daylite, the award winning Business Productivity & CRM system from Marketcircle. Additionally, the platform links appointments, notes and tasks to customers, companies and opportunities, integrates with Mac email accounts via Apple Mail, and is equipped with both basic and advanced filtering tools designed to segment leads and customers. The software is equipped with follow up task automation capabilities, facilitates both offline and remote customer data access, and provides users with a contact and opportunity activity view. The platform maintains client interaction histories including emails, call notes and appointment details, enables users to create sales cycles and customizable pipelines, and enables users to delegate tasks as well as ensure all involved team mates are kept up-to-date on due dates. Hawk Eye Consulting Ltd, Mortgage Alliance West, Wolfe Law Group, Mophonics, Starbuck Reality Groupĭaylite is Mac CRM software designed to assist users with managing clients, converting leads and tracking and managing projects. Vendor works with SOHO and small businesses. Product is available as an on-premise solution.
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