Using OmniFocus with Daylite
Daylite is a CRM and Business Management Solution that’s built for Apple devices. It can be an excellent complement to OmniFocus, whether you’re a solopreneur or a team of 100.
Daylite (affiliate link) is a business productivity manager and CRM (Customer Relationship Management) app for Mac, iPhone, and iPad. Both individuals and teams can use Daylite to track and manage interactions with contacts, including potential and existing clients, colleagues in a professional network, and service providers.
Integrating OmniFocus and Daylite
While OmniFocus and Daylite have some overlap, they also have numerous features that complement each other. For example, Daylite is adept at housing and relating information on the people and companies you deal with. And OmniFocus is well suited to articulating and tracking personal tasks related to the information stored in your Daylite database. We’ll explore how to use these two apps in tandem, drawing on each app’s best features.
No previous Daylite experience is necessary.
This course doesn’t assume any previous experience with Daylite. It’s suitable for everyone who wants to track contacts using Apple devices, whether you’re a solopreneur or a member of a small or medium-sized team. If you’re a team of one, you can use Daylite to manage your leads and clients; think of it as a “pro” version of Apple’s Contacts and Calendar apps. In a team setting, you can use Daylite to share contact information, delegate tasks, and help ensure that critical details of business opportunities and client projects are consistent and easily accessible.