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Average Ratings 0 Ratings

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Description

Daylite is a unified business management platform created for professionals who sell their time and expertise. Built exclusively for Apple devices, it centralizes CRM, sales, projects, email, scheduling, and notes in one application. Instead of switching between multiple tools, users manage everything from a single connected workspace. Emails, meetings, tasks, and documents are automatically linked to clients and deals for instant context. This connected system reduces missed follow-ups and keeps opportunities moving forward. Daylite integrates directly with Apple Mail, Calendar, Siri, and other native features for a seamless experience. The platform supports customizable workflows tailored to service-based businesses. Teams stay aligned with shared visibility into projects and communications. Offline functionality ensures work continues without interruption. Daylite helps professionals reclaim time and convert it into measurable revenue growth.

Description

Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Chat Agents Yes 
Direct Mail Yes 
Google Calendar Yes 
HubSpot Data Hub Yes 
Mailchimp Yes 
Memtime Yes 
Merlin Project Yes 
Qualia No 
Quickwork Yes 
Raklet Yes 
ResWare No 
SaveMyLeads Yes 
Stackreaction Yes 
Wufoo Yes 
Xero Yes 

Integrations

Axis LMS No 
Chat Agents No 
Direct Mail No 
Google Calendar No 
HubSpot Data Hub No 
Mailchimp No 
Memtime No 
Merlin Project No 
Qualia Yes 
Quickwork No 
Raklet No 
ResWare Yes 
SaveMyLeads No 
Stackreaction No 
Wufoo No 
Xero No 

Pricing Details

$29.00/month/user
$29 USD per month per user when paid monthly. $24 USD per month per user when paid annually.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Marketcircle

Founded

1999

Country

Canada

Website

www.daylite.app/

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

title360crm.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management Yes 
Dashboard No 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

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