Design & Implementation
Understanding your business process and workflow are the most important steps to leveraging the power of customer relationship management (CRM) software. We'll design and implement a Mac CRM system customized to your specific needs.
Database Setup
We'll work with you to configure categories, calls, email correspondence, forms, pipelines, projects and more. With our configuration, you will be able to act on new leads and step through your business actions with complete efficiency.
Data Migration
Are you using Microsoft Excel spreadsheets to run your business? How about Apple's Address Book? Maybe you're new to the Mac and need to migrate from a PC system? We can import almost any type of data from your current system into a Mac CRM product, where it really starts to work for you.
Remote Training
Our online sessions are the most convenient and flexible way to receive the professional Mac CRM training you need. By sharing each other's computers screens and communicating via voice, we will guide you through each lesson in realtime.
Consulting & Support
Know that you'll have the right level of support (per incident or via a contract) to meet your support needs. Once your Mac CRM is working for you and your business, you can take it a step further with additional customizations.
Please make sure to read our Terms of Service before you make a purchase. We do offer custom pricing based upon specific needs. For more information, please click here.
Understanding your business process and workflow are the most important steps to leveraging the power of customer relationship management (CRM) software. We'll design and implement a Mac CRM system customized to your specific needs.
Database Setup
We'll work with you to configure categories, calls, email correspondence, forms, pipelines, projects and more. With our configuration, you will be able to act on new leads and step through your business actions with complete efficiency.
Data Migration
Are you using Microsoft Excel spreadsheets to run your business? How about Apple's Address Book? Maybe you're new to the Mac and need to migrate from a PC system? We can import almost any type of data from your current system into a Mac CRM product, where it really starts to work for you.
Remote Training
Our online sessions are the most convenient and flexible way to receive the professional Mac CRM training you need. By sharing each other's computers screens and communicating via voice, we will guide you through each lesson in realtime.
Consulting & Support
Know that you'll have the right level of support (per incident or via a contract) to meet your support needs. Once your Mac CRM is working for you and your business, you can take it a step further with additional customizations.
Please make sure to read our Terms of Service before you make a purchase. We do offer custom pricing based upon specific needs. For more information, please click here.
Products
Connect with us
A dedicated Premise package that manages your business productivity. Learn more here.
Elements CRM
A cloud CRM package that benefits from a streamlined Mac user experience. Learn more here.
Billings
A premise package that manages your customer invoicing and integrates with Daylite. Learn more here.