Phase Seven Consulting

Daylite can be used in both a single-user and multi-user environment, managing just about everything you can think of: contacts, appointments, calendars, tasks, projects, opportunities, groups, and notes. Daylite is great for any business handling sales or clients as well as individuals with busy schedules. Its innovative, award-winning design makes it easy to track upcoming appointments, manage to-dos and projects, and document opportunities.

We provide one-on-one consultation, training, and support both remotely and onsite. We specialize in integrating project management techniques and Daylite with customized workflows that are guaranteed to increase your productivity. Our training concentrates on how to integrate the leading methods and business philosophies of project management and productivity (such as David Allen’s GTD) and Daylite to provide well-balance, low-stress work environment. Although we do not limit our services to Daylite, a large majority of consulting work deals with helping our clients gain the highest productivity and utmost use from Daylite. We believe Daylite to be the preeminent and most efficient CRM of any other like-application on the Macintosh or PC.

Daylite/Daylite Touch services include:

Purchase and installation consultation
Implementation and training
Productivity support
Data migration
Troubleshooting
Implementation and support for connectors
Customized reports
Complete demonstration seminars to help you and your company learn everything there is to know about Daylite

Our consultants at Phase Seven Consulting are Daylite certified. We can help you with your Daylite purchase, installation, setup, implementation, training, and troubleshooting. We have several report templates we offer at a low price, however, we can also create customized reports for you. We will maintain and troubleshoot your multi-user environment at your convenience so you don’t have to yourself. Contact us today!

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