![]() ![]() Not convinced that Marketcircle is the leader in small business productivity? Check out this great interview with Marketcircle CEO Alykhan Jetha on the Background Mode podcast.Īs mentioned earlier, we’ve been longtime Marketcircle customers and have seen first-hand the benefits that software like Billings Pro and Daylite can bring to freelancers and small businesses. Check out the Daylite and Billings Pro sections of Marketcircle’s website for more information and to start your free trial. Here are the steps on how to do that: Perform a sync if using Billings Pro on a Mac (File -> Sync). Once this is complete, you can log in through the Billings Pro on the iOS app again. Try Daylite & Billings Pro for Freeīoth Daylite and Billings Pro are available now for OS X and iOS, with a free 30 Day Trial to make sure that they’re the right tools for your business and needs. Solution You'll need to login through your Billings Pro Control Panel and remove any special characters or accents from your login details. Once linked, accessing any one component optionally shows all other linked components, which helps you gather, review, and analyze information without having to jump between apps or menus. For example, users can link certain notes and call logs to a specific contact, link calendar appointments and tasks to a certain project, and link people to companies and projects to help track work history and referrals. The native app format also allows Daylite to integrate tightly with OS X, which lets users import emails, create new contacts, schedule appointments, and delegate tasks all from within apps like Apple Mail, Calendar, and Reminders.īut perhaps the best Daylite feature is linking, which lets users virtually organize almost any stored information by “linking” it together in the Daylite interface. Daylite can organize your contacts, calendars, tasks, notes, emails, projects, and business opportunities, allowing freelancers or small businesses to track and coordinate all aspects of managing their business from a single place, maximizing your ability to meet the needs of both you and your customers.Īs a native app instead of a Web-based service, Daylite syncs to the cloud but maintains local copies of your data, ensuring that you and your team always have access to the information you need to make your business run, even when an Internet connection is unavailable. Run simple reports on your Mac to view your account summaries, total amount billed, and more. View the account balance and retainer balance for each client. Know who’s overdue, who’s paid, and when. Daylite is a productivity app for the Mac, iPhone, and iPad that combines CRM, project management, to-do functionality, and more. Keep track of all your invoices and client payments in one place. If Billings Pro is the ultimate app for making sure you or your small business gets paid, Daylite is the ultimate app for helping your business satisfy your customers and clients so that they’ll want to pay you. ![]()
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