Daylite
Daylite is a CRM and project management app built for Mac, iPhone and iPad by Marketcircle. It is used by service businesses that keep their contacts, opportunities and projects in one place. The integration with InputKit automatically sends your questionnaire sequences from certain events recorded in Daylite, for example a won opportunity or a completed project.
What the Daylite integration with InputKit allows
Events recorded in Daylite trigger the matching InputKit sequence, with nothing for your team to do.
- Automatic InputKit sequence sent when an opportunity is won in Daylite
- Can also trigger at the end of a project, to measure the delivery experience
- Adjustable send delay for each trigger, so you reach the client at the right moment
- Satisfaction reports by account owner or by team, built from the responses you receive
- Real-time alerts when a client is dissatisfied, and Google review invitations for happy ones
Ready to connect Daylite with InputKit?
Book a demo to see how you can automate client follow-ups from the opportunities and projects already tracked in Daylite.