.png)
CRM
Daylite
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients close more deals and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail Contacts Calendar Siri and more!
ChatDaddy
Daylite
How It Benefits Your Business
Save More Time
Automate the mundance
Most businesses operate using a range of manual tasks, with staff rekeying information from one app into another, or retyping the same message, which is extremely inefficient. With ChatDaddy’s integration, you can help your business save time and remove human errors. You can trigger a message drip or notification to run in Chatdaddy from all sorts of events, from receiving an email, adding a row to a spreadsheet, updating a record in a CRM, receiving an appointment, or creating a financial transaction in an accounting app.
Scale your business
Growing a business can be challenging, especially if team members are spending more time on admin than the stuff you would rather they were doing. Reviewing your processes, streamlining them, and then using ChatDaddy to automate them will free up time for staff to concentrate on the core business. They can get back to being creative, or looking at the big picture, rather than drowning in a mountain of paperwork. As you grow, you can already support the increased business as it will be handled by automation rather than needing to hire more people.
Do More Sales
Increase conversion rates
With an eCommerce WhatsApp Chatbot, your business can send payment reminders, offer incentives to create a sense of urgency, and answer questions that your customers might have. ChatDaddy is also ideal for sending handy reminders for calls, meetings, and any other appointments which you don’t want to forget. Connect with your calendar app and send notifications or send message drips, it’s like having a personal assistant!
Streamline your customer onboarding
Making a sale is great but it usually triggers a series of tasks to get the new customer set up on various systems and send them information about how you’ll work with them. You may need them to sign a contract and set up some initial workshops. All of this can be automated, from calendar management to creating Zoom meetings, sending emails, and updating your CRM. You’ll never forget a step in the process, will save a load of time, and have peace of mind that the data is accurate.
Get more testimonials
Testimonials are key for winning new business and satisfied customers are usually more than happy to provide one, but many businesses don’t ask for them. Using an automated workflow at the end of a project or after selling a product makes it really easy to get valuable testimonials. You can send a sequence of WhatsApp messages using ChatDaddy to make the request, follow up if needed to remind your customer, and the content can include links to your Google business page, an industry review site, your Facebook page, or LinkedIn profile.
Our Business
Application
Send Payment Reminder
Send Payment Confirmation Notification
Send Order Cancellation Notification
Send Delivery Notification
Automated notifications
Send meeting confirmation
Send appointment (meeting dial-in or business location) details
Send reminders for calls, meetings, and any other appointments
.png)
Send personalized message drip
Client status update notification
Assign customers teammates
Tag customers
Increase CRM database
Client status update notification
Assign customers teammates
Tag customers
Increase CRM database
INTEGRATION
Similar Integrations
View all
Patreon
Patreon was built to power membership businesses for creators and strives to support creators who wish to gain consistent sustainable income through their work. Patreon also empowers creators to retain direct contact with their most passionate fans and own creative control of their work.
Connect app
POWR Form Builder
POWR Form Builder is an easy way to collect information grow your email list and take payments online on all devices and platforms.
Connect app
Credit Repair Cloud
Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.
Connect app
tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Connect app
Zapier
Efficiently manage workflows using Zapier Manager, scheduling tasks and integrations seamlessly, with a focus on Gmail integration for optimal results.
Connect app
Ignition
Ignition makes it simple to engage clients get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments we free you up to focus on what matters most.
Connect app
Over 1000+ Integrations
Integrate with all the marketing & social apps you use everyday. Instantly copy and add your integrations.
