Software: MoneyWorks #accounting software & Daylite CRM
Daylite CRM runs on a Mac operating systems. It integrates with the MoneyWorks accounting software via a connector.
Daylite CRM helps track the communication you had with the customer, the schedule, tasks, projects and sales opportunities. It is a contact management system for individual and workgroup. You may visit Marketcircle website, the Daylite CRM developer, for more information on features and pricing.
You can purchase the Daylite connector for MoneyWorks accounting software from the Cognito add-on store. The connector pushes the financial and transactions information of a customer from MoneyWorks to the Daylite CRM. Essential information pushed into Daylite without you physically accessing the MoneyWorks accounting software. Neat.