Daylite, the Mac CRM for Small Business (Sponsor)

For those of you who don’t know about Daylite, it has been around for over 15 years. Daylite is a Mac customer relationship manager (CRM) that helps you get new business and deliver on your promises. Whether you are contacting new leads or reviewing your list of past clients to see who is in need of your services, Daylite helps you track everything. From a single lead or client, you can see every email, every booked or upcoming appointment, who referred them, pending business deals, active projects, and even future follow-ups. 

From a single project, you can see all of the important emails, files, completed tasks, as well as upcoming tasks and who is responsible. Daylite also has custom pipelines so you can visually track the stage of each project. 

The Daylite team is always coming up with new ways to help Daylite make business more productive. They’ve recently added an easier way to schedule meetings and book resources.

If you’re looking for a mature, reliable system to manage your business, look no further. You can even read about other companies using Daylite here.

Too much going on? Email reminders by MailButler are there to help you. (Sponsor)


This week MacSparky is sponsored by MailButler. Multitasking is bad. Nonetheless, in today’s world we’re forced to to juggle business meetings, calls and emails, deadlines, and family birthdays and more. It’s easy to drop the ball. 

That’s one of the reasons I write here at MacSparky. Technology can help. If you feel overwhelmed with constant multitasking, it’s time for you to check out MailButler. It’s a multifunctional email extension, time-saver, and productivity game changer. 

With MailButler you can compose emails beforehand and schedule them to be sent on a certain day in the future. It’s a good solution for planning birthday greetings for the entire year in advance and getting them off your mind. Also, you might want to reduce the risks of forgetting about some of the open conversations you need to follow up on in case you don’t get any response. Once you’ve written your email, just tell MailButler when you want to be reminded to follow up, and the notification will appear at your preferred date and time. With MailButler you can schedule a reminder about any kind of task for each of your emails – just attach a short note to it and turn on the notification.

MailButler doesn’t stop there. It also helps you with attachments. With the “Attachment Reminder”, you will get reminders about possibly omitted email attachments. MailButler super-charges Apple Mail and helps you process your emails faster and more effectively, saving hours a day to complete other tasks. Check it out today.

 

The Omni Group (Sponsor)

This week MacSparky is sponsored by the Omni Group. One of the most interesting things I saw last week at WWDC was Sal Soghoian’s presentation about JavaScript integration with the Omni applications. The Omni Group has been hard at work adding JavaScript integration. They currently have it on betas of OmniOutliner and OmniGraffle. Using this, Sal was able to prepare an outline in OmniOutliner that automatically generated presentation slides in OmniGraffle. The documents were linked and making changes in one affected data in the other. Impressive! It was really powerful and available on both Mac and iOS.

Seeing how much time the Omni Group is spending putting this advanced automation in place just affirms my decision to buy their software. The Omni Group truly wants to make the best possible software for Mac and iOS. If you’re looking to be more productive, I recommend checking them all out.

OmniFocus — to get more productive

OmniGraffle — to make beautiful diagrams and images

OmniOutliner — a powerful outlining tool

OmniPlan — for project planning

Check out the Omni Group today and let them know you heard about it at MacSparky.

SaneBox for Email Sanity While Traveling (Sponsor)

This week MacSparky is sponsored by SaneBox. SaneBox is the mail service that keeps you … well … sane. With a SaneBox account you can have your email automatically sorted for you so you only see the most important email in your inbox with less important email put in other folders for later viewing. You can also take your email and defer it for as little or as much time as you want. I’m traveling this week and I deferred several less important emails to next Monday, when I’ll be in a much better position to deal with them.

Those, however, are just two features. There is so much to the SaneBox service. You can, for example, throw unwanted email into the SaneBox blackhole and you’ll never receive email from that sender again.

Between attending the Apple Developer conference and managing the law practice, this week SaneBox has really been clutch for me. It has allowed me to manage the most important email but at the same time kept me from drowning in email.

SaneBox is a great service for anybody struggling to keep up with email. I hear from listeners all the time that love using SaneBox. If email is causing you any grief, you should check out SaneBox. Use this link and get a discount and let them know you heard about it here at MacSparky.

Get Productive with Daylite (Sponsor)


This week’s sponsor, Daylite, helps individuals, teams, and small businesses on the Mac, iPhone and iPad.

For those of you who don’t know about Daylite, it has been around for over 15 years. Daylite helps you manage clients, schedules, tasks, projects, emails and new business opportunities, all in one app where they’re interconnected. From a single client you can see emails to and from, who referred them, pending business deals, booked or upcoming appointments, and even future followups. Or from a single Project you can see each person and their role, the tasks and who’s responsible, meetings about the project, and notes, all in chronological order. Daylite helps you remember the little details so you don’t have to worry about anything falling through the cracks. And when you invite team members, you can share this information, assign tasks or check each others calendars before scheduling meetings.

The Daylite team is constantly coming up with new ways to make the app better. Most recently, the Daylite team announced they are adding iOS email support natively right inside the app.

If you’re looking for a mature, reliable system to manage your business, look no further. You can even read about other companies using Daylite here.

Sort Your Mail Automatically with SaneBox (sponsor)

This week MacSparky is sponsored by SaneBox, the email service that allows you to be the boss of your email inbox.

SaneBox is an email service with a lot of features. This week I’d like to focus on SaneBox’s ability to automatically sort your email for you. Every day we all get a lot of email. Some of it may come from family or coworkers and be super important. Other email may come from some online store that you bought a shirt from 10 years ago and be a lot less important. With all of your email going into your inbox, you’ve got to spend time every day sorting the wheat from the chaff.

SaneBox can do that for you. Specifically, SaneBox will look at your inbox and sort your less important email into other folders. For instance, SaneBox sorts all of my email from people that I buy things from into a specific folder. Likewise, SaneBox has a separate folder, called “Later” that holds email from senders I usually let sit for a few days. Once SaneBox is done sorting out my inbox for me, I only see the email that is most important to me. I can deal with those and then come back to the remaining sorted folders later when I have time.

The day after I signed up for SaneBox my morning inbox went from 150 emails to seven emails and I immediately knew I had a winner. I’ve been a paying customer for years and couldn’t get by without it.

If you have been struggling with email, you should check out SaneBox. It’s a great service that will save you a lot of time. Use this link to get a discount and let them know you heard about it here at MacSparky.

Sponsor: MailButler

This week MacSparky is sponsored by MailButler. MailButler is a collection of powerful add-ons that make Apple Mail exponentially better. One such feature is email signatures. Email signatures are important. If your email signature tool is tacky, it makes you look bad. If your email signature is too sparse, people think you don’t care. 



MailButler can help you out with that. With MailButler, you can create your email signature from MailButler’s built-in templates. You can also configure photo images, text, and colors to make your own special email signature. Your personal and unique email signatures created with MailButler are responsive to the screen sizes they appear on and look great on mobile devices.

With MailButler, you get a lot more than just better email signatures. Other ways MailButler improves Apple Mail include scheduling, tracking, snoozing email, task tools, inbox pausing and more. If you use Apple Mail, you owe it to yourself to give MailButler a try. 

Sponsor: OmniFocus and the Review Feature

This week the blog is sponsored by my friends over at the Omni Group and their best-in-breed task manager application, OmniFocus. There is so much to love about OmniFocus. It’s a powerful task application that works with you to not only check off your boxes but make sure you’re on track with your own priorities and goals.

OmniFocus represents a lot of rethinking about what a task management application should be and as a result, there are several unique features. One of my favorite unique features is its ability to review projects over time.

OmniFocus allows you to set a review period for all of your projects. It is user customizable on a per project basis and that is part of the reason it’s so powerful. By tapping the Review button a few times a week, you can take a look at all of your projects that are due for an independent review. For a corporate client that I don’t do much work for, that review time may be every six months. For an active project where, perhaps, the client is acquiring a competitor, I may make that review period every four days.

Because I’ve taken the time to set up these review frequencies appropriately, when I tap the Review button I just see those projects that truly require my attention. I’ve made this a regular practice and it has paid great dividends. Using the OmniFocus Review feature I have:

  1. Found projects that fell off the wagon, allowing me to get them back on track and not look like a fool.
  2. Discovered additional work that needs to be done for clients because I took a moment to sip some tea and think about their project in the abstract.

Best of all, a regular review routine gives me peace of mind. Knowing that I’m keeping track of projects lets me know that I’m doing my job and allows me to sleep easy at night. Whenever I feel a little frazzled, it is because I’m behind on project reviews.

Review is just one more reason why I love and use OmniFocus. To learn more head over to the Omni Group and check out OmniFocus.

 



Sponsor: SaneBox – They Respect Your Privacy


This week MacSparky is sponsored by SaneBox, the email service that brings sanity back to email. There are so many great SaneBox features. It lets you easily defer email to the future. It follows up with you if you don’t get replies to important emails. It automatically sorts your email for you so you can deal with the urgent and save the rest for later. Best of all, this magic works with just about any email application and on any computing platform.

One feature I’ve never mentioned about SaneBox before is that it costs money. You pay for the service. In this day and age, the fact that they have a business model that doesn’t require them to sell your data to someone else is, in fact, a feature. Indeed, SaneBox is very respectful of your data. To pull off their magic tricks, they only look at the email header information (primarily they need to know who sent the email and the subject line). They don’t look at your email body and they don’t sell your data to anyone. SaneBox explains their … well … sane belief in protecting your privacy right here.

So don’t only give your email super-powers, do it with a company that respects your privacy. I’ve been a SaneBox subscriber for years and don’t know how I’d get by without it. Go check it out and use this link to get a discount off your subscription.

Sponsor: Daylite CRM for Mac

This week MacSparky is sponsored by Daylite, the CRM & Project Management app for teams on Mac, iPhone & iPad.

Daylite helps companies manage more leads and projects by organizing all your data so you can work more efficiently and gain valuable insights into your business. 

Recently a law firm in Georgia shared that Daylite has helped them grow from a team of 2 to 13 in just two years. By using Keywords in Daylite to tag how new lead and client heard about them, the firm was able to filter and uncover which methods worked best for attracting new clients. 

They also use Daylite to filter and identify which clients were referring them the wrong type of leads. By educating their referring clients about their services, they saw a big improvement in the type of leads they were getting, which led to more clients.

By using Daylite to capture important information, this firm was able to leverage that data and grow their business.

If you are managing a small to medium sized business, you can’t go wrong with Daylite. It works on Mac, iPad, and iPhone and gives you and your team one place to manage tasks, contacts, calendars, email, and all those other bits you need to make your business successful. Head over to Daylite today and learn more.