Contact-customer relationship manager coming to OS X

Marketcircle — a company that develops, markets and supports Customer Relationship Management (CRM) solutions — is working on Marketcircle DayLite, a Cocoa-based Contact and Customer Relationship Manager designed specifically for Mac OS X.

It will be offered as a single user version, as well as a relational database driven multi-user version. The single user version of Marketcircle DayLite will be available in the this spring and the group version this summer.

According to Alykhan Jetha, president and CEO of Marketcircle, Marketcircle DayLite features will include: template-based correspondence; relationships between contacts and organizations; opportunity management with visual sales funnel and forecasts; appointment, event, call, and task scheduling; and a plug-in architecture for import/export.

Using customizable toolbars, users can configure DayLite to provide only the functionality they need. You can display multiple contact cards simultaneously by double clicking in the list views. You can hide and unhide list columns, as well as select which side you prefer your views (for example, days on the right, contacts on the left, or just use the whole window for one view).

For even more detail with Marketcircle DayLite, you can open multiple viewers on the same database or file. You can select multiple, disjoint days using the mini calendars in the drawer. With the app, you can also: drag to create appointments at the desired times; double click in a time slot to create a default one-hour appointment; and click and drag appointments to reschedule (to another time, or another date altogether).

Contacts have many fields that can be revealed by opening various drawers. For example, a contact may have an unlimited number of phones, addresses, roles, relationships, etc. You can open multiple viewers on the same database or file. Marketcircle DayLite lets you sort, filter, hide and unhide different columns. Plus, you can double click contacts to compare or view details.

You can schedule calls, appointments, and tasks for a contact, then set a reminder so you won’t forget. Activities can be assigned to a different user. You can relate a contact to another contact or organization and/or establish the role played in a organization, project or opportunity.

Marketcircle DayLite lets you determine a type of reciprocal relationship: employee/employer, mother/son, husband/wife, etc. In fact, a contact can have multiple relationships and/or roles. You can add to the standard set of roles and relationships by defining your own reciprocal relationships and roles in the utility drawer

You can customize the standard templates of Marketcircle DayLite by adding your own images. Plus, you can merge keys by double click in the drawer. The template can be saved to the database so everyone has access to it. If you’ve chosen to make a template that applies to contacts, then only those merge keys are displayed.

Marketcircle DayLite saves the resulting merge document in the database that’s linked to the contact. You can e-mail in cross platform PDF format or print the document.

DayLite uses an industrial grade SQL database engine (OpenBase) for its group functionality. And it uses a pessimistic record locking strategy to prevent conflicts in multi user environments. Once saved, changes are automatically reflected to other users viewing (but not editing) the same record.

Pricing hasn’t yet been announced.