Episode #31: Understanding the landscape through a Mac-Based CRM.

The Tech Savvy Lawyer

English - August 04, 2021 13:14 - 40 minutes - 56.3 MB
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Previous Episode: #30: Efficient Law Office Workflows: Interview with Streamlined.Legal's Melanie Leonard

Next Episode: #32: Saving Office Admin Time with Chatbots: Interview with LawDroid's Tom Martin

My next guest is Alykhan “AJ” Jetha. AJ is the President and CEO of Marketcircle, Inc. Marketcircle is developer of small business software for the Mac, iPhone and iPad including the client relations management program Daylite*. I am super excited to have AJ on as a guest as I use Daylite in my law practice.

As you will hear, I got a little overly excited as I asked additional questions beyond my initial three: Bonus Question - What are three ways you are using technology to transition back to the brick and mortar post COVID, if at all? Q1 - What are three ways Daylite differs from other cloud-based CRMs? Q2 - What are three ways Daylite integrates with Apple-based programs for the benefits of the user? Q3 - What are three third-party integrations you can use with Daylite? Q3+ - What are three ways Daylite is looking forward to the future; what should users expect from their CRMs in the future?

Editors Note: My apologies for some of the jingling you hear toward the end of the podcast. My youngest puppy Teddi decided to pay me a visit during the session. 🐾

Enjoy!

Where you can find AJ:

Links of Interest:

iPad Pro 12.9” (v. 12.9 M1*)