![]() Cons: While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these 'events' must exist in series.Ī meeting is a meeting is a meeting and a Task is a Task is a Task. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc. Marketcircle really should offer a lower cost version for personal use.Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Cons: Daylite is aimed at the corporate market. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. ![]() It took a while and several tries before it caught on. Cons: The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players. ![]() ![]() The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. I use it to manage my solo business, so Daylite is my only 'assistant', so with my pipelines and activity sets established, it tells me what to do and when to do it. Overall: I am able to provide a variety of design services with different workflows to my clients. ![]()
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