Active Collab is great for small teams who want a web-based project management platform to help them on their day-to-day workflow tasks, billing, estimations, vendor assignments and even client communications. It is also great for agencies with users who are sometimes remotely working. Active Collab starts to show shortcomings when you have an immense amount of projects in the system (1000+), and, being a web-based platform, can sometimes experience downtime.
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
Now I can easily process my emails, I can store them even I can pin them and make a sticky note so that whenever I have a meeting I can better assist the client.
This tool provides me numerous integrations to associate with Mac.
It is very easy to customize as I have customized the notification and alerts.
It isn't possible to set members of staff as part time, so if someone is unavailable on certain days you must manually enter them as OOO every single day that they are not in, that other teammates work. Hours also can't be edited individually - everyone is treated as working the same hours in a day, rendering capacity planner useless for flexi working teams
Subtasks cannot be assigned their own hours and deadlines, meaning the To Do list view can't be seen in actual date order and capacity planner does not reflect all time allocated to an individual's schedule unless every task is set up as a separate task rather than subtask
There is no way to see all tasks of a certain type across multiple campaigns (e.g all copywriting tasks vs all technical tasks) - support team suggested exporting data and making spreadsheets
Kanban view isn't available for people's own task lists ('board' view here shows a list)
Not possible to have one task be assigned to more than one person
Notifications are not sent when tasks are updated, so you have to leave comments and tag people each time
The support team is responsive to requests and their annual support fees are reasonable. Honestly, we don't have to contact them much. Updates happen automatically and the platform is very solid and does not require a lot of support. Documentation is good and the platform is easy to learn.
Since we moved from fixed capacity project to T&M we need some tool who support our billing & invoicing. HP ALM did not provide good support for invoicing so we moved out from HP ALM to ActiveCollab. The features like Timer, reminders are not available in other project management tools like JIRA, Rally & ALM making AC the first choice since we have strict SLA's & AC helps in meeting that.
Daylite is dragging us towards success and giving reliable features. The developer and technical team listen to the feedback about the platform and correct the errors and bugs in the limited time frame. It helps in managing the project's progress, track the overall completion of project, plan, creates and performs with having a feature of adding a reminder to the task and helps in easily managing the finances too.
A central communication portal is used to keep all members of the team informed as to the status of specific projects. All staff have access to read past discussions to enable contribution to the current discussion.
We have found it difficult to get our clients to adopt usage of ActiveCollab for communication on a reliable basis.
The cost per person is high when using it as a communication center.
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
