Accelo Reviews & Product Details

Great customer service, good features and up to date visualisation

No WIP report - has to be downloaded manually from timesheets or pay $000 to Accelo for a custom report

Accelo saves everything in the cloud so we don't need other products to save the documentation

The software is easy to use, user friendly and we got all we need

the only thing is the "schedule" we are unable to modify a schedule, we have to delete it and redo it

With accelo, we see the time tracking of our employee, it's easy to follow the work in general

The ability to combine your CRM, Project Management Tools, Ticketing, Time Tracking, Billing and Sales all in one!! No other system that does it better! I've seen Accelo implemented more than once, which is why I chose it as our ultimate one system to rule them all! Works amazing in the digital marketing space, and beats any of it's competitors like Monday, Hub Spot, Pipedrive and the likes... Beyond just the platform, the team and customer support is exceptional, all the way from the demo phase to the onboarding and system migration/implementation/integration, you cannot fault Accelo. Overall, including the ease of use and intuitive interface, Accelo is the go to daily tool any agency should consider using. It brings you great reporting, visibility and deliverability that is second to none!

Not much to dislike, but could do with more automation features!

Combining all our different systems into one, where we now can manage our client records, projects, tickets, time tracking, billing and sales. Historically, we were using a handful of different systems to do this, and for a digital marketing agency with over 500 clients, this transition to Accelo was a no-brainer for us! If you have any doubts about moving across, don't! Accelo delivers in all respects, which is very hard to come by in the tech world.

Task and email management are built into the ecosystem, with seamless time logging and billing. I haven't seen this offered anywhere else. Rather than just integrate with your email, you can work from within the program all the while recording your time and billing rate for each task automatically.

It can be very daunting when first starting out due to the sheer amount of capabilities and options available. Everything is connected so a simple mistake early on in your workflow such as how you set up your tasks can show up eventually when billing. I recommend working with their professional services team to get your workflow set up properly and avoid the headache of the trial and error approach. I worked with Siobhan and she was very adaptable to my learning style and schedule, which is very rare in the consulting space! I highly recommend this option rather than stumbling through it as I first did.

My biggest problem has been that after my workday, even if I've completed a full day's work, I'm never able to relax. Due to the number of clients I work with, each with their issues and details to keep on top of, my evenings and weekends consisted of reviewing my work in my head to make sure that I didn't miss anything. I'm very organized but still had too much trouble trying to see all my current work right in front of me to where I can confidently shut off for the day. Learning to use Accelo properly means that I can now be sure that I record an issue correctly as it happens. Almost as important, I can now recall these notes very quickly, even if I'm jumping from one client meeting to another, or just picking up a call and being able to catch up on the situation. I've barely scratched the surface as I'm only using a few tools so far and I'm working on perfecting them. I used to dread when clients called with a new issue as this is another thing that I have to keep on top of. I always felt like I needed to finish all of my work to be able to stop. Now I can just schedule new tasks immediately and let the client know then when I'll be able to complete this for them. So I don't have to always play catch up or do the work from the client who's shouting the loudest.

Their help team are informed and responsive

They didn't think through the usage impacts of some key product features like the scheduling dashboard.

Lack of a single source of the truth about work to be done and work actually done.

The Client Portal and the ease of editing reports. I find the layout well designed. I like that it's easy to create templates and run most of my business using the platform.

I wish there were more tiled windows and required less opening new tabs. I'm hoping in the next release, you can adjust the column width on the Project Overview window.

I need a single platform to track projects, sales, invoices, billing and client communication. I'm just getting started and Accelo is really helping me to organize my workload and assign tasks to others.

its easily navigational. easy to transfer tasks

not so easy to print reports on basic plan. it doesnt update status automatic. You have to refresh. the accelo mobile could be better

makes it easier to track tasks and transfer task. also, sending emails through accelo keeps it with that task.

Accelo allows us to easily know the critical information about each project. Keeping a project on schedule and on budget is so much better now that we are using Accelo to do it.

We are constantly having to monitor where hours are being placed by Accelo in retainer periods. If we leave a retainer period from a previous month open, Accelo will often assign entered hours to an old retainer period even though the dates dont match.

Making sure projects are staying on budget, and knowing where projects are financially during the entire process is a problem we dealt with for years before Accelo. Now we have it in real time, anytime. Accelo is saving us time, which saves us money.

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From sales to project management, Accelo is a seamless platform that works across all departments. And if you don't need a particular module, you don't have to pay for it!

As with any comprehensive platform, there is a learning curve. The training process is excellent, and you can have Accelo do much of the setup for you. And as long as you're paying attention and utilize the resources provided, it's easy to learn and customize for your organization's unique needs.

We can manage, from prospect to client, the entire sales and project management journey in one place. It's where we clock all of our hours, understand where we are in each project, know who is working on what, and follow specific timelines that are SUPER easy to incorporate into each project plan. It's not perfect, but it's the BEST solution we have found in our search for a platform that fully manages our agency's day-to-day work.