Accelo Reviews: 4.4/5 — Solid Choice

Its cloud based hence always available anytime needed. Its also automated and easy to use. Easy to import emails and keep time on projects. Support time sheet entry. Great in invoice creation and electronic payment

In case of any issue the support team is helpful so there is no limitations.

Project management and sale CRM. It is also great in professional services.

Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform. The tool is quite user-friendly if set up properly for your business.

The integration with QuickBooks Online needs some additional features.

We are able to see our workload by staff member. We are also able to ensure that all committed work is scheduled and assigned to team members. All activities (e.g. emails) related to that work are stored in a common platform. We also are better at tracking our time to associated work -- so we are able to bill our clients for accurately and effectively.

Excellent tool foe the teamwork and Cloud based platform with online live training and support. Accelo has plenty and most reliable and customizable features and very accessible functions. Budget management product, Time tracking, estimations and quotes creating as well as tracking of many running business projects process. Accelo is also a great solution for Scheduling and very helpful in web design management tool with amazing ability of multiple business projects management within given company increasing the entire business productions.

Myself i have no usability or performance complains on Accelo, this system has been doing a clean and wonderful job.

Resource management, Time tracking and smooth management of different running business projects and process tracking, improving the marketing strategies in our sales team.

-With Accelo is quite simple for the user to come up with new projects through the projects templates saved not forgetting the tool pricing its great. -Centralization system of different projects, billing and various sales into one room for the easy management. -Accelo integrates nicely with other platforms like Gmail and when it comes to time tracking and creating of tasks, this platform is the best. -Perfect customer relationship product, and its interface is very customizable to fit any project requirements and i also cant forget the customer service is very active and responsive. -Accelo ensures that the user is very productive, helping in business growing and the tool can be used on different platforms.

-Nothing as far as the tool performance is involved, but its UX can be a little confusing especially to the users.

-Tracking of time. -Management and creating of tasks, helping in enhancement of the business productions.

We have transitioned all of our internal administrative tasks to Accelo. We can track and follow a client and its progress from start to ongoing. Easy to use.

I am not aware of any issues with the system.

Simplified process that enables to keep track of all of our clients and maintain a steady flow.

The best thing of Accelo is that it supports everything from project management to Customer success. Everything comes under a single tool with a lot of features.

Thers is nothing to dislike. Everything works awesome with Accelo. Hoping to see some more Automation features ahead.

I have used Accelo for CRM and Project management in my project. Accelo made things bit easier in managing things. Its the best tool with a lot of features.

Accelo offers one of the smartest CRM application I have ever used! The best thing about this application is the tracking customer interactions with our email newsletters and Ads via the G Suite integration.

We still are fairly new users but we are very satisfied with all the tools we are presented with thus far.

Accelo is one of the most intuitive and secure software I have ever accessed. Besides managing customer info and projects we were able to solve issues we had when it came to keeping track of our freelance marketers.

The best things I love about Accelo is the Milestone Tracking, Budget Management, and the Time & Expense Tracking feature. Also, it easily integrates seamlessly with so many applications we use such as Suite, Mailchimp, and Stripe.

The biggest "con" or "dislike" would have to be the pricing. Unfortunately, when dealing with such a robost application pricing is fair.

There are too many problems that Accelo have solved for us to list here but the main problem we were having was finding a project management tool that had all the features we were looking for in one place. Accelo solved that instantly for us! We now rely solely on this application to get every task completed especially when working with remote digital marketing employees.

Accelo is an award -winning platform that is simple to use and it helps streamline our services and ensure that we are able to please and offer our customers what they deserve. On top of that it enhances our profitability by ensuring that we place our clients work on one platform and implement it with ease. It also integrates easily with other platforms such as Office 365, G Suite, Xero among others and this improves its user-interface and ensure its smooth usage.

As a cloud based platform its sometimes affected by poor internet connections making it a bit difficult to use it.

Accelo is changing the way we implement our workflow and its helping us automate our professional services that we offer to our clients and in turn make them happy always. Nowadays there is no delay and we are able to serve our customers faster and this has helped us relate well with them and be able to build a loyal and lasting relationship with our clients.

I use the weekly timesheet feature almost everyday. It has helped me to stay on track with tasks, and I love the "new timer" feature that allows you to start off right when you're working - and not think about tracking your hours.

I haven't come across any issues yet - I am thoroughly satisfied!

The benefit of not having to record my own time - but being able to start a timer, leave that window up, and not have to think about it again until I'm done working.

Easily and fully customizable, automatic timers, user friendly....the assets module is just icing on the cake!!

That I didn't find it Accelo until now, I wish I would have had it years ago!

We have been able to consolidate several different web based resources we were using down to just Accelo saving us time and eliminating lost information. Being able to customize each module to fit the language of our company is fantastic and having the ability to have all the client data in a single place easily accessible is priceless.

We use many of the features of Accelo ServOps platform, including the brilliant Retainer Module. The Sales module is also great allowing us to manage our sales operations efficiently. The integrations with our other service tools are valuable for efficiency too.

There's not much we don't like. I guess there are a few tools we would like to see integrated (especially IT Glue).

Providing a fresh new approach to managed IT services, including transparency and clearer communication of the value we offer.

Accelo gives us the platform to organise our business operations to the level of detail that makes us the most efficient and ensures the quality of work. We can plan in detail but have the real-time optics across every user so that we can react to the daily challenges in completing workload and make the adjustments to keep everyone well utilised and client work on track. We have a fully processed project management system with and with the transparency internally and externally on project progress and cost. It is a system used at all levels of our business from completing individual tasks, to managing projects to making cost decisions.

Not all of the extra features I would like which could reduce admin time are yet available but with the number of new features released since we started using the system and the visibility they provide on their roadmap, I am very confident that we will see them in the near future.

Improved utilisation of the team Quality control Transparency for clients Live system processes Cost of work Task management Reporting Scaling of the business

Team collaboration and clients follow up. Knowing what is exactly happening amid tons of tasks is of great help. All previous client interactions/communications/minutes of the meeting are recorded perfectly. I'm also happy to be able to understand the time spent on various tasks (billable vs non-billable hours)

I would not call it a pure disadvantage, but any new user should invest time to understand/use the various functionalities.

Tasks coordinations, effective team collaborations, clients followups and being up to date with what is going on.

You have everything you need in one place. You can take care of customers tickets with ease. You can schedule, tract time and cost plus so much more. the customer service provided by the Accelo staff is excellent. I am very pleased that we decided to switch Accelo. I love that Accelo auto sends a email to the client when a ticket is received and completed.

We have only been using Accelo for a short time and so far I have not found anything I dislike.

With Accelo we are able to keep the team on track and assure we are providing the best services to our clients. It is a breeze to keep on top of tickets and to assess which team members are doing tickets and how they are fixing issues. Then we can create a knowledge database from the ticketing information on best practices.

I thoroughly enjoy that you can track time, select who you want to review your work in a ticket, it is simple to use and very easy to understand, the top nav has been working well and i enjoy seeing how i am doing and that i can also view it and senior management.

no big dislikes, maybe creating a larger amount of viewable tickets, ( higher max tickets that are viewable )

the benefit in realizing the amount of time worked on a project/ticket and how i can improve in areas, gives me a more direct spec on where improvements can be made,

I love the way it suits our business model where we can easily switch between retainer and project based campaigns. I also love how it integrates with both Proposify and Xero, making the whole operations process much easier for the entire company.

I would like to see more scheduling capabilities included in the Plus version.

I am now able to effectively track my teams time allocations and receive a clearer understanding of actual time and tasks completed for client work/company work.

Adaptable, customisable and vigorous stage for complete organization venture and studio the executives. Every one of the highlights are appropriate and it's been intended for various tasks, consultants, groups, bolster tickets, everything at the top of the priority list! It's so natural to utilize and there are pail heaps of assets online to help work out how to do little errands. There's progressing advancement dependent on client input, so the update highlights are extremely helpful and accompanied video instructional exercises to impart to the group. It's our step by step, step by step asset and booking device for the bustling organization. We've attempted a lot of different alternatives, which all missed the mark concerning key highlights. Accelo appears to have each solicitation I thought of.

I've battled with setting up formats that are week by week, month to month, every other month or quarterly errands, which would then be able to change over monetarily and precisely. As a matter of fact, I'd state this is more me than the stage, as I haven't genuinely investigated the update discharges to check whether my obstructions have been survived.

Accelo has supplanted a decent old white load up for day by day scrum, and with the booking highlight going all out, we can submit time for a colleague, however plan all hours so we recognize what's going on and when. It's entirely adaptable and simple to utilize, so I've spared a lot of time not running instructional meetings for the group. As my entire group is low maintenance with various work hours, everybody can remain over the venture work process without hand over gatherings. We're likewise endeavoring to vigorously diminish our email sending and utilizing Accelo to supplant a ton of this data.

We have one platform for all our needs. This reducing in team on-boarding, allowing the team members to focus on what they were hired to do.

Wish the resource management tool was more robust.

The Agency was using too many platforms to manage the business. We were able to consolidate our Business development platform, Agency projects, timesheets and a portion of invoicing through Accelo.

We adore the heap of reports given by Accelo that assistance us settle on progressively educated business choices. It certainly helps connect the Sales and Consultant hole, which is a typical issue organizations face when their consultancy business develops to a size bigger than 15 individuals. Information drives achievement, and Accelo certainly exceeds expectations at that. Specialists likewise especially like the simplicity of time logging, and simplicity of realizing what they have to chip away at, with the hearty booking highlight incorporated with Accelo. Backing from Accelo is likewise extraordinary, and as clients, we feel our voice and sentiments are heard, and took a shot at perseveringly by the group Accelo. This is certainly an organization that thinks about their clients' prosperity.

We do utilize Accelo for our Support group to speak with clients also, however that experience is certainly worse than average

Accelo tackled various business issues for us. Preceding Accelo we depended on seperate items for everything with no genuine incorporation between them. A great deal of procedures were manual rather than now our entire start to finish work process is computerized. Time spent invoicing has dropped from around 20 hours to 1 - 2 hours. Specialists have more noteworthy perceivability and thus responsibility for activities they are dispensed to. We are into our second year of utilizing Accelo and thinking back don't have the foggiest idea how we oversaw without it!

It's a central source for all our operations activities and then some. For the first time we can see what's going on between support, projects, retainers and sales. The activity tracking is something that now I could not live without my staff doing.

There could be more views that suit software consultancies, but I can live with that easily compare to all the other benefits

Employee, contract and project profitability. A 15% increase in margins by being able to easily identify bad contracts, and poor project work.

We love the myriad of reports provided by Accelo that help us make more informed business decisions. It definitely helps bridge the Sales and Consultant gap, which is a common problem businesses face when their consultancy business grows to a size larger than 15 people. Data drives success, and Accelo definitely excels at that. Consultants also particularly like the ease of time logging, and ease of knowing what they need to work on, with the robust scheduling feature built into Accelo. Support from Accelo is also great, and as customers, we feel our voice and opinions are heard, and worked on diligently by the team Accelo. This is definitely a company that cares about their customers' success.

We do use Accelo for our Support team to communicate with customers as well, but that experience is definitely below par

Our company was previously using Jira's Tempo Timesheets addon to manage consultant time logging. This was good until our consultancy business grew to the size it is now. Tempo was not able to cope with our scheduling, forecasting and utilisation report demands. This resulted in us not being able to project consultant availability accurately, and hindered Sales from closing opportunities that should have been closed, due to the inability to see who is capable, and available for a particular engagement. We then decided to switch to Accelo, and this turned out to be a brilliant decision, as Accelo was able to provide all the necessary reports we needed to properly forecast and schedule each consultant to projects. Sales was able to make better decisions in regards to availability, and this data is then used to drive other decisions across the company, such as hiring and pipeline goals

Since we started using Accelo in December 2015 the product has continued to evolve and improve. Money is invested in the platform and requests for upgrades and changes are considered and often implemented. This is unique in my experience. The tool is a powerful tool enabling my business to make data driven decisions in a timely manner.

Financial reporting dashboards could be more detailed in Accelo. This is however overcome by exporting and using platforms such as Bright Gauge and Power BI

Monitoring budgets , project management, time management of consultants through timesheets. Consultants are having to own there own budgets as they are updated live and can be seen by all levels of management. Transparency is key.

The fact that one product platform tracks our sales through to projects, manages our service desk ticketing. Tracking and managing our support contracts and integration with our accounting package is the icing on the cake.

Main dislike is profitability reports only include labour effort and not profit margin on hardware (material) sales on a per user basis. That and the issue you cant bulk approve expenses.

Accelo solved numerous business problems for us. Prior to Accelo we relied on seperate products for everything with no real integration between them. A lot of processes were manual as opposed to now our whole end to end workflow is automated. Time spent invoicing has dropped from around 20 hours to 1 - 2 hours. Engineers have greater visibility and hence ownership of the projects they are allocated to. We are into our second year of using Accelo and looking back don't know how we managed without it!

The ability to customise worklfows and automate task creation, email templates, reminders, project planning etc, and the ability to track statuses and other data.

As a product sales business I sometimes feel Accelo is more geared towards service businesses (e.g. billable hours) than product businesses.

Increased efficiency, increased standardisation, more manageable sorting of data.

Accelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out.

Honestly, the only frustration I have with the platform is the fact that my team and I haven't allocated enough time internally (yet) to complete the implementation. With that said, we will slowly but surely work to wake up this real beast of a system over the next few weeks!

The first thing that comes to mind is the Client Portal. As part of our management services, we actively serve 100+ properties and systems. The Accelo Client Portal allows us to receive, prioritize, and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our operation.

fast prompt responses and detailed training

we are very happy with the platform to date there is nothing that we are unhappy with in the manner that we currently use the platform

project management, clarity over project status

Accelo has helped our firm: 1) Standardize our workflow on tax work. This via Accelo project and or retainer custom workflows. 2) Automate some tasks that would have usually required a manually follow up. This via Accelo Triggers. 3) Provide better client communication via a self help portal that can provide file/current engagement views. This via Accelo client facing secure portal with very customizable user permissions build in. 4) Wonderful integration with office 365.

1) Syncing with QuickBooks desktop and online works but is not a true bi-directional sync for customer information and invoice changes. Accelo is working on this thou and it seems to be based on a limitation from an intuit API perspective which is updated regularly. So we have high hopes that the sync will be a true bi-direction sync in the future for customer information and invoices. 2) Office 365 calendar, email, and contacts are flawless. Tasks are another story. This likely based on an API limitation based on outlooks tasks. We would like to see as a replacement a Lync with SharePoint as one possibility

Specifically the following: 1) A bottleneck of open items and questions to complete tax work. By utilizing Accelo triggers - custom retainer fields - and Accelo work flow progressions we have been able to send automated email reminders to clients every week. This has helped clients follow up quicker and when deadlines approach removed the issue of "why is my work not done". Accelo is all about communication with clients we have found. 2) Follow up during the year. By utilizing the office 365 integration and the Lync with clients in Accelo a trigger has been setup to send a friendly email to those clients where communication has not been made for 60, 120 days. This simple email trigger has improved client retention as well as led to further billing opportunities basically paying for the Accelo service fees. 3) Improved overall work quality by forcing the tax professional both at the prepare and reviewer level to follow a preset yet flexible workflow that communicates with the client every step of the way. Accelo has helped us provide a more informed client experience with a better product/service overall.

I work within a marketing department as a graphic designer and am solely reliant on my workload being briefed in by account executives. Accelo allows all of my work to be fed into me online with everything i need in one place. Task description, brief, deadline, time frame, attachments, previous correspondence, stakeholder and links to overall project details. The team schedule also works well as i manage one member of staff so it allows me to keep up to date with their workflow, timescales and progression on particular projects all in one view. The timers are a real bonus as historically we have had to bill internal clients for our marketing time, this was a great tool to help you stay focused on one task!

Although loading times have decreased some of the screens still take a while to load or update. Predominantly the pending tasks screen. When you have more than 4 pages of pending tasks this screen auto refreshes which slows down the whole process. When search for a client to log a task under - this is really slow at loading. Creating projects is still a bit clunky. Especially when a project could hundreds of tasks assigned to them. I think this could be streamlined.

Better management of projects. Accelo is the only single place where all of the team (10 strong) are able to keep up to date on projects and progression of them. The timer function has enabled me to better quote on timeframes for future projects. This has essentially decreased the backlog of work due to better planning.

The best part of Accelo for our team is the Gadget. Once connected with Gmail, the transparency that Gadget has created allows us all to work more efficiently and effectively together with the shared information.

Accelo is not incredibly intuitive, and it has taken us a lot of time to figure out small details. We feel that it was designed with a programming-literate user in mind, but most of us do not fall into that category so we have had to spend extra time working with the software to get it to do exactly what we want.

We have greatly solved our communication issues and work delegation. With the ability to quickly assign or change the assignment of a task or issue, we are able to stay on track and get SO much more done. Where we once had to communicate everything verbally (and not well), we are now able to quickly send emails and notes as soon as the ideas are fresh in our heads. Everything is now in one place, and we can be so much more accountable for the work that we have to do.