Accelo Reviews & Product Details

The software has many different categories, schedules and charts to allow full functioning and tasks to be completed within the programme. It is also easy to share among colleagues.

Things can easily be missed if created as one task but need a different set up. There are a lot of steps and processes to establish a task, project or retainer and it can be time consuming.

Day-to-day tasks within the business, internal communications, scheduling and project management. It provides full visibility over workload and capacity for everyone in the business.

- Sales, Quotes, Projects, Project Plans, Metrics, Billing, Time Tracking, all found in the same place! - Ability to create Project templates is a time saver - Ability to create dependencies makes planning easy - Adaptive scheduling feature helps projects progress in real-time; no matter if you are working ahead, on-track, or behind

- There isn't a good solution for dealing with sales tax on only select deliverables - Adaptive, auto start, and planned date functionalities don't work as expected together - Robust tool with a lot of nuances. Isn't an out-of-the-box solution

- We no longer have to use multiple tools for project quoting and project management; everything is now in one system which is a time saver for our client services team and one less system we need to have a contract for - Project deliverables are easily visible and accessible, and through the use of dependencies we can easily change the dates of the whole project instead of manipulating dates for individual tasks, which is a big time saver - Data related to time spent on tasks is very transparent which saves us the time of pulling specific reports to see how we did on time quoted vs. actually spent

I like how easy it is to pull time reports, creat customized project lists, and update section of a project plan when a date changes.

I do not like how there is not a calendar view of the project plan, how you cannot add Forecasted Vlaur to the project list next to Project Budget, and how inflexible the client portal is.

Project management for multiple team members, clients, and projects within the studio.

The versatility to customize your set-up

The extensive dashboard and different places to search

Imvoicing and tracking time spent

I appreciate how robust Accelo is and how customizable it can be for different scenarios. We have found ways to streamline our more time-consuming processes, like entering projects, by creating templates. Features like this make Accelo very functional for my firm.

There are times we have very specific needs and find that the functionality isn't working for us in that regard. For example, our firm sets up various types of retainers and we are unable to customize the setup of a retainer to fit our objective. We have found workarounds but it's not ideally how the product should function.

By streamlining processes, we are able to spend less time trying to get projects/tasks set up and more time focusing on the work. It's beneficial to us that we also have a way of documenting the flow of work so that's one way our project templates work for us.

Solid navigation throughout the site, and lots of ways to customize your workflow

Can be a bit confusing at the beginning, but once you get used to it accelo is nice. I wish they would add exclusion filters for tasks and projects

Organization of multiple clients and multiple projects per client. Each project has a handful of tasks as well, so it helps keep everything in line

I like that Accelo can help you budget for a project while breaking it into digestible milestones and individual tasks. This specified budgeting helps our company manage our time better and determine billable hours to optimize our profitability per project better and even per day.

I dislike how limited the Accelo interface can feel, whether modifying a task description or repositioning a task in a different project milestone. These changes, which should be simple, require multiple steps due to an overall clunky interface. Accelo has made some changes to our interface in recent years, but these interface updates have mainly been aesthetic changes. They have not resulted in any meaningful improvements to the UX design.

We are solving the issue of project profitability by using Accelo to better manage our billable hours and project budgets. By segmenting projects into identifiable milestones and tasks with allocated hours, we can better track how close we are to using up our budget and blowing our profit margin.

The daily work schedule in Accelo is very helpful to be able to complete tasks as you work, this can be scheduled way out ahead so you know what work is in the pipeline.

The job/task completion part can get confusing, the time logged on tasks once you complete part of the task or in full is frustrating cause there are so many variants of how this can be done, and time sometimes gets wrongly accumulated on task completion.

We are a big organisation that uses Accelo, with all the clients and tasks we are on, Accelo really helps align the work for all teams, we are able to track open jobs and completed jobs.

One of the things I like about Accelo is the activity links. When using any messaging system it can be hard to find the thread or go back and see what was replied to and keep contact with you customers. By copying the activity link I can easily send the task to my fellow teammates where they can access directly by giving them that specific link.

One of the things that I dislike about Accelo is that there isn't a good way to search. The search option is limited to Subject/Title which is hard to find past messages without the activity link.

Some of the benefits of Accelo is keeping the thread together as you reply and as others reply it is super helpful for related items that may have several people involved the thread of the conversation is all together

Accelo has a very logical way of working, which pairs perfectly with its automation. The layout is clean and easy to use, with you also able to set your own capacity levels on the schedule dashboards which makes Accelo super customisable for your own business needs. The reporting has a lot of options so there is always something available for what you need.

The biggest pain point of Accelo is the customer service, when bugs and niggles do crop up it takes a lot of work to try and get across what the issue is and then the responses aren't the most helpful and the fixes can take a while. When the issue is just a niggle this can be merely frustrating but it can be a major problem when an issue crops up that affects the way your business works.

Accelo has been able to highlight where we are overdelivering on tasks and clients in a really clear way - we have been able to track where we are spending more time than we estimated and therefore update our business pricing and delivery where appropriate.

Connectivity between each module is great.

Complexity to set it up was worse than expected.

We found a lot of holes in our processes when going through implementation.

Accelo has been a very helpful tool for our Project Management, specifically the Budget Tracking. I appreciate the reminders you can set for yourself / your Team - allowing you all to track the work in real time and not lose sight of the bigger picture along the way. Another resourceful tool is the ability to monitor the minutes / hours you work on each project. For example, if I spend 1 Hour doing logistics / resourcing for a particular client - Accelo allows me to utilize a kind of stop watch to monitor every second.

Accelo has a lot of features, making it a little overwhelming at times to navigate. Speaking from personal / professional experience, I have been using Accelo for over 6 Months and feel like I still have only scratched the surface. I want to know my company / my Team / myself are all getting the best possible solutions for our work to benefit our clients. Programs like Accelo can be difficult to master, unless you lean on them for training.

Accelo allows us to keep our Projects organized and details the timelines. The problem solving capabilities are rooted in project timelines. Accelo gives us the ability to keep ourselves / our Team / our clients on track to fulfill every goal in the appropriate timeline. We can solve the problems / accomplish the goals with a clear end in sight and be able to address any roadblocks before they occur. When used correctly, Accelo can guide a project timeline from start to finish without missing deadlines or going over budget.

Accelo really helps in project planning ,tracking and streaming all activity effectively. Its Time tracking feature made it standout of other tools. It supports all devices and it is very updated CRM. The best part I like about this tool its centralized email function where any team member can access information easily. Analytics of also good. User engagement community keeps you updated with all the information.

Setting task sometimes is difficult and for beginner without training its difficult to do application setting as it is really complicated and various options which is confusing sometimes. It needs to be little speedy to make it more effective.

We have Accelo to automate the process which really helped us and make the work time saving. All the information is there at one place itself which simplifies the process. We have tried using this in our finance team which make them generating invoices directly from time sheet.

It is great for linking every email to one project, project and personnel management.

The on-boarding process was great, but the only downside was that we only had those people there for on boarding and nothing else. Yes, Danielle would check in every now and then when my teams usage slowed, but there wasn't anyone to help with new team members and integrating them to the system.

Onboarding my whole team is the biggest issue. Some members are receptive and others are not. Sadly , some employees are not held to the same standard in terms of using the software, which keeps us all from using it and seeing the full benefits

As a manager of projects and teams, I like the granularity Accelo affords me. I can create a big bucket of work and leave it as a milestone, or I can specify the nitty gritty of a project implementation. I also like how I can create a task and give it a budget using a variety of methods--time or dollars. I've used other task/PM tools, but this one is geared well to agencies. It's complex, but that's good because I serve many clients and I need a tool that can keep it all straight. The steep learning curve is worth it. One thing to note is that you may find that you will have to modify your business processes, such as invoicing, to accommodate the software's limitations. You'd think it would be the other way around, but no. You'll have to cram how you bill into the Accelo tool's capabilities. This isn't a bad thing necessarily, because if you use the tool according to the directions/recommended best practices, you may benefit from process improvements. If this tool doesn't fit the way you do your billing and service delivery, then maybe you could get on board with the Accelo way and discover cost savings and efficiency.

If your business uses odd billing structures like ours does, some kludging will be required. For example, we make a quote and then bill time up to that maximum. Clients are only billed for time incurred. Therefore, Accelo's "recurring" projects don't really fit us, because we don't really have a straight retainer model. At some agencies, it's a $X,000 per month bill every month. Accelo is great for that. My other minor gripe is the project plan editing tool. This is clunky and cumbersome compared to other Gantt tools I've used that feature a better UX. We've struggled to fully leverage all the things the tool can do, and we are still getting better with compliance and training. Our training sessions were poorly structured and ineffective, so we've had to largely figure out how to operate the tool on our own. However, tech support has been very responsive.

We are able to have better accountability for each contributor. I can see who is accruing time against work down to the minute, and I love that. Our agency is also improving profitability by preventing over-servicing of accounts.

The fact that you can keep track of all your tasks in one place, and see what team members are currently working on or have in their pipeline.

The complexity of the platform. There are too many ways to do the same thing, especially logging time.

We can keep track of what time we spend on each client, and bill accordingly. This means that we can measure our ROI effectively.

The consolidated list of sales and track record of each sale The ability to detail your sale cost and Gross Profit Easy to grasp Easy search function for clients & companies alike

Unsure how to make emails confidential so that they are not visible for everyone to see Lag delay on the system sometimes. Loading speed can be slow at times The fact that you have to edit the sale in order to state the GP amount. It should be easily editable on the front page of the sale

Remembering what sales are in the pipeline as well as tracking your numbers quite accurately Motivate me to do better as the whole team can see each others performance

The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly. The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.

Unorthodox vocabulary, modules operate differently from class leaders, so the learning curve is significant and that can impair adoption across a team. None of the modules can reasonably be called best-of-breed - but most are still useful. - The Ticket system is a far cry from Zendesk, but still good enough. - The quote feature doesn't stack up to Quote Roller, so we still use QR for sales proposals. Accelo used to support integration with Quote Roller, but no longer does. - We tried to get by with their Project Management tool, but everyone gave up. Now we use JIRA for major projects. - We have multiple businesses operating in different currencies, so we reply on Xero for accounting, and Freshbooks for invoicing.

We switched to Accelo (then AffiniityLive) in 2014. We acquired another company that was using a different CRM and had to choose: Move their stuff to our CRM, our stuff to their CRM, or everything to a new CRM. Given the number of tools included Accelo won the day. We have benefited from significant cost savings.

What I love best about Accelo is that I can easily stay on top of interactions with my customers. I check the customer stream prior to customer calls to get up to date quickly on the interactions, questions, and issues with my client. In addition, instead of having 4 different tools for CRM, project management, support and invoicing, we do it all in Accelo.

With any SW program, there are bugs. However the support team does a great job to reply to questions and help fix the issues. The screens are not overly intuitive. This is something I know the Accelo team is working on and it is getting better with each release. I also find that the time it takes to load a page when you save something could be improved. Sometimes you sit there for 35+ seconds waiting for teh page to load.

The primary benefit we have realized is that we now have a one stop shop for our customer, project, retainer, support, issue and pipeline. PRior to using Accelo we had these functions in 4 different tools. IT was hard to integrate them and it was especially hard to get data to move between them. One big problem that Accelo solves is doing invoicing in USD. Thank you for solving this problem. We also now have a way to manage our work tasks and categorize the work done and to do. This is helping us plan for hiring by identifying the skills we need to hire to fulfill the services we have sold.

I love Accelo as a platform. I have implemented it 3 times in my own businesses and can't fault it for the most part.

We have been on the Servops licenses on all three implementations however, on our most recent implementation, we got switched to a new pricing model, which costs over twice as much. I haven't seen a marked increase in features in the product, in fact, we now would have to pay extra for the support I used to love (Chat support)

It's great as a ticketing tool, OK for sales and needs work in billing.