Accelo Reviews & Product Details

The ability to create a sale and send a quote is great but Accelo goes much further, it allows you to convert quotes to projects from a click, you then have the ability to drop templates into that project for rapid implementations of projects. Its excellent how you can create triggers and make workflows that suite your business and how you want the business to work.

I don't like the fact that you have no reports, not options for report on tickets or send customers reports of the usage from contracts they have open or the ability to get alerts when contracts use up the time limit allocated to the contract.

Centralization of communication without having to share your mailbox with everyone, its also given us a central location for all our notes in sales, projects and tickets which means anyone can pickup the current progress of anything in the CRM.

Accelo brings all the tools we need to run our business under one umbrella. We can see and be aware of everything that is going on right within Accelo.

We wish it had a KB (Knowledge Base) system built in into the system.

We have all our clients data and history stored in Accelo. The benefits is a centralized data container for every interaction we have with our clients.

The Sales Component of Accelo is great. We manage 100's of sales at the same time. We can keep track of of the sales cycle efficiently with out having to print anything out. With every client at different stages of the sales cycle (a cycle being up to 9 months long) Accelo enables myself and my team to stay on top of every sale and minimise mistakes. Accelo allows us to customise the sales cycle putting checks and balances in along the way.

I would like to facility to print emails and change the text of emails. ie HTML.

Staying organised in a paperless environment. Email tracking allows you to capture everything that you and your team has communicated with clients. If there is a dispute we can easily go back and find the email regardless who sent it.

Having all of our leads and project management in one place allows us to follow through relationships with prospective and current clients, right from the initial contact to project delivery and follow up.

The learning curve is quite high and on boarding new employees takes some time. This just needs the procedures set up but it does take resources in a small company.

We are a small company without a dedicated business development of sales team. Accelo really helps with keeping on top of new leads and following them through to project setup and delivery. As the Principal in this it has allowed me to be much more in touch of when leads are being neglected or projects are stagnating. In addition, the time keeping functions allow us to bull approximately 10% more hours, just by keeping better logs

I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business. I also like the user community engagement and level of communication to keep informed on product development.

It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.

Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.

I have tried many, many CRM's before but Accelo has proved the one that provides all the different elements that I require to run my business. The setting up and importing my client data is straightforward and it has all the 3rd party integrations you could hope for. I now have true insight into how my business is performing.

There are no downsides that I have come across yet. As with all CRM and similar applications you only get out what you put in.

Tracking work done against retainer contacts and being able to provide this information back to my clients via the client portal. This provides a degree of transparency for my clients so they know exactly what I am doing on their behalf.

The fact that with so many variables they had to work with, be it our Support site, or the billing or any of our multiple departments, they have created a product that Is easy to use, easier to understand and easy to integrate i whatever your business needs are.

There is nothing about this product that I dislike, It's AMAZING

Support Tickets, from my side only, bu then there are many more departments that also use the Accelo product with seamless integration

Integrations with emails and Gmail is what I appreciate more.

No availability of future task reminders. Task could be schedule and get reminders/

Inter department communication.

I like Accelo because it's a great and flexible tool for managing projects and the progress of those projects. This is of very big help for companies that wants to keep track of how things are going and to have an good overview of budgets regarding specific project.

The only thing that I've experienced that could need some improvement is that the scenario where you want to paste or write an email address in "Add Activity" -> "Send an Email" the email address disappears.

I am working as a project manager for a web agency in the e-commerce business and using Accelo to handle the projects are great. Th greatest benefit is that I can assign specific tasks within projects to the person I want working on it. In addition to that I get a notification on my email whenever someone has made some kind of contribution to any project that I am involved in. This makes it easy to see the progress and perhaps follow up on that contribution with potential questions.

I love the backend thinking and planning that went into the congruency of Accelo. It is rare for one piece of software to be sufficient on many different interrelated fronts. They have somehow found a way to bridge the gaps between client communication and retention to staff effectiveness and productivity with the ability to bill your clients with integrity.

The only complaint I have is the integration with Xero could be a bit more fluid.

Th problem I am solving is running my business on all fronts. The more I use Accelo the better my business presents, maintains and flows. It gives me the ability to truly be in control.