Accelo Reviews & Product Details

Forward-thinking/modern design towards time planning, integrates with the systems that our consultants use the most and ability to manage retainers and more than basic contract arrangements with customers. Email capture and logging assists consultants to not need to remember fine details and also tracks the actual work that they do, helping to build an accurate picture of what is really going on.

Handling multiple countries can be challenging - public holidays across multiple grographies and multiple currencies

Getting our team on the same page managing some customer contracts wholistically. We moved off a time tracking based system and had a lot of troubles managing retainer balances.

It can help keep an accurate schedule and it shows where projects are at.

I don't have any problem with it. Just alot to learn

I'm not trying to solve any problems

It integrates with Google Workspace and Xero very well. It also has many tools for managing professional services.

The email campaign feature is really lame. The sales feature is very geared towards professional services, not for discrete items. If you try to use it for discrete items, it gets clunky. APIs are buggy... especially when it comes to Project Management budgeting.

We are trying to manage professional services rendered to customers, e.g. support, consultancy, implementation. It provides the ability to keep track of hours spent and generates invoices seamlessly based on the spent hours.

Email integration and opportunity tracking

Quote system not flexible enough for physical products/stocked items

Communication between team members and central repository for sales documents/customer contact.

Good support, lots of documentation, and a good amount of products that work well together

I’m not able to convert a quote to a project and easily put a down payment against. I can only bill the entire payment unless I create milestones.

Integrates with NinjaRMM and allows us to support our customers in a pretty intuitive interface.

Accelo provides powerful insights to our agency business. Clients, projects, retainers, profit margins are all seamlessly connected. There are many ways to customize and make the system work for your business structure. The Accelo team has also been responsive and helpful to our needs.

Project management/task tracking - hard to achieve easy flow for project management without cumbersome number of tasks. Automation for project flow can also be tricky, many areas where errors can be made. Constant review/tweaking of workflows and automation may be needed.

We have gained much clearer transparency into financial health of business. Can make more informed decisions based on the amount of information we have access to.

Intuitive and easy to use. Great visibility to project budgets and time.

Can’t create tickets from the mobile app. Stream can be hard to follow some times, it would be nice if notes on activities were more visible. It’s a little difficult to flag activities as billable or not billable. A simple toggle would be nice.

Improved visibility to actual time spent on projects/tickets. Billing became more accurate and easier to track.

I love the ability to house all of the key information that we need for our team to succeed in one place. From Lead creation, quote approvals, and then project and retainer creation to maintain and monitor our monthly service level agreements.

I personally don't use it much for the CRM capabilities. I considered it for this purpose, but decided to get one with more of a focused in CRM. For project management, it's great. CRM tracking purposes, I don't like as much as our new tool.

As I mentioned, we're mostly solving the problems of lead, quote, and project creation. I'm on the accounts and biz dev side of things, so it's great for me to use for that. I know that our team predominantly uses it to track their time against these projects, and provides a great experience to see how we're doing to know where we need to charge more or reduce inefficiencies.

The fact that everything I need is in one central spot.

I wish Accelo imported my entire Gmail emails instead of having to go back and forth between the two platforms.

Organization progress is really helping our small office

It’s a great, centralized hub for a lot of client and internal activities.

There are a lot of features that are unnecessarily complicated - as a project manager the different types of time they use for projects is maddening.

It keeps our team organized. We’re a small agency and Accelo allows us to keep track of everything from small requests to large scale projects. The built-in invoicing makes billing simple and the retainer set up works well for all of the different types of recurring retainer relationships we have.

I mostly use this for creating issues and tickets, it does that mostly well and the customer support is awesome with frequent updates.

A lot of little settings like changing the date on an issue is simply non existent. There are a lot of feilds that may or may not be necessary that have to be filled before doing a lot of things.

As a tech, we need to have a way to tell our boss what we did and have it on record for the future. Issues and tickets written by us help with having it all in one place.

Easy to sync up with outlook and track emails and calendars

It takes a while to load in new accounts and doesn't always have the necessary fields

Makes it easy to track emails between targets and keeps those records in the accounts profile

There is so much that I appreciate about Accelo compared to other project management tools. The task board/dashboard allows me to see tasks that are overdue, due today, and due in the future. I also like that project timelines can be managed via gant charts which allow you to easily slide and extend when tasks should be completed.

There's a lot of repetition when creating projects/tasks. I wish you could simply duplicate a task and all its properties (time allotted, budget, assignee, etc). I also wish there was a way to see when you should START a project. The dashboard only tells me when something is due, so if it's a larger project I have to be cognizant of it and not rely on Accelo to remind me.

I work with several teams and this tool allows me to assign them to different tasks and set tasks dependent on one another so each individual knows when they can begin their assigned task.

The workflow is customizable and the team works with you to make your Accelo fit your agency's needs.

I don't like that we can't remove modules which are not relevant to us, of which unfortunately there are many. Sometimes project and company screens can look a little too busy.

Improved efficiency & workflow and better follow-up for potential leads and customer issues.

I like the fact that all conversations can be sorted by client, so that everyone can be kept up to speed.

There is a pretty heavy learning curve. Adoption of the product takes a significant amount of education.

We are able to observe time management in projects, set budgets, calculate profit margins, and stay organized.

Look and feel, navigation, simplicity of execution for non-complex workflows and scenarios

In our experience it's not best suited for complex scenarios, large scale users, or heavyweight financial processing.

We use Accelo to run our services business on a daily basis (excluding invoicing). It's been helpful for our business to replace disparate systems for timesheets, projects, and CRM with the Accelo platform.

Project management, control over budget and avoid project overrun

Editing previously lodged activities...

Budget control, easier invoicing process

The quoting process is simplified by having easily editable templates set up. We also have different currencies available in our account which makes quoting globally much easier. It is easy to input your time in timesheets and manage your team's. Putting holiday requests in is simple too. The Support team are fabulous- if you have a question about the product, their responses normally solve the question first time round.

In timesheets, weekly calls/recurring appointments seem to fall off the radar but I understand that this is a fix for 2016. It would be great in timesheets if you've put in holiday/time off that it shows in timesheets so as to account for missing days of holiday/time off/absence.

Automating quotes - having templates pre built really saves time. You can also convert a quote from completed to a project once it is signed and assign tasks to your team there and then so everyone gets a notification.

Large feature set and growing list of integrations. Development team seems to be proactive about refining features and introducing new ones.

Interface can be a little confusing at first but overall user -friendly.

Time tracking, ticket management. CRM

Being able to manage and process contacts and leads.

The only other CRM that I've used is Salesforce. I'm still learning the ins and outs of Accelo but I'm impressed with what I'm seeing so far. No dislikes up to this point.

Currently using as a CRM to manage and process leads for a start up company. I've been able to effectively manage contacts and potential prospects.