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Unclaimed: Are are working at Accelo ?
Accelo is a professional services automation software featuring an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are.
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Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
It's easy to see all projects in one place
The amount of emails that I get from it. Every time someone enters their time I get an email. Not a huge deal though
It's great for managing resources and as a project manager that's what I need at all times
Accelo has become integral to the way I run my business. We use it for every aspect of our process, from logging a new client on the system to invoicing and reporting.
I don't have any dislikes for Accelo. Quite simply it's the best business software I've ever used.
Accelo allows me to keep a track of everything happening in my business. It's made me more aware of the time we spend on different tasks which has resulted in us being able to improve efficiency.
The combination of power and useability.
The fact that tasks can't have individual unique ID numbers.
Our communications are tracked more effectively, we are saving time collating business process data in one integrated platform and we hope to soon take advantage of the customer portal features.
The ability to see emails sent from collegues in the stream New Invoicing Module
Invoicing module is still not completely simplified
The Tracking of projects, is now simpler
Accelo combines what used to take 3-4 different apps to accomplish. With Accelo, I can create client listings, store important files and communicate with clients, as well as create and manage projects, assign tasks, and create tickets to better serve my clients. No more bouncing between Google, Confluence, Teamwork, and Harvest. All communication and time tracking is done through Accelo. Having all of these in one place saves me time and makes keeping my clients happy much easier than before.
Because Accelo is a very robust and complex appplication, the learning curve is a bit steep. Figuring out how to create taske, manage projects, and communicate with clients can be a little daunting at first. Good thing Accelo has excellent tutorials, and excellent support people who can help guide you through the process of setting everything up and shortcuts to streamline the experience.
Better project management, better time tracking, more effective communication with clients, clear project timelines, and more effective task assignments. All of these have been a benefit to creating a clear communication from the client to the project management down to the staff working on the individual tasks.
I love the retainer feature the most. I am able to easily setup retainers, their value and hours allocated to each customer. Most importantly, all projects and tickets feed off the retainer and remaining hours roll over each month.
I don't like the fact that support tickets need to be manually associated with a retainer each time. There should be a default option per client in case you have multiple retainers. Users forget to do this and it wastes time when billing at month end having to allocate to all the tickets.
Support desk and retainer management. Easy integration with XERO saves time when doing billing at month end.
Accelo's focus on Professional Services has allowed us to integrate client service, sales, and project management on one platform giving us a central place to get insight on what's going on around the business. Because of these integration we have are able to provide a more centralized customer experience as we scale our business
There are some features that the product still needs like bulk editing capabilities. Also some areas of the program are a little older and lack some a little bit of of consistency in design. But the Accelo team is constantly listening for feedback and making improvements on a consistent basis.
We are able to get a better perspective on what's going on with a customer at a glance. We have also moved a few systems that were disconnected on to the same platform which has allowed us to automate some processes.
The best feature is the automatic email capture and the ability to free text search anything.
I would be nice if Accelo has a clearer design line.
Accelo has all the features we need to run all our business processes including handling of tickets, projects, time tracking, ressource scheduling, contact synchronisation and much more. So by adopting Accelo we have gone a much better overview of our business as well as we are saving a lot of time every day.
Over all the intuitive nature of the application is my favorite aspect. While being able to maintain a high level of functionality is quite nice in addition to the ability to generate my client invoices directly from the application has proven useful.
I continue to have issues where if I create a task under the incorrect project, I'm unable to change which project it needs to be worked under without deleting it and starting over.
Effective time management on projects along with budgeting aspects.
Liked how integrated Accelo is with Gmail, including how it suggests calendar appointments when filling out time tracking, you can send emails and meeting requests within Accelo and Accelo records the time in drafting the email, and that staff member emails sent to a contact that's in Accelo get recorded in Accelo..
As with any system that is feature rich, it is a bit complicated at first. You just have to carve out time to do new features each week.
The biggest benefits are time savings from being in one system instead of multiple and getting reports on staff utilization and client profit margins.