Accelo Reviews & Product Details

The transparency. The fact we can give clients access and they can stay up to date in real time with where the project is up to

Sometimes it can freeze, which happens with systems but it is very annoying.

efficiencies. We save so much time speaking with clients as they can see where we are up to .

The ticket/task system has been extremely helpful in keeping all of our clients requests in order.

I honestly can't think of anything that I dislike about accelo.

I've been with our company for over 5 years and during that time we've gone through a variety of platforms similar to Accelo, but Accelo has been by far the best tool that we've used to streamline our work.

All the job information is clear and transparent, which improved our efficiency of communications.

Accelo includes so many functions. It will take some to get familiar with them.

We always use Accelo to run the jobs smoothly from sales, engineering, QA, sign off and invoice. It's convenient for each person to understand the progress of each job. Also easy fr us to find out all the related communications. That's fatastic.

everything is in 1 place, and you can have checklists

I don't particularly appreciate emailing out of Accelo.

I have benefited as I now have a 1 stop shop to work in.

Easy to use for our company and easy to navigate

All company information is not located on one centralized page

No problems

As a service-based digital agency, we use Accelo as a CRM, project management tool, time tracking, and ticket-based request system. By integrating the CRM with project management and time tracking, we streamline the process of billing. Projects can be assigned as recurring retainers with tasks or as single tickets. There are multiple ways to track project time: task timers, logging time within a retainer or project, adding time from the task board or from the daily timesheet. This variety of time tracking methods allows employees to keep track of their time in the way that works best for them. Integrations with Gmail ensure that client communications are recorded and accessible to the whole team.

It can be a bit tricky to learn how to use it, just because there are so many elements managed within one tool and so many different ways to go about accessing information and tracking time.

Having one central place to manage projects, track time, and record client communication means that we can be more transparent as a team and keep everyone in the loop about who is responsible for what part of a project and how each piece fits into the project as a whole. Anyone can look back at client communications or check the status of a task to figure out exactly where we stand.

Easy access and navigation Room for notation able to create invoices from your data base

Not able to leave time with date of meeting More room for notation that stays on lead form once changed status sale ie from meeting, strategy session, road map planning etc

Manageability of data base and conversion status

Working mainly in Support, I deal with the ticketing aspect mostly. The email integration is fantastic - it usually selects the correct emails that come in and ignores the rest. Creating tickets from emails is quick and straightforward. Creating tickets from other means (Phone call or instant message) is also quick and can be done on the fly. Responding to emails from the tickets as though I have sent them from my email client works very well. You can take a project from Quoting through to deployment and then on to billing all in this one package, and I like how that works. Creating Customers with all their assets and contracts they have with you is simple and easy. Everything is quick - compared to other products, which overcomplicate everything, and pages take a long time to load. Everything flows nicely, and it's very customizable.

The signature editor could be better. Occasionally emails don't appear quick enough.

Accelo keeps us organized, so information is no longer being lost, there is a considerable speed benefit on the creation of tickets, and time tracking allows us to report on how much time we are spending with each customer. This is important when trying to find out if a customer is profitable for us. This tool keeps us organized and responsive.

I love the task feature. It is so easy to assign.

We are still learning the capabilities - so we are loving everything so far.

We are solving communication issues between the entire team. We can now assign tasks and communicate all through Accelo.

It is a straightforward, intuitive tool to use.

Once a time entry is made on a particular day in error, it cannot be changed to another day.

Customer ticketing and project time management.