Accelo Reviews: 4.4/5 — Solid Choice

I love how it lets you simplistically create checklists.

I wouldn't say I like how it can be a long process to create the templates to upload campaigns

We are streamlining the process of getting campaigns live through all of our internal team being able to login and see exactly where a project is at or where it is stuck and why.

They respond quickly and keep you updated on the process of your request.

Sometimes if you have a request for new functionality, take a lot of time for them to upgrade.

keeping the staff timesheet up to date and managing client and internal communications

All the information I need is in one place

The user interface is sometimes quirky and difficult.

Storing all parametric data, creating and managing invoices, handling scheduling

Task triggers. I live in account management, and being able to set criteria that determine if a customer is due for follow-up is a game-changer. It allows me to keep my calendar open for meetings, while also keeping me on track and accountable. It also has stopped me from forgetting about follow-ups. It just doesn't allow for that to happen, because of how we've programmed the triggers. Simple stuff like 'if no inbound or outbound communication has been receive for 4 days, set a task' has really changed the game for how I handle account management and how I prioritise my own memory. Additionally, triggers have made a lot of the repetitive notifications to business partners become completely automated. I'm using automation logic to notify business partners about status changes to shared opportunities with near zero-touch, which they love.

I'd love to be able to split single tasks with other staff members. We have a lot of cross-department work that needs to be done at the same time, and currently we need to set the same task multiple times inside of one project or milestone to ensure that everyone is working on it together, but then each task contains on its own set of activities. I also wish the tablet browser experience was a bit smoother. I'd love to be able to use Accelo on an iPad without needing an external mouse. This would make travelling for work a lot lighter.

It enables me to appear really proactive to my clients, ensures we're hitting all the appropriate touchpoints, but removes the need for me to tediously micromanage my own schedule.

Organization Communication via linked email account how it links to gmail easy of use when discussing projects with coworkers easy to share project task links organization of projects project description and project checklist reporting for different departments integrations with other apps helpful trouble shooting and support links great shortcuts to save time calendar feature email alerts tagging of projects user experience experience of the weekly timer screen

The search feature can be more organized and is great in the move your timer feature. The quick search feature of using the tab key helps and would be great to have more shortcuts like this in accelo. The accelo load time sometimes lags but this can be do to internet connection. There could be more features under the task description to allow Project Managers to identify ket features of a project. Sometimes the gmail linking email functionality does not work and times out. There could be a better way to organize email templates for a department to utilize and share. A page for all of the shortcuts you can use in accelo in a youtube video. A calendar feature to help organize projects similar to google calendar.

Time management communication with clients project management group task management communication with a team task progress reporting meetings are easier and organized when using accelo to share projects overall, communication is easier across the company with accelo integration with gmail email templates project management skills are improved calendar features alerts email alerts about project moving tasks if the time was saved wrong weekly time sheet is organized and easy to manage

The tool is so versatile and covers so much of what we needed. We were able to ease ourselves into the tool and adopt features as we needed them. Accelo also integrates with a lot of other external tools like Quickbooks, Hubspot, and Office 365. I have even used the Power BI integration to build my own custom reports. The support for the product has also been top-notch from the implementation team to support the product.

Accelo does take time and effort to learn. However, any tool that is this robust and has this much functionality will take time and effort to learn. Some of the functionality is not super intuitive, but once you learn more about the tool, you understand why everything works the way it does. I wish that the Power BI integration allowed you to use the client version of Power BI versus just the web application. You cannot do a lot of things in the web application version of Power BI, like linking data tables together.

We are using Accelo all the way from a CRM to sales to project management and timecards, to communicate with clients, invoicing, and reporting. I would say we are using Accelo to solve 80% of the problems we had before implementation. If we had not implemented Accelo when we did, the switch would have been challenging and possibly impossible. Being able to condense numerous tools into one has been a lifesaver.

Accelo offers an all-in-one solution for my creative agency. The ability to include different divisions and have different classifications of clients in one system saves us time, energy, and money when it comes to project management and billing. The Quickbooks Online and Gmail sync are both huge pluses to the system's ability to work in line with our existing infrastructure.

There are some simple user experience issues that I have brought up a few times that never seem to get fixed. The Gmail and QBO syncs can be a little buggy at times. The newest search function isn't as intuitive as the old version. The CRM is too simplistic, so we just don't use it anymore.

Ticket and retainer task management and billing for multiple divisions with one login. Syncing billing to QBO for seamless accounts receivable process. These were the two objectives we wanted to meet when choosing Accelo and is what keeps us very happy to stay.

Honestly, from the moment we implemented accelo I can already see my efficiency improve. My favourite part is being able to see what I actually spent time doing during the day, as most days just pass with a blur and it seemed impossible to know what was actually achieved. Now I can know exactly where my time was spent, if it was productive time or not, and often have a reason as to why it was not productive.

Sometimes there is a bit of cross-over timing, doubling up essentially.

We are able to know exactly how long staff spend on tasks, and if the issue is the task or the staff member. Often the task is too drawn out and we could shorten the process. This is where projects helped as we could list all the tasks we wanted to go into a job.

We like best the integration with our billing/accounting functions, the CRM capabilities, and the project management aspects of it with everything tied into one place.

Nothing at this point. It has been a great experience for us.

One place for various functions and processes in our sales, project mgmt, accounting and billing functions.

The ability to automate and create triggers, as well as their project management capabilities. I also like the customizable ticket filters.

Integration with Ninja could be better than it currently is, although this is likely a limitation on Ninja's side. Ninja cannot push a ticket into Accelo via the API, it has to be done via email, and attached screenshots are not included.

We manage our contracts with clients, we use it to track hours, plan and manage projects, and track time against tickets and retainers.

Interface, reliability, and number of features provided. You can also integrate with a lot of differnt programs to enhance automation

Not much I don't like. Even though there is a vast amount of how-to videos, it would be helpful to have a "chat" support option always visible within the application. Having this would help us answer questions and fix any problems quickly.

We first started using Accelo as an over-priced ticketing system solution. We are just not starting to use the Projects, Sales, and Client Portal modules which are extremely powerful and helpful for what we do as a MSP.

Accelo has become a one-stop shop for managing and running my publishing business. I appreciate the way it integrates a CRM, project management, sales management and time and task tracking. It's everything I need. I am able to connect with a google calendar, quickbooks and more in order to create a solid platform for managing the nuts and bolts of my business. I have been using accelo since 2017 in my business and I plan to continue using it for a long time to come.

It takes time to get it set up. There are some things that are clunky or that need outside help to get set up. Once you have things set up it works well. There were things I needed accelo to do when I started that it didn't do, but over time it has developed to adapt even better to my business needs. I wish the in-person support was cheaper, I'd use more of it.

I am able to keep track of multiple book projects in accelo. The stream is a wonder. Having all the communication and back and forth related to a specific project in one place is the best. Accelo is invaluable with sales. I can create proposals and turn those proposals into projects. I can also keep information related to sales in one place.

I love being able to see exactly how many hours my team has spent on each billable stage and whether they are still in budget. We use the complete system and have managed to link Accelo to our enquiries so that new enquiries are automatically entered into Accelo. It's great being able to not only create sales and projects but also invoice and log expenses directly within the system. The link to Xero works every time and I can easily see who's paid. We run a creative consultancy, so finding a system that our team likes using can be hard work, but they have all enjoyed using accelo. Over the pandemic, it has enabled us to all work remotely with very few issues. We are always saying how relieved we are that we installed it and trained the team before the pandemic started last February! The help team are always very quick to respond.

There are some elements of reporting that are hard to use. Please change the controls more to create more tailored reports. It frustrates me that when I make a project active, every stage goes live. We work stage by stage so it would be good if WIP reports showed only the live milestones and didn't account for the whole project as we can only guarantee the current stage. It would be helpful to be able to set a materials budget on a task that works in the same way as the time budget so that the team can see how much they have left to spend more easily.

We are solving the problem of having multiple programmes to manage our enquiries, sales, projects and invoicing, bringing it all under one programme. We are also solving the problem of not being able to see the amount of time spent on each stage of work to ensure that we remain in budget and on schedule. We have a large number of projects running at any given time and we need to not let any of them slip. Accelo is a great way of acheiving this.

The new layout of the toolbar allows for quicker access to your often-used pages!!

Invoicing is a bit different for us as we are on a retainer basis and bill before work. The onboarding team did a great job working thru that with us!

We are able to track our client's work much easier. We have many consultants working on one case together. They can now see what was done, and what is up next for work. We are also able to track payments a lot easier than manually before!

Ease of creating invoices. Invoices can be easly created from tickets and contracts

The process to create a template for quotes. It's an ardous task constantly making changes and then having to create an formal quote to see the outcome of your changes.

Contract (Retainers) Management and tracking services that are being logged against the contract and ensuring invoices are being sent on time

The ease of time tracking for our employees, the integration with Office 365. and the API for detailed reporting

Not much to dislike, as it covers all of our business requirements.

Full company time tracking and scheduling and full reporting. We have found time that we weren't aware was being wasted.

The ability to review, manage, and report all aspects of our operations.

SendGrid, and the interuption to services

Time Management, Project Success

Especially on projects and tasks assigned to people. able to log your hours and the type of activities

No ticket flag. If users can flag the tickets based on colors, so eyes can catch those colors supposed to be important or urgent.

Projects and daily tasks

The flexibility, ease of use and the amount of documentation on the website

The email integration doesn't work as well as it could, with emails sometimes being registered as Junk

Tracking Projects and Budgets in spreadsheets

Accelo gives us the ability to bring intelligence and flexiblity to our workflows and meet the needs for our comapny or any company. The customisation and automation is what brings this product to life. You can automate workflows, emails, triggers for reminders on just about anything. The capacity inside of each module to fit your process, your language and your requirements really brings this product to the top of our list for projects, tickets and retainer. The integration to G Suite and Xero are like magic. Easy, fast and flexible.

If there was a dislike, it would just be the time to plan and think through how to customise and work through your business processes and develop the automation without creating too much noise in the environment. Having said that, the time required, helps streamline your business workflows.

We have been able to improve responsiveness from staff and customers through the use of the automation and the client portal. The tranpareancy and visibilty between Accelo and G Suite lifts the capacity to see what has been happening with our staff and customer interations.

It's targeted approach to the way we work in the production industry, its diffferent to the other ones i have tried and got us through some really intese projects with amazing results.

My only real dislike is its failure to integrate Quotes into invoicing software in Australia.

We switched to this because we had a client who wanted to track multiple staff across thousands of individual video clips with time and accountability, this enabled us to the give the client complete transparency which in turn created trust ongoing.

A great experience during implementation. First of all during the sales cycle the Sales person (Anthony Garrett) took the time to understand our business and what we were trying to achieve. The implementation manager (Pat Doyle) was very thorough, patient and methodical. After the process was complete the Director of Implementation checked in with us to confirm everything was to our satisfaction. Overall, we have found the software intuitive and very flexible and quite easy to configure to our processes.

Nothing so far. Accelo is one of the best kept secrets in the CRM space.

We are solving the problem of keeping track of all communications with client prospects by sales and marketing teams. Additionally, we have full integration with our accounting software (Xero) for invoicing.

Accelo's Daily Timesheets make it super easy to keep track of my time as well as keep my tasks in line. The program is easy to use, very straight forward, and quick to set up. There seems to be almost endless possibilities for what this platform can do, and so far it has made my work life a lot easier!

If for whatever reason I'm unable to enter my time in on the same day, and I am looking to backdate it, it unfortunately keeps reverting to the current date/time with each entry. It would be great to be able to set a date/time to start the entry off with and then have it continue for the rest of that days entries.

Time tracking is everything! It's great being able to have everything I've done at just a few clicks of the mouse!

The Application is a Central location for everything, from CRM, Project Management, Retainers, Tasks & Tickets.

The User interface is bit old school but the team is working on it and there has been constant updates and releases that are taking place.

We never had the information centralized with Accelo everything is in central location. The communication transparency makes it very easy for us. The integration with XERO is seamless and makes it easy to track the revenue by each account.

The ability to have full visibility over multiple projects removes the admin so we can assess our productivity, profitability and work loads to ensure we're delivering great projects, on time.

We're still in the very early stages of Accelo and the only problems we have encountered so far is that, at times, we don't like the auto time being added to peoples schedules. This is easily rectified though!

We used a different tool previously and couldn't view our profitability, time spent on tasks - Accelo has solved this.

The tool gives our team a better chance for automating processes for better service delivery to our customers. The centralized email system ensures clients concerns are addressed and action taken on time since our members can access that information on time.

I have nothing to dislike on this platform. It has been great and our service to customers has been great.

We have automated most business processes using this platform for fast and reliable services to our clients. It has great centralized system that gives us an opportunity to save our data for our customers safe.

It is easy to use and deploy in desktop. One thing I have liked with this tool is that we can track our projects and tasks on the progress. I have been delivering my services to our customers on time since I can track time and know exactly when I am supposed to deliver.

I have nothing to negatively rate this platform. It has been perfect and I have not experienced breakdown from its operation.

It has helped us in tracking our projects and tasks for timely delivery. It also gives us an opportunity to store our data on the cloud. We have greatly increased production and profit gains from the period we started using this tool

I love the fact that I can see my team's schedules and tasks, our agency's sales pipeline, project and retainer work, and pending or paid invoices all inside one streamlined platform. What's even better is that I can access a variety of insight-driven dashboards with just one click; I can easily see how profitable our client work is, how utilized my team is, or the value of our sales pipeline. It's truly a time saver and prevents my team from missing any valuable communications from clients through the shared inbox stream.

There's really not much to dislike about it. I wish our agency had found it sooner to prevent years of headaches from using 10 different tools for different purposes.

We're using Accelo for all aspects of running our creative and digital agency. It covers the entire lifecycle of our client relationships starting with CRM and sales, to active client projects and retainers, to client service requests, to team resource planning and scheduling, to invoicing and billing. It's so simple for our team to see what work or tasks they have on their board each week, and it even makes time tracking EASY! Accelo links with our calendars and email, so we can automatically log time spent in client meetings or email communications. Then, we can send an invoice to a client for the time spent on projects with just a click of a button.

Accelo puts everything I need to know about our contacts and accounts into one place.

There are some full page refreshes that can cause a disjointed experience.

Complete customer lifecycle from prospecting, deal closing, project management, and communication.

The time management feature is absolutely great. I love how it lets your add the emails you responded to in the timesheet. Sometimes I forget to bill emails and this saves me

I dont like the red tape involved in the setup process

Time management, project management, contract management