Accelo Reviews & Product Details

Having everything in one place is amazing. From the very beginning of the sales cycle to the services we provide to our clients long-term we have the tools in Accelo that get us and our clients where we want to be. We don't have to jump from tool to tool thanks to having everything in one place. We've tried so many systems in the past, choosing Accelo was the best choice we've ever made.

I dislike that the client portal doesn't have more options for the client to store and update billing information. Many of our clients were underwhelmed by the functionality and options provided there.

We solved so many of our operations problems with Accelo. Before we were using many different tools because none of them had everything that we needed, Accelo allows us to save time by having everything in one place.

At first, it was confusing to use but after you go along all things are interconnected so you have a lot of options to find the tasks, create time, create tasks, reply to the threads, create projects, and assign the tasks to your team members. It allows you also to see how much time you've spent on that particular activity. You can also check the clients easily through the search bar. Also, you can integrate other apps that you're using such as Microsoft Outlook. I recommend this tool especially if your business is catering to a large group of clients. The support is very accomodating too! They have self help tools that you can watch directly and learn the basics of the platform.

At first, I can't download the file or spreadsheet for the time spent in the activity but due to the upgrades, they were able to update it. I think they can do more improvements in editing the dates and in editing the project plan. It's sometimes difficult to edit it out, especially if you have created a lot of tasks set on that specific milestone. Also, sometimes if you search the client's name though you're inputting the keyword, it does not show immediately you have to edit it out so that the tool would recognize it.

We usually use the Accelo in tracking our time, creating invoices, and creating projects, tickets, and tasks for our clients. It is a great tool because it enables our company to organize the needs of our clients especially basing it on the scope that our company will help them with. Through the use of the tool, we're able to pinpoint the important matters in which we can help our clients grow their services may it be through online streaming, social media, website, or campaigns. It was a very efficient tool to get your team acquainted with the prospect and active clients of the business.

There are so many positives - the interface is easy to read and understand, and their onboarding and training is exceptional. We have had just over 5 weeks of onboarding and the support is amazing.

There is quite an in-depth setup process if you have a large client base and templating some of the projects and things are intensive - but it is well worth the effort once you get it done!

We haven't come across any issues yet, but have already noticed that it has improved our communications and timelines of our projects. The ticketing system has also improved communications with customers.

We love that we are all connected now! We work better as a team because all projects have been set up to assist our clients. We have increase sales and productivity without hiring more staff! I love how Accelo communicates and supports their clients and that they are always striving to make their program better and do so by taking an interest how their customers use their software. I love that I can customize a lot of features I love the integrations with google (wish there was more) Love that it has automation and cant wait to get them set up more so we can make more money! Would love help lol

I would like to be able to add milestones to the task board. I wish I could see more options for the Deadline Task Board - Like seeing into the future so we could easily schedule a month. Google Calander Merge? I wish I could remove the add activity (blue button) in the upper left corner for non-management staff. I wish it was easier for Quickbooks and Accelo to work together. Wish the Contacts had easier add's for more addresses and phone numbers for the same person. This is super confusing. I wish attachments and BOX could speak together. I wish Accelo could fix our request/issues or add automation for us so I didn't have to fix or set it up - hourly rate or a monthly add on for support? I wish Accelo could fetch emails faster from gmail. I wish there was a mindful pop-up that could record your daily usage and when you rached a specific time log a popup said YOUR AWESOME SAUCE you have reached your half way goal... like my apple watch!! lol Project naming could be custom and start at the sales level. Sales Estimates naming could be custom. Wish I cold move line items in Milestone templates. ----------------- *What is your industry when using this product? Forensic Engineering Firm

Communication Time tracking!! Scheduling Project Attachment Capture - when we cant find specific attachments its easy. Would love if it could grab URLs as well. Love the Streams! and re-directs :) Game changer Wish other members could create a new activity in a sales stream without paying for them. They don't need access to anything else in there. Sales Requests capture. Wish it worked better. I love that we can use requests. Would love to see something to integrate an email request to a Accelo Request. Templates are the friggen BOMB! love templates!

Ticket system, project management system, billing system, automation of emails, auto-scheduling, mass task re-assign, Ability to manage every part of a project with super accuracy and detail in the project roadmaps.

Nothing stands out as an issue at this time. I initially didn't like the 15 minute lag time to receive emails on the server. But it allows you to slow down and service the required needs of each client. Having a slight delay is actually really helpful. If you need to view an email faster you can also go into your Gmail and see it instantly.

We are currently are running our entire architectural drafting company using the system. We really like that we can attach our pertinent HTML files to the attachment area. Being able to attach HTML links to our projects has sped us up about 14 hours a week. We are using the ticket system to handle all incoming requests from clients. We went from a scattered email to organized game plans to address the fluidity of corrections coming in daily from clients. Having the ticket system eliminated part of the stress of figuring out what to do next or forgetting altogether about said task. We created project templates that can guess the permit dates for clients. And now for all clients, we just discuss their permit date instead of them worrying about all the little deadlines in the middle; they can see the overall is still on track. Our clients are enjoying tracking the projects through the design team's progress.

the way it is easy to browse and manage your tasks also you can attach any files and make any notes to the task you want to do so you can explain anything to the person doing the task

i would like accello to make a option to mass move tasks to other days and also sometimes when you want to change time for a task to 0 minutes it takes multiple times which is sometimes annoying

the benefits of accelo are that i can manage my tasks everyday at ease, and i can create tasks and move tasks whenever I feel, the times can be changed easily and effectively

Accelo helped us to organize our work plan and control the cost so easy reference to create bills, work schedule or work plan as well as reporting to the client or our internal.

No, we use Accelo because we know that this Application can help us in managing schedules, work plans, and controlling costs by managing staff working time using Accele

So far we haven't had any problems, but maybe when we first started using Accelo because we had to adapt to changes from the previous system, And this App. is recommended to use especially for company services, accountant, etc.

Accelo has made tracking time, managing projects, and understanding workflows SO easy!

The way to commit and log time is bulky, but other than that it is easy!

Time Tracking and overall project management!

The ability to easily create custom tasks and allocate hours then assign to an artist. Schedule dashboard allows us to see where hours can be allocated and ensure we aren't overworking our team.

The thing I dislike the most about Accelo is having to clock my time every day, LOL, that is nothing against Accelo. It's just part of the job. I guess one thing that would make it better is the ability to upload larger files.

With the last tool we tried to use, we were still seeing projects go over budget and therefore losing money; our projects have been much closer to the budget now.

The visibility I have into my teams bandwidth and the ability to plan around it.

That I don't have enough time in my day to use it to its full capacity.

I'm fixing a problem we've had for a long time around understanding our overall bandwidth and profitability on projects.