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.
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 |
Our organization has invested a little energy and cash with Accelo, with the venture being more than advantageous. The stage addresses or surpasses our issues in many regions, and the staff is eager to deal with the areas that miss the mark. Nothing is great, yet with time and exertion, this product is approaching. Deals, preparing, and support all esteem our time and rush to determine issues.
The portable application is the most vulnerable point according to an administration viewpoint. For the end client in the field, the capacity is enough on Android and iOS, yet the online interface is more intense for the board and charging.
This stage permitted us to bring together and smooth out our planning, venture, and administration following, as well as to have the option to all the more likely picture the work and money-related parts of our work. We can more readily follow all measurements inside and in close to constant, bringing about the expanded benefit and consumer loyalty.
Effectively and completely adjustable, programmed clocks, client friendly....the resources module is simply good to beat all. We additionally loved help group with steady advancement in apparatus continuing.
It is delayed when contrasted with different devices should be more responsive and performant. It should be minimal fast to make it more compelling.
Accelo builds the limit of our association to deal with projects from any field or road.
Accelo truly helps in project arranging ,following and streaming every type of effort viably. On top of that it improves our benefit by guaranteeing that we place our customers work on one stage and carry out it effortlessly.
We actually are genuinely new clients however we are exceptionally happy with every one of the apparatuses we are given hitherto.
Task the board and deal CRM. It is additionally incredible in proficient administrations.
Accelo has been a pleasure to use! Being part of an digital agency, the days are fast paced and Accelo has enabled me to track my time accurately, increasing my productivity. At the same time, I have oversight of my projects, retainers and invoicing, making sure that I have a line of sight at all times.
I have not experienced anything particularly unhelpful or challenging to use. I have not been using the platform for very long, so there may still be functionalities that I encounter along the way, but for now, it have been a pleasure to use!
Accelo has helped our agency manage the capacity of our teams and assisted with resource management through reporting tools and team schedules. It has also enabled our team members to track time quickly and accurately in a variety of ways (daily or weekly) that suits different employees' preferences. This has enabled accurate individual utilization tracking, as well as keeping track of the scope of retainers and projects.
I like how the accelo software allowed us to implement it in steps. This made it much easier to roll it out and allow people to migrate and learn at an easier pace.
I haven't found a downside yet, You've always got to be willing to hand everything over to the single system.
This system became the digital nervous system for our whole business. We use it as a CRM and for all of our projects and for tracking our sales funnels. Next we are going to start using the Client Portal.
Accelo is completely transforming the way we do business. From bringing all organizational processes under one umbrella to linking every retainer task to an employee with time tracking, we've never been at a better place to accurately measure our ROI and grow our business.
So far, there is nothing I dislike about using Acello!
We have been able to solve workflow management issues as well as employee ROI and bandwidth issues.
I love the retainer included the most. I'm ready to effectively arrange retainers, their worth and hours apportioned to every client. While Accelo was deficient with regards to a portion of the mechanized usefulness found in some different frameworks, it was the email incorporation that at last sold us.
The absence of an expert work schedule page. It would be great if Accelo had a more precise plan line. There is by all accounts an excessive number of choices.
We have a lot more prominent perceivability of all our correspondence with our customers. It gains it simple to follow the headway of a task through achievements.
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.
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.
Accelo is great software with excellent customer support. We have gained numerous benefits from using Accelo, including added time back in our day by using Accelo's automated processes and project management tools.
Accelo can be a little tricky to figure out when you first start using it. We had trouble using it effectively from our initial purchase and trial of the software, but after some time and knowledge gained from their support team, we are using it more effectively each day.
Accelo is adding more time back in our team's day so that they can be value-adding in other areas of the business. Time is taken away from project management tasks and other areas, and our team can focus on external, client-facing work.
It allows us with ticket filter customization. It automates project management for us.
Bit time-consuming when it comes to set it up. other than this don't think there are any issues
It helps us to organize teams, increasing our productivity, and planning our business strategies.
I love how powerful and flexible Accelo is. It's a really good hub for running the business -- everything is tracked between CRM, sales, projects, invoicing, timesheets...it's great, and has saved me a ton of time in the administrative process of accounting for accountability during projects, and just making sure nothing falls through the cracks at all. After using Accelo for some time, I kept running into difficulty figuring out how best to make it work with our processes. I was able to work with Accelo in 1:1 sessions to figure out our unique issues and how best to make Accelo work for us. These were very valuable sessions where any question was on the table. And they would research and get back to me on anything they didn't have an immediate answer to. And the sessions were recorded, so I can always refer back to them later.
While Accelo is super powerful, it's not very flexible. I designed my model and my process for running my business, and I'm trying to make it fit into Accelo but there are some areas where it just doesn't work. In those cases, I find that we have to change *our* process in order to fit Accelo, instead of the other way around.
Keeping good track of and capturing everything our subcontractors are doing on projects was a big issue --and now nothing gets lost, invoices are quick to turnaround, and profitability is easy to track.
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.
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.
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.
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.
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.
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.