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Accelo Reviews: 4.4/5 — Solid Choice
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 |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| 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 |
Compare Accelo with other popular tools in the same category.
The task organization and company overview are my favorite features!
The only downfall for us is not being able to have multiple ppl on one task.
Project management and seeing everything in one spot have been super helpful.
We have been using Accelo for the last few years now and we saw a speedy recovery in the project management and task management within our department. We are a company that usually works with other clients and giving them the whole brief after and during the project is what we needed the most and Accelo surely provides us with every detail once we configure the project with its client portal.
The search function is not what we like or are highly satisfied with. Documents need time and patience but that’s not always the scenario and in a fast-paced work environment we need something efficient and extremely fast in this regard.
Accelo provides us plenty of benefits that we avail ourselves of each and every day. We can assign and track tasks and their status. We have customizable dashboards and the workflow automation here is just incredible. Being a project manager, management was the most difficult task but now I have everything under control with this powerful project management platform.
Accelo helps us to keep our teams aligned and organized as they auto-update our clients in one place. They help us to manage multiple services at one place and platform without having to search separately for them on different platforms. Its reports with their organized and advanced features. Creating the schedules for every sort of task is very easy with Accelo.
Sometimes creating schedules for our projects is very difficult with Accelo as sometimes they did not respond quickly and on time. It is also really difficult to link one scope with other and have to go through complex procedures if we want to link different scopes with each other. Accelo is a very challenging task.
Accelo provides us with multiple management services that are easy to use. They provide us with accurate presentation solutions. We can easily create reports and documents. It is a complete end-to-end project management solution.
The platform is easy to use and get started with, and keeps task and project management in one place.
Caution is required when logging time on a task or project.
Task management including attachments in a collaborative environment.
I like its adaptability, as it allows us to customize many aspects of the program such as invoices, branding, reports and templates for marketing campaigns. It has a whole invoicing module, where we can create and customize invoices, calculate taxes, online invoicing and integrate our Xero software to have everything in one place. It allows the creation, assignment and tracking of activities to team members easily and we can follow the progress of each task and its time in real time through the Gantt chart.
Having so many features and tools, it was a bit difficult for all the work teams involved to quickly adapt to the program. If it had a module to manage personnel and payroll, it would be the perfect software. The software configuration and migration took us a lot of time and effort, I would have liked the process to be simpler and more automatic, after the technical help and tutorials received, but it was not.
We use Accelo to keep up to date all the important aspects of the project, from assigning tasks to the work team, to invoicing the project. I like this software because we can keep track of our contacts and clients, each one with their notes, invoices, payments and all the work we have pending with each client, plus many more functions. It has important integrations with software such as Xero, Salesforce sales cloud, PayPal, MailChimp, social networks and many more, for the best development of projects. A cloud-based platform that allows access to it all the time, with internet connection. It allows access not only in its web version, but also in mobile devices such as Android, iPad, iPhone. The client has a portal where you can log in 24 hours a day to monitor the progress of your project.
The navigation is powerful and relatively intuitive. I feel like I'm learning fast and enjoying the process.
Its navigation offers many different routes and some are better than others. And some views have important required activities that are almost hidden.
Improved transparency around capacity and productivity. Everything our team does will be visible to the people who need to manage and lead our teams.
it is easy to use it,you get summary easily.
when you add 2 task, first time it shows that task for all weeks.
I submit my timesheet very quickly.
Easy to use platform. Very user friendly.
Hard to navigate at times. Slow to load at times too.
Time management issues have been solved
Intuitive and easy to use. Nice GUI. The onboarding experience was excellent. Supportive staff.
Nothing yet. We've been using for 3 months and haven't had any issues that remain unresolved. There were one or two areas that were a little confusing when it came to setting up custom fields but these were clarified quickly.
We wanted to improve our pipeline reporting and visibility across the sales team. This was achieved quickly. On top of this we have benefited from the task management functions and the ease customers and prospects can have activities added and updated.
I love that you can log time to a project so easily as well as see your to-do items at a glance.
The system could be more helpful with suggestions of where to assign logged time towards. It doesn't prioritize tasks assigned to you and doesn't prioritize items that you just recently logged time into.
We use Accelo mostly for client billing but also as a contact resource management database. Sales opportunities are all tracked within it as well.
Using Accelo is a fantastic; I fancy the intuitive user interface and the function-rich dashboard; it's so easy to trace a feature ( the common ones you use). Project managers have an easy time tracking tasks and monitoring the team's progress. Accelo has improved our team-cordination. The marketing team also experiences better invoice interactions, and they need little assistance from the IT team from the moment we configure them into the system.
Accelo somehow lacks a strong programming base; adaptation and machine learning ability are a bit clunky. More improvements could be made on aspects such as inquiry elements (speed-wise) and the search criteria overall.
We have in our hands a centralized platform to manage our schedules at peak productivity. Accelo has nice templates that help us have some degree of uniformity and standardization company-wide. We can also monitor running projects in real-time, which improves your general project management capabilities.
I like the dashboard and how clear it is. As a robust system, Accelo can be overwhelming with the abundance of functions, but the user-face doesn't throw everything at you at once. Once you have a strategy, it's straightforward to follow. I am not necessarily tech-savvy, but Accelo makes me feel like I can conquer the world with the functions, customer support, webinars, and other resources they offer.
The amount of things you can do within Accelo is overwhelming to the novice user, but that's something you can overcome. Sometimes when I make an error or a search doesn't match any criteria, I never know why. Something I would like to see is maybe having more tips when a field does not populate and help within the system.
I am solving the problem of keeping track of emails from clients! Having the stream to refer back to is SO AMAZING! That way, we don't have to remember what each client requested, and we have a reliable system to keep track of all communication. We are also using Accelo to solve our invoicing issue. We have so many invoices that keeping track of which client each invoice is for becomes hectic. With Accelo, each invoice we make gets attached to the project, and we can keep track of payments from QuickBooks!
Accelo project plan makes it easy for the consultants to implement the services required by our clients. Clients are up to date as to where we are with the implementation of their program. Outcomestasks that are loaded ensures that you do not miss a follow-up or deadline.
Somebody can manually add time to a project or double time without flagging people. Can I suggest a report on manual time added?
The managers in the regions are keeping their fingers on the pulse for each project loaded, and I can get an overall picture of the company's performance. Managing clients and contacts with the stream of communication make it easy to follow a trail when needed.
The best feature for us is the rich API. We have been able to deeply customize Accelo to integrate with our myriad of other business tools.
Accelo's advanced reporting features come at a premium and don't account for hours our offices are closed, so we can't use it for accurate response time reporting.
Accelo provides a solid ticketing system, project tracking, and billing/invoicing. The system is easier to train new employees to use than competitors.
Simple layout design and easy to find different projects and retainers to track time against.
Often emails are linked to the wrong company or client and have to be manually moved to correct place.
Good for making sure that all clients have time spent on them each month and for highlighting clients that need to have more resources allocated to them.
The flexibility that the program offer and the simplicity of usage.
It is very rarely difficult to find the allocated project (if you don't know the allocated number)
I find clear manage a project and the cost/hour associated
Just like any other software, Accelo may appear a bit complicated at first glance. Accelo is designed in a way that often you can use your intuition to find a feature/function that you are looking for. Accelo's Support team is beneficial and fast to respond in case you have any questions or issues.
I have been using Accelo every day for about a year now, and I really can't think of anything I dislike. However, if anything like this was encountered, I would contact their support with a suggestion to make it better.
Accelo helps me keep track of all open tickets and puts all relevant email communications in one place. It is easy to keep track of everything like time logged, deadlines, etc.
Automations, Implementation team, UX, UI
Quote templates, no QB Desktop integration
Managing project workflows without a project flow manager has been fantastic. It's helped us boost efficiency without needing to add any kind of supervisor just to babysit the projects.
Accelo can take a project from initial contact to sale to project to invoicing. It functions as a CRM, project management tool and communications platform. You can use the tool as simply (assign tasks and due dates) or as robust (dependencies, triggers, templates, automation) as you like. It is a one stop shop for everything you need to move work, communicate among the team and with clients and assess staff and company performance. While I really like the software, what I like best about Accelo is their support team from our customer service manager to the front-line support to the engineers we've worked with. I have felt heard, that my suggestions, requests or issue reports are not going into the "we'll put that into the suggestion box" black hole. Suggestions I've given or issue reports I've made are taken seriously and addressed, often on screenshares. I have never seen a software company so attentive to its users.
One of Accelo's strongest features - its robustness - is also something that takes some getting used to if you want to use it to its full potential. It can do A LOT for you, but time spent learning and figuring out consequences of changes to settings is required. I would not put this down as a "dislike", but there is a learning curve - and that learning curve is worth it. Our particular implementation involved analyzing and reconfiguring our internal processes as we used very simple tools for time tracking and task assignment. Accelo's robustness actually facilitated those changes, so it's hard to say that is a true dislike, more like something one should know.
Having a full client CRM. Being able to allot time to tasks and have it tracked properly to the task, milestone and project. Internal team communication and visibility of that communication with the Stream feature. More detailed management of work, clearer view of what's done and what's to come on a project. Clearer analysis of how time is spent and what is profitable. Improved sales process. Clarity on task schedules.
Well-structured interface with a variety of useful options that help to assign and handle tasks and projects.
High barrier of entry for some people when it comes to learning the interface in the beggining.
Managing updates on projects, the status of tickets and tasks.
The all in one capability to manage project work (internal and external), time logging, support desk, customers and even reporting. Love the integrated one stop shop!. Go Team Accelo!
The new UI is taking time to get used to in some areas especially around projects but it is definitely cleaner than before.
We are managing our projects, managing work, customers, g-suite integration, timesheets and project charter and gantt charts.
The integration of all parts of the business
None of the resources online are up to date. The system is complex and requires ongoing learning. It is imperative they update their online learning platform and not rely on forums for clients to educate one another.
Our teams being on similar platforms and being well integrated.
It is effortless to use, customizable too. It shows client portal features, projects that you are collaborating on
Accelo is sometimes overly complicated and lacks what you would consider as basic features. And the constant changes it goes through also makes it had to keep up with the newer features.
The integration of all projects that a client is assigned can all be managed on Accelo - timesheeting, project management, project cost tracking, and so much more.
What I like best with Accelo is that the system is trustworthy and very useful to store data for the long term.
I am responsible for scheduling part of our business, and I wish that we can see how the budget will move if we schedule the team for month or for longer term.
Accelo provides me insights into the project we create, very helpful for my reporting. Another thing I realized is that it can be linked to multiple account apps of Xero.
It's easy to use and learn. The platform is beautiful and straightforward. You can easily find everything, and the timers are fantastic! Billing, time logging, and schedule have a lot of details and tools.
When the platform put external meeting and email in the timesheet.
I can know all the time for all my team, on every project and task so easily! I save a lot of time with Accelo!
The time tracking is one of my favorite, you have to start the timer and stop whenever you are done with something....no need for sticky notes to remember another one is the work category....within the same project we can separately manage different teams like seo, dev, ads-department with each one having its own branch.....that makes the sheets clean and very accessible for everyone
User-Interface wise its still emerging. there's a board group on which we can request features...which copes up all the cons.
One of the thing its helps us a lot at time tracking for all different department branches and individuals that makes billing tracking very fluent
Flexibility to fill timesheet,easy request view and details
Whenever a request is raised via email with an attachment by the client, email doesn't get attached automatically in request in Accelo
As a consultant, I am providing solutions to my customers.In that course of action I expect this tool to be a one-point solution for my need and that's what it does. It brings up all those things which is required for running a business at one place like timesheet ,billing ,expenses etc
Putting in time against project/ticket/retainer is easy and you are able to track if you are under or over budget
To change status for Projects is a bit of a pain. I had to go to each project to change status instead of doing it seamlessly in the project list.
Tracking budgets and timesheets
I don't have to think that much about submitting my time every week. The whole process is straightforward and self-explanatory.
If I make a mistake in entering time, clearing out the hours in the weekly timesheet feels like it takes way more steps than necessary. From what I can tell, I need to enter 0 on a day, then a popup opens up where I need to make the change again, then save it. This is much less convenient than entering time where I can just type in '8h' tab and then it does all of the filling in automatically. I would also like to submit hours in advance if I am going on vacation in the near future, but that may be an Admin setting that's just not enabled right now. Maybe allowing certain timesheets to be future-enterable would be beneficial so that only vacation time can be entered in the future.
Just entering time for me. But it's really easy compared to all of the other tools I've used.
The reports are great to know how time is utilized and how to allocate resources in order to optimize production. Also, time loggin is quite good, specially when working on timed projects.
The UI might be overwhelming at times as there is too much information on the screen at times which might lead to confusion
We provide support to customers so, when troubleshooting issues, the time logging allows us to identify how much time is being spent on issue solving. Accelo has allowed us to identify blockers and improvements to the support process.