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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.
Accelo is excellent for keeping my teammates updated on any changes I have done for group projects we´re on together and also for time tracking. This way, we have a very organized workflow that makes us work with a very efficient method. The system is really user friendly and intuitive.
There´s really not anything to complain about. What I really dislike is Accelo´s mobile app. It just doesn´t offer as much as the browser version. There are other apps for project management that beat Accelo easily.
We have easily linked projects to team members and clients. This way our team can access a project they´ve been working with whenever they are available. We can also assign tasks to the pertinent people without any problem.
Time tracking on my tasks in Accelo made quite easy
Struggling to find tasks sometimes on the platform
It really helps with task tracking, and after struggling a bit to find my tasks, I can now easily see what is outstanding
As an IT Professional supporting multiple businesses, efficiency, and transparency among team members are key in ensuring that our clients receive quick and effective solutions to their problems. I particularly like the way that our team can easily swap tickets, track time, and look at and work on tickets assigned to other team members if necessary. This enables a very efficient decentralized workflow that lets us help each other more easily.
The only thing that I do not like about Accelo is that I often have to refresh our support tickets inbox after relocating emails to existing ticket threads so that I can visually track what I have already sorted through. This isn't a big deal, but as someone who is focused on keeping our inbox clean and organized, I wish it would update on its own after a message relocation.
Accelo solves one issue which I already mentioned, which is that it allows our team members to work on other members' tickets without having to join or go through administrative processes to join the ticket. I believe this is because all of our team members have high-level permissions, but either way, this is a huge benefit in our workflow because it means when someone is on the phone with a problem, we can start working or helping a team member immediately.
Easy to navigate, well thought out! great collaboratin tool.
not really any. our company was able to create its workflows. we didnt have to adapt to the software, it adapted to our way of working quite easily. more intregration to DevOps would be nice.
We are always on top of our projects scope and budget, avoiding surprises
Everything is laid out clearly. It is easy to use.
Sometimes tasks pop up without anything attached to them.
It is easier to use than other platforms. I can finish my part and then easily pass it on to the next person.
Accelo is very intuitive when it comes to setting up and getting up and running. The Accelo team is super responsive and helpful, and they make sure to cover what you need to hit the ground running off the bat. Once you feel more comfortable with the interface and working within the system, the myriad of tutorials, webinars and videos that they have are sure to help you personalize, and make Accelo work for you.
If I had anything to complain about, it would be the more granular ability to move invoices around when created within Accelo. Being able to grab Tasks created in the kanban task board and turn them into tickets, projects etc. Or relocate them. More granularity in the Quotes section, for example, when you create a Quote off a sale and there are multiple line items, they are all either taxed or not. There is no ability to be able to specify taxable or non-taxable on each line item.
Accelo streamlines my business period. I started as a one-man band and Accelo was perfect for what I needed it then and allows the ability to grow as your business grows. It helps with everything from emails, time tracking, to scheduling and invoicing. Super intuitive and helpful for IT businesses.
I like a lot of the features - especially how you get to work with multiple actions.
I don't really have anything that I dislike.
Transparent work effort - uptimization, multiple touch point funtions
Accelo helps me stay on track with current tasks as well as moving tasks to the appropriate assigned person. I am able to easily view what is at any given status at any moment and I love that about it. Our company also uses the email integration so being able to view company emails has value to our company as well.
I don't really have any dislikes, other than I know there are more capabilities I have not explored yet.
Assigning tasks, company visibility and streamlining processes. Report viewing and company email integration. Being able to identify an issue prior to an employee letting something slip through the cracks.
I love the ability to customize client profiles with different fields. I also love the ability to export to excel at any point. It's very helpful when we are trying to look for specific clients with fields.
I wish there was a back button without completely refreshing the entire section you were on. (i.e. if you go back to page 2 of clients, it sends me back to the top of the client list.)
It is helping us keep track with our clients by having detailed profiles and notes on them. We used to need to have multiple excel sheets per client, but now its all streamlined onto just their profile
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.
Viewing my schedule in different ways (by day, by deadline, etc)
Getting emails and messages in accelo is a lot to go through
Planning out my week efficiently is a great benefit. I also like being able to view other peoples schedules.
It's a vastly improved undertaking the executive's devices contrasted with others on the lookout for proficient. Accelo has smoothed out our invoicing interaction as we never again need to utilize an external time tracker with the product that creates our solicitations.
Strong programming yet not truly adaptable Campaigns run in past projects require a complete update since they are not viable with the configurations wherein Accelo works. The speedy inquiry element of utilizing the tab key aides would be extraordinary to have more easy routes like this in accelo.
All of our schedules are in one spot, and we can work significantly more productively and actually. It assists me with following my work time over time and helps me remain coordinated and on top of my work.
I like the integrations between the software and my accounting software and remote management software. It keeps all activities in one place. I also like the open API for ease of integration with other processes.
There is some customization that is missing, but they continue to use feedback to integrate into the product.
Having a single pane of glass to manage all aspects of the operation. Realized better billing with our customers.
Templates for project budgets, template emails, dependencies in workflow, Stream is amazing
It took getting used to, but it works great once you get used to it from a desktop application
Measurement of actual performance to budget in real time, ability to see people's backlogs better, ability to track project types quickly and easily, ability to sort lists quickly
Great project management system. Easy to navigate for staff and management. I looked at multiple software before choosing Accelo. Hands down the best overall ERP system.
Some of the reports are at an additional cost, so depending on how in-depth you need to break down certain areas of your business for analysis, then this can increase your overall subscription costs.
Overall business visibility with project KPI's - On time and on budget. The ticketing system is also great at keeping track of issues. Everything required to track and meet all SLAs is here in Accelo, and for our company, it has been a no-brainer. Good support at all times, and it is well worth paying for the initial setup with the Accelo team if you are transferring from an old system from export of data perspective.
I like the project management dashboard and the billing integration with Xero
I wish I could have great integration with my inbox and Hubspot
All operations have been improved in our Accounting and Taxes business...it streamlined and organized our daily activities
The platform is highly customizable, sometimes to the point of exhaustion, which is a good problem. I'd rather have more options than I know what to do with than being handicapped by a limiting set of options. No matter what the workflow is, we can customize the platform to facilitate that workflow, and in many cases, can automate many of the tasks associated with the workflow so we can focus our time and efforts on the most critical aspects of servicing our clients.
While the integration list is pretty robust, it's not that extensive. I wish there were some deeper level integrations with services like Calendly, etc. I also dislike that the website doesn't work well on mobile devices like phones. Tablets don't have this issue. Lastly, the new smart lists are awesome but not being able to edit project statuses is a pain in the rear.
I've been able to get rid of multiple disconnected, disparate systems for a single, unified, cohesive client management platform. I now have complete visibility into all client operations, from prospecting to re-engaging existing customers, and nothing falls into the cracks due to the completeness of Accelo. I'm a huge fan!
Accelo provides our team with all the bells and whistles we need. From retainer management, project management to customer relationship management, we have better visibility to where our time is allocated throughout our organization.
Accelo is thorough in its features, providing many ways to accomplish a particular goal. Luckily for us, our implementation manager walked us through these various approaches and best practices to keep us working with the same methodology.
We can better understand where our time is allocated and can easily track hours against retainer periods. It also provides a level of resource visibility that we haven't been able to access historically.
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.