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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.
I like that accelo makes it easy on their users by making all the tools self explanatory. For instance when I'm logging my hours it only shows me the rows that specifically apply to me. I don't have to scroll through hundreds of rows or even type in a search bar. They do it for me.
Their API can be a little tricky to use. I had a run in with it in one of my past projects and the data it returns is not as predictable to read as one might hope. I'm guessing they'll clean that up in the future though.
One of the projects I worked on that was using accelo's API used it in a script that automatically created projects based on the data from accelo and also assigned related labels to the project(s).
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.
Allows you to run many multiple projects simultaneously with many colleagues
Lack of alphabetical order in lists might be one item.
Accurate time management, seeing all the necessary details in a project
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.
Accelo offers quite a few workarounds and options to be able to achieve what you want kind of project and breakdowns you're looking for. There are different viewing options and customizations!
Since there are so many customizations and ways to achieve what you're looking for, the platform can be a bit difficult to navigate at times. It's not always intuitive.
Assigning work and the time allocation for each team member has been beneficial but have encountered a few issues with time rolling over and how to stop certain functions
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.
Our creative agency had been looking for a powerful, customizable and easy-to-use time tracking, scheduling and billing platform for many years, and have been thrilled since adopting Accelo. Contracting, onboarding, tech/user support, UI/UX, reporting all outstanding. Flexibility allows us to meet our ever-changing client billing demands. We want Accelo to continue to succeed so we can continue to thrive with this new platform.
There is a bit if a learning curve with the platform, but that really has to do with how many features come standard. We actually had to turn many features off that didn't apply to our time/billing process, and devise a few workarounds for other idiosyncratic parts of our billing structure. But ultimately the well-conceived framework met every challenge we threw at it. Also, the UI takes a bit to get comfortable with, but probably no more so than other comparable platforms. Now that we know where everything is, we have been completely satisfied with usability across the team and improved workflow.
We had an old custom-designed platform that was sucking energy and dollars with bugs, fixes and antiquated interface. Accelo completely modernized our time and billing processes and has improved quoting, project management and agency workflow.
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.
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.
My favorite part is the contact feature within each client
I dislike the tracking of how to get to each client
We are able to keep everything in one place
The transparency. The fact we can give clients access and they can stay up to date in real time with where the project is up to
Sometimes it can freeze, which happens with systems but it is very annoying.
efficiencies. We save so much time speaking with clients as they can see where we are up to .
The ticket/task system has been extremely helpful in keeping all of our clients requests in order.
I honestly can't think of anything that I dislike about accelo.
I've been with our company for over 5 years and during that time we've gone through a variety of platforms similar to Accelo, but Accelo has been by far the best tool that we've used to streamline our work.
All the job information is clear and transparent, which improved our efficiency of communications.
Accelo includes so many functions. It will take some to get familiar with them.
We always use Accelo to run the jobs smoothly from sales, engineering, QA, sign off and invoice. It's convenient for each person to understand the progress of each job. Also easy fr us to find out all the related communications. That's fatastic.
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.
Easy to use for our company and easy to navigate
All company information is not located on one centralized page
No problems
As a service-based digital agency, we use Accelo as a CRM, project management tool, time tracking, and ticket-based request system. By integrating the CRM with project management and time tracking, we streamline the process of billing. Projects can be assigned as recurring retainers with tasks or as single tickets. There are multiple ways to track project time: task timers, logging time within a retainer or project, adding time from the task board or from the daily timesheet. This variety of time tracking methods allows employees to keep track of their time in the way that works best for them. Integrations with Gmail ensure that client communications are recorded and accessible to the whole team.
It can be a bit tricky to learn how to use it, just because there are so many elements managed within one tool and so many different ways to go about accessing information and tracking time.
Having one central place to manage projects, track time, and record client communication means that we can be more transparent as a team and keep everyone in the loop about who is responsible for what part of a project and how each piece fits into the project as a whole. Anyone can look back at client communications or check the status of a task to figure out exactly where we stand.
Easy access and navigation Room for notation able to create invoices from your data base
Not able to leave time with date of meeting More room for notation that stays on lead form once changed status sale ie from meeting, strategy session, road map planning etc
Manageability of data base and conversion status
Working mainly in Support, I deal with the ticketing aspect mostly. The email integration is fantastic - it usually selects the correct emails that come in and ignores the rest. Creating tickets from emails is quick and straightforward. Creating tickets from other means (Phone call or instant message) is also quick and can be done on the fly. Responding to emails from the tickets as though I have sent them from my email client works very well. You can take a project from Quoting through to deployment and then on to billing all in this one package, and I like how that works. Creating Customers with all their assets and contracts they have with you is simple and easy. Everything is quick - compared to other products, which overcomplicate everything, and pages take a long time to load. Everything flows nicely, and it's very customizable.
The signature editor could be better. Occasionally emails don't appear quick enough.
Accelo keeps us organized, so information is no longer being lost, there is a considerable speed benefit on the creation of tickets, and time tracking allows us to report on how much time we are spending with each customer. This is important when trying to find out if a customer is profitable for us. This tool keeps us organized and responsive.
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.
It is a straightforward, intuitive tool to use.
Once a time entry is made on a particular day in error, it cannot be changed to another day.
Customer ticketing and project time management.
The ability to automate tasks and create new tasks for coworkers contingent on the completion of a prior task in a project.
It can be difficult at times to redesignate the date and time of a work log that wasn't closed out the day prior. That can be frustrating.
The ability for our clients to create tickets for us to fix is invaluable. This process makes things much easier than just getting an email from someone and hoping you don't lose track of it.
No shortage of features and functions to keep my digital marketing agency running smoothly from Sales to Support, Invoicing and Project Management
Can be a bit clunky to load at times. It's designed to meet a wide range of industries, so working in it can be similar to flying a jumbo jet with all the features and functions. Look beyond the complexity and you have a platform designed to keep agencies and professional services businesses running like a top.
We've increased support billing by 300% since we've implemented Acccelo in 2016
Accelo enables my colleagues and me to log our time spent working with our clients easily. Our work week constantly changes, but Accelo enables us to track our time with precision.
Accelo is incredibly useful. No dislikes here.
Accelo allows us to submit hours worked for both single projects and monthly retainers.
Clean and easy to navigate platform that allows me to track time for client work!
Some every day needed functions are unavailable to users that are not admin.
Properly tracking task time.
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.
The functionality of Accelo allows business owners to easily track every piece of work going on in their business, to either identify profit centres or to eliminate revenue leakage.
Accelo has a minimum user stipulation which makes it inaccessible to one or two man bands.
I solved many problems using Accelo. Managing retainers efficiently was a huge one for me. The retainers module made it super easy to track all work happening for any client.
Coming from AutoTask, everything about Accelo is better
being cloud based, when internet is problematic, this can be an issue. Would be nice if there was a way to cache or offer an on-premise client solution that can cache changes until internet connectivity is restored or no longer intermittent.
day planning is easier using Accelo time entires as my tasks for the day
Easy interface, inbox, and message options to keep all communication together.
Frequent glitching because of updates has been inconvenient but seems to have worked itself out.
Project management, assigning tasks, and timekeeping.
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.