Accelo Reviews: 4.4/5 — Solid Choice

The ability to create a sale and send a quote is great but Accelo goes much further, it allows you to convert quotes to projects from a click, you then have the ability to drop templates into that project for rapid implementations of projects. Its excellent how you can create triggers and make workflows that suite your business and how you want the business to work.

I don't like the fact that you have no reports, not options for report on tickets or send customers reports of the usage from contracts they have open or the ability to get alerts when contracts use up the time limit allocated to the contract.

Centralization of communication without having to share your mailbox with everyone, its also given us a central location for all our notes in sales, projects and tickets which means anyone can pickup the current progress of anything in the CRM.

Accelo brings all the tools we need to run our business under one umbrella. We can see and be aware of everything that is going on right within Accelo.

We wish it had a KB (Knowledge Base) system built in into the system.

We have all our clients data and history stored in Accelo. The benefits is a centralized data container for every interaction we have with our clients.

The Sales Component of Accelo is great. We manage 100's of sales at the same time. We can keep track of of the sales cycle efficiently with out having to print anything out. With every client at different stages of the sales cycle (a cycle being up to 9 months long) Accelo enables myself and my team to stay on top of every sale and minimise mistakes. Accelo allows us to customise the sales cycle putting checks and balances in along the way.

I would like to facility to print emails and change the text of emails. ie HTML.

Staying organised in a paperless environment. Email tracking allows you to capture everything that you and your team has communicated with clients. If there is a dispute we can easily go back and find the email regardless who sent it.

Having all of our leads and project management in one place allows us to follow through relationships with prospective and current clients, right from the initial contact to project delivery and follow up.

The learning curve is quite high and on boarding new employees takes some time. This just needs the procedures set up but it does take resources in a small company.

We are a small company without a dedicated business development of sales team. Accelo really helps with keeping on top of new leads and following them through to project setup and delivery. As the Principal in this it has allowed me to be much more in touch of when leads are being neglected or projects are stagnating. In addition, the time keeping functions allow us to bull approximately 10% more hours, just by keeping better logs

I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business. I also like the user community engagement and level of communication to keep informed on product development.

It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.

Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.

I have tried many, many CRM's before but Accelo has proved the one that provides all the different elements that I require to run my business. The setting up and importing my client data is straightforward and it has all the 3rd party integrations you could hope for. I now have true insight into how my business is performing.

There are no downsides that I have come across yet. As with all CRM and similar applications you only get out what you put in.

Tracking work done against retainer contacts and being able to provide this information back to my clients via the client portal. This provides a degree of transparency for my clients so they know exactly what I am doing on their behalf.

The fact that with so many variables they had to work with, be it our Support site, or the billing or any of our multiple departments, they have created a product that Is easy to use, easier to understand and easy to integrate i whatever your business needs are.

There is nothing about this product that I dislike, It's AMAZING

Support Tickets, from my side only, bu then there are many more departments that also use the Accelo product with seamless integration

Integrations with emails and Gmail is what I appreciate more.

No availability of future task reminders. Task could be schedule and get reminders/

Inter department communication.

I like Accelo because it's a great and flexible tool for managing projects and the progress of those projects. This is of very big help for companies that wants to keep track of how things are going and to have an good overview of budgets regarding specific project.

The only thing that I've experienced that could need some improvement is that the scenario where you want to paste or write an email address in "Add Activity" -> "Send an Email" the email address disappears.

I am working as a project manager for a web agency in the e-commerce business and using Accelo to handle the projects are great. Th greatest benefit is that I can assign specific tasks within projects to the person I want working on it. In addition to that I get a notification on my email whenever someone has made some kind of contribution to any project that I am involved in. This makes it easy to see the progress and perhaps follow up on that contribution with potential questions.

I love the backend thinking and planning that went into the congruency of Accelo. It is rare for one piece of software to be sufficient on many different interrelated fronts. They have somehow found a way to bridge the gaps between client communication and retention to staff effectiveness and productivity with the ability to bill your clients with integrity.

The only complaint I have is the integration with Xero could be a bit more fluid.

Th problem I am solving is running my business on all fronts. The more I use Accelo the better my business presents, maintains and flows. It gives me the ability to truly be in control.

It's easy to see all projects in one place

The amount of emails that I get from it. Every time someone enters their time I get an email. Not a huge deal though

It's great for managing resources and as a project manager that's what I need at all times

Accelo has become integral to the way I run my business. We use it for every aspect of our process, from logging a new client on the system to invoicing and reporting.

I don't have any dislikes for Accelo. Quite simply it's the best business software I've ever used.

Accelo allows me to keep a track of everything happening in my business. It's made me more aware of the time we spend on different tasks which has resulted in us being able to improve efficiency.

The combination of power and useability.

The fact that tasks can't have individual unique ID numbers.

Our communications are tracked more effectively, we are saving time collating business process data in one integrated platform and we hope to soon take advantage of the customer portal features.

The ability to see emails sent from collegues in the stream New Invoicing Module

Invoicing module is still not completely simplified

The Tracking of projects, is now simpler

Accelo combines what used to take 3-4 different apps to accomplish. With Accelo, I can create client listings, store important files and communicate with clients, as well as create and manage projects, assign tasks, and create tickets to better serve my clients. No more bouncing between Google, Confluence, Teamwork, and Harvest. All communication and time tracking is done through Accelo. Having all of these in one place saves me time and makes keeping my clients happy much easier than before.

Because Accelo is a very robust and complex appplication, the learning curve is a bit steep. Figuring out how to create taske, manage projects, and communicate with clients can be a little daunting at first. Good thing Accelo has excellent tutorials, and excellent support people who can help guide you through the process of setting everything up and shortcuts to streamline the experience.

Better project management, better time tracking, more effective communication with clients, clear project timelines, and more effective task assignments. All of these have been a benefit to creating a clear communication from the client to the project management down to the staff working on the individual tasks.

I love the retainer feature the most. I am able to easily setup retainers, their value and hours allocated to each customer. Most importantly, all projects and tickets feed off the retainer and remaining hours roll over each month.

I don't like the fact that support tickets need to be manually associated with a retainer each time. There should be a default option per client in case you have multiple retainers. Users forget to do this and it wastes time when billing at month end having to allocate to all the tickets.

Support desk and retainer management. Easy integration with XERO saves time when doing billing at month end.

Accelo's focus on Professional Services has allowed us to integrate client service, sales, and project management on one platform giving us a central place to get insight on what's going on around the business. Because of these integration we have are able to provide a more centralized customer experience as we scale our business

There are some features that the product still needs like bulk editing capabilities. Also some areas of the program are a little older and lack some a little bit of of consistency in design. But the Accelo team is constantly listening for feedback and making improvements on a consistent basis.

We are able to get a better perspective on what's going on with a customer at a glance. We have also moved a few systems that were disconnected on to the same platform which has allowed us to automate some processes.

The best feature is the automatic email capture and the ability to free text search anything.

I would be nice if Accelo has a clearer design line.

Accelo has all the features we need to run all our business processes including handling of tickets, projects, time tracking, ressource scheduling, contact synchronisation and much more. So by adopting Accelo we have gone a much better overview of our business as well as we are saving a lot of time every day.

Over all the intuitive nature of the application is my favorite aspect. While being able to maintain a high level of functionality is quite nice in addition to the ability to generate my client invoices directly from the application has proven useful.

I continue to have issues where if I create a task under the incorrect project, I'm unable to change which project it needs to be worked under without deleting it and starting over.

Effective time management on projects along with budgeting aspects.

Liked how integrated Accelo is with Gmail, including how it suggests calendar appointments when filling out time tracking, you can send emails and meeting requests within Accelo and Accelo records the time in drafting the email, and that staff member emails sent to a contact that's in Accelo get recorded in Accelo..

As with any system that is feature rich, it is a bit complicated at first. You just have to carve out time to do new features each week.

The biggest benefits are time savings from being in one system instead of multiple and getting reports on staff utilization and client profit margins.

The ability to customize templates, and most everything about each component of the client portal.

The lack of a master-work calendar page. It would be nice to be able to view a "master calendar" to view all of the active companies and projects planned on a calendar and in one place. Aka time-line of active clients/projects in a calendar form or master project view and maybe with project complete milestones.

Company organization issues within our company and in managing clients/time have been reduced, but the many pieces of accelo have been limiting pm productivity. Also keeping track of employee hours spent on each project has been reduced. Trying to get employees to keep and log time is a task and is still a problem since if they do not record their time when they work on projects/tasks the time is just not kept track of and is lost. Can there possibly be a clock in and clock out tab or feature that can be implemented with a simple sign-in in the morning and a sign out in the evening and plug and play withn task completion recorded under the users clock in?

I really like the fact that you can have all of your management features under one roof. It's so helpful to be able to have all of the core 'mechanics' together. I also like there are multiple ways to get the information you are looking for and manage the in-coming and out-going information.

I dislike the client area. It could be great to get them connected, but it's not quite at the caliber of the rest of the system. It would be awesome to be able to have clients log in to their area and see hours that have been used over-all, or approximate billing for the month/usage at a glance instead of only task by task. It would also be awesome to be able to assign a task to a client when they are meant to give you items for their tasks so that we can keep tabs on what is still required from them - and keep the flow in check.

I have searched for years for a great project management system, client management, invoicing - all in one place. When I stumbled upon Accelo (then Affinity) I realized that they way my business was structured, what I needed was a great ticketing solution - that I could bill directly from. This was a godsend to me and suddenly all the unbilled hours for emails on tasks, and tracking each ticket/ task was a piece of cake and my revenue increased by 25% the first month. When we added on the retainer and project modules it really pulled everything together and allowed for a much better way to keep track of everything, including client hours and invoicing.

The way we can customize it, the way it integrates with othere services, just love it. And it is very easy to use and learn, if we want implement new things we can easily do it, i use it in my everyday work, and if we dont understand anything we can reach to technical or customer support.

will be more helpful if we have more reports to view.

helping me planning for projects, editing projects and invoices, purchase orders

Accelo is excellent because it has helped me motivate various accounting control activities; as invoices show the relative importance of a brand's revenue or expenses, the interface has been beneficial in allowing us to see a lot of numbers. Our company's data can now be accessed from a centralized location. This means that all team members have access to our centralized database.

This would be an immediate service improvement since Accelo is an expensive platform, especially for new companies.

Accelo is the program we use to integrate all of our internal financial procedures, and since then, everything has gone smoothly. Their generated invoices are accurate and have an astonishingly high compliance ratio and numerical estimates. It is packed with useful features and works well with other programs used in the business world. You won't regret betting on Accelo, a software that exemplifies remarkable fluidity in its operation, to manage your company's data, projects and performance metrics.

accelo adavantages features are- Kpis monitoring system. Forecasting for easily. Performance and reliability. Mobile access easily. Offline access. Data import & export tools. They are easily working all tools management.

Accelo has been good work, but many times, of show bugs in many tools management systems like. Mobile user support is not working efficiently; notification has been late, and renewals will end the show's time.

Accelo has been easy working to the online and offline mode data will be secure, easy platform easy manage many types of billing option ex digital billing accounting system has been beneficial.

Great software tools enhance proper growth for easy help for work management graph will be shown advanced level. This is part of Accelo billing, contract management, time tracking, and sales platforms, which are a significant part of daily growth.

Accelo uses all members, but members will be reaped. These conversation processes will be slow and late updating all things Excel. The user will be dissacficed for the conversation.

Accelo has been used for easy foe sales time tracking, so quickly many features have been advanced level restore graph will show sales analytics easily in daily rotation.

It is easy to use. Accelo's recorded video training has been beneficial. It uses a simple system language that even a non-technical person can understand easily.

I hope they have an easy-to-edit dashboard where we can update the project status.

We look forward to track our project and billable hours more efficiently in Accelo.

The way that Accelo seems to have thought of the best way to have the software follow the normal path of business and the integrations that are available and how they work together, keeping the stream of communications in one place and having the project started with the quoting process is a good way to help keep things organized and keeps the flow of information flowing nicely.

So far, the only thing that I would like better is a little better documentation so as I start to use more of the software, there is a little better understanding of how it is set up. I would also like to be able to do some custom reports, but I hear that it might be coming in the future.

Accelo is keeping the client information organized, allowing sales quotes to go out easily and receiving payments has worked well. It is also kept us in looking at potential client jobs organized and keeping us from over booking our staff.

I like that accelo tells me what is due today and in the future. I can plan my weeks/ months out in advance so i can see what is due and what I need to do.

Sometimes there are bugs and task cards go missing in accelo. Dont like the speed and which some things load especially when timesheeting

billing time to clients. Giving overview of each persons capacity

The numerous customizing options available. The response time is quite quick. Once everything is in place, your firm will perform admirably, from the initial encounter with a client through quoting, selling, and administration. When my team members leave on vacation, I can keep track of their emails and answer on their behalf. It has also kept me from overlooking follow-ups. Because of how we've built the triggers, it just won't allow it to happen. Simple rules like 'if no incoming or outgoing communication has been received for 4 days, create a task' have transformed how I manage accounts and prioritize my own memory.

It might take hours to figure out how to properly tailor it to your needs. I would have loved to see something added. The smartphone app requires significant improvement. It's the one thing my prior provider performed better, and I've seen far better from the competitors. I'm hoping they'll alter it shortly. I also wish the tablet browser experience was more fluid. I'd want to be able to utilize Accelo on an iPad without an additional mouse.

It is a tool for almost everything, and everything related to client communication has been streamlined. Money was saved without missing billing, and it was easy to assess how much time was spent on tickets. I used to have to use three tools when opening a new client, but now I only use this one. My churn appears to be reduced as well, given that I can better track touchpoints. Accelo enables me to appear extremely proactive to my consumers, ensures we're hitting all of the right contact points, and reduces the need for me to control my personal calendar.