- Sales & Quotes : Converts accepted quotes into a project, and incorporates sales information into a proposal.
- Project Management : Offers real-time project statuses, resources allocation, budgeting, and collaboration.
- Tickets : Converts email requests into tickets, and manages reactive client support activities.
- Retainers : Identifies the most important, profitable clients by analyzing repeatable works.
- Billing : Generates a detailed invoicing report while integrating with popular accounting software.
- Reports : Provides deep and contextual insights, measures business performance, and even forecasts.
- Tom B.Head of Operations and Finance
Business scaling Quality control Task management Utilisation Transparency for clients Cost management
So we could scale our business
We are able to fully process our business with the detailed project plans, scheduling and capacity tracking which gives us very detailed and accurate forecasting for capacities. The whole business now trusts the reliability of the system and the data in it so much that we report daily on the state of play with task management and capacities to move resources around which helps us deliver work quicker for our clients. We are forecasting for hiring new resources based on the system data, conducting price reviews and making lots and lots of continuous process tweaks with the confidence that Accelo is our living process documentation via the templates. Also, with the detail in the project plans is something we are able to leverage in the sales process to show prospects we have robust processes that will ensure the best quality content creation.
There are still some more features we would love to see in the future which would help us automate more and reduce admin but the revamp on the community ideas page gives great confidence to everyone at Digital 22 that if it will benefit enough people then there is a good chance we will see these and more great updates in the near future.
- Charles Fashana, MBACOO (Chief Operating Officer)
Harvest and Asana combined don't even scratch the surface of what Accelo can do. Harvest is nothing more than rudimentary time tracking. It's about as easy to use as they come, but it stops there. There's no tie in to project management, invoicing, capacity planning, etc. and the reporting isn't great. Asana we found to be very difficult to use for complex projects with multiple deliverables, multiple deadlines, multiple teams - and it didn't tie back to budgets and hours worked. So the deficiencies of those two tools are what led us to Accelo. In terms of more comparable systems, I had previously used Workamajig. The sophistication of Workamajig was there, but it didn't seem to have quite as much flexibility and customization. Proworkflow we evaluated just based on sales and marketing information available on the platform and felt it wasn't quite as good.
Accelo is a system that can do it all. It's extremely sophisticated. Depending on the sophistication of your organization, or specifically the abilities of the people you put in charge of the implementation, it can almost be too sophisticated. It all just depends on your situation. The more you use it, the more data you give it, the more you'll be able to see and do. It's incredibly powerful. But it's definitely not a tool that would be appropriate for smaller boutique type organizations that have only basic needs.
Complete end-to-end project management. Job planning, budgeting, and time allocations. Integrations to G-Suite for email and calendar sync/visibility. Connecting clients to companies to projects and keeping a sightline of the broader relationships. Easy task management and schedule views. Seemingly limitless customization options for preferences, notifications, groups, permissions, etc.
While much of the data you will be looking for is there and within the system, it's not always easy to find, and the export functions are terrible. Moving/reallocating tasks, meetings, or time entries is very cumbersome and in some cases not available. Views of time sheet reports and different types of reporting for unbillable/agency time vs billable client time are not great. Not able to have multiple assignees on tasks that are shared.