AcceloUsed by 72% Professionals

Accelo Reviews

Paid

4.4

/5

(Alternatives.co rating)
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Acello is a prominent end-to-end cloud-based platform for managing all aspects of customer work delivery. Acello allows you to easily plan your projects, track results, and streamline your entire company process.

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Accelo
4.4
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G2
4.4
Top Comments by G2
Positive Comments
  • James C.Project Manager
    Review
    4.0

    Accelo is a quit-to-stop cloud-based platform that manages all components of customer work delivery, from prospect to fee, such as sales, tasks, tickets, retainers, timesheets, resourcing, and extra, regardless of where you're. With an emphasis on money and time, the consumer paintings management platform gives you a holistic view of your maximum up-to-date commercial enterprise statistics and economic performance. It streamlines workflows and increases performance across the commercial enterprise and teams to decorate visibility and coordination, helping leaders run the business and experts to recognition at the maximum vital work. By harnessing powerful automation, managers are enabled to supply projects on time and within price range effortlessly. Teams can interface and contribute seamlessly at any degree of the venture. The rate factor is perfect and the Accelo useful resource has been top-notch. The platform itself is excellent easy to install, smooth to apply, and seamless to navigate. Ease of use, absolutely customizable, considerate, and useful functions. One of the nicest capabilities is the capability to attach e-mail threads to particular clients or responsibilities indoor an employer. I respect how sturdy Accelo is and the way customizable it may be for exceptional eventualities. We have located ways to streamline our greater time-eating methods, like getting into projects, by way of developing templates. Features like this make Accelo very useful for my firm. Being able to link email chains to their respective customer and/or mission is using a ways first-rate detail. We have misplaced records on their platform, had masses of bugs, and there's limited or no aid for customers. It is little surprise that they have this kind of excessive 'churn. The presentation is convoluted and they offer no training. The team of workers is rude whilst you ask for aid. I hate that one has to pay for customer service. To have an excellent overview of the billing dashboard, you presently ought to rely on the usage of filters, which isn't sufficient. There are times we've very particular desires and discover that the capability is not operating for us in that regard. It has worthwhile client work. It's genuinely customer-centric. It has exceptional visibility and confidence. It's automation and integration are very high. It has brilliant productiveness and performance. Accelo is very intuitive on the subject of setting up and getting up and jogging. The Accelo crew is first-rate responsive and helpful, and they make certain to cover what you need to hit the ground going for walks off the bat. Once you sense comfier with the interface and running on the device, the myriad of tutorials, webinars, and films that they've are sure to help you customize, and make Accelo work for you. Accelo is used and cherished using professional carrier corporations around the arena to manage their consumer work, profitably. The cease-to-cease cloud-primarily based platform manages all elements of customer work transport, from prospect to price, such as sales, tasks, tickets, retainers, timesheets, and resourcing. Hi James, thank you for taking the time to share your review. Were glad to hear your positive feedback about Accelos ease of use and your ability to customize the platform to fit your teams needs. Were also glad to hear youve found the email sync and template features helpful for automating your workflows and improving visibility across your business. We are very sorry to hear about your negative experience working with our support team. We would love the opportunity to connect and better understand the issues youve experienced so we can make this right. Please dont hesitate to reach out to us at support@accelo.com. We also want to make sure you have access to our Help and Support page with FAQs, help guides and video tutorials to provide additional information about using the platform. I'll link the page below for your reference. Thank you again for taking the time to share your feedback. We do hope that we can connect with you soon so we can help resolve any issues youve had and keep your overall experience using the platform a positive one.

  • Angela S.Project Manager
    Review
    4.5

    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. Hi Angela, thank you for taking the time to share a review! We are thrilled to hear about the ways you've been able to use Accelo to streamline and automate your client work with custom triggers and a centralized client communication history. And we're excited to hear the results you've seen: saving money, reducing client churn and more easily managing and prioritizing your accounts. Thank you again for taking the time to share your feedback!

  • Jason S.Director, Project Manager
    Review
    0.5

    The UI has improved over the years, but that is pretty much it. We were kicked to the curb after supporting their platform for years, through its ups and downs. Last month they decided to double our license fee since we had less than 5 licenses. We were willing to accept a moderate price increase, as seen across most SAAS solutions during times of inflation, but this action by Accelo was unacceptable. Complete disregard for our history with them. On top of that, for over 3 years we were waiting for them to allow for portal customizations that never materialized, along with other features pushed way down the development pipeline, if they even exist. We integrate CRMs for our clients. Simply put, there are many other CRM platforms available that surpass Accelo, in both breadth of features and price point. Like any good CRM, Accelo require proper setup and training. Workflow development and management are essentials here, but will pay off if they are adhered to by staff and regularly revised to remain consistent with industry standards and internal workflows. I highly recommend this CRM for agencies that use a subscription-based model with their customers, such as a monthly retainer. Accelo was able to allow us to create effective retainers previously, however, the many bugs and glitches diminished our trust in the platform. It was able to solve some integration isssues until a better solution came along and surpassed Accelo. Hi Jason, were sorry to see you were unhappy with your experience on the platform. As you reference in your review, Accelo does have a five user minimum to be most efficient and is priced competitively for teams of this size, especially with the common benefit of tool consolidation. We understand that the minimum does not work for teams smaller than five, and we are sorry to hear that you feel this is unjust. We truly value your business and want you to utilize a platform that best fits your needs. Once again, we are sorry to hear you were unsatisfied but we do thank you for your feedback.

Negative Comments
  • Verified User in Non-Profit Organization ManagementSmall-Business(50 or fewer emp.)
    Review
    2.0

    I like the tracking features. I can assign tasks to my colleagues and keep track of project status. Timelines and dependencies are helpful. I can track my time on a project as well. I have picked up best practices on the platform well, but some of my colleagues haven't. Accelo clearly has a lot of features, including some automation that we aren't currently using. The support team has helped answer my questions and provide additional training, but because of our specific needs, we need to create some workarounds. I wish we had more onboarding to make Accelo work best for our project and staff structure. There is a steep learning curve for Accelo. It can be hard to figure out how to adjust tasks, track time correctly, and make sure the information is in Accelo for how my company uses it. There are many features I'd love to add. I would appreciate features like copying tasks, assigning to multiple people, more specific budget viewing features would all be helpful. We have some workarounds to make the platform work for us, but I'd prefer some features added. There are also specific project cases that need customization. Accelo is pretty rigid in their setup, so we have to make the platform work for us. This requires some workarounds. We're still learning, so I'm hoping it will get easier. Many of our freelancers have had more trouble than our staff figuring out how to track their time and tasks in Accelo. We are providing them some training, but we still find some issues. Accelo provides many features that you may appreciate. Project management software needs to work with your current setup. I think Accelo provides some excellent features, but you know how to put those features best to work for you. I think Accelo provides some automated features that can help your team manage projects, assign time, track budgets, and review schedules. At my company, we're using the Projects and Retainer features. Projects contain our discrete projects with a set start and end date. The feature allows us to set up a timeline to track work and budgets. We also use the dependencies and project templates to make project setup even easier. Retainers allow us to track tasks assigned to our ongoing support clients. This allows us to create retainer periods for ongoing work and recurring tasks. We use Accelo every day to track our project, retainer, schedules, and task statuses. My company also use Accelo to track our timesheets every week. In addition, we assign tasks and work through the platform to our staff and freelancers. Accelo helps us keep our budgets in place and up to date. We're able to bill clients through Accelo and tie the project to a sale. Time tracking is in the hh:mm format, so sometimes I'd track the wrong time if I input 1.5 meaning 1.5 hours but it logged a minute and a half. I learned you can solve this problem by putting an "h" after your entry 1.5h will log an hour and a half. Accelo provides an auto log feature but this was causing our account to have lots of small time entries on a project. I learned it's better for us to turn that autolog feature off and manually log our time when we enter it. Accelo task boards help staff see what projects are assigned to them when, but those features require all staff to input as up to date inforamtion as possible. Hi Anonymous, it's never ideal to see a 2/5 review, but we appreciate you taking the time to share your detailed feedback, in particular anything constructive that allows us to improve the Accelo platform experience for our customers. We'd love to help you and the team continue to be successful, please don't hesitate to reach out to support@accelo.com for best practices around every day product usage, success@accelo.com for additional training and configuration services, or share any requests for improvements within our Ideas Forum at ideas.accelo.com. Thank you for continuing to support Accelo!

  • Verified User in AccountingSmall-Business(50 or fewer emp.)
    Review
    3.0

    I like the feature of having multiple work timers and being able to pivot quickly between tasks while not losing time having to log each entry before moving on. I like having a timesheet that can be viewed in multiple ways. I like that it has an app that I can use on the go. I like being able to see progress on a project, and which of my teammates have been working on each project. The system runs slowly often. The system also does not recognize the "&" symbol in searching and typing, which is rather annoying. The scheduling functions don't seem to be very smooth or user-friendly, and it allows you to schedule more than 24 hours of work in one day. The project due dates will change automatically without prompting, which leads to confusion when sequential due dates on a project for sequential tasks should remain fixed. We can keep track of time, logins, and URLs to specific sites all associated with specific clients. We can see work history and project progress per client. Hi Anonymous, it's never ideal to see a 3/5 review, but we appreciate you taking the time to share your feedback. We're sorry that you experienced some slow platform performance, we monitor our speed at all times, and our systems infrastructure team is always optimizing to ensure that our customers don't have slow periods, but unfortunately like with cloud-based systems as robust as Accelo, sometimes this is inevitable. Regarding the '&' symbol issue, this was resolved with the launch of our new search bar functionality accessible across the entire platform - please let us know at support@accelo.com if you've come across this in another location, and we'll make sure that the issue is resolved. Scheduling and Project Dates are complex, but for a reason - they predict and determine you and your team's availability and capacity for workload balance. If dates are ever automatically shifting, that is because the incomplete task has time remaining and Accelo is trying to help by shifting any downstream/dependent task work to a later date. This also gives Project Managers a more accurate representation of project work and how the dates may be impacted. Note, you can always ignore Accelo's automatic project dates, and simply follow the user set dates, or switching the Project settings to a Fixed Schedule or Fixed Deadline framework, which means your dates won't automatically shift. Please don't hesitate to reach out to support@accelo.com for best practices around every day product usage, success@accelo.com for additional training and configuration services, or share any requests for improvements within our Ideas Forum at ideas.accelo.com. Thank you for continuing to support Accelo!

  • Kara L.Photographer
    Review
    0.5

    I loved the potential. Accelo claims it can do just about anything and I loved that. I loved the idea that it was everything that I would need out of a CRM. I loved that everything was in one place, and even though it was complicated, my company could grow within it. I liked the way that it setup projects, the way it set our timelines and could assign jobs to my team. Far too complicated. My CFO told me that this software was too complicated, "overly complicated" but, I was in love with everything it was capable of. So, we signed up just one user and decided that we were going to figure it out, and then add the rest of the team. I have always been able to figure out my CRM software without training. I had no chance with Accelo. I watched every, single video, I asked a thousand questions. My CFO watched every, single how-to video. My team spent hours and hours and hours trying to get it all running correctly. Every time we made progress and were ready to spread into another area of the software, we started the whole nightmare over again. After six months we were barely using the project management, client portal, and the billing. The training was exhausting and took MORE time than just using a series of notebooks. A CRM should clean up time, eliminate complications, streamline everything. Accelo only complicated things. My clients couldn't understand the portal so I spent hours teaching them. I finally called it three days ago. I have been using our new software for two days. It is a Godsend. Only consider Accelo if your teams has more then 60 hours for training and setup and you are willing to pay for them to personally walk through each and every aspect with your team. This is NOT a DIY software. We were attempting to create complete and organized systems and management for our business. We needed project management, a client portal, client contracts, everything organized, everything running like clockwork. Unfortunately, after six months, we had none of that. The setup was beyond complicated. The "how-to" videos followed no organized system or plan. We dumped hours and hours and hours into this software and were still not able to utilize the aspects that we needed.

GetApp
4.4
Top Comments by GetApp
Positive Comments
  • Shahidul I.Internet
    Review
    5.0

    No Comments

  • Anonymous ReviewerFood & Beverages
    Review
    5.0

    No Comments

  • Michelle T.Consumer Goods
    Review
    5.0

    Customer service took long to come back when we wanted to proceed with plan. The non-upfront US$800 hidden charge - were were shocked when told of this.It wasn't mentioned anywhere on the website. this has created a very positive experience and turned it into a very negative one.

Negative Comments
  • Alexa E.
    Review
    1.0

    None- we are switching.

  • Thijs R.Computer Software
    Review
    1.0

    The best part is you can easily log work without losing time. Afterwards you have a clear overview per project and you can review were you are spending too much time and are losing money. I currently miss the ability to easily share timelines with customers. a website were you can see the progress and deadliness would be great!

  • Anonymous Reviewer
    Review
    1.0

    This is a classic situation where a software company promises the moon on their website, yet then does not deliver. We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn'.

Trustradius
4.5
Top Comments by Trustradius
Positive Comments
  • Charles Fashana, MBACOO (Chief Operating Officer)
    Review
    4.5

    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.

  • Verified User
    Review
    1.5

    We switched from Teamwork to Accelo. Teamwork outperforms Accelo when it comes to tasks and email communications. However, Accelo does exceed Teamwork when it comes to impeccable time management. Being able not to overspend time on a client has had a significant benefit in ROI.
    Accelo is excellent when you have multiple clients, and you need to get a handle on not just the time spent on clients, but also where your employees are spending (or not spending) their time. It doesn't turn you into a micro-manager; it merely gives owners or management a more unobstructed view on where any issues are. However, Accelo has a LOT of work to do to clean up what should be a straightforward process of emailing. Communication is incredibly important, and there are so many bugs as previously listed to workout. This is our 2nd year with Accelo, and I currently have three open tickets with them regarding issues with email. The upside is that they might get to the point where these issues are no longer issues anymore, but that day is not today. Today is Jan 16, 2020, by the way.
    Timing Client Work: You are able to better manage your time on your clients. Housing Client Info in one Area: You can view all you need for any given client in one area.
    Email Errors: Countless issues with missed emails, scraped links, screenshots not going through, images/colors/hyperlinks all being stripped from emails. Ease of Email: You can't just "send an email" to anyone. The email address HAS to be linked to an account (client). First, you must add an email address to a client before you can send an email. This is painful when you're trying to communicate with sources like Google and having to create many different 'companies' to add emails to the company before emailing them.

  • Ryan FreemanPresident
    Review
    3.0

    Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other tools.
    Pretty good as a basic CRM, decent as a support desk. Tries to do a lot, but doesn't excel at any one thing. Reasonably priced, though, and can be a component in a larger setup.
    Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address. Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk. Support is reasonably good, usually prompt and responsive. Constant development - lots of updates, just not often to areas that we use.
    Cumbersome processes - feels like tasks take longer than they should. We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo. Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.

Negative Comments
  • Charles Fashana, MBACOO (Chief Operating Officer)
    Review
    4.5

    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.

  • Verified User
    Review
    1.5

    We switched from Teamwork to Accelo. Teamwork outperforms Accelo when it comes to tasks and email communications. However, Accelo does exceed Teamwork when it comes to impeccable time management. Being able not to overspend time on a client has had a significant benefit in ROI.
    Accelo is excellent when you have multiple clients, and you need to get a handle on not just the time spent on clients, but also where your employees are spending (or not spending) their time. It doesn't turn you into a micro-manager; it merely gives owners or management a more unobstructed view on where any issues are. However, Accelo has a LOT of work to do to clean up what should be a straightforward process of emailing. Communication is incredibly important, and there are so many bugs as previously listed to workout. This is our 2nd year with Accelo, and I currently have three open tickets with them regarding issues with email. The upside is that they might get to the point where these issues are no longer issues anymore, but that day is not today. Today is Jan 16, 2020, by the way.
    Timing Client Work: You are able to better manage your time on your clients. Housing Client Info in one Area: You can view all you need for any given client in one area.
    Email Errors: Countless issues with missed emails, scraped links, screenshots not going through, images/colors/hyperlinks all being stripped from emails. Ease of Email: You can't just "send an email" to anyone. The email address HAS to be linked to an account (client). First, you must add an email address to a client before you can send an email. This is painful when you're trying to communicate with sources like Google and having to create many different 'companies' to add emails to the company before emailing them.

  • Ryan FreemanPresident
    Review
    3.0

    Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other tools.
    Pretty good as a basic CRM, decent as a support desk. Tries to do a lot, but doesn't excel at any one thing. Reasonably priced, though, and can be a component in a larger setup.
    Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address. Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk. Support is reasonably good, usually prompt and responsive. Constant development - lots of updates, just not often to areas that we use.
    Cumbersome processes - feels like tasks take longer than they should. We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo. Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.

Capterra
4.4
Top Comments by Capterra
Comments
  • Daniel D.
    Review
    2.0

    The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos. We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks.... We we're flat out refused any demo despite it being advertised on their site. The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start. The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage). Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund.... Staff have no idea about their own product as it changes so drastically so often. A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us. We organised an export of most of our data (about 10 different exports required) but had missed the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention. The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law. The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs! We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!

  • Jessica W.Application Specialist
    Review
    5.0

    In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team. I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go. Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well. When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool. The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track. Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

  • Rachel Q.Business Consultant
    Review
    4.0

    Pros - easy to use especially with the guides and you tubes and google searches. It can be hard sometimes to understand the answer but I just ask a question and the team answer for me. - the ideas field is excellent as there are a number of solutions already posted for problems which you can use to adapt to your settings. - constant upgrades and improvements. The team recognize that the product needs to be alot of different things to different companies and are constantly improving and upgrading each section so it is more versatile. Cons - unable to set multiple bill rates per engineer. Our rates vary per job for the one engineer. With the version we have we are unable to set multiple rates. However I do believe this is possible with a different version. - Quotes section - would be great to be able to import our template to make it easier to use. However Affinity have already communicated that Quotes is a work in progress with more improvements expected in Q3/Q4 Overall - it is an easy to use tool that suits our business needs. We have the basic access but are still able to manipulate data and reports to get what we need. - Each day I learn more and more about the tool which is also enjoyable as we see how it helps our sales team each day. - The team who answer all of my questions (and I have ALOT) are really helpful and break down the answers into a language I understand. I have no HTML background or programming background so for technical engineers to be able to translate a product into a language that the lay-person understands really is an excellent skill to have (and rare).

  • Denise W.Marketing Specialist
    Review
    4.0

    Accelo is used to manage the whole project lifecycle, from creating tasks and allocating them to team members to tracking time and expenses. This program is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks. When used together with other applications, such as Xero, Salesforce's sales cloud, PayPal, MailChimp, and social media platforms, it allows for optimal project growth.
    Since the program included so many options, it took some time for the various teams to become proficient with it. The program would be ideal if it had a section for managing employees and payroll. Even with the technical support and lessons we were provided, configuring and migrating the software was a laborious process that required a lot of our time and attention.
    I appreciate how flexible it is, since we are able to make changes to things like invoicing, branding, reports, and marketing campaign templates. It offers a full invoicing section where we can make our own invoices and modify existing ones, as well as invoice online and connect to Xero. The Gantt chart allows us to see the status of each work and the amount of time it takes in real time, and it makes it easy to create, assign, and track tasks for team members.
    All of the software's modules have received glowing recommendations from the many departments that have used them. This is because the software is user-friendly and straightforward, easily adjusting to the specific requirements of each business and each project.

  • James G.President
    Review
    5.0

    Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.
    We switched from our previous project management software (Quickbase), due to Accelo's ease of use, workflow automation - which runs our business. Cost was also important - we saved money by switching.
    We switched to Accelo after using other inferior products for 18 years. We have been pleased with the front-to-back automation that is now seamlessly running critical portions of our business. With Accelo, we have been able to place several business functions on one platform, where before, we had to use several products to accomplish the same thing - with little or no automation. We are now more automated and productive. Our team loves the product! With the current COVID pandemic, we have found ourselves having to do more with less. To meet these new challenges, we are taking full advantage of Accelo's Expert Services Program and have partnered with an Accelo Implementation Manager. The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.
    We love the software. As others have stated, we wish that we had been using it years ago.

  • Deanna P.Strategic Communications Manager
    Review
    4.0

    The stream tracks past info so nothing is lost- I can always go back and see where we were and who said what - awesome! We have substantially cut down on our quoting process/time and it is much more consistent for us now. Instead of using Project Templates I'm using milestone templates and it has been fantastic. I build a quote and then customize it perfectly. And the release of POs was a game changer for us. We don't use them in the traditional sense-we send them to our consultants to verify what they will be paid as subcontractor, but it is working well for the most part.
    1)- Please bring Rich Texting into the body of the quotes FAST and to the emails when we are sending the quotes out to the clients. 2)- Navigation in the "configuration" backend is not user friendly - feels like it needs a "do-over". I find it overwhelming and frustrating. Whenever I have to update or fix something I'm spending WAY TOO much time in my day back there. Time I should be using making more money with clients.... mostly trying to find where I should be. 3)- My Executive Director is finding the reporting function to be challenging when it is time to pull info for the board of directors as well...... OH! and...4)- when using the POs 1 out 10 times the PDF does not populate.... it's like there is a glitch in the system?? I have to delete the entire thing and start over.... ??