Accelo reviews

The best project coordination tool I've ever used, keeps our teams aligned.

Opmerkingen: Accelo has fantastic templates that enable us have a certain degree of uniformity and standards throughout the firm. We can also monitor ongoing projects in real time, enhancing your total project management skills. It is now simpler to keep track of projects, manage timesheets and contact databases, link appropriate teams, and transfer work. We primarily use Accelo for client invoicing, but it also serves as a contact resource management database, and all sales possibilities are documented.

Pluspunten:

The straightforward user interface and feature-rich dashboard appeal to me; project managers find it simple to log tasks and monitor team progress; and Accelo has increased team cooperation. Accelo automatically adds new contacts to the same spot where we manage projects and track time. This enables us to better monitor fresh prospects. I enjoy how easy it is to log time on a project and view your pending chores at a glance.

Minpunten:

Accelo lacks a robust programming base, adaptability, and machine learning is a little cumbersome. Because of the robust interface, certain parts on the same page may take longer than others to load; this is a difference of seconds, but sometimes you simply want everything to load instantaneously. The system might be more useful in recommending where to invest recorded time; it does not prioritize tasks assigned to you or items you've just entered into.

An intuitive, multi-service management system

Opmerkingen: Superb system that's both feature-rich and simple to navigate. Accelo contributes to the smooth running of business processes. The various features and the low monthly cost make for an excellent value. Accelo is the easiest and most effective data analytics & service platform available. Capability for automation is a plus.

Pluspunten:

Accelo's unique scheduling feature and ease of collecting input from integrated platforms were also huge benefits. Accelo's time management features and the cost-effectiveness of Automation's products make it an ideal choice.

Minpunten:

While Accelo's extensive features make it ideal for adaptation, managing numerous projects at once can be difficult. It's not simple to get data from different sources.

Accelo is packed with features and customizations, but still falls short

Pluspunten:

The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.

Minpunten:

The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.

Accelo is the perfect tool for our projects

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Helps me stay on top of things and simplify my workload

Opmerkingen: Accelo helps me keep track of existing projects and give assignments to the right people. What I like most about it is how easy it is to see what the current status is at any given time. Having access to our company's email is a benefit to us as well, since we use the email integration.

Pluspunten:

One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.

Minpunten:

To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.

Opitimized and Automated our Workflow

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

We love the software. As others have stated, we wish that we had been using it years ago.

Teamwork and report

Pluspunten:

It's the perfect app for teamwork, log your time, make a report and to let you know where the project is heading. Easy tracking of the project and who is working on it.

Minpunten:

It's not that easy to set at first. You need to be careful when you tracking you. The reports are not very easy to read and you cannot have them in pdf. You have to report the exact time that you were working on each task. Unfortunately, as sometimes I am doing many tasks at the same time its not really realistic for me to track the exact time.

The Best CRM!

Opmerkingen: We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Pluspunten:

Ease of use, completely customizable, thoughtful and useful features!

Minpunten:

I wish I would have found it so much earlier than I did!

Accelo is one of the best out there

Opmerkingen: We have been able to professionally manage our projects and automated our billing. Integration with third party email clients such as gmail has made it easy to manage communication under the activity feature.

Pluspunten:

This software is feature rich but more specifically, this is a software that has helped us manage our entire sales cycle from managing contacts, Lead tracking, project planning and automated billing. But the most impressive is there is a client portal feature for our clients to collaborate on projects, accept quotes and view invoices.

Minpunten:

I hate that one has to pay for customer support.

Valuable tool for simplified business process.

Opmerkingen: It has been incredibly helpful on task ,projects management.
We have it into use for lead management and Timesheet tracking among much uses .

Pluspunten:

Keeping a good track with projects progress, management and creating new projects. Tasks management with an automatic work flow solution. Best space for Customer Relationship Management.

Minpunten:

Accelo is well utilized you happen to have multiple uses with just one software and in all it over performs.

An integrated base that enables us to prepare plans, follow-up, & manage communications efficiently.

Opmerkingen: Accelo enabled us to better align plans with reality through automation and the high flexibility it provided us with to manage all functions, in addition to allowing the flow of communications in one place and the preparation of reports with high efficiency.

Pluspunten:

Accelo enables us to properly plan all required actions, integrate processes, track emails, manage resources, and create budgets, ensuring team members track tasks with flexibility and discipline. I also like how the sorting and filtering tools allow us to easily access what we need to know, especially task details, start and end dates, and keep track of colleagues' updates and managers' comments, as well as attach and save relevant documents. I really like the reports, as I find them modern and easy to edit, especially the progress summaries over time.

Minpunten:

With the exception of the phone application, which I find needs a lot of improvements, I do not find many things annoying, as Accelo provides multiple customization options, and in general, the response time is fast, which enables us to perform the functions quite smoothly.

Full of functions which provides compliexity

Opmerkingen: They have tried to satisfy so many requirements in enterprises. This became their system complicated and difficult to work.

Pluspunten:

1. It Supports a comprehensive variety of activities in an enterprise including CRM, Sales, Projects, Tickets & Requests, Contracts & Retainers, Tasks & Activities (Operations) 2. There are good API’s for integration with other systems. 3. It seems that they have published their API code in GitHub, so programmers can join and improve their API Code. 4. There is good integration with Google including google contact and google calendar 5. Very good Setting for “Module Titles” so a variety of users can customize the application based on their own industry and literature 6. Supporting the concepts of “Default Billable Rate” and “Default Cost Rate” for any user is really nice for having a costing system and evaluate the profitability of every customer. 7. A task can be against so many concepts including Project, Period, Ticket, Sales, which provide great flexibility for software. 8. The Idea of Task Board is really nice and this is a very good tool for monitoring tasks and keep them in mind 9. Mentioning about their blog is good for creating loyalty

Minpunten:

1. They tried to have a good responsive web application, but they were not fully successful in this case. Some of the icons on the upper toolbar will not accessible when the size of browser is in its minimum width. Alternatively, when the “List of Activities” is open and I change the width of browser, some of the texts will be override on each other. 2. Defining tasks is not very user friendly. For example when we want to define a new task and we don’t enter anything in the textbox of “Search Accelo for Company or Work” the Error Message is “Against field is required” this is right that the empty field is marked by a red box, but it is not very clear and user cannot guess which is the “Against Field”; because even there is no tooltip for it. 3. Some of the Help Videos are not updated based on the last version of the application. For example, a Video about timesheet just shows Weekly Timesheet and not Daily Timesheet which it seems that this menu has been added recently. 4. Application Setting is really complicated and full of different options for everything. Learning this comprehensive setting is difficult. It was better; there would be a “Search” to find whatever an administrator is looking for it. 5. A task can be assigned just to one person. It means that there is no common task for team members.

Accelo is Great for PM, but not as Ticketing System

Opmerkingen: I use Accelo mainly as a ticketing system. My overall experience is it is a pretty neat tool with a lot of potentials to be made into a great tool. If you are using it for Project Management, you are using a great tool, as it has detailed features that will help break down milestones, objectives, goals, and so on.

Pluspunten:

Accelo is alright to us, visually good, and easy to follow. Has advanced features that will help users manage tickets/projects accordingly.

Minpunten:

Does not integrate with other newly built systems: due to its popularity, I guess. Issues with Merging tickets, as can't revert once done. Does not fully integrate with Outlook, especially forwarded invites or replies from Outlook directly.

DO NOT SIGNUP

Opmerkingen: 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'.

Pluspunten:

The idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.

Minpunten:

- Does not do what it says on the box - The offering is convoluted and they offer no training - Staff are rude when you ask for support - Consistent bugs erode what little value that remains

Excellent Management Tool for Manage Project

Pluspunten:

It's capacity to handle various activities with various customers, and even house various tasks with a similar customer. This permits me to follow how much work I've finished with every customer on a granular level, versus the time dispensed for the task.

Minpunten:

That would most likely be the manner in which I need to look for authoritative errands when I really want them. Since they're not relegated 100% of the time to me I actually need to pull them up on the inquiry bar. Additionally, I think that it is unwieldy to deal with every one of the new windows that accelo opens when I make a period passage.

We have streamlined our proposal and vendor process. The Accelo Team is committed and helpful.

Pluspunten:

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.

Minpunten:

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.... ??

An excellent all-rounder

Opmerkingen: 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.

Amazing CRM and Project Management Tool for your small or midsize biz

Opmerkingen: At the same time this online tool comes out of the box ready to run and play, it also allows you and your business to customize the workflows and projects skeletons to shape to your business requirements... Zero coding programing... everything is very intuitive, visual and helps you manage and delegate the entire process since the moment the client/customer knocks the door to approving and billing. It's helping my business grow and helping create accountability across our teams and employees.

Pluspunten:

At the same time this online tool comes out of the box ready to run and play, it also allows you and your business to customize the workflows and projects skeletons to shape to your business... Zero Programing with Coding.. everything is very intuitive, visual and helps you manage and delegate the entire process since the moment the client/customer knocks the door to approving and billing. It's helping my business grow and helping create accountability across our teams and employees.

Minpunten:

needs improvement in mobile app. need to provide better training on setting up when starting from scratch, even after paying for the full initial setup package.. still needed to invest internal time to personalize the tool to our requirements

Programming and planning platform...

Pluspunten:

Excellent platform with advanced features and easy to use. Accelo is part of the facilitation of operations within the company. Excellent quality ratio of the different functionalities and price of the monthly subscription.

Minpunten:

Accelo can take enough time to master all the services offered.

Effective tool but missing some key functionality for management of a team

Opmerkingen: The company is good to work with. They try to be accommodating with requests. Their support team is responsive. There are some fundamental functionality missing from the system such as the ability to apply a discount to a quote. Also the way margins are calculated is incorrect. I need to recalculate by myself. Some of the dashboards are not meaningful. I would love to see the company spend time understanding reporting needs, and update the software to provide more meaningful information.

Pluspunten:

The ability to create an opportunity, quote, and then close it into a project where we can assign resources and log time is very convenient.

Minpunten:

Reporting capabilities are severely lacking. I have to try many different ways to pull out data into excel and further manipulate it to do the type of analysis I need to do as the leader of a team. When I filter data, it doesn't always make sense and it doesn't leave me confident that the data is accurate.

Accelo Helps Our Digital Marketing Agency Stay Accurate and Efficient

Opmerkingen: We receive regular updates from the Accelo team about their ongoing development to enhance their platform. It is encouraging to see their commitment to investing in their product.

Pluspunten:

Accelo does a good job helping our marketing agency setup and manage retainers for clients and manage the budget of time they have available. In addition, Accelo allows us to manage website design and development projects down to the minute and helps us ensure projects are on-time and on-budget. If needed, we can produce an audit trail of work performed for a client in a moment's notice. Our website management team also uses Accelo to manage the hundreds of tickets that are received from clients needing changes to their websites.

Minpunten:

Although Accelo includes a CRM component, this is perhaps the weakest part of their platform at this time.

Extremely Buggy, Content Updates and Content Beta

Opmerkingen: None- we are switching.

Pluspunten:

The customer service is responsive. That is the only good thing about Accelo.

Minpunten:

They're constantly making updates but don't tell the users about all of them. Then when new features are rolled out, they're buggy and not tested frequently. The pricing is very expensive compared to other project management solutions that work better and don't have frequent issues.

I'm a bit smarter and definitely more productive with Accelo

Opmerkingen: Accelo has given me a "picture" of my business that, initially, I was reluctant to believe. Sometimes that first accurate picture isn't pretty, but I'm thankful for it.

Pluspunten:

Accelo has encoded the work flows for my business. I was unaware of some of those flows, so the software has educated me. It solved problems I didn't know that I had.

Minpunten:

What I like least really has nothing to do with Accelo. It can be complex, but, for me, that was because I didn't understand some of the complexities in my business. For example, the Retainers section has you trying to understand the options that they give you. Your first question will be, "Why does this have to be so complex?", or "Who would do it that way?". When you realize the reasons that they structured Retainers, you understand the power of it.

Great Product

Opmerkingen: Great product, have been using it for nearly 2 years now

Pluspunten:

Lots of features, great customer support, great for CRM and project management

Minpunten:

UX is a bit confusing at first but once you get the hang of it, it works very well

Filters and Reports

Opmerkingen: I liked a lot in general, but is a big issue the reports deficit and the lack of data to export

Pluspunten:

It has the Signoff feature : I really like this , you can send an approval to any people added in the project , also a client ( guest licences), and them can approve the request ( like a changes or new feature ) Proyect Type Function: You can customize the flow of the Project Like at this moment it is the stage 1 - next is Stage 2 , you can add them as you need , related also with a specific custom fields to the type of project. End user portal: I really like it it shows all the projects related to this client, the gant chart, signofs, and also it allow you to send request ,

Minpunten:

*Filters and reports: *Filters you cannot search information for the new custon fields in the main view you cannot add the custom fields, nether the progress in the project overview . the report sections : totally deficient only has 2 types , and you cannot add the custom fields. *If we need to create reports or executive reports, it is very difficult because it does not allow to export all that is needed.