Accelo reviews

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 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.

Excellent PSA software, organizes the workflow and improves collaboration.

Opmerkingen: We have been able to make strides staff and client responsiveness through the utilize of robotization and the client entry, the straightforwardness and perceivability between Accelo and G Suite increments the capacity to see what has been happening with our staff and intuitive with the clients. We are understanding so numerous handle issues with Accelo, our existing bequest arrangement requires so numerous clicks and FTEs fair to run the app so you'll be able run your commerce, Accelo empowers our trade to be dexterous, make information driven choices effectively without third party apparatuses or exertion additional by our group individuals. It has appeared us that our commerce forms are great but can be moved forward. Numerous of our operations were obliged by our ancient stage innovation, Accelo permits our trade to run the way we imagine without having to form adjustments for obsolete program.

Pluspunten:

Accelo gives us the capacity to bring insights and adaptability to our workflows and meet the requirements of our trade, customization and robotization is what brings this product to life. You'll be able robotize workflows, emails, update triggers on around anything, the capacity inside each module to adjust to your handle, your dialect, and your prerequisites truly brings this item to the best of our list for ventures, tickets and progresses. Moreover, the way everything is tied together permits for a extraordinary see into how the commerce works, coming about in data-driven choices instead of choices based on sentiments or interesting circumstances. Past the highlights built into the item, we are right now coordination other items through APIs to computerize charging forms, permit checks, and information utilization over our stack.

Minpunten:

Accelo excels at this, but it lacks a comprehensive knowledge base solution or permanent integration for frequent difficulties. Other independent ticketing systems frequently provide remedies to T1 subscribers' and end users' difficulties. Because the system did not have direct interface with Quickbooks on premise, our organization had to migrate to a cloud-based solution to simplify accounting integration.

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.

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.

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.

Product Analyzer

Opmerkingen: I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.

Pluspunten:

I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.

Minpunten:

I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.

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.

A great tool for managing business operations.

Pluspunten:

Accelo is a useful tool that makes it easy to keep track of tasks and activities. It links each activity, such as emails or tracked time, to a specific project, task, or client, which helps with organization and navigation. Additionally, Accelo allows users to send emails without opening Gmail, which saves time. The platform also provides transparency for businesses, allowing for easy access to information across different projects and tasks, which helps teams work together more efficiently

Minpunten:

I didn't face problems working with Accelo.

Scale Your Business

Opmerkingen: Business scaling
Quality control
Task management
Utilisation
Transparency for clients
Cost management

Pluspunten:

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.

Minpunten:

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.

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.

Wildly underrated email integration and excellent business process automation

Opmerkingen: Accelo customer service is excellent. They are very responsive, quick to fix any issues that arise, and are always working on improvements and new features.

Pluspunten:

The email integration is fantastic, allowing for automatic email capture from all of our team, customers, and suppliers while simultaneously addressing the need for privacy controls in that solution. Most other solutions require the team to manually interact to add those interactions and, well, that just doesn't happen. I don't think Accelo touts that functionality nearly as much as they should. The ability to automate our business processes is a tremendous value as well. Consistency, minimizing mistakes, and reducing training time of new employees are critical factors for our success and this type of automation has proven to be worth the effort it takes to set it up correctly.

Minpunten:

The target market for Accelo is primarily agencies/service-based companies that invoice time and materials. We are an Electronics Manufacturing company and as such, there are many aspects of Accelo that aren't highly applicable in our environment (though we've been surprised on how we've been able to tailor it suit our needs!). With that, there are many features that just don't apply.

COMPLICATED COMPARE TO ANOTHER SOLUTIONS OUT THERE

Opmerkingen: I GIVE THIS QUALIFICATION TO ACCELO CAUSE COMPARE TO OTHER SOLUTIONS IN THE MARKET IS VERY DIFFICULT TO DEPLOY WHEN YOU DONT PAY WITH THE DIRECT VENDOR THE SERVICES. I BELIVE THAT THERES OTHERS TOOL´S MORE INTUITIVE OUT THER

Pluspunten:

ALL YOUR INFORMATION IN ONE PLACE SECURE AND MOST OF THE TIME AVAILABLE, ALSO YOU CAN GET ACCESS FROM ALL YOUR FAVORITE DEVICE´S.

Minpunten:

IS VERY DIFFICULT TO CONFIGURED IT IF YOU DON´T PAY THE ACCELO IMPLEMENTATION, IS NOT SO INTUITIVE AS OTHER SOLUTIONS IN THE MARKET, PEOPLE GETS VERY FRUSTRATED WITH THIS TOOL.

Beware of what you're getting into

Pluspunten:

The tool is very powerful. It has a lot of features that allow you to do time tracking, project management, client communication, invoicing and much more. I think because it is trying to be so many things, it is lacking in most all of those areas and the user experience and overall feature set is quite cumbersome and falls below expectations for the money.

Minpunten:

The tool is overly complicated and lacks what you would consider basic features in so many ways. Our team of 8 people spent over 200 hours learning the tool and we are still learning and still frustrated weekly. They try to say that you can make the tool do about anything you want, but doing even the basics requires a tremendous amount of time. Things that should take 30 seconds often take multiple minutes. The system loads pages so slowly that it's not uncommon to watch the wheel spin for 30+ seconds which seems like an eternity when you are trying to work. I would not purchase the tool again and I would not recommend it to others unless you have a full time staff of IT or super users who will do nothing but manage the tool.

Terrible at the basics

Opmerkingen: From and PM/Consultant standpoint it has made my life harder. Nearly all I speak to dislike.

Pluspunten:

There is nothing I like. Every Feature that seems like it would be a good thing E.G. having meeting from calendar appear in timesheets ends up not working to what you would expect. For example meeting will auto allocate to client and not project if not created from Accelo. Meeting can then not have people on different rates capture time as costs will not capture correctly.

Minpunten:

Very Time consuming to capture Time and create/manage projects. Time capture overhead increased significantly when business started using Accelo. Project Planning is very primitive and very slow with basic/backward functionality. honestly seems like Beta software at times.

I love Accelo

Opmerkingen: I'm a total fangirl of this product; it makes me better at my job. I've actually weighed whether to switch jobs based on the fact that I wouldn't use it daily, it's that good!

Pluspunten:

I love how comprehensive Accelo is. There's a really thoughtful approach in that you can track all comms and the history for each client in one place. Accelo has re-defined how our agency works as it takes a lot of the manual organization work out of the equation.

Minpunten:

The price? My company recently went through a merger with eight other companies (globally, but still within the South Pacific) and the cost to use Accelo company wide was too high. At the moment, our higher ups are looking for replacement tools, but everything is independent of each other. Some apps integrate with others, but it's no where near as sophisticated as Accelo. Our smaller team has made a case for our continual use, but I fear it's a matter of time before we'll be required to use something else for day to day ops management.

Timesheeting and more

Opmerkingen: Overall, I enjoy using the software. Entering timesheets is super easy. It's also good to see my tasks for the week ahead.

Pluspunten:

I really like how I can see all the work I have been assigned at the beginning of the week. It's also very easy to enter my timesheet

Minpunten:

I think the search functionality could be improved. Also, it's very difficult to book holiday leave in advance - it's a very roundabout process.

Lots of Potential

Opmerkingen: Overall, I like using Accelo and will continue to use it. I hope expand how we use it and explore new areas of the tool.

Pluspunten:

This is one of the few tools out there that has been extremely helpful in managing retainer work. Our team appreciate the tool's ability to track time and tasks within projects. I also really like the triggers for alerts on budget/usage %, this automation has been very helpful.

Minpunten:

There is a lot of rigidness about the system, with lots of work arounds, but still some aspects of it do not have the flexibility you want it to. Task are more difficult to manage and assign than just a task management/checklist type system.

Life is now 100 times easier

Opmerkingen: The overall experience with Accelo has been positive. It has made me more aware of the amount of time I spend on tasks and has highlighted areas in which I can be more productive. My experiences with the support team have been amazing and I have always received a response within the hour of me emailing!

Pluspunten:

I love Accelo for multiple reasons, the main one being it speeds up my day. The template feature for emails has shaved at least an hour off my day, allowing me to spend more time doing profitable things. I also like the ease of having my emails, phone calls and activities all time tracked experience me to see how much time I am spending on highlighted clients and which ones I am missing communication with.

Minpunten:

For me personally, I would like the option to skip some of the approval steps in support tickets as when I am in a rush they are a little annoying to need to go through every approval step. highlighted the feature is useful for keeping a logexperience when it is an internal support ticket I would like to be able to skip a few steps.

Best all-rounder for service agencies

Opmerkingen: Using Accelo as a solo web developer I've saved money on separate tools, and can present a professional looking approach to my clients. I can also take a project through steps from selling the idea, producing, building and invoicing for it in one system.

Pluspunten:

I love that Accelo integrates sales, projects, tickets, time tracking and invoicing. It feels like there's a place for everything and everything is connected.

Minpunten:

There are a lot of rough edges, both poor UI choices and pieces that don't quite have the functionality expected. I get it, its a big system and it's hard for that to be elegant – but I wish they'd spend more time trying.

Awesome platform

Opmerkingen: Support team and onboarding experience is fantastic.

Pluspunten:

Centralizes client retainers and billing into simple views that are easy to manage. Ability to view retainers/projects/sales verticals at a high-level while easily able to drill into specific client views is awesome.

Minpunten:

The ticketing system is not the greatest. It is VERY easy for tickets to get lost in the shuffle for users who manage a mix of ticket and task items.

Great Project Management Software

Pluspunten:

I love the quoting function and Customer Tracking/ticketing. This product allows you to track about anything you want. It syncs to your Gmail so you can get a notification on scheduling and different projects.

Minpunten:

In the beginning this product is hard to use. Once you use it daily and spend the time to learn it. It is a great product

Great experience, but a bit over our budget

Pluspunten:

Accelo has a lot of modules, likely more than you need, but that's good because it can grow with you. I like the new projects module and how the project overview dashboard can help a lot with project planning. It is very fast and easy to add time to tasks and milestones. I also appreciate the estimates function and how easy it is to turn an estimate into a project. I think Accelo makes it much easier to keep your projects on budget.

Minpunten:

I felt a bit overwhelmed with Accelo because of all the tabs, features and buttons. I think they cleaned it up a bit recently but I still feel it is a bit more cluttered than other softwares. The price is also quite a bit more than some of their competitors.

Amazing and easy

Opmerkingen: Working remotely, this software has solved all real time issues between our company, helps us stay on track with deadlines, see what else is n3eded from us by the clientele, and ease of communication between the company when we are never physically together.

Pluspunten:

It is available to use anywhere, anytime, just need to log in.

Minpunten:

There are a lot of options for creating tasks, tickets, items, etc. So it took time getting familiar with the use and difference between each one.