The softweare is user friendly once training has been completed. We use it everyday, all day in the office and it handles everything for us from job quotes, to active jobs and projects. And once the jobs are complte it integrates with our Quickbooks to close a jobs and send it over for billing.

We function on job and client codes, which was not something immediately offered when we began using the software. However customer support built this in for us in our client and project entries.

Accelo acts as our primary admin tool and software for our office. Everything we work on begins within the system to start and end a project.

The best feature for us is the rich API. We have been able to deeply customize Accelo to integrate with our myriad of other business tools.

Accelo's advanced reporting features come at a premium and don't account for hours our offices are closed, so we can't use it for accurate response time reporting.

Accelo provides a solid ticketing system, project tracking with milestones and dependencies, and billing/invoicing. The system is easier to train new employees to use than competitors.

We were able to consolidate and unify: contact management, sales pipeline, project setup and timesheeting, payments and ticketing in to a single, integrated experience. Removing the various stand-alone solutions we used, both paid services and custom-development.

The implementation, setup and configuration and onboarding was excellent, and the adoption specialists in Accelo team in region really knew their way around typical customer scenarios and how to apply with the different modules. We knew alot of what we did was not unique, and in places not very efficient and the skillful way they guided us through the implementation really showed an understanding of both the platform, typical customer needs and implementation patterns, and when we had really unique requirements - how to address them.

It integrates into our core productivity suite on 365 for linking to calendar, communications and there's a mobile app which is essential for mobile professionsal services consultants. This enables us to track timesheets, job management, and lead to sale to project conversion at the point of where we work - and not constantly changing between platforms. Because we have our project delivery and ticketing in the platform, we all use various modules in the suite every day.

Where we've had issues with functionality, or in one case problems from post v4 enhancement releases changing how functionality works, the support team have been great. They always within SLA, really understand the product, and when we end-up with product team behind support the hand-off is seamless. Again the process is really well managed. Most things were readily resolved, the odd one which couldnt be has, in 1 case, resulted in our contributing to the development backlog and roadmap investment.

There are some annoyances, and most are minor so far. Mostly little things like:

1. Creating appointment for Microsoft Teams meeting doesnt get automatically captured by Accelo events in time-tracking, like creating a standard meeting or appointment in Outlook calendar - even though both create the same underlying booking;

2. updates to the mobile app made 1 key activities with time-management more difficult when the feature was moved, and functionaly was reduced over previous release. Unfortunately mobile app was a primary purchasing feature for one of the Director(s), so this didn't go down well.

3. the contact management UX updates with v4 release removed multi-column filtering, or using alternative columns, besides contact's name, to sort.

4. the fact you can't add multiple task-owners in project, means time-tracking becomes a bit skewed

As a small, professional services organisation provide 365 consultancy and business-process solutions, we have the same challenges as large IT Consultancies but have to operate on fraction of the costs and resources. We operate across highly regulated industries, and different geographies, mostly working remotely and with high-degree of movement for our staff working in multiple clients and on several projects at any one time. Having been around more than 18-years, we developed various bad-habits, work-arounds, and acquired a set of tools overtime which were not very good a working together.

When one of core application providers decided to remove the project resource management toolset without a roadmap. We took the opportunity to review the range of modern tools and platforms, and looked over and compared multiple offerings from Monday.com through to Accelo. We settled on Accelo because it covered everything from our contacts, sales, contracts, project and resourcing, retainer mgmt and ticketing while providing extensive integrated reporting and a mobile experience. We could modernise our tools, remove 4 different providers and take opportunity to clean-up our business processes for: Contact and Sales management, Project coordination and time-management, and Customer portal and ticketing.

Accelo was it cost effective and the user's experience is consistent, integrated and seamless across all the different modules from CRM, sales, project mgmt, timesheeting, support ticketing and invoicing. We get out-of-the-box reporting and tracking, which is up to date, showing what's actually happening in our business.

As our low volt campany continues to grow in different directions, Accelo is able to grow along with us. Integrating sales, project management, service calls, and billing in one platform has been more than worth the effort. The team behind Accelo continues to provide excellent support, quickly and clearly, with options and best practices. We use Accelo at every level of our company, from full time office staff to full time field techs. As the team grows, adding users is a simple process. Regardless of the platform, be it PC or mobile, we are able to onboard a new tech quickly with minimal learing curve on Accelo. The day to day functions of the platform, from scheudling to accessing client data, allow us to be fluid and grow. With the new version 4 rolling out, we have found new features and functions that make the processes of scheduling and tasks even easier to use.

The mobile app is the weakest point from a management perspective. For the end-user in the field, the function is enough on Android and iOS, but the web portal is more potent for management and billing. Client facing portal is something we have not used.

Understand that you are buying into a custom product and will need to put forth some effort to fine tune the system to your needs. This is the nature of a custom system. The return on your time and money is well spent with Accelo.

This platform allowed us to centralize and streamline our scheduling, project maangement, and service tracking, as well as to be able to better visualize the labor and monetary aspects of our work. We can better track all metrics internally and in near real-time, resulting in increased profit and customer satisfaction. The ability to have data flow between the office and the field allows us to support customers in one call.

What I like best about Accelo is its seamless ability to bring all aspects of project and client management into one centralized platform. The automation features are a standout—repetitive tasks like time tracking, invoicing, and progress updates are handled effortlessly, saving us significant time and reducing the chance of human error.

While Accelo is an excellent tool overall, there are a few areas where it could improve. The customisation options, while robust, can sometimes feel a bit limited, especially when trying to tailor certain workflows or reports to fit unique business needs.

Accelo solves several key problems for our team by streamlining project management, client communication, and overall operational efficiency. It eliminates fragmented workflows by consolidating tools and processes into one centralized platform, saving time and reducing confusion. The real-time insights it provides into project progress, resource allocation, and team performance ensure we stay on track and make informed decisions.

Easy access and navigation

Room for notation

able to create invoices from your data base

Not able to leave time with date of meeting

More room for notation that stays on lead form once changed status sale ie from meeting, strategy session, road map planning etc

Great multi functional CRM

Excellent navigation,

Quick access and easy to use

Manageability of data base and conversion status

Reporting is made simple. Accelo has cut operational costs by more than 30%. User-Friendly Navigation. Can quickly run your entire business out of Accelo.

Limited Ordering Functionality in Customer Portal.

Turnaround Time. Accelo improved our operational costs by more than 30% and Turnaround Time by more than 24 hours (or 65%). Accelo plays a significant role in our ability to accommodate customers as well. Due to its streamlined functionality, we can customize customer experience, which has improved customer satisfaction by 40% since 2018. Accelo is truly the backbone of our business.

The navigation is powerful and relatively intuitive. I feel like I'm learning fast and enjoying the process.

Its navigation offers many different routes and some are better than others. And some views have important required activities that are almost hidden.

Improved transparency around capacity and productivity. Everything our team does will be visible to the people who need to manage and lead our teams.

There are so many positives - the interface is easy to read and understand, and their onboarding and training is exceptional. We have had just over 5 weeks of onboarding and the support is amazing.

There is quite an in-depth setup process if you have a large client base and templating some of the projects and things are intensive - but it is well worth the effort once you get it done!

It is a very easy-to-use platform once you know the basics - which they set you up for success while onboarding!

We haven't come across any issues yet, but have already noticed that it has improved our communications and timelines of our projects. The ticketing system has also improved communications with customers.

Using Accelo is a fantastic; I fancy the intuitive user interface and the function-rich dashboard; it's so easy to trace a feature ( the common ones you use). Project managers have an easy time tracking tasks and monitoring the team's progress. Accelo has improved our team-cordination. The marketing team also experiences better invoice interactions, and they need little assistance from the IT team from the moment we configure them into the system.

Accelo somehow lacks a strong programming base; adaptation and machine learning ability are a bit clunky. More improvements could be made on aspects such as inquiry elements (speed-wise) and the search criteria overall.

Accelo is a powerful software, delivering more than just a CRM as they promise. Look for a good team to help you set up and navigate the software; you'll be using the software smoothly with high productivity in no time.

We have in our hands a centralized platform to manage our schedules at peak productivity. Accelo has nice templates that help us have some degree of uniformity and standardization company-wide. We can also monitor running projects in real-time, which improves your general project management capabilities.