
A great experience during implementation. First of all during the sales cycle the Sales person (Anthony Garrett) took the time to understand our business and what we were trying to achieve. The implementation manager (Pat Doyle) was very thorough, patient and methodical. After the process was complete the Director of Implementation checked in with us to confirm everything was to our satisfaction. Overall, we have found the software intuitive and very flexible and quite easy to configure to our processes. Review collected by and hosted on G2.com.
Nothing so far. Accelo is one of the best kept secrets in the CRM space. Review collected by and hosted on G2.com.
Accelo presents complete project management features from start to finish, being one of my favorite aspects in relation to software, giving excellent information about the ideas in progress of each of the clients with whom a particular company works, to carry out a good total view of the operators from any place and device that is desired to be used in these operations, helping to offer services, adapting to the environment of said organization, for planning tasks, pending work, appointments, and among others functions that run on a large scale and achieve significant change in these areas of work, automation and project management. Review collected by and hosted on G2.com.
Apparently it shows signs of prevalent and annoying errors, when we try to move and designate the tasks of an entire organization, including meeting statistics or among other important data based on the steps that are carried out through this software, as these events can be a serious problem, having to restart the entire server, losing the programming settings, being a disastrous inconvenience in large quantities. Review collected by and hosted on G2.com.
Accelo is quite useful software when it requires automation in repeatable processes that an organization acquires, precisely when it comes to professional work sections, which means a delicate area in these work areas of high importance at the business level, specifically in the massive emails that must be sent daily, if your establishment is in charge of marketing by these communication methods, which is guaranteed since the effectiveness maintains a fairly high percentage, being one of my favorite systems, thanks to this point and the robust project management that this app contains. Review collected by and hosted on G2.com.
The view in the programming area that this software maintains, for the constant performance that it must perform, could be more consistent, since sometimes, establishing an update of the work that must be executed, to an unrepeatable environment, is difficult, since that its functions are internally peculiar and require a basic knowledge to learn to use its purposes, in an easier and more comfortable way, being otherwise a total challenge, which should update these areas of greater concentration in use. Review collected by and hosted on G2.com.
Accelo has been a very helpful tool for our Project Management, specifically the Budget Tracking. I appreciate the reminders you can set for yourself / your Team - allowing you all to track the work in real time and not lose sight of the bigger picture along the way. Another resourceful tool is the ability to monitor the minutes / hours you work on each project. For example, if I spend 1 Hour doing logistics / resourcing for a particular client - Accelo allows me to utilize a kind of stop watch to monitor every second. Review collected by and hosted on G2.com.
Accelo has a lot of features, making it a little overwhelming at times to navigate. Speaking from personal / professional experience, I have been using Accelo for over 6 Months and feel like I still have only scratched the surface. I want to know my company / my Team / myself are all getting the best possible solutions for our work to benefit our clients. Programs like Accelo can be difficult to master, unless you lean on them for training. Review collected by and hosted on G2.com.
It all started with Accelo's CEO taking a direct interest in helping us to solve some of our key business challenges - a reflection of the company culture and focus on constant improvements and growth. Accelo provides a comprehensive platform for managing projects, sales, service and CRM activities. It allows our teams to work with one view of our customers, ultimately allowing them to focus on delivering better and smarter business outcomes. The team at Accelo deliver consistently to their roadmap promises. Review collected by and hosted on G2.com.
Limited reporting has required the build of a customised reporting platform. Accelo are still developing some of the RMM and managed services integrations common to our market. Review collected by and hosted on G2.com.
I can quickly find the projects I've been working on and report my time spent on them. The graphs allows me to identify how much billable time I've spent and I can see how much billable time I still have assigned.
Definitely it's an easy to go tool regarding scheduling my times. Also, the managers can track on how are we spending our times, which makes it great to coordinate the daily jobs.
I also like that I can coordinate with teammates I'm working on so we can focus on different tasks / projects and have a track to identify what have they been working on. Review collected by and hosted on G2.com.
I Would only add the option to edit the Daily Timesheet directly from the pane.
For example, if I wrongly reported a job on a day that should be for another date, I need to either view it separately in order to move it or, I would have to delete it and then log it again on the correct day. This can be improved.
Beside of this, sometimes I get lost around the tool but then again, it's quite easy to find what your looking for. Review collected by and hosted on G2.com.
Accelo offers an all-in-one solution for my creative agency. The ability to include different divisions and have different classifications of clients in one system saves us time, energy, and money when it comes to project management and billing. The Quickbooks Online and Gmail sync are both huge pluses to the system's ability to work in line with our existing infrastructure. Review collected by and hosted on G2.com.
There are some simple user experience issues that I have brought up a few times that never seem to get fixed. The Gmail and QBO syncs can be a little buggy at times. The newest search function isn't as intuitive as the old version. The CRM is too simplistic, so we just don't use it anymore. Review collected by and hosted on G2.com.
I would think what I like best about Accelo is its simplicity! It's easy to navigate and train others to use, really gets all the information into one place, which is perfect when more than one teammate is working on the same project.
I really like that the task manager portion is simple to use and easy to see what is the next step is, to keep the project going smoothly.
The layout is great and easy use, the task manager is perfect and can be integrated with outlook. Review collected by and hosted on G2.com.
I honestly haven't run into anything I haven't like so far, anytime I'm not sure of something the Accelo team is one email away and they are great at communicating and giving helpful tips!
If you have any problems just reach out by phone or email, you will get a response very quickly, and actual response, not just your typical "we received your email and will get back to you shortly" they will get back to you with the how-to or why to fix your issue or help you find it. Review collected by and hosted on G2.com.
Accelo has a lot of customization and integration abilities to extend their already great workflow from sales & quotes clear to project management, time & expense tracking and finally a ton of billing options. Their integrations operate smooth and fast (we use Xero and Box) and are quick and easy to setup. I looked at over 85 different solutions before I found Accelo that does everything I need. I was just about to build my own solution from scratch, but now I don't have to! They also have great professional startup services that really help you dial in their software to fit your business, I highly recommend paying for their startup services. Review collected by and hosted on G2.com.
There are a few unpolished bits like windows that pop over buttons, inconsistent visual themes or button placement. All very minor things that don't cause any problems and they're always fixing, upgrading and adding features.
The tool is not infinitely customizable, they have a definite workflow that if you can make your business conform to it, your transition will go much smoother. They made it very usable for a wide range of customers in different industries so you may have to work to finesse some peculiarities of your process into their tool. I don't view it as a "con" so to speak because it works very well for us, you'd just want to confirm that what it does works for you. Review collected by and hosted on G2.com.
I love Accelo, the program is easy to use, it incorporates a lot of different aspects, like PM and Invoicing all in one. It's clicks of a button to invoice clients with no hassle. The app timer on the phone is awesome for meetings out of the office. The email tracking is the best thing ever. The support services you get from the team is fantastic. Review collected by and hosted on G2.com.
None really! just a couple of small custom items would be nice, but if you need something the team is really good about trying to figure it out and add it or have it on a list for when more people request it. Review collected by and hosted on G2.com.
It allows us to track the progress of our projects on multiple levels simultaneously. The way the data is organized, we can drill down into specific areas to evaluate our performance and to quickly address areas for improvement. The "Project Stream" is a great tool as well. New projects move seamlessly from Sales to the studio with all of the relevant information already set up. Review collected by and hosted on G2.com.
Not much. I wish the calendar views and interactions were more intuitive and easier to navigate. Otherwise, we have been extremely happy with Accelo and grateful for the many, many ways it has empowered us to manage our business more effectively. Review collected by and hosted on G2.com.
Flexible, customisable and robust platform for complete agency project and studio management.
All the features are applicable and it's been designed for multiple projects, freelancers, teams, support tickets, everything in mind! It's so easy to use and there are bucket loads of resources online to help work out how to do small tasks.
There's ongoing development based on user feedback, so the update features are really useful and come with video tutorials to share with the team.
It's our day by day, hour by hour resource and scheduling tool for the busy agency. We've tried plenty of other options, which all fell short of key features. Accelo seems to have every request I come up with. Review collected by and hosted on G2.com.
I've struggled with setting up templates that are weekly, monthly, bi-monthly or quarterly tasks, which can then convert financially and accurately. Admittedly, I'd say this is more me than the platform, as I haven't truly explored the update releases to see if my barriers have been overcome. I'm slowing building on these capabilities and it seems to be working well. Review collected by and hosted on G2.com.
When I came on board the company was using google sheets to track our time with customers, freshdesk to track tickets for 2 customers, quick books on line to submit invoices, and no way to track customer interactions beyond sifting through G Suite to find emails and meetings.
With Accelo ServOps we now have 1 place to track all interactions with our customers, log time spent with our customers, provide a secure portal for our customers to track ticket progress, and view live data to ensure nothing slips through the cracks.
Tracking things like we were previously doing was workable when we had 15 customers. For us to grow successfully we needed a better way to manage / track our activities.
Emailing support gets a quick response that it was received and typically a response from a person within an hour (sometimes longer but not often). Review collected by and hosted on G2.com.
Finding support information outside an accelo owned domain is virtually impossible. Their marketing team has done a phenomenal job of SEO... :)
Their support pages have any information you will need but at times it is difficult to find the right information. Review collected by and hosted on G2.com.
Accelo gives us the ability to bring intelligence and flexiblity to our workflows and meet the needs for our comapny or any company. The customisation and automation is what brings this product to life. You can automate workflows, emails, triggers for reminders on just about anything. The capacity inside of each module to fit your process, your language and your requirements really brings this product to the top of our list for projects, tickets and retainer. The integration to G Suite and Xero are like magic. Easy, fast and flexible. Review collected by and hosted on G2.com.
If there was a dislike, it would just be the time to plan and think through how to customise and work through your business processes and develop the automation without creating too much noise in the environment. Review collected by and hosted on G2.com.
Accelo's Daily Timesheets make it super easy to keep track of my time as well as keep my tasks in line. The program is easy to use, very straight forward, and quick to set up. There seems to be almost endless possibilities for what this platform can do, and so far it has made my work life a lot easier! Review collected by and hosted on G2.com.
If for whatever reason I'm unable to enter my time in on the same day, and I am looking to backdate it, it unfortunately keeps reverting to the current date/time with each entry. It would be great to be able to set a date/time to start the entry off with and then have it continue for the rest of that days entries. Review collected by and hosted on G2.com.
The ability to have full visibility over multiple projects removes the admin so we can assess our productivity, profitability and work loads to ensure we're delivering great projects, on time. Review collected by and hosted on G2.com.
We're still in the very early stages of Accelo and the only problems we have encountered so far is that, at times, we don't like the auto time being added to peoples schedules. This is easily rectified though! Review collected by and hosted on G2.com.
We like Accelo as it has a very good amount of customization and makes each project highly organized and highly sophisticated Since it can contain huge layers of information, the longer you invest in access, the better your projects will be, since you end up adapting and the information layers become more complete, another of its great benefits is that it allows us to send emails from our target's account. which is a very good resource in addition to monitoring customer interactions Review collected by and hosted on G2.com.
One thing we don't like about accessing it is that they cannot understand that a person can have more than one account per email and not add a new contact with each email, they should allow adding multiple emails to a single client Review collected by and hosted on G2.com.
Organization
Communication via linked email account
how it links to gmail
easy of use when discussing projects with coworkers
easy to share project task links
organization of projects
project description and project checklist
reporting for different departments
integrations with other apps
helpful trouble shooting and support links
great shortcuts to save time
calendar feature
email alerts
tagging of projects
user experience
experience of the weekly timer screen Review collected by and hosted on G2.com.
The search feature can be more organized and is great in the move your timer feature. The quick search feature of using the tab key helps and would be great to have more shortcuts like this in accelo. The accelo load time sometimes lags but this can be do to internet connection. There could be more features under the task description to allow Project Managers to identify ket features of a project. Sometimes the gmail linking email functionality does not work and times out. There could be a better way to organize email templates for a department to utilize and share. A page for all of the shortcuts you can use in accelo in a youtube video. A calendar feature to help organize projects similar to google calendar. Review collected by and hosted on G2.com.
Task triggers. I live in account management, and being able to set criteria that determine if a customer is due for follow-up is a game-changer. It allows me to keep my calendar open for meetings, while also keeping me on track and accountable. Review collected by and hosted on G2.com.
I'd love to be able to share tasks with other staff members. Review collected by and hosted on G2.com.
Accelo allows you to follow up the notes made in an extraordinarily easy way, above all to organize a reminder to prepare tasks and pending tasks, underlining that it also agrees to create these modalities, being a very useful tool, since organizations who use this software, proceed to promote this option of use frequently, highlighting that these calendar alerts for work correspondence are sent through emails, in order to get to promote notifications instantly. Review collected by and hosted on G2.com.
It is not easy at all to modify a sending objective with Accelo, which in situations can be a slowdown problem, which delays the work process in large quantities, especially when we are going to send files through large batches, which they are unified and their weight is high, but it should still share this data without any kind of problems and without overall speed simplification effects, being normally a challenge for these compartment purposes. Review collected by and hosted on G2.com.