Accelo Reviews & Product Details

You have everything you need in one place. You can take care of customers tickets with ease. You can schedule, tract time and cost plus so much more. the customer service provided by the Accelo staff is excellent. I am very pleased that we decided to switch Accelo. I love that Accelo auto sends a email to the client when a ticket is received and completed.

We have only been using Accelo for a short time and so far I have not found anything I dislike.

With Accelo we are able to keep the team on track and assure we are providing the best services to our clients. It is a breeze to keep on top of tickets and to assess which team members are doing tickets and how they are fixing issues. Then we can create a knowledge database from the ticketing information on best practices.

We love the myriad of reports provided by Accelo that help us make more informed business decisions. It definitely helps bridge the Sales and Consultant gap, which is a common problem businesses face when their consultancy business grows to a size larger than 15 people. Data drives success, and Accelo definitely excels at that.

Consultants also particularly like the ease of time logging, and ease of knowing what they need to work on, with the robust scheduling feature built into Accelo.

Support from Accelo is also great, and as customers, we feel our voice and opinions are heard, and worked on diligently by the team Accelo. This is definitely a company that cares about their customers' success.

We do use Accelo for our Support team to communicate with customers as well, but that experience is definitely below par

Our company was previously using Jira's Tempo Timesheets addon to manage consultant time logging. This was good until our consultancy business grew to the size it is now. Tempo was not able to cope with our scheduling, forecasting and utilisation report demands. This resulted in us not being able to project consultant availability accurately, and hindered Sales from closing opportunities that should have been closed, due to the inability to see who is capable, and available for a particular engagement.

We then decided to switch to Accelo, and this turned out to be a brilliant decision, as Accelo was able to provide all the necessary reports we needed to properly forecast and schedule each consultant to projects. Sales was able to make better decisions in regards to availability, and this data is then used to drive other decisions across the company, such as hiring and pipeline goals

The fact that one product platform tracks our sales through to projects, manages our service desk ticketing. Tracking and managing our support contracts and integration with our accounting package is the icing on the cake.

Main dislike is profitability reports only include labour effort and not profit margin on hardware (material) sales on a per user basis. That and the issue you cant bulk approve expenses.

Complete the free trial and onboarding, Once you start using Accelo it becomes hard to go back.

Accelo solved numerous business problems for us. Prior to Accelo we relied on seperate products for everything with no real integration between them. A lot of processes were manual as opposed to now our whole end to end workflow is automated. Time spent invoicing has dropped from around 20 hours to 1 - 2 hours. Engineers have greater visibility and hence ownership of the projects they are allocated to.

We are into our second year of using Accelo and looking back don't know how we managed without it!

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.

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.

Use all the functions to get the most out of your subscription. There are plenty of tools available, but Accelo is comprehensive, and unless you utilise that, you'll keep thinking that there's always a better option. Remember you get what you pay for.

Accelo has replaced a good old white board for daily scrum, and with the scheduling feature in full swing, we can not only commit time for a team member, but schedule all hours so we know what's happening and when. It's very flexible and easy to use, so I've saved plenty of time not having to run training sessions for the team. As my whole team is part time with different work hours, everyone can stay on top of the project workflow without hand over meetings. We're also trying to heavily reduce our email sending and using Accelo to replace a lot of this information.

As an IT company, we utilize Accelo for all our quoting, ticketing, project management and lead captures. The ease of flow turning a lead into a quote then to a project is super simple and makes our business more efficient and quicker to market when quoting and competing of bids.

Currently doesnt let you drag and drop tickets into calendars. Does with projects and opportunities but not tickets

Try it, its awesome...

The integration with Office365 is seamless and being able to pick up emails and schedule work into calendars/tasks is very simple. I am really enjoying using the platform and cannot highly recommend it to anybody looking for a platform of this nature. If you are in the market for a new Service Management or ERP/CRM platform then make sure you add Accelo to your list as a product to review.

Since we started using Accelo in December 2015 the product has continued to evolve and improve. Money is invested in the platform and requests for upgrades and changes are considered and often implemented. This is unique in my experience. The tool is a powerful tool enabling my business to make data driven decisions in a timely manner.

Financial reporting dashboards could be more detailed in Accelo. This is however overcome by exporting and using platforms such as Bright Gauge and Power BI

Accelo is a great product if you want transparency on how your staff are tracking against budgets, tasks and timeframes for clients and also internal projects.

Monitoring budgets , project management, time management of consultants through timesheets. Consultants are having to own there own budgets as they are updated live and can be seen by all levels of management. Transparency is key.

I thoroughly enjoy that you can track time, select who you want to review your work in a ticket, it is simple to use and very easy to understand, the top nav has been working well and i enjoy seeing how i am doing and that i can also view it and senior management.

no big dislikes, maybe creating a larger amount of viewable tickets, ( higher max tickets that are viewable )

i would state all the bonuses of using Accelo, such as time management and the ability to easily view a task and all it's content, which is very easy to use.

the benefit in realizing the amount of time worked on a project/ticket and how i can improve in areas, gives me a more direct spec on where improvements can be made,

As a small professional services firm, it is critical for us to be able to keep track of billable hours and produce invoices and reports as efficiently as possible. We've used Accelo for over three years now and we haven't looked back.

My only big frustration is that I believe it is still not possible to

1) Approve expenses in bulk vs. one by one; and

2) Relocate entries to other projects/milestones in bulk vs. one by one.

Please give it a look and then realize that it will keep getting better.

I have consistently been impressed with Accelo's commitment to improving and refining thei rproduct.

Keeping track of billable hours. The main benefit is that provided that our staff stay current on entering time, we are able to track performance in real time.

The overall management of the studio, from Projects to invoicing and ticket management. This is a very robust application that causes you to really plan your implementation. Once you are up and running it is super simple to adjust triggers/Metatags etc. The staff are great supports of the timer functionality which says a lot .

Well not dislike, but I do see an opportunity to improve the workflow functionality. It would be amazing if there were a drag and drop workflow builder like Nintex built into the application. The mobile app is good however the ability to create tickets remotely could be improved.

In a project management environment it is challenging to find a tool that bridges the gap in CRM/PM/Finance, with the Xero integration it has meant we are joining the dots.

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.

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

Our website management team also uses Accelo to manage the hundreds of tickets that are received from clients needing changes to their websites.

Accelo is a strong tool which has extensive customizations to support the typical agency value stream - from lead to sale to contract to project to loyalty.

The triggers and progressions make it fairly easy to automate your work where you can and support your team through the software.

The support is always quick to respond and helpful.

Big tool to set up and maintain. Perfect functionality if you have a consistent workflow, but difficult to adopt for some project variability (although theres a lot of great features for dynamic projects and changes in projects).

Although the automations are great for what they do - some core improvements can make the automations extra useful for non-developers (ex. the triggers and automations work well 'within' and object, but to trigger and action / event outside of an object your have to usually play around a lot with custom fields.)

Spend the extra time to set it up the right way and it will do exactly what your company needs.

Set yourself lots of fail-safe automations to catch when things are not going as you intended.

We were looking for a tool to help us understand where our employees time goes - both on an internal as well as client level. With our data now transparent, we're able to understand and benchmark our profitability rates, our team utilization & capacity, our sales funnel, as well as what are the big operational costs of running our agency that require improvements.

It's a central source for all our operations activities and then some. For the first time we can see what's going on between support, projects, retainers and sales. The activity tracking is something that now I could not live without my staff doing.

There could be more views that suit software consultancies, but I can live with that easily compare to all the other benefits

Do a trial, take a look at the Daily Timesheet where you can log all the little bits of work that actually build up a full picture of you and your staffs day.

Employee, contract and project profitability. A 15% increase in margins by being able to easily identify bad contracts, and poor project work.

Team collaboration and clients follow up. Knowing what is exactly happening amid tons of tasks is of great help. All previous client interactions/communications/minutes of the meeting are recorded perfectly. I'm also happy to be able to understand the time spent on various tasks (billable vs non-billable hours)

I would not call it a pure disadvantage, but any new user should invest time to understand/use the various functionalities.

If you have the time to invest to get a better grasp of the system and your work entails collaborations with detailed feedback/communication then the system would be of a big assistance. Accelo scores even more points in terms of offering visibility on billable/non-billable hours (e.g. for consultants) and one-stop-shop of handling a client from being only a "Potential" all the way to create and submit a "Project".

Tasks coordinations, effective team collaborations, clients followups and being up to date with what is going on.

My favorite feature is without a doubt the real-time profitability dashboard for projects and retainers. With Accelo we were able to get a birds-eye view of projects and retainers and see how well you're performing as people report time or expenses. Also, our team achieved a mark of 100% of the time being tracked thanks to the many options Accelo provides users to report.

Two things: project scheduling and implementation. The project scheduling interface lacks the agility and flexibility you'd expect from any current project management. Implementation can take some time and requires training, don't expect to have a solution your team will start using out of the box. Even though this is a low point, it's far from being a deal breaker, you can build a rollout plan and activate modules as you're setting things up and training.

Make sure you have a process, Accelo can definitely help you automate as much as possible and give you the insights you need.

We've filled a gap between sales, production, and management, making information available throughout the client lifecycle for all areas. In addition to that, we were able to see in real-time how profitable our projects and retainers were that helped us make strategic decisions with the clients.

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.

I like been able to be able to see all my daily/weekly tasks and been able to plan for the week ahead. The option to be able to send tasks to others within the team makes this a must for large teams. I am able to go on annual leave and ensure that someone else within the team is able to support my tasks whilst away.

Whilst been able to keep a track of daily/weekly tasks, I am also able to support team members with their tasks if they become over loaded.

The guides and support offered via the Accelo website are excellent, always respond to my email messages and the guides are straight forward and easy to understand.

There isn't anything that I dislike about Accelo. I have been a user for just over 12 months and still learning about it each day.

As stated in the things I like about Accelo, I think that the task option is great as anyone can pick anyones tasks up and be able to take them forward if needed.

We use projects and are able to track who is the next person that needs to complete a task and can pick up the tasks that others may not be able to complete.

Adaptable, customisable and vigorous stage for complete organization venture and studio the executives.

Every one of the highlights are appropriate and it's been intended for various tasks, consultants, groups, bolster tickets, everything at the top of the priority list! It's so natural to utilize and there are pail heaps of assets online to help work out how to do little errands.

There's progressing advancement dependent on client input, so the update highlights are extremely helpful and accompanied video instructional exercises to impart to the group.

It's our step by step, step by step asset and booking device for the bustling organization. We've attempted a lot of different alternatives, which all missed the mark concerning key highlights. Accelo appears to have each solicitation I thought of.

I've battled with setting up formats that are week by week, month to month, every other month or quarterly errands, which would then be able to change over monetarily and precisely. As a matter of fact, I'd state this is more me than the stage, as I haven't genuinely investigated the update discharges to check whether my obstructions have been survived.

Utilize every one of the capacities to take advantage of your membership. There are a lot of devices accessible, however Accelo is complete, and except if you use that, you'll continue believing that there's dependably a superior choice. Keep in mind you get what you pay for.

Accelo has supplanted a decent old white load up for day by day scrum, and with the booking highlight going all out, we can submit time for a colleague, however plan all hours so we recognize what's going on and when. It's entirely adaptable and simple to utilize, so I've spared a lot of time not running instructional meetings for the group. As my entire group is low maintenance with various work hours, everybody can remain over the venture work process without hand over gatherings. We're likewise endeavoring to vigorously diminish our email sending and utilizing Accelo to supplant a ton of this data.

We adore the heap of reports given by Accelo that assistance us settle on progressively educated business choices. It certainly helps connect the Sales and Consultant hole, which is a typical issue organizations face when their consultancy business develops to a size bigger than 15 individuals. Information drives achievement, and Accelo certainly exceeds expectations at that.

Specialists likewise especially like the simplicity of time logging, and simplicity of realizing what they have to chip away at, with the hearty booking highlight incorporated with Accelo.

Backing from Accelo is likewise extraordinary, and as clients, we feel our voice and sentiments are heard, and took a shot at perseveringly by the group Accelo. This is certainly an organization that thinks about their clients' prosperity.

We do utilize Accelo for our Support group to speak with clients also, however that experience is certainly worse than average

Utilize every one of the capacities to capitalize on your membership. There are a lot of apparatuses accessible, yet Accelo is far reaching, and except if you use that, you'll continue suspecting that there's dependably a superior alternative. Keep in mind you get what you pay for.

Accelo tackled various business issues for us. Preceding Accelo we depended on seperate items for everything with no genuine incorporation between them. A great deal of procedures were manual rather than now our entire start to finish work process is computerized. Time spent invoicing has dropped from around 20 hours to 1 - 2 hours. Specialists have more noteworthy perceivability and thus responsibility for activities they are dispensed to.

We are into our second year of utilizing Accelo and thinking back don't have the foggiest idea how we oversaw without it!

Accelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out.

Honestly, the only frustration I have with the platform is the fact that my team and I haven't allocated enough time internally (yet) to complete the implementation. With that said, we will slowly but surely work to wake up this real beast of a system over the next few weeks!

The first thing that comes to mind is the Client Portal. As part of our management services, we actively serve 100+ properties and systems. The Accelo Client Portal allows us to receive, prioritize, and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our operation.

I like the automation after setup of how emails import automatically. The CRM tool is extremely powerful and integrates with a lot of other software titles I use like QB online and when I used QB Desktop version.

The amount of setup but it is not the fault of the system but just requires one to actually spend a ton of time to configure everything but one will face this no matter which CRM/PSA tool one chooses.

This is an excellent platform that will help simplify the inner communication workings of your organization.

The business problems I needed to be resolved was the inability to effectively communicate. I was always in a he/she said world until I was able now get a 360 degree overview of what my crew and I have said so we can now see what's been communicated and give a faster and more concise response to end users/clients.

I love the way it suits our business model where we can easily switch between retainer and project based campaigns. I also love how it integrates with both Proposify and Xero, making the whole operations process much easier for the entire company.

I would like to see more scheduling capabilities included in the Plus version.

I am now able to effectively track my teams time allocations and receive a clearer understanding of actual time and tasks completed for client work/company work.

We have used Accelo for a small and rapidly growing accounting firm. Here is a summary of our key takeaways.

Customizable. We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met in Accelo. We have a mantra that we use often when it comes to our systems- they should work for us, not us working for them. After investing the time and effort to customize Accelo, we now feel that we have a product that works for us.

Room to Grow. As mentioned previously, we are currently a small accounting firm with plans for rapid growth given our rapid and ongoing increase in our customer base. Our biggest challenges, honestly, have probably been due to the time and effort to customize and learn the tool relative to our current size. However, we know now that we are using our customized Accelo that the effort that we have put into the customizing and learning curve have given us the security and capacity we need to safely sustain our current and future growth for a long time to come.

Lightweight. Given my experience in other businesses with other systems- some 'off the shelf' and some 'built from scratch'- I was won over with Accelo. With other off the shelf programs, we were forced to work for the system instead of it working for us. We were forced into its processes, its systems, its way of doing things, changing how we work to meet the demands of the system. Our only solution was to begin building our own systems, at a great cost investment. Accelo is the best of both worlds- it is lightweight but highly customizable, making it a perfect solution for small, midsize or large organizations.

We had a bit of a misunderstanding on our end- we confused the sessions we purchased meant for configurations for team training sessions. The Accelo team was great about helping us adapt to our misunderstanding by making them productive configuration/training sessions. They took the time to understand us and our processes, so they gave targeted advice about how to use the fullness of Accelo features to support us. It was a great experience.

Regarding training all users in our organization, that fell more to us. It is understandable since Accelo is a customized system that training does not fully rest on the shoulders of the Accelo team. However, hopefully they will find ways to support teams who are not adept at adult learning/change management/user training.

Call Accelo. Tell them what you need. Let them combine their knowledge of the system with your needs, and give you a path to use Accelo in a way that works for you.

We moved to Accelo because we needed support for more secure and streamlined business processes as well as support to handle our massive growth and seasonal business increase.

Already, we have eliminated hundreds of hours from our processes, and have eliminated from our plans one new hire in the upcoming quarter! Invoicing our clients has already shortened from 12 hours to 3 in our first month alone, and we anticipate this will reduce to 1 hour once we gain more experience. We've also shaved dozens of hours from our manual processes, even though we are converting from a decent CRM to Accelo. Accelo's customization features allow us to use it in a way that supports our needs, eliminating lots of manual work.

Again, we are only one month into Accelo. We are still gaining in skill as a team, finding new ways to customize, and documenting our successes. We will try to update this review once we have had a chance to document all of our Accelo wins. Right now, avoiding a new hire in a small growing team is a huge win for us alone.

Accelo es una plataforma de CRM muy funcional y ayuda bastante en el área de ventas y sobre todo si se quiere hacer algun proceso desde la prospección, el área de preventas, el área de ventas, y hasta el área de implementación, puedes agregar a también a integradores y proveedores, no solo los clientes, ayuda a ver si realmente los vendedores están trabajando, cada actividad se le mide el tiempo, hay estadísticas para esto, además de las estadísticas de ventas.

Lo unico que no me gusta de accelo es que tienes que tener la versión premium para que te puedan estar llegando notificaciones de las tareas que estes programando.

Accelo es una excelente herramienta de trabajo en la cual como vendedor que soy me sirve mucho, ademas tiene la APP móvil para que la puedas llevar a todos lados y es como si estuvieras en el equipo de cómputo, tiene bastantes ventajas para considerar. Otra es que se puede vincular con Gmail, así que tanto contactos, correos y meetings se vinculan y están en ambas partes, cosa que es facil de utilizar para quienes manejamos la plataforma de Gmail

Con Accelo uno de los grandes beneficios que he visto es la comunicación interdepartamental, ya que se pueden crear proyecto y estar involucrando a diferentes áreas de la empresa sin que se pierda la continuidad del negocio, ni se tengan problemas por la comunicación, ya que puedes estar dejando notas,

Accelo's dashboard allows me to see what I have due for the day, as well as what I have coming up. It shows me if I have any overdue projects, and allows me to add notes to each task along the way.

I like the dashboard, but I would like to see when a project or task is supposed to start and show how many days I have to work on it. As of right now I only use the deadline dashboard.

Few issues but great tool overall.

I have several clients with several projects going on at once. Accelo has helped me stay organized and on top of all those projects.

Liked how integrated Accelo is with Gmail, including how it suggests calendar appointments when filling out time tracking, you can send emails and meeting requests within Accelo and Accelo records the time in drafting the email, and that staff member emails sent to a contact that's in Accelo get recorded in Accelo..

As with any system that is feature rich, it is a bit complicated at first. You just have to carve out time to do new features each week.

Try it out and test out your biggest pain points.

We also considered WorkETC and Krow. Accelo just seemed to have a smoother interface and we liked how well it integrated to Google mail. If we used Sales Force we might have considered Krow more.

The biggest benefits are time savings from being in one system instead of multiple and getting reports on staff utilization and client profit margins.