Accelo Reviews & Product Details

Accelo ensures it is simple to keep clients, projects, and tasks organized in one place. Having the ability to delegate tasks, report time, and stay on top of projects keeps the whole team on the same page and in sync with each other. The reporting and dashboard functionality is a big plus, allowing for a good perspective on the whole operation, and the Xero integration makes life easier when it comes to the financial side of things, like invoices. Review collected by and hosted on G2.com.

The transition between the old version and the new version can be a bit tricky because certain functionalities might not be accessible right away or in the same way. Sometimes, issues might occur with filters as well as dashboards in reporting, but this takes only a short while to resolve. The steepest part of the learning curve is when one first starts using the software. Review collected by and hosted on G2.com.

Accelo brings all tasks and their milestones together, helping us coordinate all the expenses, track the billing process, snd ensure all CRM are efficiently managed

We track the progress of all projects consistently, with transparency and accountability

Constantly tracking our projects ensures that our company makes profits from all the projects in progress

Accelo has drastically reduced manual overhead by establishing automated integration with email systems, custom fields and calendars

The response acquired from customer desk is friendly and impressive, giving customers high confidence Review collected by and hosted on G2.com.

Accelo is broad in covering multiple programs and operations, which demands high level of configuration and coordination, for proper resources use and thus causes a significant strain

Small enterprises finds no refuge or benefit from this app, where the set rates are extensively overstated Review collected by and hosted on G2.com.

I really appreciate that Accelo combines our CRM, Help Desk, Sales, Project Management, and Billing into one tool, which has been great for scaling our business as we grow. I love the help desk features, especially how I can check and verify timesheets and quickly audit them. It's also useful that with the help desk, a ticket is created to track the time spent when a customer contacts us, making it easy to bill post-paid clients in 15-minute increments. Review collected by and hosted on G2.com.

Accelo has some shortcomings, one major feature on the email that I would love to see is a "save as draft." If you click away from an email or get pulled in another direction, you could lose your email. It was actually pretty difficult. We had an advisor from Accelo help us out, but they needed to understand our workflows for success. While it took some time, (2-3 months) we finally did get settled. Review collected by and hosted on G2.com.

Being able to assign clients their own job boards, tasks with assignees, communication features in general stream, task streams, checklists per task as well as being able to track time per task - along with lists that are customizable to track literally everything. It's ALL here and it's quite useful. We used it extensively as our job management system and ticket system for various products for over 3 years. Review collected by and hosted on G2.com.

It has got to be the glitchiest platform ever created. Streams completely disappear once you submit, or you have to refresh 3 times to see them, let alone apply to them. Tasks start times do not work properly and seem to start whenever they feel like, and the entire infrastructure seems to have a mind of its own. Customer support has not always been helpful, and it's not easy to learn with a deep curve on how to read job boards, navigates jobs vs lists and implementation into existing processes is tough. Integrating people seems easy in setup but make a mistake on the profile and good luck changing it. It needs a huge quality overhaul. Review collected by and hosted on G2.com.

Accelo is a platform that bundles all operations in a company together, helping us not to keep shifting or switching between apps separately

Most of the recurring operations or tasks are automated, lowering the administrative overhead and reducing the hectic manual tasks

The program is versatile in handling the process of project planning, with monitoring mechanisms that helps users assign tasks and track expenses

There is robust lifecycle tracking, helping users to have valuable lead generation and manage all the relationships

Accelo evaluates the financial visibility of any project, the financial implications and the possible benefits

We create a very accessible and effective client portal, helping us share updates and ensure we communicate effectively Review collected by and hosted on G2.com.

Accelo is not suitable for small companies, it has overwhelming and complex configurations demands

Some modules on mobile app are not well polished and they affect the functionality of this app Review collected by and hosted on G2.com.

The way it helps us organization our information and it's functionality. Review collected by and hosted on G2.com.

I wish there was a little more room for customization. Review collected by and hosted on G2.com.

A few things I like best about Accelo are: 1) the ability to see and respond to all team members’ email correspondence with clients and vendors, 2) the ability of the engagement templates to be heavily customized, and 3) the ability to create customized shared lists. Review collected by and hosted on G2.com.

A few things I dislike about Accelo are: 1) the engagement page Insights tab does not show the total hours assigned to each team member - just work done and forecast budget overages, 2) to the same effect, you can filter by team member on the Overview tab, but I wish it would total the hours at the bottom for each team member based on the filter applied, 3) some of the reports provide too much information and are unable to be simplified to show just the specific information I am looking for. Review collected by and hosted on G2.com.

I like that Accelo is cloud-based, which makes accessing it easy from anywhere. It's also easy to learn yet highly configurable and flexible, allowing it to adapt to different needs. I appreciate how it acts as a central point for many different departments to collaborate effectively. Review collected by and hosted on G2.com.

Triggers could be easier to implement or test. While testing triggers, we have caused a lot of irreversible issues. It took the better part of a year to fully get invested and used to Accelo. Review collected by and hosted on G2.com.

Takes a bit to learn, but once you wrap your head around it, the ease of implementation and functionality is great. We use this every day in our agency and it helps us keep track of all of our clients, projects and invoicing. It also seamlessly integrates with Xero and other popular softwares. I have found the customer support to be good. They have a great range of articles you can read if you're having trouble. Review collected by and hosted on G2.com.

When switching from the old to new version of Accelo, I found quite a few key features were not transferred over that I use every day. This meant that I had to stay using the old version for a while. Additionally, there are some glitches sometimes with filters etc and the ability to produce dashboards and reports, but are usually fixed quickly. Review collected by and hosted on G2.com.

Our organization continue grow up direction with the helps of Accelo. Accelo is one of the best integrated project management tool and support system of our organizations. Review collected by and hosted on G2.com.

It has some missing features and making taks overly complicated. Review collected by and hosted on G2.com.