---
title: Accelo Reviews
meta_title: 'Accelo Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 685 reviews by the users' company size, role or industry
  to find out how Accelo works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 685
  scale: '5'
date_modified: '2026-07-18'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---

# Accelo Reviews
**Vendor:** Accelo  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 685
## About Accelo
Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.



## Accelo Pros & Cons
**What users like:**

- Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. (34 reviews)
- Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. (29 reviews)
- Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. (26 reviews)
- Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. (24 reviews)
- Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. (24 reviews)
- Users value the **automation features** of Accelo, which significantly reduce administrative tasks and enhance productivity. (23 reviews)
- Users value the **time-saving automation** of Accelo, which simplifies operations and enhances productivity without constant app switching. (23 reviews)
- Users value the **seamless integrations** of Accelo, effectively connecting sales, project management, and billing on one platform. (21 reviews)
- Project Tracking (20 reviews)
- Users value the **seamless team collaboration** in Accelo, enhancing growth and efficiency across all company levels. (19 reviews)

**What users dislike:**

- Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. (20 reviews)
- Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. (19 reviews)
- Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. (16 reviews)
- Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. (12 reviews)
- Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. (12 reviews)
- Steep Learning Curve (12 reviews)
- Users find Accelo's interface **not intuitive** , leading to confusion and a steep learning curve for new users. (11 reviews)
- Complex Usability (10 reviews)
- Limited Functionality (10 reviews)
- Glitches (8 reviews)

## Accelo Reviews
  ### 1. Using Forecast has been a game-changing experience for our team

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 25, 2023

**What do you like best about Accelo?**

The extensive interface and powerful features of Forecast have significantly improved our forecasting accuracy. The tool's ability to give us a complete view if our historical data and provide real-time insights empowers us to make well-informed decisions.

**What do you dislike about Accelo?**

While Forecast excels in many aspects, a wider variety of pre-built integrations with other software could enhance the tool's versatility and ease of use, reducing the need for any manual transfers.

**What problems is Accelo solving and how is that benefiting you?**

Forecast has become instrumental in addressing resource usage forecasting, project management, and report generation. It empowers us with accurate resource predictions, real-time project insights, and efficient reporting, streamlining our operations and boosting our overall efficiency.

**Official Response from Jake Masters:**

> I am glad to hear that you're enjoying using Forecast. We appreciate the feedback on what we can do better. Watch for some exciting updates soon. 

  ### 2. Manage Projects In One Place

**Rating:** 4.0/5.0 stars

**Reviewed by:** Neil M. | PROJECT MANAGER, Mining & Metals, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 09, 2023

**What do you like best about Accelo?**

This platform has an exemplary user interface. I also like that I can organize and manage all the projects I run in one place. This has made work very easy as all the information I need is available from the same platform. Now I don't have to use multiple platforms just to run projects.

**What do you dislike about Accelo?**

One of the most significant downsides of Accelo is customization. Different organizations have different needs and so projects. Sometimes we would like to customize the feature to fit the projects we are running, but this is limited when using the platform.

**What problems is Accelo solving and how is that benefiting you?**

The platform has simplified our project management processes, and we can easily handle multiple projects on the same platform and assign work to different workers. However, the due date function would be much better.

**Official Response from Kit Lewis:**

> Hi Neil, thank you so much for taking the time to leave a review! We are thrilled to hear about your positive experience using the Accelo platform to manage your projects and simplify your work. We are sorry to hear that you feel the platform hasn't been able to be fully customized to meet your business needs. Accelo is an extremely customizable platform and we'd love the opportunity to work with you to find a solution. We'd strongly encourage you to reach out to our Expert Services team so we can learn more about what customizations you are trying to achieve and how we might be able to help you accomplish those goals. I'm sharing a link to our Success Services webpage below so you can read more and learn how to request more information. Thank you again for sharing your feedback!


  ### 3. Feature rich, easy to extend

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2023

**What do you like best about Accelo?**

The UI is very modern and simple, yet powerful. The different areas are great for different teams and I've yet to struggle to find what I'm looking for!
The API is also very good and easy to use for integrations.

**What do you dislike about Accelo?**

When submitting timesheets, I'd like an option to pre-fill current jobs with some set criteria/time.

**What problems is Accelo solving and how is that benefiting you?**

clear breakdowns of tasks and time that's easy to digest.
exposing APIs that can be used to programmatically adjust timesheets based on external dependancies.

**Official Response from Jake Masters:**

> We greatly appreciate your feedback and the help in making Forecast better!

  ### 4. An organised and great way to time track

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ellie M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

I think there are so many wonderful features that allow you to keep on top of your workload. It is not just a tool to time track but to look at how efficient you are being as well organised.

**What do you dislike about Accelo?**

I think it should show you in one place what your monthly tasks are as if a to do list, it appears to only do this on a weekly basis. There are not many other disadvantages I found.

**What problems is Accelo solving and how is that benefiting you?**

It is helping us check what our utilisations are and helps us track our time efficiently. It's great to manage projects in a step by step way rather than tracking time for the whole project.

**Official Response from Jake Masters:**

> Ellie, thanks for your feedback. We appreciate your transparency. 

  ### 5. Extensive, well thought out, and continuously improved product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kristoffer Brink J. | Founder & Art director, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Accelo?**

- It's continuously improved.
- Time registration is a breeze
- The revenue recognition feature, though still in beta, is great.  
- The AvA (advanced analytics) add-on really helps you gain excellent insights on your data and have helped us decommission several Excel spreadsheets already.

**What do you dislike about Accelo?**

- The project planning features work well, but aren't comprehensive enough for our needs. Hope to see this part of Forecast extended further in the future. 
- Budgets can't be added on time & material projects.

**What problems is Accelo solving and how is that benefiting you?**

It helps us maintain a good overview of: our ongoing projects and their status, how well we utilize our resources, how our project financials are developing - and last but not least, it helps us to plan ahead. 
All these things were already in control before we started using Forecast - but now we can achieve them easier, better and faster.

**Official Response from Jake Masters:**

> Kristoffer, your insights mean a lot. Thanks for your feedback! 

  ### 6. Great and intuitive and surely maturing over time.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daryl J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 28, 2023

**What do you like best about Accelo?**

I like the ability to synergize and observe financial implications on a whim when changes are made to a project.

**What do you dislike about Accelo?**

I believe that one of the biggest issues in my view could be the lack of accuracy in calculating average rates when new members join a team.

**What problems is Accelo solving and how is that benefiting you?**

Intuitive and user friendly experience which most over PM systems lack
Synergy of Pm and financial information and data
Ava Dashboards are great!

**Official Response from Jake Masters:**

> Thanks, Daryl! We greatly appreciate the feedback!

  ### 7. Efficient, Very Customisable

**Rating:** 3.5/5.0 stars

**Reviewed by:** Lucy D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about Accelo?**

Clear view of tasks to do, easy to see weekly timesheet view, good levels of customisation so you can create most filters/reports you want, easy to log time when several projects are running

**What do you dislike about Accelo?**

Hard to navigate initially and some views you'd expect to see aren't available or easily accessible e.g. simple access to viewing how much time you've spent on projects in a month on the monthly timesheets view (without creating a report)

**What problems is Accelo solving and how is that benefiting you?**

Knowing how much resource is spent personally and across the business so people can do the appropriate amount of work on a number of different clients

**Official Response from Jake Masters:**

> Thanks, Lucy! We appreciate your feedback. It helps us know what we can improve on, especially related to navigation. As always, don't hesitate to reach out if you need anything. 

  ### 8. User-Friendly, Well Designed Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Performing Arts | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2023

**What do you like best about Accelo?**

The Client Portal and the ease of editing reports. I find the layout well designed. I like that it's easy to create templates and run most of my business using the platform.

**What do you dislike about Accelo?**

I wish there were more tiled windows and required less opening new tabs. I'm hoping in the next release, you can adjust the column width on the Project Overview window.

**What problems is Accelo solving and how is that benefiting you?**

I need a single platform to track projects, sales, invoices, billing and client communication. I'm just getting started and Accelo is really helping me to organize my workload and assign tasks to others.

**Official Response from Kit Lewis:**

> Thank you for your great review! We're so happy to see Accelo is helping you organize your workload and run your business. We appreciate your feedback and thank you for taking the time to share your experience using Accelo!

  ### 9. changed my job for the better

**Rating:** 5.0/5.0 stars

**Reviewed by:** harley y. | Ops Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

- the ability to plan ahead for months and how easy it is to change
- reports are easy to use
- timetracking is easy

**What do you dislike about Accelo?**

- Would like more labels for projects.
- Wish I could stop time tracking on phases in the past.
- Tasks show up that aren't assigned to me in the timesheet.

**What problems is Accelo solving and how is that benefiting you?**

- Utilization of our agency - Do we need more staff for the clients we have?
- Workload management - What tasks are coming when and who is doing them?
- To-do list

**Official Response from Jake Masters:**

> Thanks, Harley! Your feedback is so valuable to us. 

  ### 10. Good for time tracking

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

I only use it for retroactively time against projects assigned to me, but it is straightforward to use.

**What do you dislike about Accelo?**

The timer feature isn't particularly useful as it relies on having to go back into the forecast tab. If there was a chrome extension or mobile app where you could start and stop time tracking, and immediately allocate it to a project, this would be useful.
Further - if you were able to click, drag and drop a weekly view in 15-minute increments, this would be an easier way of visualising activity over a week or day

**What problems is Accelo solving and how is that benefiting you?**

It provides a centralised platform to allow our projects to be managed, time to be tracked against them, and profitability to be analysed against each project.

**Official Response from Jake Masters:**

> Great to hear how you're utilizing Forecast, and we appreciate the feedback. 

  ### 11. software has been all good features.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vikas P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2023

**What do you like best about Accelo?**

accelo adavantages features are-
Kpis monitoring system.
Forecasting for easily.
Performance and reliability.
Mobile access easily.
Offline access.
Data import & export tools.
They are easily working all tools management.

**What do you dislike about Accelo?**

Accelo has been good work, but many times, of show bugs in many tools management systems like.
Mobile user support is not working efficiently; notification has been late, and renewals will end the show's time.

**What problems is Accelo solving and how is that benefiting you?**

Accelo has been easy working to the online and offline mode data will be secure, easy platform easy manage many types of billing option ex digital billing accounting system has been beneficial.

**Official Response from Kit Lewis:**

> Hi Vikas, thanks for your review! We appreciate you sharing some of the advantages you've found while using the platform and we're happy to hear Accelo has been helpful for managing your billing and securing your data. Thanks again for taking the time to share your review.

  ### 12. Accelo has been greater than updated software.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aniket k. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2023

**What do you like best about Accelo?**

Great software tools enhance proper growth for easy help for work management graph will be shown advanced level. This is part of Accelo billing, contract management, time tracking, and sales platforms, which are a significant part of daily growth.

**What do you dislike about Accelo?**

Accelo uses all members, but members will be reaped. These conversation processes will be slow and late updating all things Excel. The user will be dissacficed for the conversation.

**What problems is Accelo solving and how is that benefiting you?**

Accelo has been used for easy foe sales time tracking, so quickly many features have been advanced level restore graph will show sales analytics easily in daily rotation.

**Official Response from Kit Lewis:**

> Hi Aniket, thank you for your review. We're happy to see how Accelo has helped you track time and access important analytics for your sales team. Thanks again for taking the time to share a review!

  ### 13. Work smarter not harder with the Forecast project management software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Charlotte C. | Head of Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Accelo?**

Having a single source of truth for all our project management and resource management. If something is updated in one place, it's automatically reflected everywhere else that it needs to be. This saves us countless admin hours and a lot of headaches.

**What do you dislike about Accelo?**

The scheduling view works better than most, but it could still use some improvements. Not being able to split time allocations for eg causes us some problems.

**What problems is Accelo solving and how is that benefiting you?**

We've had a 130% increase in actual hourly rates, our realisation and utilisation rates are increasing MoM and our now projects run smoothly the majority of the time. None of this would have been possible without Forecast.

**Official Response from Jake Masters:**

> Charlotte, thanks for all your support, feedback, and insights. We're so happy Forecast has helped you and your team. 

  ### 14. A powerful resourcing tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 30, 2023

**What do you like best about Accelo?**

I've found forecast to be a great collaboration tool. Being able to create a project and then assigning tasks to it making working in a hybrid team so much easier.

**What do you dislike about Accelo?**

Sometimes i feel it cab hard to track and add a day into the time tracking when you are in a collaborative environment as a manager getting pulled a number of different ways

**What problems is Accelo solving and how is that benefiting you?**

Forecast makes it easier to manage larger projects across multiple locations with multiple people all at once. sometime my projects are spread across multiple months and are never linear and forecast allows me to keep pushing forward.

**Official Response from Jake Masters:**

> Great to hear your feedback! We appreciate the transparency around time tracking. 

  ### 15. Efficient and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about Accelo?**

The reporting you get with forecast is excellent. We've been able to revolutionise how we plan and resource our clients.

**What do you dislike about Accelo?**

It's frustrating that you can still see and track time on tasks that are for a previous month. It would be good if you can block people from seeing them or being able to track time. It causes admin errors and clogs up our time tracking area.

**What problems is Accelo solving and how is that benefiting you?**

Forecast is solving our ability to accurately track where we are spending our time as an agency and how profitable our clients are for us. We're able to plan well in advance and it's all in one easy to manage system.

**Official Response from Jake Masters:**

> Glad to hear you have found the reporting functionality beneficial. As always, we appreciate the product feedback. It helps us make product improvements. 

  ### 16. Business Management software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelsey W. | Web Solutions Architect, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Accelo?**

- I like that each Activity (email or time tracked) is directly linked to a specific Project, Task, or Ticket, which is also linked to a specific Client. It makes navigating/keeping track of everything much easier and keeps us more organized. 
- I like that you can link your Gmail directly to Accelo and never really even have to open Gmail in order to send emails. 
- I like the transparency it provides businesses

**What do you dislike about Accelo?**

Certain things about the Accelo inbox can be frustrating. 
For example, the lack of 'Draft' capabilities. There have been quite a few times when I have written a lengthy email only to accidentally click into a different message and have my email draft gone forever.
It would also be awesome to filter through old (Actioned) inbox items by date or project.

I also wish the Client Portal feature was more customizable.

**What problems is Accelo solving and how is that benefiting you?**

We run almost all of our daily processes through Accelo, so the number of problems it solves for us as a team is likely more significant than I can put a number to.

**Official Response from Kit Lewis:**

> Hi Kelsey, thank you so much for your review! It's really wonderful to see how your team has been able to use Accelo to find solutions for your daily processes and improve transparency across your business. We also appreciate your feedback and suggestions about new features you'd like to see in the platform and encourage you to share your ideas on our Feedback and Ideas forum (linked below). Thank you again for taking the time to share your feedback!

  ### 17. Multiple Project Management Tools - All in One Place!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Amanda R. | Service Delivery Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Accelo?**

- Sales, Quotes, Projects, Project Plans, Metrics, Billing, Time Tracking, all found in the same place!
- Ability to create Project templates is a time saver
- Ability to create dependencies makes planning easy
- Adaptive scheduling feature helps projects progress in real-time; no matter if you are working ahead, on-track, or behind

**What do you dislike about Accelo?**

- There isn't a good solution for dealing with sales tax on only select deliverables
- Adaptive, auto start, and planned date functionalities don't work as expected together
- Robust tool with a lot of nuances. Isn't an out-of-the-box solution

**What problems is Accelo solving and how is that benefiting you?**

- We no longer have to use multiple tools for project quoting and project management; everything is now in one system which is a time saver for our client services team  and one less system we need to have a contract for
- Project deliverables are easily visible and accessible, and through the use of dependencies we can easily change the dates of the whole project instead of manipulating dates for individual tasks, which is a big time saver
- Data related to time spent on tasks is very transparent which saves us the time of pulling specific reports to see how we did on time quoted vs. actually spent

**Official Response from Kit Lewis:**

> Hi Amanda, thank you for taking the time to share your feedback! We're so glad to see the ways you've been able to use Accelo to consolidate your client work and save time on planning and organizing projects with templates and dependencies. Thank you again for leaving a review!

  ### 18. Acello works for us

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brent L. | President / CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Accelo?**

The way that Accelo seems to have thought of the best way to have the software follow the normal path of business and the integrations that are available and how they work together, keeping the stream of communications in one place and having the project started with the quoting process is a good way to help keep things organized and keeps the flow of information flowing nicely.

**What do you dislike about Accelo?**

So far, the only thing that I would like better is a little better documentation so as I start to use more of the software, there is a little better understanding of how it is set up.  I would also like to be able to do some custom reports, but I hear that it might be coming in the future.

**What problems is Accelo solving and how is that benefiting you?**

Accelo is keeping the client information organized, allowing sales quotes to go out easily and receiving payments has worked well.  It is also kept us in looking at potential client jobs organized and keeping us from over booking our staff.

**Official Response from Kit Lewis:**

> Hi Brent, we really appreciate you taking the time to leave a review! We're so glad to hear that Accelo has been a great fit for your business workflows and that the platform has offered your team some great solutions for keeping your client work organized and connected across all parts of your business. Thank you again for your great feedback!

  ### 19. Good Product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christina J. | Head of Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Accelo?**

Forecast is easy to use from an admin point of view, don't need any training or special skillset and can get going quickly. The Forecast team are very good at responding, teaching and taking feedback.

**What do you dislike about Accelo?**

There are still some specific data points missing in Forecast which the team is working on. Some modules, such as advanced reporting, comes at an extra cost which makes Forecast less accessible for smaller companies.

**What problems is Accelo solving and how is that benefiting you?**

Ability to see and plan our resources, ability to track our time, ability to invoice and provide accurate reporting to the wider business.

**Official Response from Jake Masters:**

> Christina, we appreciate your insights and feedback. Let us know if you ever need anything. 

  ### 20. A great way to plan tasks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

Being able to track all tasks in one place, so that you can see everything that's coming up, along with specific deadlines for each. It allows me to plan my days and weeks effectively, while also seeing what colleagues are working on.

**What do you dislike about Accelo?**

Getting used to the new interface has been a bit of a challenge, and I don't quite understand the scoping section a great deal, so I don't really use it. Parent tasks and subtasks can also be confused sometimes.

**What problems is Accelo solving and how is that benefiting you?**

- Team resource
- Task planning
- Hours tracking

**Official Response from Jake Masters:**

> We love hearing about the value that you're experiencing with Forecast and how you utilize the tool to help plan your days. Additionally, appreciate the feedback regarding the new interface. 

  ### 21. Great service!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eva C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

How efficient it is and we are more aligned as a team now on tasks

**What do you dislike about Accelo?**

How you can't log time and not see all the tasks - but that is an admin thing i guess

**What problems is Accelo solving and how is that benefiting you?**

Knowing how we deliver on clients and how much time we are spending on specific tasks

**Official Response from Jake Masters:**

> Outstanding to hear your overall feedback on Forecast, Eva! Thanks for taking the time to submit a review.

  ### 22. Forecast has effectively helped us manage workload and resourcing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gemma J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2023

**What do you like best about Accelo?**

Ability to schedule and manage resource requirements quickly and easily, giving us both a detailed and birdseye view of resourcing requirments. It's also helped us to integrate our financials and provide true profitability across projects for the first time. Forecast's continual support, webinar series & frequent upgrades to the system based on real use cases is also really helpful.

**What do you dislike about Accelo?**

I find there's sometimes a lack of clarity around functionality that is/isn't available to which subscription type. We also have some issues around real-time task updates being made vs appearing for other team members.

**What problems is Accelo solving and how is that benefiting you?**

Everything from resource management, project management, financial integrations and project profitability. The team is more productive and we're able to forward plan for additional resources more effectively.

**Official Response from Jake Masters:**

> Gemma, thanks for your review! Glad you see the benefits in terms of productivity. We appreciate your transparency around clarity about functionality by subscription type. 

  ### 23. easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2023

**What do you like best about Accelo?**

its easily navigational. easy to transfer tasks

**What do you dislike about Accelo?**

not so easy to print reports on basic plan. it doesnt update status automatic. You have to refresh. the accelo mobile could be better

**What problems is Accelo solving and how is that benefiting you?**

makes it easier to track tasks and transfer task. also, sending emails through accelo keeps it with that task.

**Official Response from Kit Lewis:**

> Thank you for your review! We're so glad to hear Accelo is making it easy to manage your tasks, communications and other client work. We appreciate your feedback about our current mobile app, but we're excited to share we're currently working on a new mobile app experience. You can read more about the mobile app beta in the link below. Thanks again for sharing your feedback and for taking the time to leave a review!

  ### 24. A CRM that fails in many ways.

**Rating:** 0.5/5.0 stars

**Reviewed by:** Jason S. | Director, Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2021

**What do you like best about Accelo?**

The UI has improved over the years, but that is pretty much it.

**What do you dislike about Accelo?**

We were kicked to the curb after supporting their platform for years, through its ups and downs.  Last month they decided to double our license fee since we had less than 5 licenses.   We were willing to accept a moderate price increase, as seen across most SAAS solutions during times of inflation, but this action by Accelo was unacceptable.  Complete disregard for our history with them.  
On top of that, for over 3 years we were waiting for them to allow for portal customizations that never materialized, along with other features pushed way down the development pipeline, if they even exist.
We integrate CRMs for our clients.  
Simply put, there are many other CRM platforms available that surpass Accelo, in both breadth of features and price point.

**Recommendations to others considering Accelo:**

Like any good CRM, Accelo require proper setup and training.   Workflow development and management are essentials here, but will pay off if they are adhered to by staff and regularly revised to remain consistent with industry standards and internal workflows.  I highly recommend this CRM for agencies that use a subscription-based model with their customers, such as a monthly retainer.

**What problems is Accelo solving and how is that benefiting you?**

Accelo was able to allow us to create effective retainers previously, however, the many bugs and glitches diminished our trust in the platform.
It was able to solve some integration isssues until a better solution came along and surpassed Accelo.

**Official Response from Kit Lewis:**

> Hi Jason, we’re sorry to see you were unhappy with your experience on the platform. As you reference in your review, Accelo does have a five user minimum to be most efficient and is priced competitively for teams of this size, especially with the common benefit of tool consolidation.

We understand that the minimum does not work for teams smaller than five, and we are sorry to hear that you feel this is unjust. We truly value your business and want you to utilize a platform that best fits your needs. Once again, we are sorry to hear you were unsatisfied but we do thank you for your feedback.

  ### 25. Overall a good task management system, but could do with more overarching calendar views

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

Tasks and subtasks being organised clearly, so that all relevant tasks can be attributed to the corret projects

**What do you dislike about Accelo?**

Tools such as Asana had clearer calendar views that weren't restricted to specific months – this meant tasks could be moved around and rearranged more easily

**What problems is Accelo solving and how is that benefiting you?**

Being able to find all relevant subtasks that relate to each project, regardless of which team member is covering them. Can often be difficult to find all relevant tasks using other tools

**Official Response from Jake Masters:**

> Appreciate the feedback related to calendar views. This helps us improve the functionality of the platform. 

  ### 26. Project Management Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mercedes N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2023

**What do you like best about Accelo?**

Allocations and the budget tab are the most valuable elements of Forecast.

**What do you dislike about Accelo?**

The workflow tab doesn't really have a lot of use since we integrate the system with Jira.

**What problems is Accelo solving and how is that benefiting you?**

The incorporation of the allocations has been a huge benefit for our agency. It allows us to know what our resources are on a month-to-month basis. We would like if it would sync with the tasks that are assigned to team members.

**Official Response from Jake Masters:**

> Thank you, Mercedes, for your feedback and review! Glad that you're finding Forecast beneficial. 

  ### 27. Great for timesheets and profitability planning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about Accelo?**

How easy it is to track time and to view other's tracked time

**What do you dislike about Accelo?**

Sometimes it's difficult to see what others have put as a comment on a task.

**What problems is Accelo solving and how is that benefiting you?**

As an agency we need to make sure we are looking after profitability and forecast allows us to manage this by tracking time and costs against employees. It is also a good way to manage timesheets without the need for a lot of spreadsheets.

**Official Response from Jake Masters:**

> Appreciate the kind words and feedback. It helps us shape the future of Forecast. 

  ### 28. Feature-rich, quirky, good support, the best option currently for our retainer-based agency

**Rating:** 4.0/5.0 stars

**Reviewed by:** David R. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Accelo?**

Accelo's ability to track budget monthly on retainers, roll budget over to subsequent months, and related retainer-based tracking features make it stand out for us amongst its competitors.

**What do you dislike about Accelo?**

It's a constantly-evolving platform that has proven buggy and frustrating on rare occasions, but their team seems to be consistently listening to feedback and making improvements. I also wish Accelo refreshed in real-time like Asana does, without having to reload the page manually.

**What problems is Accelo solving and how is that benefiting you?**

Accelo is implementing better billing features, because as of now we have to bill recurring revenue through Xero. For a platform focused on recurring retainers, it has been frustrating that it doesn't support billing of those retainers directly, and we're happy they're working on it.

**Official Response from Kit Lewis:**

> Hi David, thank you for taking the time to share your feedback. We are excited to hear that Accelo has been a successful solution for managing your agency's retainers and we're glad to hear that upcoming features will even further improve your experience with the platform. Thank you again for your review!

  ### 29. Amazing product to improve efficiencies

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hayley F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 01, 2023

**What do you like best about Accelo?**

The real time data and ease of use to plan and resource projects.

**What do you dislike about Accelo?**

I do find at times being a retainer based agency, that I have to make Forecast work a bit harder for us, but they are working on improvements here!

**What problems is Accelo solving and how is that benefiting you?**

It helped consolidate numerous other tools and documents, streamline our processes and improved our reporting as soon as we launched this internally.

**Official Response from Jake Masters:**

> Thanks, Hayley! We are glad you're finding Forecast beneficial and genuinely appreciate your feedback on the platform. Please, don't hesitate to reach out to us if you need anything.

  ### 30. Mostly great with a few really annoying set backs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Britt L. | Director of Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Accelo?**

I really love the way that Accelo handles Retainers, this is super easy and flexible. I love that everything is all in one place. The organization of everything makes a lot of sense once you get use to it. I like the way that streams work.

**What do you dislike about Accelo?**

- We schedule tasks based on weekly sprints, I wish you could set due dates based on days of the week or weeks of the month.
- Project setup is really inflexible
- Wish you could create billable limits that wouldn't allow people to log past a certain point without checking in with the project manager
- The notifications setup is really bonkers and cumbersome
- Wish we could make user group for settings so it was easier to give set permissions by job role
- The user interface isn't the best and it takes our team a long time to get acclimated
- The reporting is really cumbersome and I don't think that we get much out of it
- Wish there was WYSIWYG editing in tasks and tickets, ability to link text, bolding, headlines, etc.

**What problems is Accelo solving and how is that benefiting you?**

Keeping everything in one place and trying to have a single source of truth for our team. This is keeping communciation tight and details all together in one place.

**Official Response from Kit Lewis:**

> Hi Britt, thank you for taking the time to share your feedback. We're so glad Accelo has been a successful solution for managing your retainers and organizing your client work. We also really appreciate you sharing feedback on some features you'd like to see in the platform. We strongly encourage sharing these in our Feedback and Ideas forum as well (linked below). Thank you again for leaving a review!

  ### 31. Good

**Rating:** 3.5/5.0 stars

**Reviewed by:** James B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

Calandar is useful for looking over key peoples tasks

**What do you dislike about Accelo?**

Timesheet could be quicker to fill in without having to specifiy the month for each

**What problems is Accelo solving and how is that benefiting you?**

Managing resource between accounts

**Official Response from Jake Masters:**

> Thanks, James! We appreciate your feedback, especially as it relates to timesheets. 

  ### 32. Forecast review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

I like that it keeps an accurate view of my time and i can see tasks that i have in my timeline

**What do you dislike about Accelo?**

I think i'd like tasks to be able to be ordered in drop downs when i can log time. This would make it easier to see. Seeing upcoming tasks could be clearer with a full month view.

**What problems is Accelo solving and how is that benefiting you?**

Time mangement and resource for clients

**Official Response from Jake Masters:**

> We appreciate your feedback. Thanks for taking the time to submit a review. 

  ### 33. Powerful tool, tells me everything I have to do at work.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Angela S. | Project Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** November 16, 2022

**What do you like best about Accelo?**

The numerous customizing options available. The response time is quite quick. Once everything is in place, your firm will perform admirably, from the initial encounter with a client through quoting, selling, and administration. When my team members leave on vacation, I can keep track of their emails and answer on their behalf. It has also kept me from overlooking follow-ups. Because of how we've built the triggers, it just won't allow it to happen. Simple rules like 'if no incoming or outgoing communication has been received for 4 days, create a task' have transformed how I manage accounts and prioritize my own memory.

**What do you dislike about Accelo?**

It might take hours to figure out how to properly tailor it to your needs. I would have loved to see something added. The smartphone app requires significant improvement. It's the one thing my prior provider performed better, and I've seen far better from the competitors. I'm hoping they'll alter it shortly. I also wish the tablet browser experience was more fluid. I'd want to be able to utilize Accelo on an iPad without an additional mouse.

**What problems is Accelo solving and how is that benefiting you?**

It is a tool for almost everything, and everything related to client communication has been streamlined. Money was saved without missing billing, and it was easy to assess how much time was spent on tickets. I used to have to use three tools when opening a new client, but now I only use this one. My churn appears to be reduced as well, given that I can better track touchpoints. Accelo enables me to appear extremely proactive to my consumers, ensures we're hitting all of the right contact points, and reduces the need for me to control my personal calendar.

**Official Response from Kit Lewis:**

> Hi Angela, thank you for taking the time to share a review! We are thrilled to hear about the ways you've been able to use Accelo to streamline and automate your client work with custom triggers and a centralized client communication history. And we're excited to hear the results you've seen: saving money, reducing client churn and more easily managing and prioritizing your accounts. Thank you again for taking the time to share your feedback!

  ### 34. As project manager of my company. Accelo gives you all of the options needed to run a project.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Colby Y. | Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2022

**What do you like best about Accelo?**

Creating a template for each project. So that once you are starting projects you are able to plug in your template and set your dates accordingly. Then each task is dependent on the next.

**What do you dislike about Accelo?**

The projects that i am putting through are pretty basic. I am using accelo projects very simply and not getting into using / looking at the extra features that it gives for dates and setting hours.

**What problems is Accelo solving and how is that benefiting you?**

Accelo solves the problem of our team not knowing what is next. I can set up projects and tasks and then set the dates out. So that they know what is next on their list.

**Official Response from Kit Lewis:**

> Hi Colby, thank you for leaving a review! We're so glad to see that Accelo has been able to help your team efficiently plan and manage projects.

We encourage you to visit our website (linked below) to further explore all the features that Accelo has to offer for setting dates and hours for projects and always feel free to reach out to our Support team at support@accelo.com to discuss best practices for using the platform's features. We thank you again for taking the time to share your feedback!

  ### 35. A great tool for streamlining workflow.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

All the information I need to go about my work day is in one place, the system is very user-friendly and easy to navigate.

**What do you dislike about Accelo?**

There a bit of a learning curve when getting started as there is a lot to take in, but once you get used to it it's seamless.

**What problems is Accelo solving and how is that benefiting you?**

Timekeeping, resource allocation, work tracking.

**Official Response from Jake Masters:**

> Thanks for your transparent feedback. We greatly appreciate it and are glad that you find Forecast easy to navigate.  

  ### 36. Accelo improves Team Productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan W. | Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2022

**What do you like best about Accelo?**

As an IT Professional supporting multiple businesses, efficiency, and transparency among team members are key in ensuring that our clients receive quick and effective solutions to their problems.  I particularly like the way that our team can easily swap tickets, track time, and look at and work on tickets assigned to other team members if necessary. This enables a very efficient decentralized workflow that lets us help each other more easily.

**What do you dislike about Accelo?**

The only thing that I do not like about Accelo is that I often have to refresh our support tickets inbox after relocating emails to existing ticket threads so that I can visually track what I have already sorted through. This isn't a big deal, but as someone who is focused on keeping our inbox clean and organized, I wish it would update on its own after a message relocation.

**What problems is Accelo solving and how is that benefiting you?**

Accelo solves one issue which I already mentioned, which is that it allows our team members to work on other members' tickets without having to join or go through administrative processes to join the ticket. I believe this is because all of our team members have high-level permissions, but either way, this is a huge benefit in our workflow because it means when someone is on the phone with a problem, we can start working or helping a team member immediately.

**Official Response from Kit Lewis:**

> Hi Jonathan, thank you for leaving a review! It’s wonderful to hear the ways your team is using Accelo to improve transparency and efficiency in your work. We also appreciate the feedback about needing to refresh your inbox after sorting emails and encourage you to share your experience on our Feedback and Ideas forum linked below. Thank you again for taking the time to share a review!

  ### 37. Great usability and functions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lydia B. | Senior Content Marketing Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

I like that I can see the time estimations for one project, it's great to add users to a project and assign hours this way.

**What do you dislike about Accelo?**

Not having a calendar function, I find it difficult to see my tasks and hours.

**What problems is Accelo solving and how is that benefiting you?**

Helping our business time manage, alongside estimating how much profit we are making.

**Official Response from Jake Masters:**

> Hi Lydia, Thanks for taking the time to submit feedback on Forecast. It helps us improve the platform for all users. 

  ### 38. Modern tool that has too many ambitions and hence leave many core bugs unresolved

**Rating:** 2.5/5.0 stars

**Reviewed by:** Rob V. | Head of Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2020

**What do you like best about Accelo?**

Forecast is a modern tool with a responsive GUI and simple to start working with, but depsite that simplicity has some deep going (and useful) functionality. It covers a fast array of functionality related to project management, both resource wise, scope wise and financial wise. Overall it povides a solid basis to run your projects and related business on.

**What do you dislike about Accelo?**

The current direction Forecast is moving, means it is outpricing itself to competitors sadly. At the start they where very price competitive, but now more general useful features dissappear behind the Enterprise level (that were first available to all) .

Furthermore, they got too focused on growth and developing new (paid) features, losing sight of their customers and core problems that need solving. We've been with Forecast for ~3 years and cycled through 4-5 "customer success managers" that are your focal point for feedback. This became a huge issue, because everytime you have to go over everything again, all open issues/requests. It takes time for a customer success manager to understand your operation and the nature of certain feedback.

Core issues we reported, were not solved, even after years. The 4-5 months we've been dealing with a buggy/unreliable workload planner which was acknowledged as a bug but not fixed... while it's one of the most important features of a PM system.

It's very unfortunate, because the tool itself had a fresh look and a lot of potential. But priorities seems to be all wrong at the moment, losing touch with their customer base and blinded by fast growth.

All in all, this whole situation led us to move away from Forecast to Teamwork.com last June.

**Recommendations to others considering Accelo:**

Forecast is a good tool to start with when you are smaller in size and then grow-up together. It will not have the full majority of enterprise oriented software yet, but it's being actively developed. A good change for anyone to hop aboard and make it useful for the companyies of the future together. See it as a chance to have a fresh take on how such a tool should support your modern business.

**What problems is Accelo solving and how is that benefiting you?**

At this moment none anymore. As stated above, we've moved away from Forecast, due to its issues and unreliability in the data it displayed because of some core bugs. This made the system unusable, because you could no longer trust what it is telling you.

**Official Response from Holly  Smith:**

> Hi Rob,

Thank you for your review - we are thrilled to see that your company has been able to assemble all projects in one solution and gain better visibility across the entire company.
Building a sustainable product and constant innovation of the product requires us to sometimes adjust our rates. This is of course with consideration and close dialogue with our existing customers. If you have any thoughts or anything else you would love to share with us, feel free to reach out to us at success@forecast.app

Best from, the Forecast Team 


  ### 39. Accelo is extremely easy to use and helps with effective project management.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lindsay  C. | Senior Business Development Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

I really enjoy the task management feature and seeing where our team is as we work to complete projects for our clients. This is a great way to transparently see how things are moving along! I also enjoy how easy it is to track my time within the platform.

**What do you dislike about Accelo?**

No downsides to this platform. I really enjoy the experience.

**Recommendations to others considering Accelo:**

Use this as your master project management system!

**What problems is Accelo solving and how is that benefiting you?**

At our company, sometimes teams can be on their own island and it's hard to see what others are doing. With accelo, connections can be made donating to a seamless experience.

**Official Response from Kit Lewis:**

> Hi Lindsay, thank you so much for sharing your feedback! We are so glad to hear that Accelo has helped bridge the gap between your siloed teams and helps manage tasks and project progress in one centralized place. Thank you again, we really appreciate you taking the time to leave a review!

  ### 40. Recommended

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

Easy to use, works well for our companies requirements.

**What do you dislike about Accelo?**

I would like to be able to see the timesheets with hours of the day. I think this would be easier to work out how much time has been spent on each project.

**What problems is Accelo solving and how is that benefiting you?**

How many hours are spent on each client project.

**Official Response from Jake Masters:**

> Thanks for your feedback and review!

  ### 41. Excellent time & project management software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andrew L. | Senior Client Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

Forecast helps us plan out our projects team by team easily and efficiently, and allows us to track productivity and profitability

**What do you dislike about Accelo?**

There have been no major issues that I've found so far

**What problems is Accelo solving and how is that benefiting you?**

Forecast allows us to quickly track time against projects and monitor productivity and profitability

**Official Response from Jake Masters:**

> It's great to hear that Forecast is helping you track productivity and profitability, Andrew. It is encouraging to hear that you haven't had any issues. If you ever need anything, don't hesitate to reach out. 

  ### 42. Professional and efficient customer service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 11, 2023

**What do you like best about Accelo?**

Comprehensive, easy to use and fast interface to our project portfolio

**What do you dislike about Accelo?**

There is always room to improve reportings

**What problems is Accelo solving and how is that benefiting you?**

Business project portfolio management

**Official Response from Jake Masters:**

> Thanks for your valuable feedback! 

  ### 43. A useful software that provides full visibility

**Rating:** 3.5/5.0 stars

**Reviewed by:** Abi C. | Senior Biddable Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2022

**What do you like best about Accelo?**

The software has many different categories, schedules and charts to allow full functioning and tasks to be completed within the programme. It is also easy to share among colleagues.

**What do you dislike about Accelo?**

Things can easily be missed if created as one task but need a different set up. There are a lot of steps and processes to establish a task, project or retainer and it can be time consuming.

**What problems is Accelo solving and how is that benefiting you?**

Day-to-day tasks within the business, internal communications, scheduling and project management. It provides full visibility over workload and capacity for everyone in the business.

**Official Response from Kit Lewis:**

> Hi Abi, thank you for your review! We're excited to see that Accelo has provided full visibility of your team's workload and capacity and that the platform has offered helpful features for managing tasks, projects and internal communications. Thank you again for taking the time to share your feedback!

  ### 44. PSA / CRM for small to mid sized business

**Rating:** 5.0/5.0 stars

**Reviewed by:** joseph f. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2021

**What do you like best about Accelo?**

Accelo is very intuitive when it comes to setting up and getting up and running. The Accelo team is super responsive and helpful, and they make sure to cover what you need to hit the ground running off the bat. Once you feel more comfortable with the interface and working within the system, the myriad of tutorials, webinars and videos that they have are sure to help you personalize, and make Accelo work for you.

**What do you dislike about Accelo?**

If I had anything to complain about, it would be the more granular ability to move invoices around when created within Accelo. Being able to grab Tasks created in the kanban task board and turn them into tickets, projects etc. Or relocate them.
More granularity in the Quotes section, for example, when you create a Quote off a sale and there are multiple line items, they are all either taxed or not. There is no ability to be able to specify taxable or non-taxable on each line item.

**What problems is Accelo solving and how is that benefiting you?**

Accelo streamlines my business period. I started as a one-man band and Accelo was perfect for what I needed it then and allows the ability to grow as your business grows.  It helps with everything from emails, time tracking,  to scheduling and invoicing. Super intuitive and helpful for IT businesses.

**Official Response from Kit Lewis:**

> Hi Joseph, thank you for taking the time to share an update to your review. We're really glad to hear you've found our tutorials, webinars and videos helpful for personalizing Accelo to fit your needs and we love seeing examples of all the different ways Accelo is helping you streamline your business. We appreciate you sharing your ideas for ways to improve quotes on our platform and encourage you to share those ideas on our Feedback and Ideas forum linked below. Thank you again for your feedback!

  ### 45. Making Marketing Processes That Much Easier.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Accelo?**

Our team loves the capabilities of Accelo in organizing large project processes not just for individuals, but across entire departments. The best part is the time sensitivity, which requires certain aspects to be completed prior to the next tasks going live.

**What do you dislike about Accelo?**

The learning curve is a bit steep for the software, even for a technologically adept team such as ours in digital advertising. That said, the support on the platform is top-notch, with learning lessons across the board to help get clarity on sticking points.

**What problems is Accelo solving and how is that benefiting you?**

Project management solutions are the primary focus of Accelo, and have allowed our teams to streamline things cross-department. This has made things like onboarding, account touches, audits, correspondence, and even team hiring a much more seamless journey.

**Official Response from Kit Lewis:**

> We're so glad to hear about all the solutions your team has found with Accelo, for managing projects, onboarding and beyond. Thank you for your feedback and for taking the time to share a review!

  ### 46. My Accelo Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Boris O. | Junior Mining Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2021

**What do you like best about Accelo?**

The interface used by Accelo is very good, being dynamic for people who use it for the first time and always I can find my project easily.

**What do you dislike about Accelo?**

Sometimes I have tried to change the assigned task from one project to another project but it is difficult for me, what I had to do is delete the task, find the other project and place it there. Another thing is that I have some issues with my app on the phone I couldn't put my hours.

**Recommendations to others considering Accelo:**

Only , try to solve when someone wants to change the tasks from a project to another project

**What problems is Accelo solving and how is that benefiting you?**

When I have had a breakdown with my computer, by means of accelo I have been able to contact the indicated people to be able to solve it.

**Official Response from Kit Lewis:**

> Hi Boris, thank you so much for your feedback! We love hearing about your positive experience with the user interface and the platform's ease of use. We appreciate you sharing your experience related to moving a task between projects and would encourage you to share this feedback on our Feedback and Ideas forum linked below. Thank you again for taking the time to share this review!

  ### 47. Has been great at tracking our sales

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2023

**What do you like best about Accelo?**

Visibility of current work. Reports. Sales tracking. Easy to use.

**What do you dislike about Accelo?**

I still don't understand some of the time tracking features and can't get to a good place where the utilization report is accurate

**What problems is Accelo solving and how is that benefiting you?**

Visibility of sales

**Official Response from Kit Lewis:**

> Thank you for the review! We're glad to see Accelo is helping improve visibility across your sales and client work. We'd love the opportunity to work with you to improve time tracking in the platform and improve the accuracy of your utilization reports. Please don't hesitate to reach out to our Support team at support@accelo.com with any questions. Thank you again for taking the time to share your feedback!

  ### 48. Good app, robust and a lot of functionality

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2022

**What do you like best about Accelo?**

Comprehensive functionality that goes from sale to project completion. There is a lot of functionality that can be customized to what you need. It can easily be a great enterprise solution.

**What do you dislike about Accelo?**

Wish finding things and using the functionality was a bit more intuitive. Sometimes things are hard to find, or the process of completing a quote is not quite simple enough, although it is accessible through support or video training.

**What problems is Accelo solving and how is that benefiting you?**

That it is a comprehensive solution within the business. It integrates with QuickBooks and is enterprise enough to be a good solution for the company. Would like to have an HR component to this - maybe it does and I just don't know that side of it yet.

**Official Response from Kit Lewis:**

> Thank you for sharing a review. We're happy to see that you've found Accelo to be a customizable, comprehensive solution for managing your client work. We'd love to help you and the team continue to be successful, please don't hesitate to reach out to support@accelo.com to discuss best practices related to everyday product usage or share any ideas or requests for improvements within our Ideas Forum at ideas.accelo.com. Thank you again for taking the time to share your feedback!

  ### 49. Accelo is a powerful tool to help manage progress of leads and projects from start to finish

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2022

**What do you like best about Accelo?**

I like the dashboards the best. a quick 'at a glance' perspective on where you are at and what you need to focus on. I also like that the workflows are customisable. Having that ability was really helpful

**What do you dislike about Accelo?**

There is no functionality in creating your own reports. If i could create my own reports according to my own metrics, that would be really helpful as i often find I need to pull data from multiple reports and combine them manually

**What problems is Accelo solving and how is that benefiting you?**

Managing clients through the whole journey. I can see what potential there is in a client and can hold all of the communication, documentation and project work all in the one place for reference and continuity

**Official Response from Kit Lewis:**

> Thank you for taking the time to share your feedback! We're happy to see that Accelo's customizable platform has helped your team manage your work across the entire client journey and has helped your team create a centralized, consistent place to house and share your work. Thank you again for your feedback and for leaving a review! 

  ### 50. Easy to navigate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Accelo?**

Forecast helps me check my teams workload and quickly adjust tasks on the fly.

**What do you dislike about Accelo?**

Certain permissions mean that team members can't see all features and are gated.

**What problems is Accelo solving and how is that benefiting you?**

Team efficiency and work allocation

**Official Response from Jake Masters:**

> Glad to hear how Forecast helps manage your team's workload quickly on the fly! Thanks for your feedback and review—it's appreciated. 


## Accelo Discussions
  - [Is it possible to have a simplified UI for project management?](https://www.g2.com/discussions/is-it-possible-to-have-a-simplified-ui-for-project-management) - 1 comment, 1 upvote
  - [Is there a way to cache or offer of an on-premise client solution that can cache changes until internet connectivity is restored or no longer intermittent.](https://www.g2.com/discussions/is-there-a-way-to-cache-or-offer-of-an-on-premise-client-solution-that-can-cache-changes-until-internet-connectivity-is-restored-or-no-longer-intermittent) - 1 comment, 1 upvote
  - [Power BI Integration and Using the Power BI Client](https://www.g2.com/discussions/50137-power-bi-integration-and-using-the-power-bi-client) - 1 comment, 1 upvote
  - [How do I create quotes that have both an upfront cost and a recurring fee accurately?](https://www.g2.com/discussions/50112-how-do-i-create-quotes-that-have-both-an-upfront-cost-and-a-recurring-fee-accurately) - 1 comment, 1 upvote
  - [Why can't a deadline easily be changed](https://www.g2.com/discussions/50096-why-can-t-a-deadline-easily-be-changed) - 1 comment, 1 upvote

- [View Accelo pricing details and edition comparison](https://www.g2.com/products/accelo/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-07-21+10%3A40%3A21+-0500&secure%5Bsession_id%5D=43779438-26b6-4f14-9100-ebec61a830a6&secure%5Btoken%5D=aaf56faf822675db976759c3d0993286b628b6002f299888293263e2976da7ca&format=llm_user)
## Accelo Integrations
  - [Authorize.net](https://www.g2.com/products/authorize-net/reviews)
  - [Azure DevOps Labs](https://www.g2.com/products/azure-devops-labs/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Continuum](https://www.g2.com/products/continuum-2024-05-22/reviews)
  - [e-conomic](https://www.g2.com/products/visma-e-conomic/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
  - [GitHub](https://www.g2.com/products/github/reviews)
  - [GitLab](https://www.g2.com/products/gitlab/reviews)
  - [GitLab Server CE Community Edition on Ubuntu Server 20.04](https://www.g2.com/products/gitlab-server-ce-community-edition-on-ubuntu-server-20-04/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Gusto](https://www.g2.com/products/gusto/reviews)
  - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [NinjaOne](https://www.g2.com/products/ninjaone/reviews)
  - [Okta](https://www.g2.com/products/okta/reviews)
  - [OneLogin](https://www.g2.com/products/onelogin/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews)
  - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Trello](https://www.g2.com/products/trello/reviews)
  - [Wordstream](https://www.g2.com/products/wordstream-wordstream/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## Accelo Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Drag & Drop
- Recurring Tasks

**Contract Management Platform Features**
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards

**Portfolio Management**
- Portfolio Types
- Planning
- Alignment
- Portfolio Mix

**Customer Requirements**
- Quoting
- Configuration
- Pricing

**Planning**
- Resource Definiton
- Capacity
- Scheduling

**Content**
- Versioning
- File Request
- Feedback

**Task Creation**
- Creation & Assignment
- Due Dates
- Drag & Drop

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Automation**
- Workflows
- Customization
- Data repository

**Communication**
- Discussions
- External

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Pricing**
- Pricing Flexibility
- Discounting
- Approval Workflow
- Renewals

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Project Management**
- Dependencies
- Priorities
- Lean Management

**Contracts**
- Creation
- Negotiation
- Execution

**Optimization**
- Performance
- Forecasting
- Corrections

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application

**Task Management**
- Task Prioritization
- To-Do Lists
- Dependencies
- Recurring Tasks

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management

**Administration**
- Permissions
- Procedures
- Remote Work

**Content & Documents**
- File Sharing
- Notes
- Search
- Versioning

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Resource Management**
- Definition
- Allocation
- Optimization

**Revenue**
- Invoicing
- Matching
- Recognition

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking

**Project management**
- Task Prioritization
- Dependencies
- Planning
- Views
- Scheduling
- Dashboards

**Controls**
- Custom Views
- Followers
- User Management
- Calendars
- Public Sharing

**Integration**
- Accounting
- Payments
- ERP

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Admin**
- Configuration Ease of Admin
- Workflow Management
- Document Management

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Dashboards

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking

**Data & Analytics**
- Data Consolidation
- Visualizations
- Performance
- Risk Analysis

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Workload**
- Resource Allocation
- Workspace
- Configuration
- Insights

**Project Management**
- Task Management
- Planning
- Visibility
- Integration

**Agentic AI - Billing**
- Autonomous Task Execution

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation

**Channels**
- Mobile User Support

**Analytics**
- Forecasting
- Reporting
- KPIs

**Communication & Collaboration**
- Communication Channels
- Document Management
- Collaboration

**Remote Collaboration**
- Alignment
- Accountability
- Connectivity

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Strategy - Project and Portfolio Management**
- Simulation
- Tracking
- Planning
- Objectives
- Visiblity
- Alignment
- Risk Management
- Implementation
- Optimization
- Prioritization

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- CRM Integration
- Integration API
- Scalability
- Reporting and Dashboards
- ERP Integration

**Administration**
- Standard Integrations
- Workflow
- Access Management

**Cost Management**
- Project Budgeting
- Time & Expense
- Profitability

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Mobile Time Tracking**
- Time Tracking

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile

**Integration**
- Front Office
- Back Office
- External data

**Generative AI**
- AI Text Generation

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Agentic AI - Project Collaboration**
- Multi-step Planning
- Cross-system Integration

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- User, Role, and Access Management

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support

**Agentic AI - Work Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

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