--- 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. Great sales process! **Rating:** 4.5/5.0 stars **Reviewed by:** Sophie G. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Accelo?** Forecast is a great tool, with useful and evolving functionality that can help businesses scale - we're particualrly interested in the connectivity and AI features **What do you dislike about Accelo?** We haven't implemented yet so nothing so far. **What problems is Accelo solving and how is that benefiting you?** We're looking at Forecast to help us solve the challenge we have of using multiple systems, leading to disparate data and manual work that's increasing admin for our teams across the business. **Official Response from Jake Masters:** > Great to hear that the sales process was enjoyable for you. We will pass the kind words to the lads. If you need anything, don't hesitate to reach out. ### 2. Experience with Accelo **Rating:** 5.0/5.0 stars **Reviewed by:** Gustavo R. | Implementation Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Accelo?** Accelo is excellent for keeping my teammates updated on any changes I have done for group projects we´re on together and also for time tracking. This way, we have a very organized workflow that makes us work with a very efficient method. The system is really user friendly and intuitive. **What do you dislike about Accelo?** There´s really not anything to complain about. What I really dislike is Accelo´s mobile app. It just doesn´t offer as much as the browser version. There are other apps for project management that beat Accelo easily. **What problems is Accelo solving and how is that benefiting you?** We have easily linked projects to team members and clients. This way our team can access a project they´ve been working with whenever they are available. We can also assign tasks to the pertinent people without any problem. **Official Response from Kit Lewis:** > Hi Gustavo, thank you so much for sharing your feedback! It's exciting to hear all the ways Accelo has helped your team collaborate and create efficient workflows. We appreciate your feedback about the mobile app and would encourage you to share any additional feedback or suggestions you have for improvements you'd like to see on our Feedback and Ideas forum (linked below). Thank you again for taking the time to leave a review! ### 3. Critical business analytics tool **Rating:** 5.0/5.0 stars **Reviewed by:** Andy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Accelo?** All members of the team use the powerful reporting and analytics functionality - we haven't found another tool to match it. **What do you dislike about Accelo?** Pricing - realistically, it's a heavy investment for our company. But it's still more than worth that investment. **What problems is Accelo solving and how is that benefiting you?** Providing at-a-glance data on projects and their run rates - this lets us focus on exactly where we need to allocate our delivery team. **Official Response from Jake Masters:** > Andy, we love hearing you love the powerful reporting and analytics functionality. Appreciate the review! ### 4. Lots of helpful things, but some large gaps **Rating:** 3.5/5.0 stars **Reviewed by:** Shannon C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** I like how easy it is to pull time reports, creat customized project lists, and update section of a project plan when a date changes. **What do you dislike about Accelo?** I do not like how there is not a calendar view of the project plan, how you cannot add Forecasted Vlaur to the project list next to Project Budget, and how inflexible the client portal is. **What problems is Accelo solving and how is that benefiting you?** Project management for multiple team members, clients, and projects within the studio. **Official Response from Kit Lewis:** > Hi Shannon, thank you for taking the time to share your feedback! We are glad to see Accelo has helped you and your team find some great solutions for project management and reporting and we appreciate you sharing some of the features you'd like to see in the platform. We'd definitely encourage you to share those ideas on our Feedback and Ideas forum linked below. Thank you again for taking the time to leave a review! ### 5. Great usable platform with some machine learning driven time savers **Rating:** 4.0/5.0 stars **Reviewed by:** Glenn M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Accelo?** Forecast is fast becoming the central hub for our whole agency's workflow. Managing budgets, resourcing, and scheduling work is a breeze, especially with the growing ai assitance. **What do you dislike about Accelo?** The reporting asks a lot of users and is a touch overwhelming for new users and those less experienced with managing budgets. **What problems is Accelo solving and how is that benefiting you?** Forecast connects our budgets, planning, resourcing and scheduling with detailed reporting. **Official Response from Jake Masters:** > Thanks, Glenn. Let us know if you need anything. ### 6. Forecast provides great visibility! **Rating:** 4.5/5.0 stars **Reviewed by:** David S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Accelo?** Forecast provides great insight for understanding utilization and upcoming project milestones. The invoicing component is very helpful for keeping the PMO and Finance teams aligned. **What do you dislike about Accelo?** Forecast has robust reporting that can be overwhelming. However, we had great support from our CSMs Audrey and Henry to help us be successful. **What problems is Accelo solving and how is that benefiting you?** Resource utilization, project status, invoicing visibility, project financials. **Official Response from Jake Masters:** > Thanks, David! ### 7. Works well **Rating:** 3.5/5.0 stars **Reviewed by:** David A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Accelo?** It's easy to see what work is due and when. **What do you dislike about Accelo?** It can be difficult to navigate, especially when starting out. **What problems is Accelo solving and how is that benefiting you?** Split work out between teams. **Official Response from Jake Masters:** > Thanks, David. Appreciate your feedback about Forecast, the features you like, and what we can do better. If you need anything, we are here to help. ### 8. It's useful but the nav could be better **Rating:** 3.5/5.0 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?** The Stats and reports Billable utilisation **What do you dislike about Accelo?** Nav isn't the best alongside project segmentation **What problems is Accelo solving and how is that benefiting you?** Understanding billable utilisation and hour tracking for myself and my team **Official Response from Jake Masters:** > Thanks for your feedback! ### 9. We love Accelo! It is much easier to use than any other accounting software we have tried. **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy S. | Inspection Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Accelo?** I love that when you create an invoice, you can easily hit the BACK button without fear that you have just destroyed all of the work you created. This program is wonderful!! **What do you dislike about Accelo?** The only complaint I have is that when a transaction is created and a number generated, if you have other transactions that you would like to add to an invoice, for instance, you created an invoice, and it was finished, but now you would like to add another transaction to the same invoice, you cannot pull the original in. You have to add it in on a line, but it doesn't pull the original transaction number into it. **What problems is Accelo solving and how is that benefiting you?** Accelo is an all in one solution to business! It helps to keep contacts, projects, accounting, from start to finish. You have the ability to see in charts, what your progression is and where we can use some work bettering our system. **Official Response from Kit Lewis:** > Hi Wendy, thank you so much for taking the time to share a review! We love hearing your wonderful feedback about how Accelo is helping your business manage all the different aspects of your client work from start to finish. We also really appreciate your feedback about editing invoices and would encourage you to share this on our Feedback and Ideas forum linked below if you haven't already. Thank you again for your feedback! ### 10. All in one CRM/Ticket Management **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin H. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** The CRM tool is very helpful for quickly reading customer messages and reviewing prior communications. The ticketing/task system is also tied together so we can see all related work and communication for our customers. **What do you dislike about Accelo?** Could have more communication about updates and easier/better training methods for configuring your business's settings. **What problems is Accelo solving and how is that benefiting you?** Tracking customer requests and work, helps us be more efficient and overall offer a better customer experience. **Official Response from Kit Lewis:** > Hi Kevin, thank you for leaving a review! We are glad to hear that Accelo's CRM and ticketing system are helping streamline your work and improve your customer experience. And thank you for your feedback about product updates. You can find regular product updates on our website (linked below) and we encourage you to reach out to our Support team or visit the Accelo Community to explore or ask about configuration options for your business needs. Thank you again for your feedback! ### 11. Teams are able to connect and add value smoothly at any stage of the project. **Rating:** 4.0/5.0 stars **Reviewed by:** James C. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Accelo?** Accelo is a cloud-based platform that manages all components of customer work delivery, from prospect to fee, such as sales, tasks, tickets, retainers, timesheets, resourcing, and more, regardless of location. With a focus on money and time, the customer work management platform provides a comprehensive view of your most up-to-date business data and financial performance. It streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders run the business and experts focus on the most important work. By utilizing powerful automation, managers can deliver projects on time and within budget effortlessly. Teams can interface and contribute seamlessly at any stage of the project. The price point is ideal, and the Accelo resource has been excellent. The platform itself is very easy to install, easy to use, and seamless to navigate. It is easy to use, fully customizable, thoughtful, and has useful features. One of the nicest features is the ability to attach email threads to specific clients or tasks within an organization. I appreciate how robust Accelo is and how customizable it can be for different scenarios. We have found ways to streamline our more time-consuming processes, like entering projects, by creating templates. Features like this make Accelo very useful for my firm. Being able to link email chains to their respective customer and/or project is by far the best detail. **What do you dislike about Accelo?** The records on their platform are misplaced, there are many bugs, and there is limited or no support for customers. It is not surprising that they have a high churn rate. The presentation is complicated and they do not offer training. The staff is rude when asked for support. Paying for customer service is disliked. To get a good view of the billing dashboard, one must use filters, which is inadequate. There are times when specific needs are not met by the functionality. **What problems is Accelo solving and how is that benefiting you?** Accelo is highly regarded for its client work and customer-centric approach. It offers exceptional visibility and confidence, with high levels of automation and integration. The platform is known for its outstanding productivity and performance. Accelo is intuitive when it comes to setting up and getting started. The Accelo team is very responsive and helpful, ensuring that users have what they need to begin effectively. As users become more comfortable with the interface and operations, the numerous tutorials, webinars, and videos available are designed to help customize and optimize the use of Accelo. Professional service companies worldwide use and appreciate Accelo for managing their client work profitably. The end-to-end cloud-based platform handles all aspects of customer work delivery, from prospecting to billing, including sales, projects, tickets, retainers, timesheets, and resource management. **Official Response from Kit Lewis:** > Hi James, thank you for taking the time to share your review. We’re glad to hear your positive feedback about Accelo’s ease of use and your ability to customize the platform to fit your team’s needs. We’re also glad to hear you’ve found the email sync and template features helpful for automating your workflows and improving visibility across your business.

 We are very sorry to hear about your negative experience working with our support team. We would love the opportunity to connect and better understand the issues you’ve experienced so we can make this right. Please don’t hesitate to reach out to us at support@accelo.com. We also want to make sure you have access to our Help and Support page with FAQs, help guides and video tutorials to provide additional information about using the platform. I'll link the page below for your reference. 

Thank you again for taking the time to share your feedback. We do hope that we can connect with you soon so we can help resolve any issues you’ve had and keep your overall experience using the platform a positive one. ### 12. Quite a robust tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Maggie J. | Marketing Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** The integrations help streamline our team's work and saves us from switching around from platform-to-platform throughout the days. **What do you dislike about Accelo?** I do not like how you cannot hyperlink text in task descriptions, or how the platform does not update automatically (you have to save each update) **What problems is Accelo solving and how is that benefiting you?** Accelo is allowing for us to reduce the number of tools we need to use, and simultaneously manage our projects. **Official Response from Kit Lewis:** > Hi Maggie, thank you for your review! We're glad to hear that Accelo has helped your team streamline your work and eliminate the need to switch between multiple tools. We also appreciate your feedback about some features you'd like to see in the platform. We'd encourage you to share those ideas in our Feedback and Ideas forum (linked below). Thank you again for taking the time to share your feedback! ### 13. Feature-rich planning tool with potential **Rating:** 3.5/5.0 stars **Reviewed by:** Kristoffer V. | Senior Data Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Accelo?** That I can easily draft a project plan and get the rough timelines, cost, team composition and overall tasks/themes in place that can be used as a draft proposal to be sent to the client. **What do you dislike about Accelo?** Sometimes it requires repetitive tasks to be done multiple times, like when there's a need to create a baseline from the initial project plan. This could be automated. **What problems is Accelo solving and how is that benefiting you?** It's a unified project planning tool so there's essentially just one place to go to run the project internally which is convenient (however, of course, we expose the project plan using a different way to clients such as agile boards or timeline graphs. Forecast is the source for those in any case). **Official Response from Victoria Morgan:** > Hi Kristoffer, it’s fantastic to read that you are using Forecast as a single-source of truth for managing project timelines, cost and execution for your clients! That’s exactly what Forecast has been built to do. With regards to the repetitive tasks, we are generally aiming for data to flow between all parts of the product to avoid any need for copying and pasting, and repetitive tasks. I’d like to let you know that we are looking into how we can integrate Baseline closer with the rest of the Forecast platform. Please feel free to reach out to us directly, either via your dedicated Customer Success Manager or using support@forecast.app for more clarity. ### 14. Accelo – Excellent Project management platform **Rating:** 4.5/5.0 stars **Reviewed by:** Francisca A. | Senior Brand Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Accelo?** We have been using Accelo for the last few years now and we saw a speedy recovery in the project management and task management within our department. We are a company that usually works with other clients and giving them the whole brief after and during the project is what we needed the most and Accelo surely provides us with every detail once we configure the project with its client portal. **What do you dislike about Accelo?** The search function is not what we like or are highly satisfied with. Documents need time and patience but that’s not always the scenario and in a fast-paced work environment we need something efficient and extremely fast in this regard. **What problems is Accelo solving and how is that benefiting you?** Accelo provides us plenty of benefits that we avail ourselves of each and every day. We can assign and track tasks and their status. We have customizable dashboards and the workflow automation here is just incredible. Being a project manager, management was the most difficult task but now I have everything under control with this powerful project management platform. **Official Response from Kit Lewis:** > Hi Francisca, thank you for taking the time to leave a review! We’re so glad to hear about the results your department saw after starting to use Accelo and we are excited about all the ways you’ve gained better control for project management using the platform. We also really appreciate your feedback about the search function and know how important speed and efficiency are for client work. We would encourage you to consider sharing this feedback on our Feedback and Ideas forum (including a link below). Thank you again for your review! ### 15. A Great Start Thus Far **Rating:** 4.0/5.0 stars **Reviewed by:** Dana M. | Owner, Digital Marketing Specialist, Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Accelo?** Being able to link email chains to their respective client and/or project is by far the best detail. Being able to set up project templates has also been invaluable, in our other software we would have to copy task lists and hope we didn't mess something up. **What do you dislike about Accelo?** The billing dashboard's inability to add columns to sort, currently have to use filters, which is insufficient for overview. I'd like to be able to see all invoices, and at a glance see if they've been sent, if they've been paid, etc. Second to that would be the mobile app, it is nowhere near the capabilities of the web version and is sorely in need of some love and attention. **Recommendations to others considering Accelo:** Make sure you know exactly what it is you want to achieve with this software. The upfront cost is a bit high, but if you play your cards right you can get significant help in setting up your workflows and templates as your point of contact will create them all and make adjustments for you. Also, pay attention during the calls. If you pay attention and do the "homework" they give you, making backend changes after go-live will be much simpler for you. **What problems is Accelo solving and how is that benefiting you?** We moved from Monday to Accelo, we needed the ability to link projects and clients and have everything centralized and easy to find. Tasks no longer fall through the cracks, and I can assign and properly track time per task/client. **Official Response from Kit Lewis:** > Hi Dana, thank you for taking the time to share your review. It's great to see the ways you're using Accelo to connect clients and projects and we're excited to hear about the solutions you've found for managing your client work! ### 16. Accelo for Project Management **Rating:** 3.5/5.0 stars **Reviewed by:** Amanda R. | Account Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Accelo?** I appreciate how robust Accelo is and how customizable it can be for different scenarios. We have found ways to streamline our more time-consuming processes, like entering projects, by creating templates. Features like this make Accelo very functional for my firm. **What do you dislike about Accelo?** There are times we have very specific needs and find that the functionality isn't working for us in that regard. For example, our firm sets up various types of retainers and we are unable to customize the setup of a retainer to fit our objective. We have found workarounds but it's not ideally how the product should function. **Recommendations to others considering Accelo:** The user and their firm must understand how they plan to use Accelo and in their implementation be able to talk through those needs. Also, it's worth it to invest in the Accelerated program. **What problems is Accelo solving and how is that benefiting you?** By streamlining processes, we are able to spend less time trying to get projects/tasks set up and more time focusing on the work. It's beneficial to us that we also have a way of documenting the flow of work so that's one way our project templates work for us. **Official Response from Kit Lewis:** > Hi Amanda, thank you for taking the time to leave a review! We are so glad to hear that Accelo has helped your firm streamline tasks and reclaim time to focus on your work. ### 17. Robust CRM & Project Management Software - Lots of Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Danialle D. | Office Manager & Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Accelo?** It has the potential to manage everything in one place - schedules, time entry, client invoicing, client/vendor relationships. Lots of integration options. **What do you dislike about Accelo?** Because there are so many options it can be tricky when you're setting things up. There are many ways to do one thing but not all of them will be right for your business. **Recommendations to others considering Accelo:** I highly recommend starting the build-out process with Accelo BEFORE you start using the system and adding information. Our team jumped into full work mode out of the gate and while the experience for all of us was invaluable we had to do a lot of backtracking because we didn't fully understand how everything interacted or depended on each other. There are a lot of dependencies in the system and if you don't understand them before you start adding things it creates a lot of garbage in the system. **What problems is Accelo solving and how is that benefiting you?** Having all our projects and schedules in one place makes it easier to manage resources. **Official Response from Kit Lewis:** > Hi Danialle, thank you so much for taking the time to leave a review! We're glad to hear that you've found solutions to manage your client work with Accelo! ### 18. Complex Practice Management, but Incredibly Valuable and Unparalleled in the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua K. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2022 **What do you like best about Accelo?** Task and email management are built into the ecosystem, with seamless time logging and billing. I haven't seen this offered anywhere else. Rather than just integrate with your email, you can work from within the program all the while recording your time and billing rate for each task automatically. **What do you dislike about Accelo?** It can be very daunting when first starting out due to the sheer amount of capabilities and options available. Everything is connected so a simple mistake early on in your workflow such as how you set up your tasks can show up eventually when billing. I recommend working with their professional services team to get your workflow set up properly and avoid the headache of the trial and error approach. I worked with Siobhan and she was very adaptable to my learning style and schedule, which is very rare in the consulting space! I highly recommend this option rather than stumbling through it as I first did. **Recommendations to others considering Accelo:** If you aren't already working with a proper workflow, I recommend setting these up first for your company so you can do an organized implementation. I recommend splurging for the customized setup and training, it's really worth it. I know they're working now on their training and ease of onboarding so this should only improve. **What problems is Accelo solving and how is that benefiting you?** My biggest problem has been that after my workday, even if I've completed a full day's work, I'm never able to relax. Due to the number of clients I work with, each with their issues and details to keep on top of, my evenings and weekends consisted of reviewing my work in my head to make sure that I didn't miss anything. I'm very organized but still had too much trouble trying to see all my current work right in front of me to where I can confidently shut off for the day. Learning to use Accelo properly means that I can now be sure that I record an issue correctly as it happens. Almost as important, I can now recall these notes very quickly, even if I'm jumping from one client meeting to another, or just picking up a call and being able to catch up on the situation. I've barely scratched the surface as I'm only using a few tools so far and I'm working on perfecting them. I used to dread when clients called with a new issue as this is another thing that I have to keep on top of. I always felt like I needed to finish all of my work to be able to stop. Now I can just schedule new tasks immediately and let the client know then when I'll be able to complete this for them. So I don't have to always play catch up or do the work from the client who's shouting the loudest. **Official Response from Kit Lewis:** > Hi Joshua, thank you for taking the time to leave such a thorough review. We're so happy to hear how Accelo has helped you manage your client work and thrilled that you had such a great experience working with Siobhan on our Professional Services team! ### 19. Seamless, Accessible & Organized Project Management Tool **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?** I love being able to track my progress on projects, the breakdown of tasks within the project and time spent working on each task. It helps to prioritize my to-do list and stay focused. **What do you dislike about Accelo?** I would like the site to be more visually appealing. It can be hard to track my daily timesheet through the activity chart at the top- and when I go to edit my timesheet, it often changes my numbers/time inputted which can make a big impact on my timesheet. **What problems is Accelo solving and how is that benefiting you?** It is solving a lot of organizational problems by keeping all project management and tasks in one place where the entire team can see it. It is great being able to not only track what I am working on, but see what my team is working on as well. **Official Response from Kit Lewis:** > Thank you for taking the time to leave a review! We are really glad to hear that Accelo has been helpful for managing tasks and keeping projects organized. We are sorry to hear that you've been having some challenges with the timesheets. We would encourage you to reach out to our Support team at support@accelo.com to find a solution to this problem. Thank you again for sharing your feedback about Accelo! ### 20. It is quite complicated **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** It has a lot of features, it is really hard to describe what is best in it. Probably it's the convenience to suite quite a large variety of company types, workflows and team constellations. **What do you dislike about Accelo?** The UX is probably not the best, especially in time tracking. Loading times are quite high and the process of changing/editing times is tedious. Also the learning curve is quite high too. **What problems is Accelo solving and how is that benefiting you?** It solved the problem to model our company setting into a structure without much sacrifices or cuts. So what I mentioned before, it is pretty flexible and adaptable. **Official Response from Kit Lewis:** > Thank you for leaving a review. While it is never ideal to see a 2-star review, we are grateful for you taking the time to share your feedback and we're glad to see that Accelo's flexibility has allowed your team to fit the platform into your company's existing structures and workflows. We'd love to connect with you to discuss some of the issues you're running into to better understand them and help resolve them. Please don't hesitate to reach out to your Customer Success Manager or our Support team at support@accelo.com. Thank you again for taking the time to share your feedback. ### 21. The go-to all in one agency solution **Rating:** 3.5/5.0 stars **Reviewed by:** Dan B. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Accelo?** Forecast brings everything a growing agency needs in a single all-in-one solution. Manage projects, resource and availability alongside utilisation, invoicing and future forecasted revenue. Perfect! **What do you dislike about Accelo?** Whilst not the prettiest the functionality is there. Time tracking could be better with improved timeline of time throughout each day and it would be fantastic to have a number of the "extra" cost items included as standard. **What problems is Accelo solving and how is that benefiting you?** With multiple studios, process and ways of working will always differ. Forecast aligns everyone and allows Project Managers to identify gaps in resource to share availability with other studios and thus reduce the need for freelancer or additional external costs to deliver projects. **Official Response from Victoria Morgan:** > Hey Dan, thank you for submitting your review and I’m thrilled to read that you view Forecast as the optimal software for growing agencies! Business growth is something Forecast strives to support by collating all of the elements you mentioned. Thank you for the feedback on the timesheets page, and I’m glad to let you know that improvements are on our Product roadmap. If you’d like more information, please reach out to your dedicated Customer Success Manager and we’ll be glad to take you through it. ### 22. Satisfied Customer - Accelo makes reporting easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** Reporting is made simple. Accelo has cut operational costs by more than 30%. User-Friendly Navigation. Can quickly run your entire business out of Accelo. **What do you dislike about Accelo?** Limited Ordering Functionality in Customer Portal. **What problems is Accelo solving and how is that benefiting you?** Turnaround Time. Accelo improved our operational costs by more than 30% and Turnaround Time by more than 24 hours (or 65%). Accelo plays a significant role in our ability to accommodate customers as well. Due to its streamlined functionality, we can customize customer experience, which has improved customer satisfaction by 40% since 2018. Accelo is truly the backbone of our business. **Official Response from Kit Lewis:** > Thank you for taking the time to share a review! We are absolutely thrilled to see the results you've found with Accelo! We're so glad to hear that the platform has helped your team simplify reporting and customize your customer experience. Thank you again for sharing your wonderful feedback! ### 23. Accelo, Great time management! **Rating:** 4.5/5.0 stars **Reviewed by:** Jade A. | Senior Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2022 **What do you like best about Accelo?** Accelo helps us to keep our teams aligned and organized as they auto-update our clients in one place. They help us to manage multiple services at one place and platform without having to search separately for them on different platforms. Its reports with their organized and advanced features. Creating the schedules for every sort of task is very easy with Accelo. **What do you dislike about Accelo?** Sometimes creating schedules for our projects is very difficult with Accelo as sometimes they did not respond quickly and on time. It is also really difficult to link one scope with other and have to go through complex procedures if we want to link different scopes with each other. Accelo is a very challenging task. **What problems is Accelo solving and how is that benefiting you?** Accelo provides us with multiple management services that are easy to use. They provide us with accurate presentation solutions. We can easily create reports and documents. It is a complete end-to-end project management solution. **Official Response from Kit Lewis:** > Hi Jade, thank you so much for taking the time to share your review! We’re glad to hear about all the ways your teams are using Accelo to stay organized and automate your client work.

 We are sorry to hear that you found creating project schedules difficult. Please don’t hesitate to reach out to support@accelo.com with questions and our team will be happy to assist you with any challenges you are experiencing with the platform. Thank you again for your time and your feedback! ### 24. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Max I. | Senior Network Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** I like the interface and the simplicity of preparing weekly reports **What do you dislike about Accelo?** I don't have anything I dislike. Its a very flexible tool that have everything we need. **What problems is Accelo solving and how is that benefiting you?** As an employee, I can use the previous week of activity for the new week when I have a similar task. **Official Response from Kit Lewis:** > Hi Max, thank you for taking the time to leave a review! We're thrilled to hear you're finding ways to simplify your work with Accelo. ### 25. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie C. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** User friendly software and relatively easy to learn. **What do you dislike about Accelo?** Some of the help articles are out of date and show previous versions, so that makes it a bit harder to find what you are looking for in a newer version **What problems is Accelo solving and how is that benefiting you?** Being able to show profitability **Official Response from Kit Lewis:** > Hi Stephanie, thank you for taking the time to share your thoughts. We're glad to hear that Accelo has been an easy solution for gaining insight into your team's profitability. We appreciate you sharing your feedback and leaving a review! ### 26. Organised and clear **Rating:** 4.0/5.0 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?** The scoping section and being able to clearly see tasks and who they are assigned to **What do you dislike about Accelo?** It would be great to have more calendar views **What problems is Accelo solving and how is that benefiting you?** Working through tasks clearly and organising members to tasks ### 27. Accelo is just what we needed for our projects **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel Helm B. | B2B Marketing Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Accelo?** I like its adaptability, as it allows us to customize many aspects of the program such as invoices, branding, reports and templates for marketing campaigns. It has a whole invoicing module, where we can create and customize invoices, calculate taxes, online invoicing and integrate our Xero software to have everything in one place. It allows the creation, assignment and tracking of activities to team members easily and we can follow the progress of each task and its time in real time through the Gantt chart. **What do you dislike about Accelo?** Having so many features and tools, it was a bit difficult for all the work teams involved to quickly adapt to the program. If it had a module to manage personnel and payroll, it would be the perfect software. The software configuration and migration took us a lot of time and effort, I would have liked the process to be simpler and more automatic, after the technical help and tutorials received, but it was not. **Recommendations to others considering Accelo:** Every department that uses the software highly recommends it in all its modules, as it is a very friendly and navigable program, it adapts to the needs of the companies and their projects and makes the tasks can be performed smoothly. Very good software that we recommend to all companies. Undoubtedly this software has been worth having it as the main program for our projects, as it has helped us to organize efficiently with the activities, projects, customers and billing, allowing the work to be done effectively, in the established time, increasing the productivity of the company and its profits. Although it was difficult to adapt to the program at first, we were able to use most of its functions without any problems. **What problems is Accelo solving and how is that benefiting you?** We use Accelo to keep up to date all the important aspects of the project, from assigning tasks to the work team, to invoicing the project. I like this software because we can keep track of our contacts and clients, each one with their notes, invoices, payments and all the work we have pending with each client, plus many more functions. It has important integrations with software such as Xero, Salesforce sales cloud, PayPal, MailChimp, social networks and many more, for the best development of projects. A cloud-based platform that allows access to it all the time, with internet connection. It allows access not only in its web version, but also in mobile devices such as Android, iPad, iPhone. The client has a portal where you can log in 24 hours a day to monitor the progress of your project. **Official Response from Kit Lewis:** > Hi Rachel, thank you so much for taking the time to leave a review! We really appreciate your honest and thorough feedback and we are thrilled to hear all the different ways your team members are using Accelo to manage your client work. Thank you again for sharing your experience using Accelo! ### 28. Extremely versatile agency management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Rick Y. | Principal, Creative Technology Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** Overall platform flexibility and their extremely responsive support team. **What do you dislike about Accelo?** There is a lot of great data within the system, but the reporting isn't very customizable. **What problems is Accelo solving and how is that benefiting you?** Accelo integrates all of our project management, time tracking and invoicing into one program. **Official Response from Kit Lewis:** > Hi Rick, thank you for leaving a review! We're really happy to see that Accelo's flexibility has been helpful for your agency and that you've been able to consolidate so many components of your client work into one system. Thank you again for taking the time to share your feedback! ### 29. Good overall project management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Brian L. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** Ease of use in creating and managing projects. **What do you dislike about Accelo?** The project plan creation process can be a bit clunky at times, managing dates and dependencies. **What problems is Accelo solving and how is that benefiting you?** A place for our team to organize their projects and comment on progress. **Official Response from Kit Lewis:** > Hi Brian, thank you for your feedback. It's great to hear that Accelo has helped your team create, manage and collaborate on projects. We appreciate you taking the time to leave a review! ### 30. Excellent onboarding experience...off to a great start! **Rating:** 4.5/5.0 stars **Reviewed by:** Chris D. | Executive Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Accelo?** Intuitive and easy to use. Nice GUI. The onboarding experience was excellent. Supportive staff. **What do you dislike about Accelo?** Nothing yet. We've been using for 3 months and haven't had any issues that remain unresolved. There were one or two areas that were a little confusing when it came to setting up custom fields but these were clarified quickly. **Recommendations to others considering Accelo:** I highly recommend Accelo if your business is looking for a CRM to manage existing accounts and track new business opportunities. The support from the Accelo team is exceptional. **What problems is Accelo solving and how is that benefiting you?** We wanted to improve our pipeline reporting and visibility across the sales team. This was achieved quickly. On top of this we have benefited from the task management functions and the ease customers and prospects can have activities added and updated. **Official Response from Kit Lewis:** > Hi Chris, thank you so much for taking the time to leave a review. We're so glad to hear you had an excellent onboarding experience and excited to see that Accelo has already helped you achieve your business goals of improving pipeline reporting and visibility across your sales team! ### 31. The best holistic business management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Naaz K. | Production Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** Project tracker, employee time logging and invoicing **What do you dislike about Accelo?** Time lag for processing invoices and quotes **What problems is Accelo solving and how is that benefiting you?** Figuring out what my employees are working on across multiple projects is helpful to understand utilization and budget tracking **Official Response from Kit Lewis:** > Hi Naaz, thank you for your review! We're thrilled to see Accelo has been so beneficial in managing your team resources across projects. Thank you again for taking the time to share your feedback. ### 32. Not perfect but the Accelo team are working on it **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** The Accelo platform has lots of customisation opportunities in order for us to make it work for the way we do business **What do you dislike about Accelo?** Sometimes the features have little hickups or things hang and freeze which can be annoying **What problems is Accelo solving and how is that benefiting you?** The built in timesheeting allows us to keep track of what billable and non billable work we do directly against tickets and projects rather than having to log it in a different app. **Official Response from Kit Lewis:** > Thank you for leaving a review! We're glad to see that you've been able to customize Accelo to fit your existing business processes and we're really happy to see the platform has offered your team a solution for tracking your billable and non-billable work all in one place. Thank you again for taking the time to share your feedback! ### 33. Easy to use, great to have oversight of day to days **Rating:** 4.5/5.0 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?** I like that accelo tells me what is due today and in the future. I can plan my weeks/ months out in advance so i can see what is due and what I need to do. **What do you dislike about Accelo?** Sometimes there are bugs and task cards go missing in accelo. Dont like the speed and which some things load especially when timesheeting **What problems is Accelo solving and how is that benefiting you?** billing time to clients. Giving overview of each persons capacity **Official Response from Kit Lewis:** > Thank you for leaving a review! We're glad to hear that Accelo has been helping in managing and organizing your tasks and providing better team capacity insights. Thank you again for taking the time to share your feedback! ### 34. An excellent internal ticketing system **Rating:** 5.0/5.0 stars **Reviewed by:** Michael R. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Accelo?** Accelo is easy to use with either a simple interface should a simple system be required or a more complicated implementation for power users. **What do you dislike about Accelo?** There is a steepish learning curve, but once this has been scaled the system is very powerful. **What problems is Accelo solving and how is that benefiting you?** Accelo serves as our internal ticketing system. It has brought structure and repeatability to our technical processes. **Official Response from Kit Lewis:** > Hi Michael, thank you for taking the time to share your feedback! We're very excited to hear about your positive experience using Accelo and we're thrilled that the platform has helped streamline your internal ticketing system. Thanks again for your review! ### 35. Great basic capabilities, terrible power user features **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Accelo?** it's nice to have the whole company on the same platform. **What do you dislike about Accelo?** Actually being able to understand the availability of someone is incredibly complex. Perhaps I don’t understand what I’m looking at but when viewing someone’s availability it’s just like number soup. I don’t feel like I have any clarity on it but just a bunch of extra data **What problems is Accelo solving and how is that benefiting you?** At our company, we are using Forecast to handle resourcing. We use it to track timesheets and to assign users to different projects and tasks. This benefits me in that some people at my company understand this and can tell me what’s up. Every time I look at the dashboard though I get more confused ### 36. Accelo has everything we need **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Accelo?** Having everything in one place is amazing. From the very beginning of the sales cycle to the services we provide to our clients long-term we have the tools in Accelo that get us and our clients where we want to be. We don't have to jump from tool to tool thanks to having everything in one place. We've tried so many systems in the past, choosing Accelo was the best choice we've ever made. **What do you dislike about Accelo?** I dislike that the client portal doesn't have more options for the client to store and update billing information. Many of our clients were underwhelmed by the functionality and options provided there. **Recommendations to others considering Accelo:** We tried many different PSA systems over the years, and Accelo was finally our one-stop PSA system. Their support is incredible, they are really listening to their users and we believe that is what has made it so great. **What problems is Accelo solving and how is that benefiting you?** We solved so many of our operations problems with Accelo. Before we were using many different tools because none of them had everything that we needed, Accelo allows us to save time by having everything in one place. **Official Response from Kit Lewis:** > Hi Allie, thank you so much for leaving a review. We're thrilled to hear that Accelo has helped you find solutions for your business and eliminated the need for additional tools to manage your client work! ### 37. A reliable and efficient tool for your business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Accelo?** At first, it was confusing to use but after you go along all things are interconnected so you have a lot of options to find the tasks, create time, create tasks, reply to the threads, create projects, and assign the tasks to your team members. It allows you also to see how much time you've spent on that particular activity. You can also check the clients easily through the search bar. Also, you can integrate other apps that you're using such as Microsoft Outlook. I recommend this tool especially if your business is catering to a large group of clients. The support is very accomodating too! They have self help tools that you can watch directly and learn the basics of the platform. **What do you dislike about Accelo?** At first, I can't download the file or spreadsheet for the time spent in the activity but due to the upgrades, they were able to update it. I think they can do more improvements in editing the dates and in editing the project plan. It's sometimes difficult to edit it out, especially if you have created a lot of tasks set on that specific milestone. Also, sometimes if you search the client's name though you're inputting the keyword, it does not show immediately you have to edit it out so that the tool would recognize it. **What problems is Accelo solving and how is that benefiting you?** We usually use the Accelo in tracking our time, creating invoices, and creating projects, tickets, and tasks for our clients. It is a great tool because it enables our company to organize the needs of our clients especially basing it on the scope that our company will help them with. Through the use of the tool, we're able to pinpoint the important matters in which we can help our clients grow their services may it be through online streaming, social media, website, or campaigns. It was a very efficient tool to get your team acquainted with the prospect and active clients of the business. **Official Response from Kit Lewis:** > Thank you so much for taking the time to leave this review! We are so glad to hear you've had such a good experience with our support team and we love hearing about the Accelo features you've utilized to help organize the needs of your clients so that you can help them grow! ### 38. Accelo radically changed how we do business! **Rating:** 5.0/5.0 stars **Reviewed by:** Logan D. | Digital Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** Accelo has allowed us to put all of our project management into one place. We arecan able to handle more projects! **What do you dislike about Accelo?** In a dream world, Accelo would have slack like tools to be able to fully communicate on the platform. **What problems is Accelo solving and how is that benefiting you?** Accelo has elimnated the need for multiple project management tools. Everything we do as a company is in one place! **Official Response from Kit Lewis:** > Hi Logan, thank you for your review! We are really glad to hear that Accelo has helped your team consolidate your project management into one system. We also want to encourage you to share you ideas for improved communication in the platform on our Feedback and Ideas forum (linked below). Thank you again for taking the time to share your feedback! ### 39. Helps me stay organized and streamline tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Aimee S. | Customer Support Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Accelo?** Accelo helps me stay on track with current tasks as well as moving tasks to the appropriate assigned person. I am able to easily view what is at any given status at any moment and I love that about it. Our company also uses the email integration so being able to view company emails has value to our company as well. **What do you dislike about Accelo?** I don't really have any dislikes, other than I know there are more capabilities I have not explored yet. **Recommendations to others considering Accelo:** No recommendations **What problems is Accelo solving and how is that benefiting you?** Assigning tasks, company visibility and streamlining processes. Report viewing and company email integration. Being able to identify an issue prior to an employee letting something slip through the cracks. **Official Response from Kit Lewis:** > Hi Aimee, thank you for leaving a review. We love seeing all the ways you and your company are using Accelo to manage your work, and we're excited to hear about the solutions you've found for assigning tasks, streamlining processes and improving company visibility! ### 40. Great for Management **Rating:** 5.0/5.0 stars **Reviewed by:** Grace P. | Director of Practice Management, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Accelo?** I love the ability to customize client profiles with different fields. I also love the ability to export to excel at any point. It's very helpful when we are trying to look for specific clients with fields. **What do you dislike about Accelo?** I wish there was a back button without completely refreshing the entire section you were on. (i.e. if you go back to page 2 of clients, it sends me back to the top of the client list.) **What problems is Accelo solving and how is that benefiting you?** It is helping us keep track with our clients by having detailed profiles and notes on them. We used to need to have multiple excel sheets per client, but now its all streamlined onto just their profile **Official Response from Kit Lewis:** > Hi Grace, thank you for taking the time to leave a review! We love hearing how you're using Accelo to streamline the way your business manages your clients. ### 41. All in One CRM Solution for the MSP **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse W. | Operational Support and Dispatch Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about Accelo?** Accelo makes it easy monitor incoming support tickets and distribute them amongst my team. The ability to track the priority of tickets is fundamental and easy to use. **What do you dislike about Accelo?** Sometimes the triggers are difficult to setup and is quite a long process to implement **What problems is Accelo solving and how is that benefiting you?** Communication with our clients. This sets BITS Technology Group apart from other MSP's **Official Response from Kit Lewis:** > Hi Jesse, thank you for your review. We're very happy to see the ways Accelo has helped your team manage and distribute your support tickets and improve client communication. Thank you again for your feedback and for taking the time to leave a review! ### 42. Increase productivity and sales! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie S. | Administration & Management, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Accelo?** We love that we are all connected now! We work better as a team because all projects have been set up to assist our clients. We have increase sales and productivity without hiring more staff! I love how Accelo communicates and supports their clients and that they are always striving to make their program better and do so by taking an interest how their customers use their software. I love that I can customize a lot of features I love the integrations with google (wish there was more) Love that it has automation and cant wait to get them set up more so we can make more money! Would love help lol **What do you dislike about Accelo?** I would like to be able to add milestones to the task board. I wish I could see more options for the Deadline Task Board - Like seeing into the future so we could easily schedule a month. Google Calander Merge? I wish I could remove the add activity (blue button) in the upper left corner for non-management staff. I wish it was easier for Quickbooks and Accelo to work together. Wish the Contacts had easier add's for more addresses and phone numbers for the same person. This is super confusing. I wish attachments and BOX could speak together. I wish Accelo could fix our request/issues or add automation for us so I didn't have to fix or set it up - hourly rate or a monthly add on for support? I wish Accelo could fetch emails faster from gmail. I wish there was a mindful pop-up that could record your daily usage and when you rached a specific time log a popup said YOUR AWESOME SAUCE you have reached your half way goal... like my apple watch!! lol Project naming could be custom and start at the sales level. Sales Estimates naming could be custom. Wish I cold move line items in Milestone templates. ----------------- *What is your industry when using this product? Forensic Engineering Firm **Recommendations to others considering Accelo:** Do it! You won't regret it. **What problems is Accelo solving and how is that benefiting you?** Communication Time tracking!! Scheduling Project Attachment Capture - when we cant find specific attachments its easy. Would love if it could grab URLs as well. Love the Streams! and re-directs :) Game changer Wish other members could create a new activity in a sales stream without paying for them. They don't need access to anything else in there. Sales Requests capture. Wish it worked better. I love that we can use requests. Would love to see something to integrate an email request to a Accelo Request. Templates are the friggen BOMB! love templates! ### 43. AE Drafting Team - Architectural Drafting **Rating:** 5.0/5.0 stars **Reviewed by:** Steven T. | Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Accelo?** Ticket system, project management system, billing system, automation of emails, auto-scheduling, mass task re-assign, Ability to manage every part of a project with super accuracy and detail in the project roadmaps. **What do you dislike about Accelo?** Nothing stands out as an issue at this time. I initially didn't like the 15 minute lag time to receive emails on the server. But it allows you to slow down and service the required needs of each client. Having a slight delay is actually really helpful. If you need to view an email faster you can also go into your Gmail and see it instantly. **Recommendations to others considering Accelo:** Listen. Read the manuals. Watch the videos. Study. Train your staff. Work hard studying for a few weeks. After you get into the system it can change your business and your life. Use all the modules. Embrace technology. My 75-year-old dad even still tries to keep up with technology, we all struggle. Embrace the struggle until you learn. So my best advice to anyone trying Accello is to study for several weeks, do the Accello training, and take it seriously. It will be frustrating at first. I can say our clients are happier, employees are happier, and numbers have never looked better. Take the leap! **What problems is Accelo solving and how is that benefiting you?** We are currently are running our entire architectural drafting company using the system. We really like that we can attach our pertinent HTML files to the attachment area. Being able to attach HTML links to our projects has sped us up about 14 hours a week. We are using the ticket system to handle all incoming requests from clients. We went from a scattered email to organized game plans to address the fluidity of corrections coming in daily from clients. Having the ticket system eliminated part of the stress of figuring out what to do next or forgetting altogether about said task. We created project templates that can guess the permit dates for clients. And now for all clients, we just discuss their permit date instead of them worrying about all the little deadlines in the middle; they can see the overall is still on track. Our clients are enjoying tracking the projects through the design team's progress. ### 44. Accelo is an amazing system for sales, billing and project management. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Accelo?** It is easy to use. Accelo's recorded video training has been beneficial. It uses a simple system language that even a non-technical person can understand easily. **What do you dislike about Accelo?** I hope they have an easy-to-edit dashboard where we can update the project status. **What problems is Accelo solving and how is that benefiting you?** We look forward to track our project and billable hours more efficiently in Accelo. **Official Response from Kit Lewis:** > Thank you so much for taking the time to leave a review! We're happy to see that Accelo has been an easy solution for tracking your team's projects and billable hours. Thank you again for sharing your feedback! ### 45. Accelo has helped organize and track our projects and opportunites. A game changer for our firm **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Procurement and Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Accelo?** The ease of use and collaboration with our team. The ability to create checklists for tasks and include numerous people for each item. **What do you dislike about Accelo?** Due to vast capabilities it had a slight learning curve that we had to learn on our own. **What problems is Accelo solving and how is that benefiting you?** Keeping track of our client work and opportunities. It helps us ensure all members with in different departments can see the status of client work. **Official Response from Kit Lewis:** > Hi Michael, thank you so much for taking the time to share your feedback! It's wonderful to hear that Accelo has helped your team collaborate on tasks and keep track of your client work. We're glad to see your firm has had such a positive experience working with the platform. Thank you again for your review! ### 46. Poor customer service and clunky program. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** I like the stream function where you can see conversations associated with a specific project. **What do you dislike about Accelo?** Really poor customer service and the program itself is very dated and ugly to use. Poor user interface. **What problems is Accelo solving and how is that benefiting you?** I'm not sure. I don't use Accelo to the best it can as it is enforced by management. **Official Response from Kit Lewis:** > Thank you for leaving a review. While it's never ideal to see a 1-star review, we do appreciate you taking the time to share your feedback. We're glad to see the platform's Activity Stream has been helpful in creating communication records for your team's projects. We'd love the opportunity to further discuss some of the concerns you've shared. If you're having any issues please don't hesitate to reach out to support@accelo.com and we encourage you to share any requests for improvements in our Ideas Forum at ideas.accelo.com. ### 47. Has pros & cons **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Accelo?** Accelo is a hub for all projects that houses necessary information for all employees to access **What do you dislike about Accelo?** The speed in which it takes to complete things, it's overall organizational structure could be improved **What problems is Accelo solving and how is that benefiting you?** A means to assign tasks and communicate with team members effectively under a specific project, creating a paper trail **Official Response from Kit Lewis:** > Hello and thank you for leaving a review. While it's never ideal to receive a 3-star review, we are appreciative that you took the time to share your feedback. We are glad to see that Accelo has been an effective solution for creating a centralized place to share important project details and that it's been helpful in collaborating with your team. If you are experiencing any difficulties with the platform or would like to further discuss ways to better organize the platform to fit your existing workflows, please don't hesitate to reach out to your Customer Success Manager or to our Support team at support@accelo.com. Thank you again for taking the time to share your review. ### 48. Outstanding ERP system **Rating:** 5.0/5.0 stars **Reviewed by:** Info A. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Accelo?** Great project management system. Easy to navigate for staff and management. I looked at multiple software before choosing Accelo. Hands down the best overall ERP system. **What do you dislike about Accelo?** Some of the reports are at an additional cost, so depending on how in-depth you need to break down certain areas of your business for analysis, then this can increase your overall subscription costs. **Recommendations to others considering Accelo:** Test Wrike, Monday, ASANA, Basecamp, Trello, liquid-planner etc, and then once you have finished, pick Accelo. I have used Accelo in multiple companies. It works well in so many industries that I keep coming back to implementing this system to get overall visibility in our business. The more information you put into the system the better it gets. The system takes roughly six months of capturing information where you get solid visibility of the health of your business and great insights into where you can make improvements with profitability, utilization etc **What problems is Accelo solving and how is that benefiting you?** Overall business visibility with project KPI's - On time and on budget. The ticketing system is also great at keeping track of issues. Everything required to track and meet all SLAs is here in Accelo, and for our company, it has been a no-brainer. Good support at all times, and it is well worth paying for the initial setup with the Accelo team if you are transferring from an old system from export of data perspective. ### 49. Great for budget management, bad user experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Accelo?** Timers, log entries, and emails management. If you lost track of the project, Accelo provides a way to do a quick review and check for pending items. Not so different from competitors **What do you dislike about Accelo?** Number of click to go to a project, milestones configuration, project access trough log time. Just one screen to upload time, there are too many versions to do the same thing. **What problems is Accelo solving and how is that benefiting you?** Project Management, we have to send reports to customers and Accelo is helping when they ask about the remaining budget and pending milestones. Accelo has helped me keeping track of my tasks pending **Official Response from Kit Lewis:** > Hello, thank you for taking the time to leave a review! We're glad to hear Accelo has been helping you and your team manage tasks and that the platform has been helpful in keeping your customers up-to-date. We're sorry to hear that you've had a poor user experience and would love to have the opportunity to help improve your experience using the platform. If there are any questions or concerns we can assist with, please let us know at support@accelo.com. Thank you again for your feedback! ### 50. With an intuitive user interface, Forecast is very easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Accelo?** The user-interface is the best part about Forecast. It is super easy to create new projects, plan out resources and assign staff members to projects. It integrates seemlessly with our sales pipeline too. Filling out time sheets is also fairly straightforward. **What do you dislike about Accelo?** Forecast doesn't seem to be that good for agile ways of working. I know there are options to turn on sprints, but it's very easy to get lost with the project management of agile projects. **What problems is Accelo solving and how is that benefiting you?** Centralisation of project management, resource management and integration with analytics and sales pipelinees. Makes it super easy for management and transparency across the organisation. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+14%3A16%3A19+-0500&secure%5Bsession_id%5D=8bff9a4e-ac29-4019-8184-4fe320676d77&secure%5Btoken%5D=58ab3f1dc1669f8e9c8f5ccd04b7f090306f6301b1d6af7562d9324316ba12b4&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 ## Top Accelo Alternatives - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (487 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,496 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,700 reviews)