Accord has been a game changer in my sales process. Prior to using the tool, it was very difficult to keep free trials organized and on-track. Since using the tool, I've seen major improvements in engagement from my clients and prospects. Review collected by and hosted on G2.com.

Some of the navigation (IE: importing images, viewing as the client, and others) is a little unintuitive, but I was able to learn this over time with the help of their help center. Review collected by and hosted on G2.com.

It's great having all my sales and project related tasks in a simple easy to use platform. It's also good to see how my customers and prospects are interacting with the platform, and completing project task that have been assigned through Accord to them, they can even invite colleagues to the platform and help refine the milestones needed to work through the deal/project, very collaborative!

You can even store templates to use for new deals and collaborate with your team.

I'm going to use Accord for all my deals going forward. Great tool. Review collected by and hosted on G2.com.

Maybe an AI help feature, a tool that users can ask questions to speed up the learning process, and tips and tricks with building templates. Review collected by and hosted on G2.com.

Accord is extremely easy to use and intuitive for both sellers and customers. It creates a single, well-structured space where all resources, summaries, and business cases can be shared, so everyone knows exactly where to go for the latest information. I particularly like how flexible the “Next Steps” section is – it makes it simple to build out an action plan that can be as light or as detailed as needed. Both internal teams and external stakeholders can see what needs to happen, take ownership of tasks, and stay aligned. This visibility really helps keep projects and deals on track for both sides, reducing confusion and building trust. Review collected by and hosted on G2.com.

There isn’t much to dislike. The only small limitation I’ve found is that within the “Next Steps” section it would be helpful to set both a start date and an end date on the same task. At the moment, you need to create one step for the start date and another for the end date, which works fine really. Other than that, Accord does everything I need it to and more. Review collected by and hosted on G2.com.

Accord keeps our projects moving and makes working with clients less complicated. All our plans, docs, and next steps are in one place, so it’s easy for everyone—both our team and clients—to stay in sync. It is easy to implement to any team, and the Salesforce integration is helpful by connecting to our accounts and opportunities. Their customer success team is fantastic too—they assigned us a knowledgeable CSM who really took the time to understand our workflow and made sure we hit the ground running Review collected by and hosted on G2.com.

Accord currently does not allow multiple playbooks to link to an Accord and also does have the ability to link an opportunity to multiple Accords, but it is currently in the works! Review collected by and hosted on G2.com.

This tool makes the sales process more collaborative and provides the salesperson with valuable insights into which aspects the prospect is most interested in. Review collected by and hosted on G2.com.

This tool makes the sales process more collaborative and provides the salesperson with valuable insights into which aspects the prospect is most interested in. Review collected by and hosted on G2.com.

Their team. We had an in-person meeting, they were super helpful Review collected by and hosted on G2.com.

If done wrong, it can turn into another system to duplicate your admin work in Review collected by and hosted on G2.com.

Accord helps me and my prospect on track with our conversations throughout the evaluation. It's very easy to use, and love the new integration with Salesforce! Accord is a great hub to host all resources. Review collected by and hosted on G2.com.

It would be amazing to allow all types of video files to play in Accord. Review collected by and hosted on G2.com.

As an Enablement Professional, I find that one of the biggest challenges is operationalizing your sales methodology—integrating it into the daily workflow so that sellers truly embrace it. Accord has been instrumental in helping us achieve this. We have developed several playbooks tailored to each line of business, and the platform enables exceptional collaboration with both our prospects and customers. The program is easy to use out of the box and requires very little training. Review collected by and hosted on G2.com.

Nothing. The Accord team has been incredibly responsive to our needs and suggested upgrades. Review collected by and hosted on G2.com.

I like that Accord provides a framework for mutual action plans that are easy to edit and share with customers. I also really like that it can serve as a repository for evaluation materials, so that it is easy to access materials for my team as well as for my customers. Review collected by and hosted on G2.com.

I do wish that it could be easier to edit the look and feel of the Accord pages that are shared with customers. Review collected by and hosted on G2.com.

Accord lets me build crystal‑clear mutual action plans in minutes, then track every milestone, file, and stakeholder in one uncluttered workspace; the open API also allowed me to automate the creation of account plans from other tools in my workflow.

The people at Accord are fantastic. Top notch group of people to partner with. From the sales process, onboarding and throughout our time as a customer we've always been well taken care of. Review collected by and hosted on G2.com.

Native integrations are still developing: I’d love to see deeper integrations with more tools so all Accord tasks flow seamlessly into the systems my team already works in daily. However, the API is flexible and I was able to develop some of these integrations myself. Review collected by and hosted on G2.com.