Accelo

The best project coordination tool I've ever used, keeps our teams aligned.

Comments: Accelo has fantastic templates that enable us have a certain degree of uniformity and standards throughout the firm. We can also monitor ongoing projects in real time, enhancing your total project management skills. It is now simpler to keep track of projects, manage timesheets and contact databases, link appropriate teams, and transfer work. We primarily use Accelo for client invoicing, but it also serves as a contact resource management database, and all sales possibilities are documented.

Pros:

The straightforward user interface and feature-rich dashboard appeal to me; project managers find it simple to log tasks and monitor team progress; and Accelo has increased team cooperation. Accelo automatically adds new contacts to the same spot where we manage projects and track time. This enables us to better monitor fresh prospects. I enjoy how easy it is to log time on a project and view your pending chores at a glance.

Cons:

Accelo lacks a robust programming base, adaptability, and machine learning is a little cumbersome. Because of the robust interface, certain parts on the same page may take longer than others to load; this is a difference of seconds, but sometimes you simply want everything to load instantaneously. The system might be more useful in recommending where to invest recorded time; it does not prioritize tasks assigned to you or items you've just entered into.

An intuitive, multi-service management system

Comments: Superb system that's both feature-rich and simple to navigate. Accelo contributes to the smooth running of business processes. The various features and the low monthly cost make for an excellent value. Accelo is the easiest and most effective data analytics & service platform available. Capability for automation is a plus.

Pros:

Accelo's unique scheduling feature and ease of collecting input from integrated platforms were also huge benefits. Accelo's time management features and the cost-effectiveness of Automation's products make it an ideal choice.

Cons:

While Accelo's extensive features make it ideal for adaptation, managing numerous projects at once can be difficult. It's not simple to get data from different sources.

Accelo is packed with features and customizations, but still falls short

Pros:

The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.

Cons:

The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.

Accelo is the perfect tool for our projects

Comments: Accelo is used to manage the whole project lifecycle, from creating tasks and allocating them to team members to tracking time and expenses. This program is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks. When used together with other applications, such as Xero, Salesforce's sales cloud, PayPal, MailChimp, and social media platforms, it allows for optimal project growth.

Pros:

I appreciate how flexible it is, since we are able to make changes to things like invoicing, branding, reports, and marketing campaign templates. It offers a full invoicing section where we can make our own invoices and modify existing ones, as well as invoice online and connect to Xero. The Gantt chart allows us to see the status of each work and the amount of time it takes in real time, and it makes it easy to create, assign, and track tasks for team members.

Cons:

All of the software's modules have received glowing recommendations from the many departments that have used them. This is because the software is user-friendly and straightforward, easily adjusting to the specific requirements of each business and each project.

Helps me stay on top of things and simplify my workload

Comments: Accelo helps me keep track of existing projects and give assignments to the right people. What I like most about it is how easy it is to see what the current status is at any given time. Having access to our company's email is a benefit to us as well, since we use the email integration.

Pros:

One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.

Cons:

To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.

Opitimized and Automated our Workflow

Comments: Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.

Pros:

We switched to Accelo after using other inferior products for 18 years. We have been pleased with the front-to-back automation that is now seamlessly running critical portions of our business. With Accelo, we have been able to place several business functions on one platform, where before, we had to use several products to accomplish the same thing - with little or no automation. We are now more automated and productive. Our team loves the product! With the current COVID pandemic, we have found ourselves having to do more with less. To meet these new challenges, we are taking full advantage of Accelo's Expert Services Program and have partnered with an Accelo Implementation Manager. The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.

Cons:

We love the software. As others have stated, we wish that we had been using it years ago.

Teamwork and report

Pros:

It's the perfect app for teamwork, log your time, make a report and to let you know where the project is heading. Easy tracking of the project and who is working on it.

Cons:

It's not that easy to set at first. You need to be careful when you tracking you. The reports are not very easy to read and you cannot have them in pdf. You have to report the exact time that you were working on each task. Unfortunately, as sometimes I am doing many tasks at the same time its not really realistic for me to track the exact time.

The Best CRM!

Comments: We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Pros:

Ease of use, completely customizable, thoughtful and useful features!

Cons:

I wish I would have found it so much earlier than I did!

Accelo is one of the best out there

Comments: We have been able to professionally manage our projects and automated our billing. Integration with third party email clients such as gmail has made it easy to manage communication under the activity feature.

Pros:

This software is feature rich but more specifically, this is a software that has helped us manage our entire sales cycle from managing contacts, Lead tracking, project planning and automated billing. But the most impressive is there is a client portal feature for our clients to collaborate on projects, accept quotes and view invoices.

Cons:

I hate that one has to pay for customer support.

Accelo Is Effective to Use

Pros:

I like the capabilities of Accelo. Accelo has an amazing support team.

Cons:

No dislikes for Accelo. Accelo has been impressive.

An integrated base that enables us to prepare plans, follow-up, & manage communications efficiently.

Comments: Accelo enabled us to better align plans with reality through automation and the high flexibility it provided us with to manage all functions, in addition to allowing the flow of communications in one place and the preparation of reports with high efficiency.

Pros:

Accelo enables us to properly plan all required actions, integrate processes, track emails, manage resources, and create budgets, ensuring team members track tasks with flexibility and discipline. I also like how the sorting and filtering tools allow us to easily access what we need to know, especially task details, start and end dates, and keep track of colleagues' updates and managers' comments, as well as attach and save relevant documents. I really like the reports, as I find them modern and easy to edit, especially the progress summaries over time.

Cons:

With the exception of the phone application, which I find needs a lot of improvements, I do not find many things annoying, as Accelo provides multiple customization options, and in general, the response time is fast, which enables us to perform the functions quite smoothly.

Full of functions which provides compliexity

Comments: They have tried to satisfy so many requirements in enterprises. This became their system complicated and difficult to work.

Pros:

1. It Supports a comprehensive variety of activities in an enterprise including CRM, Sales, Projects, Tickets & Requests, Contracts & Retainers, Tasks & Activities (Operations) 2. There are good API’s for integration with other systems. 3. It seems that they have published their API code in GitHub, so programmers can join and improve their API Code. 4. There is good integration with Google including google contact and google calendar 5. Very good Setting for “Module Titles” so a variety of users can customize the application based on their own industry and literature 6. Supporting the concepts of “Default Billable Rate” and “Default Cost Rate” for any user is really nice for having a costing system and evaluate the profitability of every customer. 7. A task can be against so many concepts including Project, Period, Ticket, Sales, which provide great flexibility for software. 8. The Idea of Task Board is really nice and this is a very good tool for monitoring tasks and keep them in mind 9. Mentioning about their blog is good for creating loyalty

Cons:

1. They tried to have a good responsive web application, but they were not fully successful in this case. Some of the icons on the upper toolbar will not accessible when the size of browser is in its minimum width. Alternatively, when the “List of Activities” is open and I change the width of browser, some of the texts will be override on each other. 2. Defining tasks is not very user friendly. For example when we want to define a new task and we don’t enter anything in the textbox of “Search Accelo for Company or Work” the Error Message is “Against field is required” this is right that the empty field is marked by a red box, but it is not very clear and user cannot guess which is the “Against Field”; because even there is no tooltip for it. 3. Some of the Help Videos are not updated based on the last version of the application. For example, a Video about timesheet just shows Weekly Timesheet and not Daily Timesheet which it seems that this menu has been added recently. 4. Application Setting is really complicated and full of different options for everything. Learning this comprehensive setting is difficult. It was better; there would be a “Search” to find whatever an administrator is looking for it. 5. A task can be assigned just to one person. It means that there is no common task for team members.

Accelo is Great for PM, but not as Ticketing System

Comments: I use Accelo mainly as a ticketing system. My overall experience is it is a pretty neat tool with a lot of potentials to be made into a great tool. If you are using it for Project Management, you are using a great tool, as it has detailed features that will help break down milestones, objectives, goals, and so on.

Pros:

Accelo is alright to us, visually good, and easy to follow. Has advanced features that will help users manage tickets/projects accordingly.

Cons:

Does not integrate with other newly built systems: due to its popularity, I guess. Issues with Merging tickets, as can't revert once done. Does not fully integrate with Outlook, especially forwarded invites or replies from Outlook directly.

DO NOT SIGNUP

Comments: This is a classic situation where a software company promises the moon on their website, yet then does not deliver. We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn'.

Pros:

The idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.

Cons:

- Does not do what it says on the box - The offering is convoluted and they offer no training - Staff are rude when you ask for support - Consistent bugs erode what little value that remains

Excellent Management Tool for Manage Project

Pros:

It's capacity to handle various activities with various customers, and even house various tasks with a similar customer. This permits me to follow how much work I've finished with every customer on a granular level, versus the time dispensed for the task.

Cons:

That would most likely be the manner in which I need to look for authoritative errands when I really want them. Since they're not relegated 100% of the time to me I actually need to pull them up on the inquiry bar. Additionally, I think that it is unwieldy to deal with every one of the new windows that accelo opens when I make a period passage.

We have streamlined our proposal and vendor process. The Accelo Team is committed and helpful.

Pros:

The stream tracks past info so nothing is lost- I can always go back and see where we were and who said what - awesome! We have substantially cut down on our quoting process/time and it is much more consistent for us now. Instead of using Project Templates I'm using milestone templates and it has been fantastic. I build a quote and then customize it perfectly. And the release of POs was a game changer for us. We don't use them in the traditional sense-we send them to our consultants to verify what they will be paid as subcontractor, but it is working well for the most part.

Cons:

1)- Please bring Rich Texting into the body of the quotes FAST and to the emails when we are sending the quotes out to the clients. 2)- Navigation in the "configuration" backend is not user friendly - feels like it needs a "do-over". I find it overwhelming and frustrating. Whenever I have to update or fix something I'm spending WAY TOO much time in my day back there. Time I should be using making more money with clients.... mostly trying to find where I should be. 3)- My Executive Director is finding the reporting function to be challenging when it is time to pull info for the board of directors as well...... OH! and...4)- when using the POs 1 out 10 times the PDF does not populate.... it's like there is a glitch in the system?? I have to delete the entire thing and start over.... ??

An excellent all-rounder

Comments: In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team.
I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go.
Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well.
When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool.
The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track.
Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

Amazing CRM and Project Management Tool for your small or midsize biz

Comments: At the same time this online tool comes out of the box ready to run and play, it also allows you and your business to customize the workflows and projects skeletons to shape to your business requirements... Zero coding programing... everything is very intuitive, visual and helps you manage and delegate the entire process since the moment the client/customer knocks the door to approving and billing. It's helping my business grow and helping create accountability across our teams and employees.

Pros:

At the same time this online tool comes out of the box ready to run and play, it also allows you and your business to customize the workflows and projects skeletons to shape to your business... Zero Programing with Coding.. everything is very intuitive, visual and helps you manage and delegate the entire process since the moment the client/customer knocks the door to approving and billing. It's helping my business grow and helping create accountability across our teams and employees.

Cons:

needs improvement in mobile app. need to provide better training on setting up when starting from scratch, even after paying for the full initial setup package.. still needed to invest internal time to personalize the tool to our requirements

After many many project management software trials, this is my FAVORITE

Comments: Time saving and much much better project management.

Pros:

Love the ability to see all tasks and drag and drop through deadlines. Love being able to track a project from proposal stage through quoting through project management and billing. Unique and totally awesome end to end product. Oh and awesome email integration.

Cons:

Takes some time to learn and setup. There is a service you can buy to have them set it up for you, but the truth is creating scalable systems for your business processes is tough. Accelo makes it a helluva a lot easier, but you still have a lot of thinking and work to do to enable you to do the job you want.

Best all-rounder for service agencies

Comments: Using Accelo as a solo web developer I've saved money on separate tools, and can present a professional looking approach to my clients. I can also take a project through steps from selling the idea, producing, building and invoicing for it in one system.

Pros:

I love that Accelo integrates sales, projects, tickets, time tracking and invoicing. It feels like there's a place for everything and everything is connected.

Cons:

There are a lot of rough edges, both poor UI choices and pieces that don't quite have the functionality expected. I get it, its a big system and it's hard for that to be elegant – but I wish they'd spend more time trying.

I love Accelo

Comments: I'm a total fangirl of this product; it makes me better at my job. I've actually weighed whether to switch jobs based on the fact that I wouldn't use it daily, it's that good!

Pros:

I love how comprehensive Accelo is. There's a really thoughtful approach in that you can track all comms and the history for each client in one place. Accelo has re-defined how our agency works as it takes a lot of the manual organization work out of the equation.

Cons:

The price? My company recently went through a merger with eight other companies (globally, but still within the South Pacific) and the cost to use Accelo company wide was too high. At the moment, our higher ups are looking for replacement tools, but everything is independent of each other. Some apps integrate with others, but it's no where near as sophisticated as Accelo. Our smaller team has made a case for our continual use, but I fear it's a matter of time before we'll be required to use something else for day to day ops management.

I now know what's going on

Comments: Onboarding was easy and I did it without assistance. Ticketing is easy. The dashboards are awesome and give me an amazing overview of my business.

Pros:

Email capture, all of our clients and vendors communications are automatically captured and linked with the tick and user it belongs to. My techs don't have to use the software to keep it up to date they just have to email like normal.

Cons:

The calendar is exchange. I would like a way to easy see the schedule of the days tickets without leaving the app Ang going to Outlook.

Very good solution for all in one CRM and PSA

Pros:

The best part about Accelo is the across the board integration. We always struggled with a) getting everyone on the same page and b) having info in far too many places. Getting everything in one system has been huge.

Cons:

The reporting is probably the weakest point right now, for us at least. There is basic dashboard reporting (and VERY good excel exports) but its not customizable very much at all.

Speed things up

Comments: In general is a pleasant experience. It just works and it's easy to use.

Pros:

It's easy to find the projects I'm working on, keep a track of my time and provide report about my billing time. Really useful to coordinate time with my team.

Cons:

Maybe the only thing I didn't like much, is that I can change some info on my daily reports and I need to open them on a separate tab to do so.

Good product but lots can be improved

Comments: The potential is there, but there is still a way to go to make it really valuable for businesses.

Pros:

The price and the functionality is great. Very easy to start using.

Cons:

Some aspects of it are too complex (e.g. the gantt charts) and some are too simplistic (the financial reporting and invoicing). Especially the financial forecasting and administration should be strengthened as a priority!