Reviewed on 2016/11/02
Ongoing clever innovation keeps this product fresh
Comments: Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.
I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business.
I also like the user community engagement and level of communication to keep informed on product development.
Cons: It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.
Reviewed on 2019/04/26
THE Project Management Tool to Use
Pros: It is easy to create new projects in minutes with saved project templates. The gant chart view makes it easy to adjust timelines and due dates. You can alert teammates when their task is ready to start, and the task dashboard makes it easy for you to view your tasks for the day/week.
Cons: The schedule view is not useful as is. Currently the schedule view will show how many hours of work you have for a given day. 1) You need to have a time set for the task in order to see this properly listed in the schedule view, 2) If you have a task that takes 3 hours, but you have it spread over 3 days it allocates 1 hour per day on the schedule view. If it's day 3, and that task had not been identified as started and no time logged it should show 3 hours of work on that day - but instead it still shows the 1 hour. If that logic were set properly it would make this schedule view much more useful. There is also a major issue with setting project schedules, you need to be sure to lock-in the dates otherwise your project dates keep adjusting until you start. It can really screw things up if you don't have that set right away.
Reviewed on 2019/12/16
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.
Reviewed on 2019/11/06
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!
Reviewed on 2018/04/25
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.
by Accelo on 2019/08/29
Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync.
When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work.
The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things
Reviewed on 2019/03/29
Visibility is the key
Comments: What happened in my business today, is the burning question Accelo helps me answer.
Pros: Across all our different revenue streams, tickets, contracts, projects we can for the first time, incredibly easily track activity and therefore see Profit per employee and Profit per Contract / Project / Ticket alot more easily.
Cons: It doesn't really suit a software consultancy although strides into Adaptive Project Management are definitly steps in the right direction, and I have no doubt the Accelo team will continue to listen to customers and improve at a rapid rate as they have done for quite a number of years now.
Reviewed on 2019/07/22
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.
Reviewed on 2019/07/17
Teamwork and report
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.
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.
by Accelo on 2019/08/29
Thanks for your feedback, Amel! I'm hoping that the work we're doing on with reporting right now will be something you find a lot of value from!
Reviewed on 2019/03/09
A Huge Accelerator for Our Business
Comments: Accelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out.
Pros: The first thing that comes to mind is the Client Portal. As part of our management services, we actively serve 100+ properties and systems. The Accelo Client Portal allows us to receive, prioritize, and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our business.
Cons: Honestly, the only frustration I have with the platform is the fact that we haven't allocated enough time internally (yet) to complete the implementation. With that said, we will slowly but surely work to wake up this real beast of a CRM over the next few weeks!
Reviewed on 2019/03/15
Pros: Accelo is great for tracking time, creating estimates and tracking a project's progress.
Cons: There are some project management tools which are lacking. The project plan tools could be improved. also, modifying a project after it has begun has caused some issues for us.
Reviewed on 2019/09/18
Scale Your Business
Transparency for clients
Pros: We are able to fully process our business with the detailed project plans, scheduling and capacity tracking which gives us very detailed and accurate forecasting for capacities. The whole business now trusts the reliability of the system and the data in it so much that we report daily on the state of play with task management and capacities to move resources around which helps us deliver work quicker for our clients. We are forecasting for hiring new resources based on the system data, conducting price reviews and making lots and lots of continuous process tweaks with the confidence that Accelo is our living process documentation via the templates. Also, with the detail in the project plans is something we are able to leverage in the sales process to show prospects we have robust processes that will ensure the best quality content creation.
Cons: There are still some more features we would love to see in the future which would help us automate more and reduce admin but the revamp on the community ideas page gives great confidence to everyone at Digital 22 that if it will benefit enough people then there is a good chance we will see these and more great updates in the near future.
Reviewed on 2019/02/15
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.
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
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.
Reviewed on 2017/09/18
Customized Agency CRM with lots of ongoing Changes but might not be best fit
ordering and keeping track of our client base - with specific notes and stream or history of conversations and emails with each of them attached.
Easy tracking of support or maintenance tickets and conversion to invoices from a few simple filters.
We transitioned away from an Excel Spreadsheet to Accelo and the transition was amazing. Just forcing us to cleanup our accounts in order to transition saved us thousands in internal errors, missed billing etc.
Accelo keeps you organized and has a wealth of options that you can take advantage of depending on the package you select with them.
For us the most useful things were 2 way integration with QuickBooks Online - and being able to track time on tickets and tasks in Accelo then fairly easily filter and convert those completed tickets into invoices within QuickBooks.
We liked how easy it was to enter time on a ticket and we loved being able to filter on staff for customized time periods in order to see hours worked by project for billing purposes.
Overall this is a robust CRM software that helps you keep track of your clients all in one place, make detailed notes on your relationship with them, track your historical conversations with them and integrate with your Accounting software.
Our biggest issues with Accelo were integration and Price:
At first everything worked fine but after a provincial PST increase we had to create a new Combined tax rate in QBO and it stopped working with Accelo. Customer Service chased this down for months but we never got a reolution - just updates that they were working with QBO on this. After several months of not being able to push invoices through - it became clear we needed another solution.
Secondly was the price. That was just too high for us in the end. We found other software that was not as robust, but fit our needs better, integrated with QBO more reliably and charged us a flat rate rather than a per employee rate - which makes MUCH more sense for us.
One last thing we didn't like that they may have already updated was that filters were not able to be saved. We'd have a staff meeting and load up a page with 3 or more filtering specifications then click something and the results of the filter were lost. We'd have to go through all the steps to get back there again. Same thing next week. It would be nice to be able to customize your filter selections and save them so you can run the same evaluations or reports repeatedly and easily.
Reviewed on 2019/05/07
Comments: I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.
Pros: I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.
Cons: I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.
Reviewed on 2016/11/02
An excellent all-rounder
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.
by Accelo on 2017/10/24
Thank you for your feedback! You are not alone in asking for more reporting. Luckily we are looking to release a beta integration with PowerBI within the next few weeks. While we also work to improve our native reporting, having a dedicated BI tool that connects directly to Accelo will be key in providing detailed reports.
Reviewed on 2018/12/18
Flexible, customisable, easy to use
Comments: Business clarity on tasks and requirements and deadlines are definitely my favourite. I love the platform a lot, but as a small business (1st year of operation), it's by far my biggest expense after rent (and not much between the two figures). Perhaps my set up isn't correct with user admins, but the #1 priority is for timesheets, and for that, everyone seems to need the most expensive option. Honestly, I'm at a point where I have to review other platforms because of the cost, but I really don't want to because I do honestly believe in what Accelo can do and if using all the right features, I know will be integral for the business to grow.
Pros: I love that I don't have to teach my team to use Accelo, they get their login and they are away. The scheduling tool appears really powerful to streamline the use of studio production. Love the task management and budget flow, it really is the most comprehensive platform I've used and I've tried quite a few before investing in Accelo.
Cons: The charge per user, when some of my users are just timesheeting and not much else. For a monthly cost, it can build quite quickly with part timers and freelancers involved in the business. I find the PDF of templates a bit clunky, whilst they can look great on the screen, they don't always PDF accurately. Biggest bug bear is the inflexibility with proposals to show a weekly cost, one off cost, monthly cost or annual cost. It seems to calculate and bundle as one. This would be a good game changer to have these options sorted out.
Reviewed on 2018/01/11
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.... ??
Reviewed on 2019/02/05
Wildly underrated email integration and excellent business process automation
Comments: Accelo customer service is excellent. They are very responsive, quick to fix any issues that arise, and are always working on improvements and new features.
Pros: The email integration is fantastic, allowing for automatic email capture from all of our team, customers, and suppliers while simultaneously addressing the need for privacy controls in that solution. Most other solutions require the team to manually interact to add those interactions and, well, that just doesn't happen. I don't think Accelo touts that functionality nearly as much as they should. The ability to automate our business processes is a tremendous value as well. Consistency, minimizing mistakes, and reducing training time of new employees are critical factors for our success and this type of automation has proven to be worth the effort it takes to set it up correctly.
Cons: The target market for Accelo is primarily agencies/service-based companies that invoice time and materials. We are an Electronics Manufacturing company and as such, there are many aspects of Accelo that aren't highly applicable in our environment (though we've been surprised on how we've been able to tailor it suit our needs!). With that, there are many features that just don't apply.
Reviewed on 2016/11/01
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
Reviewed on 2018/09/25
Valuable for Management Consultancy with Distinct Lines of Business
- we loved the idea of a fully integrated professional service system. TImesheeting, project management, and business development (prospecting) follow-up, and project cost tracking were essential for us.
- we use everything in Accelo except 'ticketing'.
- we were initially attracted as well by the invoicing and the project profitability features.
- time sheeting, project cost tracking, business development (opportunity funnel) and basic project management work very well for us. The team - including external contractors - use the system externally, and it greatly streamlines our weekly All Hands review meetings. - We have consultants with extensie experience with Salesforce and Work, and they comment this is much better suited to our 'professional services' application.
Cons: - the proposal/ quoting functionality has been a disappointment. We wish there was better functionality to impot text, 'view' andedit and modigy layout, due to the nature of professional services work. The quoting/ prosposal module is probably fine if you are quoting 'canned' services like web design packaging, or system configuration / maintenance, but not for much else.
Reviewed on 2018/12/27
Effective tool but missing some key functionality for management of a team
Comments: The company is good to work with. They try to be accommodating with requests. Their support team is responsive. There are some fundamental functionality missing from the system such as the ability to apply a discount to a quote. Also the way margins are calculated is incorrect. I need to recalculate by myself. Some of the dashboards are not meaningful. I would love to see the company spend time understanding reporting needs, and update the software to provide more meaningful information.
Pros: The ability to create an opportunity, quote, and then close it into a project where we can assign resources and log time is very convenient.
Cons: Reporting capabilities are severely lacking. I have to try many different ways to pull out data into excel and further manipulate it to do the type of analysis I need to do as the leader of a team. When I filter data, it doesn't always make sense and it doesn't leave me confident that the data is accurate.
Reviewed on 2016/11/02
Excellent tool for a Marketing Agency looking to get hold of productivity
We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking.
We use Accelo for the following:
Professional Service Automation
Pros: Before we used Accelo, time spent on work was gathered via a rather ugly Outlook task list workaround, which was neither practical nor scaleable. Accelo's project and retainer scheduling functionality allows us to book-in large projects much more easily than before, and also ensures that time is tracked more accurately, allowing senior management to find true profitability of projects and marketing services.
Cons: Of course there are a few elements of Accelo that could be improved, but one of the benefits of working with Accelo is that they listen to their clients. I am constantly in touch with Geoff and the team to offer ideas and help with beta testing, which makes me feel like a valued customer.
Reviewed on 2019/02/08
Accelo Helps Our Digital Marketing Agency Stay Accurate and Efficient
Comments: We receive regular updates from the Accelo team about their ongoing development to enhance their platform. It is encouraging to see their commitment to investing in their product.
Accelo does a good job helping our marketing agency setup and manage retainers for clients and manage the budget of time they have available. In addition, Accelo allows us to manage website design and development projects down to the minute and helps us ensure projects are on-time and on-budget.
If needed, we can produce an audit trail of work performed for a client in a moment's notice. Our website management team also uses Accelo to manage the hundreds of tickets that are received from clients needing changes to their websites.
Cons: Although Accelo includes a CRM component, this is perhaps the weakest part of their platform at this time.
Reviewed on 2016/11/01
Great solution for bringing all of our prospect and project management together
We are a small company without a dedicated business development of sales team. Accelo really helps with keeping on top of new leads and following them through to project setup and delivery. As the Principal in this it has allowed me to be much more in touch of when leads are being neglected or projects are stagnating.
In addition, the time keeping functions allow us to bull approximately 10% more hours, just by keeping better logs
Pros: Having all of our leads and project management in one place allows us to follow through relationships with prospective and current clients, right from the initial contact to project delivery and follow up.
Cons: The learning curve is quite high and on boarding new employees takes some time. This just needs the procedures set up but it does take resources in a small company.
Reviewed on 2018/12/17
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.