Accelo Software


 

Accelo is a web-based customer relationship management (CRM) solution that allows users to manage all client-related activities. This system is suitable for organization of all sizes.

Accelo automatically sends template emails, creates follow-up meetings and updates fields like due dates. It can integrate with other solutions, so users can access all client-related information from one unified place.

Accelo provides a centralized email inbox system where any team member can access client-related information. All client-related information is stored and archived, and it can be easily accessed with a global search tool.

With Accelo's mobile application for Android and iOS, users can access all the features of the solution anytime and anywhere.

In addition, the mobile application offers various features including an activity stream, timers, a sales module, project management, time tracking, issues and tickets and email collaboration.

 

Accelo - Activity stream
 
  • Accelo - Activity stream
    Activity stream
  • Accelo - Calendar adjustments
    Calendar adjustments
  • Accelo - Integrations
    Integrations
  • Accelo - Project dashboard
    Project dashboard
  • Accelo - Unified team schedule
    Unified team schedule
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

28 Reviews of Accelo

Showing 1-20 of 28

 

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Sara from Quest Loss Control
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great experience, but a bit over our budget

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support
Pros

Accelo has a lot of modules, likely more than you need, but that's good because it can grow with you. I like the new projects module and how the project overview dashboard can help a lot with project planning. It is very fast and easy to add time to tasks and milestones. I also appreciate the estimates function and how easy it is to turn an estimate into a project. I think Accelo makes it much easier to keep your projects on budget.

Cons

I felt a bit overwhelmed with Accelo because of all the tabs, features and buttons. I think they cleaned it up a bit recently but I still feel it is a bit more cluttered than other softwares. The price is also quite a bit more than some of their competitors.

Source: Capterra
 

Eric from Fateh textile

April 2017

April 2017

Important tool

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The user interface is easy to use and navigate. Glad I came across it. I am so relieved all the work is done easily with this. It is very suitable for web design agencies. The search and view all of your clients, contacts, sales, projects, issues retainers and more features is really helpful

Source: Capterra
 

Ben from Asemio

January 2017

January 2017

Professional services automation tool

Ease-of-use

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Our business moved to Accelo about a year ago and allowed us to combine several software tools into a single PSA tool. There are a lot of great features and I love how everything is integrated. It is a significant lift to integrate into an organization but will bring together parts of your business that was not possible with separate tools.

Source: Capterra
 

Jacob from Bloomerang

December 2016

December 2016

Worthy Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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There are some issues with the overall functionality of Accelo. Sure the features present work in such a way that are really helpful in tracking utilization, but it misses the mark when it comes to reporting. Want to do a simple-ish report and add columns? Too bad.

All that being said the UI and client portal make for a compelling and worthy software.

Pros

Ease of use

Cons

Poor reporting

Source: Capterra
 

Chen from BWEBI

November 2016

November 2016

Full One Stop Shop for your business

Ease-of-use

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The integration with Google Apps emails, the automatic capturing of emails, the relation to the relevant client and the stream view which shows you a full timeline history with your client.
Also, it is giving really useful tools to manage an agency. The task / tickets management lacks a lot more intuitive UI.
The JIRA integration needs more improvements and better synchronization (planned to get improvements on Q4 2016 as per Accelo roadmap).
A bit of slow performance because most of the UI actions are required a whole page refresh (planned to get improvements on Q4 2016 as per Accelo roadmap).

Source: Capterra
 

Kasper from Prentow Solutions

November 2016

November 2016

The perfect tool for an IT service company

Ease-of-use

Functionality

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Value for Money

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The best feature is the automatic email capture and the ability to free text search anything. It would be nice if Accelo had a clearer design line.

Advice to Others

Accelo has all the features we need to run all our business processes including handling of tickets, projects, time tracking, ressource scheduling, contact synchronisation and much more. So by adopting Accelo we have gone a much better overview of our business as well as we are saving a lot of time every day.

Source: Capterra
 

David from Sun Jones

November 2016

November 2016

Simply brilliant

Ease-of-use

Functionality

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Accelo has become integral to the way I run my business. We use it for every aspect of our process, from logging a new client on the system to invoicing and reporting.
Accelo allows me to keep a track of everything happening in my business. It's made me more aware of the time we spend on different tasks which has resulted in us being able to improve efficiency.

Source: Capterra
 

Jessica from Prodex
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

An excellent all-rounder

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Advice to Others

Inconsistencies in practices between employees (in terms of tracking time, logging work, quoting and invoicing; lack of visibility over past history vs current year data; audit trails; risk management; and cost of sales tracking.

Source: Capterra
 

Rob from Arise Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Ongoing clever innovation keeps this product fresh

Ease-of-use

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Product Quality

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Value for Money

Ease-of-use
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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. 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.

Advice to Others

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.

Source: Capterra
 

Dave from 4MAT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Excellent tool for a Marketing Agency looking to get hold of productivity

Ease-of-use

Functionality

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Customer Support

Value for Money

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Quality
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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. 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.

Advice to Others

We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking.

Source: Capterra
 

Craig from Harmonic New Media
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Most feature packed project management tool we could find

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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With Accelo everything is all in the one place: CRM, Email Communication, Project Management, Support Ticketing, Invoicing, Retainers, etc. and it also integrates with our other tools (Xero, MailChimp) and when there isn't an integration there is the API which covers 90% of the product. It's the only product we found that did everything well.
Interface is clean and easy to use (although has a bit of a learning curve - mostly due to the HUGE amount of features and multiple ways to get things done).
Support is responsive and when something doesn't work they are quick to rectify. The automatic scheduling is a little inflexible and favours distributing work across multiple work days rather than in one solid block.
The API doesn't cover retainers. We have almost 800 subscriptions from a previous product that we can't import.
The product is pretty expensive when compared to competitors - even for all the functions it provides.
Reports are limited to what is provided and filtering of tables. Would be great to be able to build more complicated reports across different record types.
Xero integration is great but doesn't track custom columns in invoices.

Advice to Others

Our whole business now runs on Accelo. From sales leads (CRM) through to project management and invoicing. We are now able to track projects through one system from lead to completion and measure profitability and manage staff time.

Source: Capterra
 

Thijs from eTouches
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Accelo is a must try tool when managing projects

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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The best part is you can easily log work without losing time. Afterwards you have a clear overview per project and you can review were you are spending too much time and are losing money. I currently miss the ability to easily share timelines with customers. a website were you can see the progress and deadliness would be great!

Advice to Others

By using this tools we are able to optimize our internal processes and improve our pricing were needed.

Source: Capterra
 

Liv from MSH Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Flexible and intuitive CRM / PSA

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Product Quality
Quality
Value for Money
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Accelo has been a great solution for our company - we replaced our old CRM that was integrated into Outlook (but nothing else!), and have found Accelo has many functions that go beyond what we were expecting from a CRM system. We haven't had any major issues so far! The amount of flexibility / customisation available in Accelo has been just right for our business.

Advice to Others

We have much greater visibility of all our communication with our clients. Additionally, we have found the sales pipeline features really useful to track opportunities.

Source: Capterra
 

Laurence from Lance Montana
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Brilliant bit of kit

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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I like the combination of power and usability best. But I dislike the fact that tasks can't have individual unique ID numbers.

Advice to Others

Our communications are tracked more effectively, we are saving time collating business process data in one integrated platform and we hope to soon take advantage of the customer portal features.

Source: Capterra
 

Brad from GlobalMac IT
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

I live in this 8 hours a day... here's what I have to say

Ease-of-use

Functionality

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I like the ability I have to manage my own tickets and while also being able to track my teams progress as well. The automation features really help cut down on time spent on writing responses and helps to deliver good service to our end users.
The ability to search past tickets seemingly from the beginning of our service with is insanely helpful when trying to remember back what I did to resolve a specific issue.
The stream is also a great tool to see what the team is up to. I dislike that it's web only. I feel that having a local app that looks to the online data would open up a world of possibilites.
I struggle with the fact that when I open a note or start sending an email I cannot reference ANYTHING on the ticket or site. The note or email consumes the screen. Being able to minimize that window or better yet have all the information on one screen so you can reference past notes on the ticket or review past responses and details in previous emails. Currently it's painful to do and it is hands down my least favorite aspect of the service.

Advice to Others

We use Accelo solely for a service ticket platform. It is where our service team works everyday. We track our time here we use it as a crm as well.
Once I became accustomed to how the search functionality works this was been the single best tool we have at our disposal. Being able to quickly reference old notes and tickets is critical to resolving issues and looking professional.
The timers are immensely useful. It helps keep you honest and makes you realize how much time you spend on specific issues. These timers help us determine how long it should take to perform a certain task - Thereby helping us scale up as a business.

Source: Capterra
 

Will from iMIN Solutions Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Great solution for bringing all of our prospects and project management together

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

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. 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.

Advice to Others

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

Source: Capterra
 

Amitaf from CompuNET Consulting LLC
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

A truly all in one business web application

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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Support

Accelo brings all the tools we need to run our business under one umbrella. We can see and be aware of everything that is going on right within Accelo. We wish it had a KB (Knowledge Base) system built in into the system.

Advice to Others

We have all our clients data and history stored in Accelo. The benefits is a centralized data container for every interaction we have with our clients.

Source: Capterra
 

Tim from Slim Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

All-in-one system for Accounting/Consulting Firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

Liked how integrated Accelo is with Gmail, including how it suggests calendar appointments when filling out time tracking, you can send emails and meeting requests within Accelo and Accelo records the time in drafting the email, and that staff member emails sent to a contact that's in Accelo get recorded in Accelo.. As with any system that is feature rich, it is a bit complicated at first. You just have to carve out time to do new features each week. The biggest benefits are time savings from being in one system instead of multiple and getting reports on staff utilization and client profit margins.

Source: Capterra
 

Christian from Monahan-Mijares CPA, PA
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Source: Capterra
 

Ryan from Strider

November 2016

November 2016

Good At Lots, Not Great At Anything

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

What do you like best?
The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly.
The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.
What do you dislike?
Unorthodox vocabulary, modules operate differently from class leaders, so the learning curve is significant and that can impair adoption across a team.
None of the modules can reasonably be called best-of-breed - but most are still useful.
- The Ticket system is a far cry from Zendesk, but still good enough.
- The quote feature doesn't stack up to Quote Roller, so we still use QR for sales proposals. Accelo used to support integration with Quote Roller, but no longer does.
- We tried to get by with their Project Management tool, but everyone gave up. Now we use JIRA for major projects.
- We have multiple businesses operating in different currencies, so we reply on Xero for accounting, and Freshbooks for invoicing.
What business problems are you solving? What benefits have you realized?
We switched to Accelo (then AffiniityLive) in 2014. We acquired another company that was using a different CRM and had to choose: Move their stuff to our CRM, our stuff to their CRM, or everything to a new CRM. Given the number of tools included Accelo won the day. We have benefited from significant cost savings.
For which purposes do you use Accelo?
Project Management

Professional Service Automation

CRM

Pros

The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly.
The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.

Cons

Unorthodox vocabulary, modules operate differently from class leaders, so the learning curve is significant and that can impair adoption across a team.
None of the modules can reasonably be called best-of-breed - but most are still useful.
- The Ticket system is a far cry from Zendesk, but still good enough.
- The quote feature doesn't stack up to Quote Roller, so we still use QR for sales proposals. Accelo used to support integration with Quote Roller, but no longer does.
- We tried to get by with their Project Management tool, but everyone gave up. Now we use JIRA for major projects.
- We have multiple businesses operating in different currencies, so we reply on Xero for accounting, and Freshbooks for invoicing.

Source: Capterra