Accelo Software


 

Accelo is a cloud-based Service Operations Automation (ServOps) solution that allows users to manage all client-related activities. This solution is suitable for businesses of all sizes across various industry verticals.

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 remotely.

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 offers services on a monthly subscription basis that includes support through an online knowledge base and via call.

 

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

43 Reviews of Accelo

 

Start your review of Accelo

Click to start
https://www.softwareadvice.com/crm/accelo-review/
Software Advice Reviews (4)
More Reviews (39)

Showing 1-4 of 4

Sunny from IdealUser
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Accelo is an excellent service that allows you to take your business to a higher level. it easily helps in project management, time tracking, issues and tickets.

Cons

I think that the tool can further be expanded to help with marketing outreach. one more thing that is time consuming

Review Source
 
 

Melissa from Reach Digital
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Awesome platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Support team and onboarding experience is fantastic.

Pros

Centralizes client retainers and billing into simple views that are easy to manage. Ability to view retainers/projects/sales verticals at a high-level while easily able to drill into specific client views is awesome.

Cons

The ticketing system is not the greatest. It is VERY easy for tickets to get lost in the shuffle for users who manage a mix of ticket and task items.

Review Source
 
 

Shawna from Ascent Solutions
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

TimeEntry/Expenses/Invoicing

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Though we don't use all of the features we do use it for several key functions including TimeEntry - Expense reporting - Invoicing etc. Nice to have one system to avoid numerous integration points, and reduce redundant data entry. For a small company we found it cost effective in comparison to others and keeps everything in one organized spot for increased productivity.

Cons

Can be a bit touchy with removing users. Removing a user shouldn't delete them from ever existing in the history. Know what you're doing-take advantage of their training.

Review Source
 
 

Jennifer from Infinite Campus
Specialty: Software / IT
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2017

August 2017

Great PM tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy Drag and Drop functionality
Unique ability to schedule tasks and activities down to specific times
Office 365 and Google Integrations for easy communication and calendar updates
Time tracking Software and analysis easy to use
Workflow automations

Cons

Could benefit from more robust reporting options
Multiple modules means you may have to purchase additions to get everything you need

Review Source
 
 
 
Showing 1-20 of 39

Jared from DesignWorks Group

June 2018

June 2018

The best billing software we've used

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
Pros

Are you looking for software that simplifies billing? This is what you need. Easily track timed expenses on tickets, retainers, and projects and then print out an invoice for your clients.

Cons

The learning curve with this software is pretty steep. You'll need to dedicate quite a bit of time to learn how to use it effectively. With so many features and options, it's easy to get lost in the software.

Review Source: Capterra
 

Logan from DesignWorks Group
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Our company moved to Accelo this year and it has been a game changer!

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
Pros

Accelo allows us to move all of our project management, sales, and billing into one place! It is an amazing time tracking tool!

Cons

It took us a while to really get into a grove and use the software correctly but once we did it was very easy to use.

Review Source: Capterra
 


April 2018

April 2018

Good value CRM system.

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

Driving efficiency and consistency in our client relationships.

Pros

This has enabled us to streamline and make our whole sales process much more consistent across the organisation. It also comes in at a good price point.

Cons

There is not all of the bells and whistles that you get with some CRM systems however due to the good price and functionality it is still a very good option.

Review Source: Capterra
 

Keyana from IntuitSolutions
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

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
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.

Review Source: Capterra
 


April 2018

April 2018

Very in depth project software

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
Pros

Creating tasks and tracking time are my top two favorite things about accelo. This is great for project management for a team with lots of moving parts.

Cons

Retainers and expenses have proven to be pretty complicated to figure out. Lots of trial and error.

Review Source: Capterra
 


April 2018

April 2018

Great software to use for traditional project management

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

As a project manager, it is hard to find software that can be used on many platforms and does not cost a lot of money. I think Accelo is the perfect solution.

Cons

There is some better software out there, with better features but cost-wise, Accelo is a much more wise choice.

Review Source: Capterra
 

Marcus from Mnsc

February 2018

February 2018

Sales center loves it!

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
Pros

Our entire sales center really love this product! We found it super helpful and it really does change our workflow for the better

Review Source: Capterra
 

Adam from AbilitySEO Inc.

February 2018

February 2018

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

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

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.

Review Source: Capterra
 


January 2018

January 2018

Great integrations and other features!

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
Pros

Accelo is a cloud-based Service Operations Automation. I've been using it for a few months and have come to like the software. They are really good at introducing new integrations and other features. I also find it very easy to use after using for awhile.

Cons

It is a bit of money, but I think the extra cost is well worth it. The project management part can be buggy. It also took a long time to configure everything.

Review Source: Capterra
 

Deanna from The Centre for Organization Effectiveness
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

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

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
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.... ??

Review Source: Capterra
 

Chad from Omnilogic Online Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Customized Agency CRM with lots of ongoing Changes but might not be best fit

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

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.

Pros

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.

Cons

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.

Review Source: Capterra
 

Alexa from Swarm Agency

August 2017

August 2017

Extremely Buggy, Content Updates and Content Beta

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

None- we are switching.

Pros

The customer service is responsive. That is the only good thing about Accelo.

Cons

They're constantly making updates but don't tell the users about all of them. Then when new features are rolled out, they're buggy and not tested frequently. The pricing is very expensive compared to other project management solutions that work better and don't have frequent issues.

Review Source: Capterra

  Response: Accelo, Accelo

Date: October 2017

October 2017

 

Hi Alexa,

We're sorry to hear that you're having issues with Accelo.

We send a bi-weekly newsletter each week which goes over each update added to our solution. I recommend looking out for these so that you can easily stay up to date on Accelo's changes.

We have found that our clients grow and increase their profits when using Accelo. The ability to track retainers, eliminate the disconnect between disjointed workflows, and the collaborative focus of our solution is a real game-changer for most.

I'll make sure to reach out to you via email and connect you with your account manager so that we can help you work through any issues you are experiencing.

Best,

 

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
Value
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.

Review Source: Capterra

  Response: Accelo, Accelo

Date: October 2017

October 2017

 

Hi Sara,

I appreciate your feedback! I'll make sure to relay these issues to our product team.

Kind regards,

 

Ben from Asemio

January 2017

January 2017

Professional services automation tool

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

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.

Review Source: Capterra

  Response: Accelo, Accelo

Date: October 2017

October 2017

 

Hi Ben,

Thank you for your feedback! I do see that the ease of use rating is pretty low at 2/5 stars. I'm curious if there are any changes that you would like to see that would improve the ease of use of Accelo for you?

Kind regards,

 

Jacob from Bloomerang

December 2016

December 2016

Worthy Software

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

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

Review Source: Capterra

  Response: Accelo, Accelo

Date: October 2017

October 2017

 

Hi Jacob,

Thank you for your feedback!

You are not alone in the request for more reporting abilities in Accelo. We are looking to have a beta integration with PowerBI released within the next few weeks. This will allow you to generate custom and detailed reports on the data in found in Accelo.

Best,

 

Chen from BWEBI

November 2016

November 2016

Full One Stop Shop for your business

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

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).

Review Source: Capterra
 

Kasper from Prentow Solutions

November 2016

November 2016

The perfect tool for an IT service company

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

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.

Review Source: Capterra
 

David from Sun Jones

November 2016

November 2016

Simply brilliant

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

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.

Review 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

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

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.

Review Source: Capterra

  Response: Accelo, Accelo

Date: October 2017

October 2017

 

Hi Jessica,

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.

Kind regards,

 

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

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Review Source: Capterra