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

35 Reviews of Accelo

 

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Software Advice Reviews (3)
More Reviews (32)

Showing 1-3 of 3

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 32


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
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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
 

Adam from AbilitySEO Inc.

November 2017

November 2017

LOVE LOVE LOVE LOVE LOVE this 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

Project Management, Team Management, time management, and CRM

Pros

The customizable workflows, retainer models, and integrated CRM and project management are a huge benefit. Also the email integration makes it sooooo much easier to track tickets and activities from clients

Cons

I needed to dedicate about a week to learn the software and set everything. Support was awesome, but all email based. They answered all of my questions, but there was up to a 24 hour wait between question and answer. I am totally satisfied with the experience overall, but when I was in the learning stage, it could get a bit frustrating.

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
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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
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Quality
Value for Money
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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
 

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

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review 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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review 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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

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.

Review Source: Capterra

  Response: Accelo, Accelo

Date: October 2017

October 2017

 

Hi There,

Thank you for your feedback! I see that you marked a majority of the characteristics in your review as 1/5 stars. I'm curious if there is anything you would like to see in Accelo that would increase your rating?

Kind regards,

 

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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review 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

Ease-of-use
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Quality
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Support

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.

Review 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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Value for Money

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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.

Review 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
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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

Review Source: Capterra