Accelo Software


44 reviews(4.5/5)
44 reviews(4.5/5)

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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

44 Reviews of Accelo

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  • Verified Reviewer

    Number of employees: 51-200 employees

    September 2018

    Powerful, complex.

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

    Does almost anything you need from timesheets, ticket tracking,

    Cons

    Steep learning curve, can't see your schedule in calendar view, spotty integration with G Suite.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jared from DesignWorks Group

    June 2018

    The best billing software we've used

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Logan from DesignWorks Group

    Number of employees: 11-50 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    April 2018

    Good value CRM system.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Keyana from IntuitSolutions

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    April 2018

    Very in depth project software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    April 2018

    Great software to use for traditional project management

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sunny from IdealUser

    Specialty: Software / IT

    Number of employees: 11-50 employees

    March 2018

    Easy to use

    Ease-of-use
    Functionality
    Quality
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Marcus from Mnsc

    February 2018

    Sales center loves it!

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

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Adam from AbilitySEO Inc.

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    January 2018

    Great integrations and other features!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Deanna from The Centre for Organization Effectiveness

    Number of employees: 2-10 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.... ??

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Melissa from Reach Digital

    Specialty: Advertising

    Number of employees: 11-50 employees

    December 2017

    Awesome platform

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Chad from Omnilogic Online Inc.

    Number of employees: 2-10 employees

    September 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Shawna from Ascent Solutions

    Specialty: Software / IT

    Number of employees: 11-50 employees

    September 2017

    TimeEntry/Expenses/Invoicing

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Alexa from Swarm Agency

    August 2017

    Extremely Buggy, Content Updates and Content Beta

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Accelo, Accelo

    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,

  • Jennifer from Infinite Campus

    Specialty: Software / IT

    Number of employees: 201-500 employees

    August 2017

    Great PM tool

    Ease-of-use
    Functionality
    Quality
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Sara from Quest Loss Control

    Number of employees: 2-10 employees

    May 2017

    Great experience, but a bit over our budget

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    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

    Professional services automation tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    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

    Worthy Software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    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,

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