We have been able to professionally manage our projects and automated our billing. Integration with third party email clients such as gmail has made it easy to manage communication under the activity feature.

This software is feature rich but more specifically, this is a software that has helped us manage our entire sales cycle from managing contacts, Lead tracking, project planning and automated billing. But the most impressive is there is a client portal feature for our clients to collaborate on projects, accept quotes and view invoices.

I hate that one has to pay for customer support.

Accelo helps me keep track of existing projects and give assignments to the right people. What I like most about it is how easy it is to see what the current status is at any given time. Having access to our company's email is a benefit to us as well, since we use the email integration.

One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.

To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.

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.

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.

The ecosystem incorporates both email and task management, and time tracking and payment can be done with minimal effort. This isn't advertised anywhere else that I've looked. All of my project, sales, invoicing, billing, and client communication needs to be managed in one central location. I am just starting started, but Accelo has already proven invaluable in helping me manage my workload and delegate responsibilities.

Timekeeping is helpful and can be done in a variety of ways. It can be recorded manually or with the help of a timer. The Client Area and the Flexibility of Report Revisions. The design of the layout appeals to me. I like how simple it is to make new templates, and how the platform can handle the bulk of my business operations. Since Accelo had everything we needed, including a client portal, we made the transfer.

The vast array of features and customization choices can be overwhelming at first. The tasks you set up at the beginning of your workflow can have an impact on your billing later on.