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.



48 Reviews of Accelo

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 48 reviews

December 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Easy to use and has lots of features.

Pros

I love all the features under one dashboard, I really like the drag and drop functionality and dont get me started on the Office 365 integrations ( I love it)

Cons

I haven't found any problem, everything seems to work and do what I need.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

November 2018

Tries to do too many things and fails at most of them

Pros

We used it as a helpdesk ticket taking platform - it functioned. Time tracking was a great feature Accelo did well.

Cons

Frequent outages and unexplained slowness plagued their environment when we used it. Things were on their roadmap indefinitely, metrics and analytics were nearly non existent. One of their devs even got snarky with me on a public forum when I pointed out some areas for improvement. We as an organization have since moved to another platform and have not looked back.

November 2018

Stephanie from Purple Frog

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

November 2018

Good product but lots can be improved

The potential is there, but there is still a way to go to make it really valuable for businesses.

Pros

The price and the functionality is great. Very easy to start using.

Cons

Some aspects of it are too complex (e.g. the gantt charts) and some are too simplistic (the financial reporting and invoicing). Especially the financial forecasting and administration should be strengthened as a priority!

November 2018

Robert from everythingIT Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

I now know what's going on

Onboarding was easy and I did it without assistance. Ticketing is easy. The dashboards are awesome and give me an amazing overview of my business.

Pros

Email capture, all of our clients and vendors communications are automatically captured and linked with the tick and user it belongs to. My techs don't have to use the software to keep it up to date they just have to email like normal.

Cons

The calendar is exchange. I would like a way to easy see the schedule of the days tickets without leaving the app Ang going to Outlook.

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

3 of 5

September 2018

Filters and Reports

I liked a lot in general, but is a big issue the reports deficit and the lack of data to export

Pros

It has the Signoff feature : I really like this , you can send an approval to any people added in the project , also a client ( guest licences), and them can approve the request ( like a changes or new feature )

Proyect Type Function: You can customize the flow of the Project Like at this moment it is the stage 1 - next is Stage 2 , you can add them as you need , related also with a specific custom fields to the type of project.

End user portal: I really like it it shows all the projects related to this client, the gant chart, signofs, and also it allow you to send request ,

Cons

*Filters and reports:
*Filters you cannot search information for the new custon fields
in the main view you cannot add the custom fields, nether the progress in the project overview .
the report sections : totally deficient only has 2 types , and you cannot add the custom fields.
*If we need to create reports or executive reports, it is very difficult because it does not allow to export all that is needed.

September 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

September 2018

Powerful, complex.

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.

June 2018

Jared from DesignWorks Group

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

The best billing software we've used

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.

May 2018

Logan from DesignWorks Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

5 of 5

May 2018

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

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.

April 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

Good value CRM system.

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.

April 2018

Keyana from IntuitSolutions

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

April 2018

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

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.

April 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

April 2018

Very in depth project software

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.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

April 2018

Great software to use for traditional project management

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.

February 2018

Marcus from Mnsc

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

Sales center loves it!

Pros

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

February 2018

Adam from AbilitySEO Inc.

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

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

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.

January 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Great integrations and other features!

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.

January 2018

Deanna from The Centre for Organization Effectiveness

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

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

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.... ??

September 2017

Chad from Omnilogic Online Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

4 of 5

Functionality

4 of 5

September 2017

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

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.

August 2017

Alexa from Swarm Agency

Review Source: Capterra


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

4 of 5

Functionality

1 of 5

August 2017

Extremely Buggy, Content Updates and Content Beta

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.

Response from Accelo of Accelo

Replied 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,

May 2017

Sara from Quest Loss Control

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

Great experience, but a bit over our budget

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.

Response from Accelo of Accelo

Replied October 2017

Hi Sara, I appreciate your feedback! I'll make sure to relay these issues to our product team. Kind regards,

January 2017

Colin from Mark Systems

Company Size: 11-50 employees


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Great PSA, great value

We've been using Accelo for maybe 6 months. We're not fully implemented, but are coming from WORK[etc] and its a big step up. VERY easy to get going on, and lots of room to grow in to the product. We will probably be implementing forever as they seem to always be adding new features, but that is a good thing in our eyes.

Pros

I love the feature set and integrations. Being able to work with JIRA on our product side directly, as well as Zapier for more creative integration, is absolutely huge.

Cons

The biggest downside to this, or any product like it, is that you don't know what you don't know until its too late. Learning enterprise size products like this is tough, and you have to work many hours to figure everything out and get it fine tuned, but that is with any product.