Accelo is a professional services automation software featuring an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are.
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
Interface, reliability, and number of features provided. You can also integrate with a lot of differnt programs to enhance automation
Not much I don't like. Even though there is a vast amount of how-to videos, it would be helpful to have a "chat" support option always visible within the application. Having this would help us answer questions and fix any problems quickly.
We first started using Accelo as an over-priced ticketing system solution. We are just not starting to use the Projects, Sales, and Client Portal modules which are extremely powerful and helpful for what we do as a MSP.
The ability to review, manage, and report all aspects of our operations.
SendGrid, and the interuption to services
Time Management, Project Success
The ability to automate and create triggers, as well as their project management capabilities. I also like the customizable ticket filters.
Integration with Ninja could be better than it currently is, although this is likely a limitation on Ninja's side. Ninja cannot push a ticket into Accelo via the API, it has to be done via email, and attached screenshots are not included.
We manage our contracts with clients, we use it to track hours, plan and manage projects, and track time against tickets and retainers.
The new layout of the toolbar allows for quicker access to your often-used pages!!
Invoicing is a bit different for us as we are on a retainer basis and bill before work. The onboarding team did a great job working thru that with us!
We are able to track our client's work much easier. We have many consultants working on one case together. They can now see what was done, and what is up next for work. We are also able to track payments a lot easier than manually before!
The ease of time tracking for our employees, the integration with Office 365. and the API for detailed reporting
Not much to dislike, as it covers all of our business requirements.
Full company time tracking and scheduling and full reporting. We have found time that we weren't aware was being wasted.
Accelo gives us the ability to bring intelligence and flexiblity to our workflows and meet the needs for our comapny or any company. The customisation and automation is what brings this product to life. You can automate workflows, emails, triggers for reminders on just about anything. The capacity inside of each module to fit your process, your language and your requirements really brings this product to the top of our list for projects, tickets and retainer. The integration to G Suite and Xero are like magic. Easy, fast and flexible.
If there was a dislike, it would just be the time to plan and think through how to customise and work through your business processes and develop the automation without creating too much noise in the environment. Having said that, the time required, helps streamline your business workflows.
We have been able to improve responsiveness from staff and customers through the use of the automation and the client portal. The tranpareancy and visibilty between Accelo and G Suite lifts the capacity to see what has been happening with our staff and customer interations.
The flexibility, ease of use and the amount of documentation on the website
The email integration doesn't work as well as it could, with emails sometimes being registered as Junk
Tracking Projects and Budgets in spreadsheets
A great experience during implementation. First of all during the sales cycle the Sales person (Anthony Garrett) took the time to understand our business and what we were trying to achieve. The implementation manager (Pat Doyle) was very thorough, patient and methodical. After the process was complete the Director of Implementation checked in with us to confirm everything was to our satisfaction. Overall, we have found the software intuitive and very flexible and quite easy to configure to our processes.
Nothing so far. Accelo is one of the best kept secrets in the CRM space.
We are solving the problem of keeping track of all communications with client prospects by sales and marketing teams. Additionally, we have full integration with our accounting software (Xero) for invoicing.
Accelo's Daily Timesheets make it super easy to keep track of my time as well as keep my tasks in line. The program is easy to use, very straight forward, and quick to set up. There seems to be almost endless possibilities for what this platform can do, and so far it has made my work life a lot easier!
If for whatever reason I'm unable to enter my time in on the same day, and I am looking to backdate it, it unfortunately keeps reverting to the current date/time with each entry. It would be great to be able to set a date/time to start the entry off with and then have it continue for the rest of that days entries.
Time tracking is everything! It's great being able to have everything I've done at just a few clicks of the mouse!
The ability to have full visibility over multiple projects removes the admin so we can assess our productivity, profitability and work loads to ensure we're delivering great projects, on time.
We're still in the very early stages of Accelo and the only problems we have encountered so far is that, at times, we don't like the auto time being added to peoples schedules. This is easily rectified though!
We used a different tool previously and couldn't view our profitability, time spent on tasks - Accelo has solved this.
The tool gives our team a better chance for automating processes for better service delivery to our customers. The centralized email system ensures clients concerns are addressed and action taken on time since our members can access that information on time.
I have nothing to dislike on this platform. It has been great and our service to customers has been great.
We have automated most business processes using this platform for fast and reliable services to our clients. It has great centralized system that gives us an opportunity to save our data for our customers safe.
It is easy to use and deploy in desktop. One thing I have liked with this tool is that we can track our projects and tasks on the progress. I have been delivering my services to our customers on time since I can track time and know exactly when I am supposed to deliver.
I have nothing to negatively rate this platform. It has been perfect and I have not experienced breakdown from its operation.
It has helped us in tracking our projects and tasks for timely delivery. It also gives us an opportunity to store our data on the cloud. We have greatly increased production and profit gains from the period we started using this tool
I love the fact that I can see my team's schedules and tasks, our agency's sales pipeline, project and retainer work, and pending or paid invoices all inside one streamlined platform. What's even better is that I can access a variety of insight-driven dashboards with just one click; I can easily see how profitable our client work is, how utilized my team is, or the value of our sales pipeline. It's truly a time saver and prevents my team from missing any valuable communications from clients through the shared inbox stream.
There's really not much to dislike about it. I wish our agency had found it sooner to prevent years of headaches from using 10 different tools for different purposes.
We're using Accelo for all aspects of running our creative and digital agency. It covers the entire lifecycle of our client relationships starting with CRM and sales, to active client projects and retainers, to client service requests, to team resource planning and scheduling, to invoicing and billing. It's so simple for our team to see what work or tasks they have on their board each week, and it even makes time tracking EASY! Accelo links with our calendars and email, so we can automatically log time spent in client meetings or email communications. Then, we can send an invoice to a client for the time spent on projects with just a click of a button.
Accelo puts everything I need to know about our contacts and accounts into one place.
There are some full page refreshes that can cause a disjointed experience.
Complete customer lifecycle from prospecting, deal closing, project management, and communication.
The time management feature is absolutely great. I love how it lets your add the emails you responded to in the timesheet. Sometimes I forget to bill emails and this saves me
I dont like the red tape involved in the setup process
Time management, project management, contract management