Accelo Reviews & Product Details

The ability to create a sale and send a quote is great but Accelo goes much further, it allows you to convert quotes to projects from a click, you then have the ability to drop templates into that project for rapid implementations of projects. Its excellent how you can create triggers and make workflows that suite your business and how you want the business to work.

I don't like the fact that you have no reports, not options for report on tickets or send customers reports of the usage from contracts they have open or the ability to get alerts when contracts use up the time limit allocated to the contract.

Centralization of communication without having to share your mailbox with everyone, its also given us a central location for all our notes in sales, projects and tickets which means anyone can pickup the current progress of anything in the CRM.

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.

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

Accelo brings all the tools we need to run our business under one umbrella. We can see and be aware of everything that is going on right within Accelo.

We wish it had a KB (Knowledge Base) system built in into the system.

We have all our clients data and history stored in Accelo. The benefits is a centralized data container for every interaction we have with our clients.

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.

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.

Integrations with emails and Gmail is what I appreciate more.

No availability of future task reminders. Task could be schedule and get reminders/

Inter department communication.

I like Accelo because it's a great and flexible tool for managing projects and the progress of those projects. This is of very big help for companies that wants to keep track of how things are going and to have an good overview of budgets regarding specific project.

The only thing that I've experienced that could need some improvement is that the scenario where you want to paste or write an email address in "Add Activity" -> "Send an Email" the email address disappears.

I am working as a project manager for a web agency in the e-commerce business and using Accelo to handle the projects are great. Th greatest benefit is that I can assign specific tasks within projects to the person I want working on it. In addition to that I get a notification on my email whenever someone has made some kind of contribution to any project that I am involved in. This makes it easy to see the progress and perhaps follow up on that contribution with potential questions.

Accelo combines what used to take 3-4 different apps to accomplish. With Accelo, I can create client listings, store important files and communicate with clients, as well as create and manage projects, assign tasks, and create tickets to better serve my clients. No more bouncing between Google, Confluence, Teamwork, and Harvest. All communication and time tracking is done through Accelo. Having all of these in one place saves me time and makes keeping my clients happy much easier than before.

Because Accelo is a very robust and complex appplication, the learning curve is a bit steep. Figuring out how to create taske, manage projects, and communicate with clients can be a little daunting at first. Good thing Accelo has excellent tutorials, and excellent support people who can help guide you through the process of setting everything up and shortcuts to streamline the experience.

Better project management, better time tracking, more effective communication with clients, clear project timelines, and more effective task assignments. All of these have been a benefit to creating a clear communication from the client to the project management down to the staff working on the individual tasks.

I really like the fact that you can have all of your management features under one roof. It's so helpful to be able to have all of the core 'mechanics' together. I also like there are multiple ways to get the information you are looking for and manage the in-coming and out-going information.

I dislike the client area. It could be great to get them connected, but it's not quite at the caliber of the rest of the system. It would be awesome to be able to have clients log in to their area and see hours that have been used over-all, or approximate billing for the month/usage at a glance instead of only task by task. It would also be awesome to be able to assign a task to a client when they are meant to give you items for their tasks so that we can keep tabs on what is still required from them - and keep the flow in check.

I have searched for years for a great project management system, client management, invoicing - all in one place. When I stumbled upon Accelo (then Affinity) I realized that they way my business was structured, what I needed was a great ticketing solution - that I could bill directly from. This was a godsend to me and suddenly all the unbilled hours for emails on tasks, and tracking each ticket/ task was a piece of cake and my revenue increased by 25% the first month. When we added on the retainer and project modules it really pulled everything together and allowed for a much better way to keep track of everything, including client hours and invoicing.

The ability to customize templates, and most everything about each component of the client portal.

The lack of a master-work calendar page. It would be nice to be able to view a "master calendar" to view all of the active companies and projects planned on a calendar and in one place. Aka time-line of active clients/projects in a calendar form or master project view and maybe with project complete milestones.

Company organization issues within our company and in managing clients/time have been reduced, but the many pieces of accelo have been limiting pm productivity. Also keeping track of employee hours spent on each project has been reduced. Trying to get employees to keep and log time is a task and is still a problem since if they do not record their time when they work on projects/tasks the time is just not kept track of and is lost. Can there possibly be a clock in and clock out tab or feature that can be implemented with a simple sign-in in the morning and a sign out in the evening and plug and play withn task completion recorded under the users clock in?

The ability to see emails sent from collegues in the stream New Invoicing Module

Invoicing module is still not completely simplified

The Tracking of projects, is now simpler

Liked how integrated Accelo is with Gmail, including how it suggests calendar appointments when filling out time tracking, you can send emails and meeting requests within Accelo and Accelo records the time in drafting the email, and that staff member emails sent to a contact that's in Accelo get recorded in Accelo..

As with any system that is feature rich, it is a bit complicated at first. You just have to carve out time to do new features each week.

The biggest benefits are time savings from being in one system instead of multiple and getting reports on staff utilization and client profit margins.

The combination of power and useability.

The fact that tasks can't have individual unique ID numbers.

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.

Over all the intuitive nature of the application is my favorite aspect. While being able to maintain a high level of functionality is quite nice in addition to the ability to generate my client invoices directly from the application has proven useful.

I continue to have issues where if I create a task under the incorrect project, I'm unable to change which project it needs to be worked under without deleting it and starting over.

Effective time management on projects along with budgeting aspects.

The best feature is the automatic email capture and the ability to free text search anything.

I would be nice if Accelo has a clearer design line.

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.

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.

I don't have any dislikes for Accelo. Quite simply it's the best business software I've ever used.

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.