Accelo Recensioner

The Best CRM!

Kommentarer: We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Fördelar:

Ease of use, completely customizable, thoughtful and useful features!

Nackdelar:

I wish I would have found it so much earlier than I did!

Report editing and client portal accessibility

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Run away! Terrible quality updates and the worst customer service. False advertising of integrations

Kommentarer: The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos.
We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks....
We we're flat out refused any demo despite it being advertised on their site.
The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start.
The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage). Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund.... Staff have no idea about their own product as it changes so drastically so often. A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us. We organised an export of most of our data (about 10 different exports required) but had missed the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention. The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law. The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs! We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!

Solid CRM and project management tool

Kommentarer: Scheduling, logging hours worked, billing customers, and maintaining rapport with suppliers may all be handled centrally. Abundant opportunities for combination.

Fördelar:

The user experience on this system is superb. The fact that I can centralize the administration of all my various initiatives is another perk. All the data I want is now in one convenient location, which has greatly simplified my work. This means I can stop switching between operating systems merely to get work done.

Nackdelar:

Personalization is a major drawback of Accelo. The requirements of one business may not be applicable to another. Unfortunately, the platform does not allow for as much wiggle room when it comes to tailoring features to individual projects.

An intuitive, multi-service management system

Kommentarer: Superb system that's both feature-rich and simple to navigate. Accelo contributes to the smooth running of business processes. The various features and the low monthly cost make for an excellent value. Accelo is the easiest and most effective data analytics & service platform available. Capability for automation is a plus.

Fördelar:

Accelo's unique scheduling feature and ease of collecting input from integrated platforms were also huge benefits. Accelo's time management features and the cost-effectiveness of Automation's products make it an ideal choice.

Nackdelar:

While Accelo's extensive features make it ideal for adaptation, managing numerous projects at once can be difficult. It's not simple to get data from different sources.

Opitimized and Automated our Workflow

Kommentarer: Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.

Fördelar:

We switched to Accelo after using other inferior products for 18 years. We have been pleased with the front-to-back automation that is now seamlessly running critical portions of our business. With Accelo, we have been able to place several business functions on one platform, where before, we had to use several products to accomplish the same thing - with little or no automation. We are now more automated and productive. Our team loves the product! With the current COVID pandemic, we have found ourselves having to do more with less. To meet these new challenges, we are taking full advantage of Accelo's Expert Services Program and have partnered with an Accelo Implementation Manager. The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.

Nackdelar:

We love the software. As others have stated, we wish that we had been using it years ago.

Product Analyzer

Kommentarer: I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.

Fördelar:

I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.

Nackdelar:

I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.

Game Changer for our Professional Services Company

Kommentarer: The implementation support was excellent. They really worked with us to configure Accelo to meet our business needs. The tool meets 90-95% of our needs, and they continue to improve upon it. Their support team is one of the best we have seen (we have used many products over the years).

Fördelar:

Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform. The tool is quite user-friendly if set up properly for your business.

Nackdelar:

The integration with QuickBooks Online needs some additional features.

Accelo is one of the best out there

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

I hate that one has to pay for customer support.

Excell with Accelo

Kommentarer: Overall I can't knock it!It's the only software that covers all the bases for a creative company. A lot of project management / CRM softwares are more geared towards sales based companies

Fördelar:

Accelo is full of features and is a great one stop shop for creative project management.The list of features is too long to mention all of them, but the project scheduling and progress tracking is very handy. Plus the reports functionality helps with seeing your overall work output

Nackdelar:

It can be rather daunting to get started with using, it's not the most intuitive software. Some of the terminology they use for different things doesn't always make sense etc.

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

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Excellent Management Tool for Manage Project

Fördelar:

It's capacity to handle various activities with various customers, and even house various tasks with a similar customer. This permits me to follow how much work I've finished with every customer on a granular level, versus the time dispensed for the task.

Nackdelar:

That would most likely be the manner in which I need to look for authoritative errands when I really want them. Since they're not relegated 100% of the time to me I actually need to pull them up on the inquiry bar. Additionally, I think that it is unwieldy to deal with every one of the new windows that accelo opens when I make a period passage.

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

Fördelar:

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.

Nackdelar:

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.... ??

THE Project Management Tool to Use

Fördelar:

It is easy to create new projects in minutes with saved project templates. The gant chart view makes it easy to adjust timelines and due dates. You can alert teammates when their task is ready to start, and the task dashboard makes it easy for you to view your tasks for the day/week.

Nackdelar:

The schedule view is not useful as is. Currently the schedule view will show how many hours of work you have for a given day. 1) You need to have a time set for the task in order to see this properly listed in the schedule view, 2) If you have a task that takes 3 hours, but you have it spread over 3 days it allocates 1 hour per day on the schedule view. If it's day 3, and that task had not been identified as started and no time logged it should show 3 hours of work on that day - but instead it still shows the 1 hour. If that logic were set properly it would make this schedule view much more useful. There is also a major issue with setting project schedules, you need to be sure to lock-in the dates otherwise your project dates keep adjusting until you start. It can really screw things up if you don't have that set right away.

Accelo is Great for PM, but not as Ticketing System

Kommentarer: I use Accelo mainly as a ticketing system. My overall experience is it is a pretty neat tool with a lot of potentials to be made into a great tool. If you are using it for Project Management, you are using a great tool, as it has detailed features that will help break down milestones, objectives, goals, and so on.

Fördelar:

Accelo is alright to us, visually good, and easy to follow. Has advanced features that will help users manage tickets/projects accordingly.

Nackdelar:

Does not integrate with other newly built systems: due to its popularity, I guess. Issues with Merging tickets, as can't revert once done. Does not fully integrate with Outlook, especially forwarded invites or replies from Outlook directly.

DO NOT SIGNUP

Kommentarer: This is a classic situation where a software company promises the moon on their website, yet then does not deliver. We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn'.

Fördelar:

The idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.

Nackdelar:

- Does not do what it says on the box - The offering is convoluted and they offer no training - Staff are rude when you ask for support - Consistent bugs erode what little value that remains

Accelo Helps Our Digital Marketing Agency Stay Accurate and Efficient

Kommentarer: We receive regular updates from the Accelo team about their ongoing development to enhance their platform. It is encouraging to see their commitment to investing in their product.

Fördelar:

Accelo does a good job helping our marketing agency setup and manage retainers for clients and manage the budget of time they have available. In addition, Accelo allows us to manage website design and development projects down to the minute and helps us ensure projects are on-time and on-budget. If needed, we can produce an audit trail of work performed for a client in a moment's notice. Our website management team also uses Accelo to manage the hundreds of tickets that are received from clients needing changes to their websites.

Nackdelar:

Although Accelo includes a CRM component, this is perhaps the weakest part of their platform at this time.

Extremely Buggy, Content Updates and Content Beta

Kommentarer: None- we are switching.

Fördelar:

The customer service is responsive. That is the only good thing about Accelo.

Nackdelar:

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.

Easy to learn with helpful staff

Kommentarer: Pros
- easy to use especially with the guides and you tubes and google searches. It can be hard sometimes to understand the answer but I just ask a question and the team answer for me.
- the ideas field is excellent as there are a number of solutions already posted for problems which you can use to adapt to your settings.
- constant upgrades and improvements. The team recognize that the product needs to be alot of different things to different companies and are constantly improving and upgrading each section so it is more versatile. Cons
- unable to set multiple bill rates per engineer. Our rates vary per job for the one engineer. With the version we have we are unable to set multiple rates. However I do believe this is possible with a different version.
- Quotes section - would be great to be able to import our template to make it easier to use. However Affinity have already communicated that Quotes is a work in progress with more improvements expected in Q3/Q4 Overall
- it is an easy to use tool that suits our business needs. We have the basic access but are still able to manipulate data and reports to get what we need.
- Each day I learn more and more about the tool which is also enjoyable as we see how it helps our sales team each day.
- The team who answer all of my questions (and I have ALOT) are really helpful and break down the answers into a language I understand. I have no HTML background or programming background so for technical engineers to be able to translate a product into a language that the lay-person understands really is an excellent skill to have (and rare).

Visibility is the key

Kommentarer: What happened in my business today, is the burning question Accelo helps me answer.

Fördelar:

Across all our different revenue streams, tickets, contracts, projects we can for the first time, incredibly easily track activity and therefore see Profit per employee and Profit per Contract / Project / Ticket alot more easily.

Nackdelar:

It doesn't really suit a software consultancy although strides into Adaptive Project Management are definitly steps in the right direction, and I have no doubt the Accelo team will continue to listen to customers and improve at a rapid rate as they have done for quite a number of years now.

Programming and planning platform...

Fördelar:

Excellent platform with advanced features and easy to use. Accelo is part of the facilitation of operations within the company. Excellent quality ratio of the different functionalities and price of the monthly subscription.

Nackdelar:

Accelo can take enough time to master all the services offered.

Awesome platform

Kommentarer: Support team and onboarding experience is fantastic.

Fördelar:

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.

Nackdelar:

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.

Great product for startups

Kommentarer: Great to create projects, managed services agreements, invoicing, cost models, quotations. Great overall product.

Fördelar:

I wanted a great PSA, one that I could stand up quickly and get to work without hours and hours of churn. This fit the bill great. It integrates well with QuickBooks, my RMM, and email platforms. And it is reasonably priced.

Nackdelar:

It still feels young in its product lifecycle. The integrations, while solid, have the opportunity for greater and greater automation. Looking forward to the progression of the product.

A Huge Accelerator for Our Business

Kommentarer: Accelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out.

Fördelar:

The first thing that comes to mind is the Client Portal. As part of our management services, we actively serve 100+ properties and systems. The Accelo Client Portal allows us to receive, prioritize, and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our business.

Nackdelar:

Honestly, the only frustration I have with the platform is the fact that we haven't allocated enough time internally (yet) to complete the implementation. With that said, we will slowly but surely work to wake up this real beast of a CRM over the next few weeks!

Accello

Kommentarer: Accelo is an excellent ticket and project system, especially for a company that manages many clients. It has a bit of a learning curve, but once you get used to it it becomes second nature.

Fördelar:

Accelo has a really robust ticket system which automatically emails those involved with the ticket when a change is made. It is excellent for managing projects that involve multiple people. Accelo can also send out reminder emails that a task is waiting for more information.

Nackdelar:

There are some buttons and functions that don't have clear explanations. When it comes to filtering tickets there are so many options it it really easy to include so few that you don't get useful results, or you can include so many there are no results at all. Some drop down menus are also very quick to snap shut if your cursor wanders a bit.