Accelo

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.