We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.
Pros
Ease of use, completely customizable, thoughtful and useful features!
Cons
I wish I would have found it so much earlier than I did!
Rating breakdown
Likelihood to recommend: 10/10
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.
Pros
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.
Cons
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.
Rating breakdown
Likelihood to recommend: 10/10
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.
Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync.
When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work.
The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things
Rating breakdown
Likelihood to recommend: 7/10
Accelo is a service that has allowed me to achieve very important objectives for our organization, its integration to CRM system is excellent for us to manage different projects, its agility and productivity is what has allowed us to obtain very favorable results in the last years. It offers a very customizable system to use effectively in the problems that users require to solve, I have several years using this software and it has given me an extraordinary experience, it is available at a very accessible price for everyone, it really is an excellent software and I recommend it very much.
Pros
I love working with Accelo because it is a very accessible service for my company, its high performance allows us to manage projects with high performance and my team loves it because of how convenient it is, the tool is available to access from Windows and Android. One factor that makes this software ideal for anyone even without technical knowledge is that it has excellent training available for inexperienced people, its high customization and its wide interface make an excellent experience that motivates people to want to work with this software every day at all times.
Cons
The software has constant updates which is an advantage and disadvantage at the same time to work, the main advantage is that it keeps all your system updated to the most innovative technology and the disadvantage is that for people to adapt to the software makes this very challenging because of the constant changes that are seen.
Rating breakdown
Likelihood to recommend: 9/10
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).
Pros
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.
Cons
The integration with QuickBooks Online needs some additional features.
Rating breakdown
Likelihood to recommend: 10/10
Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users
Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.
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Jimmy Flores
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