Accelo is one of the most systematic and organized application. I opted for the free trial and was very much pleased with what it offered. It a system or strategy that helped me managing client interactions, dealing with future and current customers, optimizing and systematizing relationships ...
Read the full review- 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. This is a classic situation where a software company promises the moon on their website, yet then does ...
Read the full reviewStarting from: $16.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)
Paid plans start at $16/user/month. 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.
GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.
Pros
The best part about Accelo is the across the board integration. We always struggled with a) getting everyone on the same page and b) having info in far too many places. Getting everything in one system has been huge.
Cons
The reporting is probably the weakest point right now, for us at least. There is basic dashboard reporting (and VERY good excel exports) but its not customizable very much at all.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Accelo is one of the most systematic and organized application. I opted for the free trial and was very much pleased with what it offered. It a system or strategy that helped me managing client interactions, dealing with future and current customers, optimizing and systematizing relationships between them. It is a cloud-based CRM platform, which allows me to stay connected with the client information whenever and from wherever. All the requirements to satisfy a client could be done online through the AffinityLive application. It also integrates nicely with other applications such as Google related applications (Google Mail, Contacts, and Calendar). The user interface is easy to use and navigate. Glad I came across it. I am so relieved all the work is done easily with this.
Pros
It can seamlessly be integrated with all leading platforms. It helps accumulate everything at one place be it CRM, Email, Project Management, Support Ticketing etc. They have one of the best support services.
Cons
The only con that i find in it is that it is abit tough to learn at one shot. So new ones take some time in getting handy with it.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
We use Accelo to handle all of our workflows and tasks : time tracking, issue handling, project handling, crm, knowledge base and more. Having one tool who can handle all operations of a professional service company is obviously a huge advantage and makes our daily work much easier as well as it gives us the perfect oversight of all operations.
Pros
Covers all operations in a professional service company. Automatically archive emails on contacts, issues, projects. Full text search throughout the full database
Cons
Design is a bit cluttered and inconsistent
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
When starting up be sure to use Accelo support to help you setup up your system using best practices. The system is very feature rich, so setting it up on your own can be rather complicated.
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.
Pros
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.
Cons
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
Definitely consider engaging a consultant to assist with the implementation planning and delivery to ensure you get the best of the Accelo, and that it is customised to your business as closely as possible. Accelo can provide this service directly or you can reach out to one of their partners for help. Trying to do it alone, without the right knowledge or expertise can lead to slow adoption and failure to realise the full benefits.
I've been using Accelo for over a year and found that it has become an integral part of the way I operate my business. Having tried a couple of platforms previously, I've found that Accelo is the best all round solution if you require an end to end CRM and Project Management.
Pros
Abundant with features, slick user interface, iOS app available which syncs with the online software, integration with all the popular software platforms like Xero, Gmail, Google Calendar etc.
Cons
No cons to report for Accelo.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
If you're looking for a platform that will help you stay organised and keep a track of every aspect of your business, from the time you and your team spend on projects to managing leads and invoicing, Accelo is by far and away the best option.
We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking. We use Accelo for the following: Contract Management Project Management Professional Service Automation CRM
Pros
Before we used Accelo, time spent on work was gathered via a rather ugly Outlook task list workaround, which was neither practical nor scaleable. Accelo's project and retainer scheduling functionality allows us to book-in large projects much more easily than before, and also ensures that time is tracked more accurately, allowing senior management to find true profitability of projects and marketing services.
Cons
Of course there are a few elements of Accelo that could be improved, but one of the benefits of working with Accelo is that they listen to their clients. I am constantly in touch with Geoff and the team to offer ideas and help with beta testing, which makes me feel like a valued customer.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
Accelo is a growing community, and it is really great to be part of it at this stage, so that you can influence a very flexible roadmap.
We did an exhaustive search for a project management system, considering both all-in-one and separate integrated applications. Nothing else even came close to the features offered by Accelo. We were able to run our entire business using the software.
Pros
With Accelo everything is all in the one place: CRM, Email Communication, Project Management, Support Ticketing, Invoicing, Retainers, etc. and it also integrates with our other tools (Xero, MailChimp) and when there isn't an integration there is the API which covers 90% of the product. It's the only product we found that did everything well. Interface is clean and easy to use (although has a bit of a learning curve - mostly due to the HUGE amount of features and multiple ways to get things done). Support is responsive and when something doesn't work they are quick to rectify.
Cons
The automatic scheduling is a little inflexible and favours distributing work across multiple work days rather than in one solid block. The API doesn't cover retainers. We have almost 800 subscriptions from a previous product that we can't import. The product is pretty expensive when compared to competitors - even for all the functions it provides. Reports are limited to what is provided and filtering of tables. Would be great to be able to build more complicated reports across different record types, sum result columns, etc. Xero integration is great but doesn't track custom columns in invoices.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
Make use of the free trial and really invest the time in using it. Because there are so many features (and so many ways to do the same thing) it can be a little overwhelming at first but once you work out your preferred way of doing things (and in some cases the way accelo is doing things!) the product is powerful and easy to use.
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
Pros
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.
Cons
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
If you have the time to put into setting Accelo up with all your processes it is well worth the effort and makes things run very smoothly.
Accelo is a decent platform that aims high in their feature set, but with mediocre results. We were attracted by the number of integrations available, but some of those have since been removed. I am encouraged by the pace of development, so it's quite possible these features will grow in maturity in the near future.
Pros
The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly. The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.
Cons
Unorthodox vocabulary, modules operate differently from class leaders, so the learning curve is significant and that can impair adoption across a team. None of the modules can reasonably be called best-of-breed - but most are still useful. - The Ticket system is a far cry from Zendesk, but still good enough. - The quote feature doesn't stack up to Quote Roller, so we still use QR for sales proposals. Accelo used to support integration with Quote Roller, but no longer does. - We tried to get by with their Project Management tool, but everyone gave up. Now we use JIRA for major projects. - We have multiple businesses operating in different currencies, so we reply on Xero for accounting, and Freshbooks for invoicing.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Accelo
Invest heavily in team training and use the support options as much as possible to get your team to buy in.
