Accelo

Vorteile

Accelo's best feature is its collaborative workspace. The platform's communication tools, including shared calendars and real-time updates, foster team collaboration. The centralized project and client information ensures everyone is on the same page. Accelo's intuitive interface and user-friendly collaboration features enhance our team's productivity, facilitating seamless communication and efficient project delivery.

Nachteile

Although Accelo does a great job at facilitating collaboration, the functionality of its mobile app might be improved. Teams that need access to client and project data while on the go would benefit from a better mobile experience.

Vorteile

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.

Nachteile

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.

Vorteile

There is nothing I like. Every Feature that seems like it would be a good thing E.G. having meeting from calendar appear in timesheets ends up not working to what you would expect. For example meeting will auto allocate to client and not project if not created from Accelo. Meeting can then not have people on different rates capture time as costs will not capture correctly.

Nachteile

Very Time consuming to capture Time and create/manage projects. Time capture overhead increased significantly when business started using Accelo.

Project Planning is very primitive and very slow with basic/backward functionality. honestly seems like Beta software at times.

Vorteile

I like that we can compare sales, work flow from month to month, year to year. Great resource for keeping track of your business.

Nachteile

There have been some hiccups, that I think were just user errors. All issues are always solved in a timely manner.

Vorteile

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.

Nachteile

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.

Vorteile

We love Accelo but for our small business it was too expensive. Time tracking, templates + client correspondence was incredible.

Nachteile

It was too expensive and hard to set up. A lot of features created a frustrated team. .

Vorteile

Accelo is a must-have project management software that has been meeting our needs.
I like the features of Accelo because they are powerful.

Nachteile

I like how simple and flawless Accelo has been.
It has been.

Vorteile

Accelo has easy to implement features, making it a top project management tool.
Accelo has affordable features.

Nachteile

I do not dislike Accelo at all.
Accelo is the best.

Vorteile

I like the reliability of this project management solution.
Accelo has been easy to use and manageable.

Nachteile

Accelo has excellent and flawless features.
Accelo has been the best.

Vorteile

I like the capabilities of Accelo.
Accelo has an amazing support team.

Nachteile

No dislikes for Accelo.
Accelo has been impressive.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

The email integration is fantastic, allowing for automatic email capture from all of our team, customers, and suppliers while simultaneously addressing the need for privacy controls in that solution. Most other solutions require the team to manually interact to add those interactions and, well, that just doesn't happen. I don't think Accelo touts that functionality nearly as much as they should.

The ability to automate our business processes is a tremendous value as well. Consistency, minimizing mistakes, and reducing training time of new employees are critical factors for our success and this type of automation has proven to be worth the effort it takes to set it up correctly.

Nachteile

The target market for Accelo is primarily agencies/service-based companies that invoice time and materials. We are an Electronics Manufacturing company and as such, there are many aspects of Accelo that aren't highly applicable in our environment (though we've been surprised on how we've been able to tailor it suit our needs!). With that, there are many features that just don't apply.

Vorteile

The tool is very powerful. It has a lot of features that allow you to do time tracking, project management, client communication, invoicing and much more. I think because it is trying to be so many things, it is lacking in most all of those areas and the user experience and overall feature set is quite cumbersome and falls below expectations for the money.

Nachteile

The tool is overly complicated and lacks what you would consider basic features in so many ways. Our team of 8 people spent over 200 hours learning the tool and we are still learning and still frustrated weekly. They try to say that you can make the tool do about anything you want, but doing even the basics requires a tremendous amount of time. Things that should take 30 seconds often take multiple minutes. The system loads pages so slowly that it's not uncommon to watch the wheel spin for 30+ seconds which seems like an eternity when you are trying to work. I would not purchase the tool again and I would not recommend it to others unless you have a full time staff of IT or super users who will do nothing but manage the tool.

Vorteile

It has so many features that it's light years ahead of anything else I've tried and I've been through dozens of programs. I'm probably using 10% of the features yet it's still indispensable. I love how I can set different rates for different clients, even the same clients but for different projects. I can fairly easily track my time and send invoices.

Nachteile

That said, Accelo is so utterly confusing, that if you don't already have a complex management system that you're converting from, and is one which you already mastered, you can get very easily overwhelmed by the differences between Retainers, Tickets, Projects. You can attempt to just use one of them and see how it works for you, but then certain items won't be billable if not set up with the correct item. I wish they had templates set-up already designed for different industries, where they had instructions of how to setup and perform specific processes for your needs. Then a guide to stages to go to the next complexity of tools. I feel like I can't move forward for fear of breaking the 10% I'm able to use properly (or improperly). Support is very poor and only available via email. It can take a day for a response and I find myself having a week long back and forth on something that would take just a few minutes via phone.

Vorteile

ALL YOUR INFORMATION IN ONE PLACE SECURE AND MOST OF THE TIME AVAILABLE, ALSO YOU CAN GET ACCESS FROM ALL YOUR FAVORITE DEVICE´S.

Nachteile

IS VERY DIFFICULT TO CONFIGURED IT IF YOU DON´T PAY THE ACCELO IMPLEMENTATION, IS NOT SO INTUITIVE AS OTHER SOLUTIONS IN THE MARKET, PEOPLE GETS VERY FRUSTRATED WITH THIS TOOL.

Vorteile

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.

Nachteile

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.

Vorteile

We used it as a helpdesk ticket taking platform - it functioned. Time tracking was a great feature Accelo did well.

Nachteile

Frequent outages and unexplained slowness plagued their environment when we used it. Things were on their roadmap indefinitely, metrics and analytics were nearly non existent. One of their devs even got snarky with me on a public forum when I pointed out some areas for improvement. We as an organization have since moved to another platform and have not looked back.

Vorteile

Love the ability to see all tasks and drag and drop through deadlines. Love being able to track a project from proposal stage through quoting through project management and billing. Unique and totally awesome end to end product. Oh and awesome email integration.

Nachteile

Takes some time to learn and setup. There is a service you can buy to have them set it up for you, but the truth is creating scalable systems for your business processes is tough. Accelo makes it a helluva a lot easier, but you still have a lot of thinking and work to do to enable you to do the job you want.

Vorteile

I love that Accelo integrates sales, projects, tickets, time tracking and invoicing. It feels like there's a place for everything and everything is connected.

Nachteile

There are a lot of rough edges, both poor UI choices and pieces that don't quite have the functionality expected. I get it, its a big system and it's hard for that to be elegant – but I wish they'd spend more time trying.

Vorteile

I love how comprehensive Accelo is. There's a really thoughtful approach in that you can track all comms and the history for each client in one place. Accelo has re-defined how our agency works as it takes a lot of the manual organization work out of the equation.

Nachteile

The price? My company recently went through a merger with eight other companies (globally, but still within the South Pacific) and the cost to use Accelo company wide was too high. At the moment, our higher ups are looking for replacement tools, but everything is independent of each other. Some apps integrate with others, but it's no where near as sophisticated as Accelo. Our smaller team has made a case for our continual use, but I fear it's a matter of time before we'll be required to use something else for day to day ops management.

Vorteile

Email capture, all of our clients and vendors communications are automatically captured and linked with the tick and user it belongs to. My techs don't have to use the software to keep it up to date they just have to email like normal.

Nachteile

The calendar is exchange. I would like a way to easy see the schedule of the days tickets without leaving the app Ang going to Outlook.

Vorteile

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.

Nachteile

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.

Vorteile

It's easy to find the projects I'm working on, keep a track of my time and provide report about my billing time.

Really useful to coordinate time with my team.

Nachteile

Maybe the only thing I didn't like much, is that I can change some info on my daily reports and I need to open them on a separate tab to do so.

Vorteile

The price and the functionality is great. Very easy to start using.

Nachteile

Some aspects of it are too complex (e.g. the gantt charts) and some are too simplistic (the financial reporting and invoicing). Especially the financial forecasting and administration should be strengthened as a priority!

Vorteile

The straightforward user interface and feature-rich dashboard appeal to me; project managers find it simple to log tasks and monitor team progress; and Accelo has increased team cooperation. Accelo automatically adds new contacts to the same spot where we manage projects and track time. This enables us to better monitor fresh prospects. I enjoy how easy it is to log time on a project and view your pending chores at a glance.

Nachteile

Accelo lacks a robust programming base, adaptability, and machine learning is a little cumbersome. Because of the robust interface, certain parts on the same page may take longer than others to load; this is a difference of seconds, but sometimes you simply want everything to load instantaneously. The system might be more useful in recommending where to invest recorded time; it does not prioritize tasks assigned to you or items you've just entered into.

Vorteile

Keeping a good track with projects progress, management and creating new projects.
Tasks management with an automatic work flow solution.
Best space for Customer Relationship Management.

Nachteile

Accelo is well utilized you happen to have multiple uses with just one software and in all it over performs.

Vorteile

Avec ce logiciel, j'ai la facilité de combiner les ventes et ça m'aide beaucoup pour la gestion de mes projets marketing

Nachteile

Le coût exorbitant de l'abonnement est à revoir

Vorteile

L'automatisation et la flexibilité des services de l'entreprise et surtout dans le domaine de la publicité.cest un logiciel facile à utiliser.

Nachteile

La multiple fonctionnalités et sur tout le payement du support client

Vorteile

Très facile à adapterLes multiples fonctionnalités tel que la vente les provisionsEt affection des tâches

Nachteile

La non disponibilité dans certains paysEt la maîtrise

Vorteile

Facile à prendre et à utiliser grâce à sa fonctionnalité. Ça m'aide beaucoup , pour la gestion de mes projets.

Nachteile

Je recommande vivement autres prospect . J'ai pas eu d'inconvénients.

Vorteile

Accelo est un logiciel que j'apprécie beaucoup sa flexibilité et ses diverses fonctionnalités tels que les facturations en ligne , les rapports des entreprises . Ce qui m'a énormément aidé dans mes services . Je le recommande

Nachteile

Je recommande vivement aux autres prospect. Facile à utiliser . J'ai pas eu d'inconvénient

Vorteile

Maintenant que ça ferait déjà plus de 3ans que j'utilise ce logiciel pour faire de la publicité et suivre en ligne mes activités c'est vraiment super car c'est tellement simple à utiliser

Nachteile

Depuis que j'utilise ce logiciel je n'ai rien remarqué comme mal jusque là, j'espère que ça va continuer ainsi

Vorteile

A função de controle do progresso de tarefas é uma das minhas favoritas, ela me permite facilmente monitorar o progresso das minhas tarefas e garantir que eu estou cumprindo os prazos.

Nachteile

Como usuário do Accelo, sinto que algumas funcionalidades são bastante limitadas. Por exemplo, a integração com outros aplicativos e softwares é um pouco complicada e requer muitos passos. Além disso, a interface do usuário pode ser confusa para usuários iniciantes e pode levar um tempo para se acostumar. Também acho que o suporte ao cliente poderia ser melhorado, já que algumas vezes tive problemas que levaram um tempo para serem resolvidos.

Vorteile

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.

Nachteile

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.

Vorteile

Accelo is a powerful project management software that streamlines operations and allows teams to manage our work efficiently. One of the most significant benefits of Accelo is its integration with various tools such as Gmail, G Suite, Office 365, and QuickBooks. This integration enables us to manage customer data, projects, tasks, and billing in one place, which significantly simplifies the workflow. Accelo's automation features help users save time and eliminate repetitive tasks. Its smart scheduling tools and calendar integration enable us to allocate time effectively and manage our workload. We can also assign tasks, track progress, and set deadlines for the our members to ensure timely delivery of projects. One of the standout features of Accelo is its ability to create custom workflows that meet our unique requirements. The software offers customizable templates, which can be tailored to specific workflows, making it easy to manage a wide range of projects.

Nachteile

However, Accelo's complexity may make it difficult for new users to get up to speed quickly. The software has a steep learning curve and may require some training to use effectively.

Vorteile

Accelo enables us to properly plan all required actions, integrate processes, track emails, manage resources, and create budgets, ensuring team members track tasks with flexibility and discipline. I also like how the sorting and filtering tools allow us to easily access what we need to know, especially task details, start and end dates, and keep track of colleagues' updates and managers' comments, as well as attach and save relevant documents. I really like the reports, as I find them modern and easy to edit, especially the progress summaries over time.

Nachteile

With the exception of the phone application, which I find needs a lot of improvements, I do not find many things annoying, as Accelo provides multiple customization options, and in general, the response time is fast, which enables us to perform the functions quite smoothly.

Vorteile

One of the biggest advantages of Accelo is its all-in-one approach, allowing businesses to manage all aspects of their operations from a single platform. This can save time and improve efficiency by reducing the need for multiple software applications.

Nachteile

While it offers a range of features, some businesses may find its pricing plans to be slightly more expensive compared to other similar software options in the market

Vorteile

I appreciate how flexible it is, since we are able to make changes to things like invoicing, branding, reports, and marketing campaign templates. It offers a full invoicing section where we can make our own invoices and modify existing ones, as well as invoice online and connect to Xero. The Gantt chart allows us to see the status of each work and the amount of time it takes in real time, and it makes it easy to create, assign, and track tasks for team members.

Nachteile

All of the software's modules have received glowing recommendations from the many departments that have used them. This is because the software is user-friendly and straightforward, easily adjusting to the specific requirements of each business and each project.

Vorteile

One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.

Nachteile

To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Birdview, Scoro, monday.com und Smartsheet

Warum Accelo gewählt wurde

We switched from our previous project management software (Quickbase), due to Accelo's ease of use, workflow automation - which runs our business. Cost was also important - we saved money by switching.

Zuvor genutzte Software

Quickbase

Gründe für den Wechsel zu Accelo

Functionality, Cost, Customer Reviews, User Interface, Team buy-in, Integrations with other software, Automation, and It was the PERFECT FIT for our business

Vorteile

1. It Supports a comprehensive variety of activities in an enterprise including CRM, Sales, Projects, Tickets & Requests, Contracts & Retainers, Tasks & Activities (Operations)
2. There are good API’s for integration with other systems.
3. It seems that they have published their API code in GitHub, so programmers can join and improve their API Code.
4. There is good integration with Google including google contact and google calendar
5. Very good Setting for “Module Titles” so a variety of users can customize the application based on their own industry and literature
6. Supporting the concepts of “Default Billable Rate” and “Default Cost Rate” for any user is really nice for having a costing system and evaluate the profitability of every customer.
7. A task can be against so many concepts including Project, Period, Ticket, Sales, which provide great flexibility for software.
8. The Idea of Task Board is really nice and this is a very good tool for monitoring tasks and keep them in mind
9. Mentioning about their blog is good for creating loyalty

Nachteile

1. They tried to have a good responsive web application, but they were not fully successful in this case. Some of the icons on the upper toolbar will not accessible when the size of browser is in its minimum width. Alternatively, when the “List of Activities” is open and I change the width of browser, some of the texts will be override on each other.
2. Defining tasks is not very user friendly. For example when we want to define a new task and we don’t enter anything in the textbox of “Search Accelo for Company or Work” the Error Message is “Against field is required” this is right that the empty field is marked by a red box, but it is not very clear and user cannot guess which is the “Against Field”; because even there is no tooltip for it.
3. Some of the Help Videos are not updated based on the last version of the application. For example, a Video about timesheet just shows Weekly Timesheet and not Daily Timesheet which it seems that this menu has been added recently.
4. Application Setting is really complicated and full of different options for everything. Learning this comprehensive setting is difficult. It was better; there would be a “Search” to find whatever an administrator is looking for it.
5. A task can be assigned just to one person. It means that there is no common task for team members.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

Accelo is a truly effective platform for planning, executing and delivering jobs on time, as it takes care of undoing all those manual tools that hinder overall growth, boasting extremely robust features for project planning, team scheduling, task management and client registration, among other things, it is a platform that boasts excellent customer service and an impressive price-performance ratio

Nachteile

Within the main features that I dislike about Accelo is that it has few integrations with common tools, just as it needs to improve customization options to achieve adjust the needs that any company needs

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

- 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

Vorteile

We are able to fully process our business with the detailed project plans, scheduling and capacity tracking which gives us very detailed and accurate forecasting for capacities.

The whole business now trusts the reliability of the system and the data in it so much that we report daily on the state of play with task management and capacities to move resources around which helps us deliver work quicker for our clients.

We are forecasting for hiring new resources based on the system data, conducting price reviews and making lots and lots of continuous process tweaks with the confidence that Accelo is our living process documentation via the templates.

Also, with the detail in the project plans is something we are able to leverage in the sales process to show prospects we have robust processes that will ensure the best quality content creation.

Nachteile

There are still some more features we would love to see in the future which would help us automate more and reduce admin but the revamp on the community ideas page gives great confidence to everyone at Digital 22 that if it will benefit enough people then there is a good chance we will see these and more great updates in the near future.