Accelo Reviews in May 2025: User Ratings, Pros & Cons

A fully integrated system that we use to to almost its full potential

PROS & CONS What are the best aspects of this product? We appreciate Accelo's fully integrated consulting practice management system. In fact, it is so fully featured that we may be months from using it to its fullest after using it for a year. We find the seamless integration of sales opportunity to billable project or retainer to be the most impressive feature for us. Also, it has helped make integrated communications and time tracking a breeze especially when connected with Office ...

A single software that does the work of 3-4 applications

PROS & CONS What are the best aspects of this product? Accelo does what used to take 3-4 different apps to accomplish. I can create client listings, store important files and communicate with clients, as well as create and manage projects, assign tasks, and create tickets to better serve my clients.I don't have to bounce between applications anymore. Having all these capabilities in one place saves me time and makes keeping my clients happy much easier than before. What aspects are ...

A complex tool that manages to address my needs

PROS & CONS What are the best aspects of this product? As a manager of projects and teams, I like the granularity Accelo affords me. I can create a big bucket of work and leave it as a milestone, or I can specify the nitty gritty of a project implementation. I also like that the software allows me to create a task and give it a budget using a variety of methods like time or dollars. It's complex, but it serves my needs for a tool that can keep it things straight, especially that I have ...

Brilliant software

PROS & CONS What are the best aspects of this product? I really like the fact that you can have all of your management features under one roof. Accelo is so helpful to be able to have all of the core "mechanics" together. I also like that there are multiple ways to get the information you are looking for and manage the incoming, as well as outgoing information. What aspects are problematic or could work better? I dislike the client area. It's not quite at the caliber of the rest of ...

Accelo Review

What do you like best? I like the automation after setup of how emails import automatically. The CRM tool is extremely powerful and integrates with a lot of other software titles I use like QB online and when I used QB Desktop version. What do you dislike? The amount of setup but it is not the fault of the system but just requires one to actually spend a ton of time to configure everything but one will face this no matter which CRM/PSA tool one chooses. Recommendations to others ...

Helps keep a complex business organized and simplified

What do you like best? I like the fact that all conversations can be sorted by client, so that everyone can be kept up to speed. What do you dislike? There is a pretty heavy learning curve. Adoption of the product takes a significant amount of education. Recommendations to others considering the product Take the time to train your team from the very beginning. What business problems are you solving with the product? What benefits have you realized? We are able to observe time ...

Lightweight and Powerful

What do you like best? We have used Accelo for a small and rapidly growing accounting firm. Here is a summary of our key takeaways. Customizable. We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met in Accelo. We have a mantra that we use often when it comes ...

A great product and service

What do you like best? Accelo is a great system that combines everything you need to work efficiently throughout the day. It allows you to email, book meetings, run reports and invoice from within it's portal which enables you to stay in the same program for all your business needs. It's easy to pick up and learn, but also has a great customer service team if you ever get stuck on anything. What do you dislike? The biggest downfall for us is the lack of dual currencies within the ...

Good for Agencies, Best When You Follow Directions

What do you like best? As a manager of projects and teams, I like the granularity Accelo affords me. I can create a big bucket of work and leave it as a milestone, or I can specify the nitty gritty of a project implementation. I also like how I can create a task and give it a budget using a variety of methods--time or dollars. I've used other task/PM tools, but this one is geared well to agencies. It's complex, but that's good because I serve many clients and I need a tool that can keep ...

Workflow heaven!

What do you like best? I work within a marketing department as a graphic designer and am solely reliant on my workload being briefed in by account executives. Accelo allows all of my work to be fed into me online with everything i need in one place. Task description, brief, deadline, time frame, attachments, previous correspondence, stakeholder and links to overall project details. The team schedule also works well as i manage one member of staff so it allows me to keep up to date with ...