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

Small accounting firm reshaping client and employee experience with Accelo.

What do you like best? Accelo has helped our firm: 1 Standardize our workflow on tax work. This via Accelo project and or retainer custom workflows. 2 Automate some tasks that would have usually required a manually follow up. This via Accelo Triggers. 3 Provide better client communication via a self help portal that can provide file/current engagement views. This via Accelo client facing secure portal with very customizable user permissions build in. 4 Wonderful integration ...

The way we work is now forever changed1

What do you like best? The best part of Accelo for our team is the Gadget. Once connected with Gmail, the transparency that Gadget has created allows us all to work more efficiently and effectively together with the shared information. What do you dislike? Accelo is not incredibly intuitive, and it has taken us a lot of time to figure out small details. We feel that it was designed with a programming-literate user in mind, but most of us do not fall into that category so we have had to ...

The heart of the business

What do you like best? The ability to create a sale and send a quote is great but Accelo goes much further, it allows you to convert quotes to projects from a click, you then have the ability to drop templates into that project for rapid implementations of projects. Its excellent how you can create triggers and make workflows that suite your business and how you want the business to work. What do you dislike? I don't like the fact that you have no reports, not options for report on ...

Nothing quite like it!

What do you like best? This is a fully integrated consulting practice management system. In fact, it is so fully featured that we may be months from using it to its fullest (and we've been happy customers for over a year. The seamless integration of sales opportunity to billable project or retainer is by far the most impressive feature. It also helps to make integrated communications and time tracking a breeze when you connect with Office 365. It will suggest time spent on billable ...

Accelo is a fanatic CRM system. It allows us to manage and track emails in one place. Highly Recomme

What do you like best? The Sales Component of Accelo is great. We manage 100's of sales at the same time. We can keep track of of the sales cycle efficiently with out having to print anything out. With every client at different stages of the sales cycle (a cycle being up to 9 months long Accelo enables myself and my team to stay on top of every sale and minimise mistakes. Accelo allows us to customise the sales cycle putting checks and balances in along the way. What do you dislike? I ...

A truly all in one business web application

What do you like best? Accelo brings all the tools we need to run our business under one umbrella. We can see and be aware of everything that is going on right within Accelo. What do you dislike? We wish it had a KB (Knowledge Base system built in into the system. Recommendations to others considering the product Great product with a team dedicated to making it even greater. What business problems are you solving with the product? What benefits have you realized? We have all ...

Great solution for bringing all of our prospect and project management together

What do you like best? 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. What do you dislike? 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. Recommendations to others considering the product If you have the time ...

Accelo is a a solid professional services automation (PSA) product

What do you like best? Look and feel, navigation, simplicity of execution for non-complex workflows and scenarios What do you dislike? In our experience it's not best suited for complex scenarios, large scale users, or heavyweight financial processing. Recommendations to others considering the product Understand your business requirements in detail before you embark on any journey with a PSA/CRM/ERP platform. Be realistic about both your current needs and likely future needs so you ...

Super Stream-lined Project Planning Software

What do you like best? The fact that you can keep track of all your tasks in one place, and see what team members are currently working on or have in their pipeline. What do you dislike? The complexity of the platform. There are too many ways to do the same thing, especially logging time. Recommendations to others considering the product It's a great project and budget management system with time reporting built in, however it can take a while to understand and move around. What ...

moving forward

What do you like best? I really like one of your recent features which is adding expenses and converting into invoices. Also commission calculation feature is great. Also I like you guys adding more new features and good maintenance and quick response. I am excited to see Purchase Order feature very soon. What do you dislike? There are a few odd things still need more attention. For example, when creating an invoice GST isn't default as Sales, so without knowing that an invoice ...