8.8
Spot Score
Streamline your client work with ease.
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Starts from $24/User/Month when Billed Yearly
Accelo emerges as a robust and all-encompassing platform tailored for businesses seeking an integrated solution for project management, CRM, time tracking, billing, and reporting. Users consistently praise its ability to consolidate tasks, streamline workflows, and improve organization under one system. Its intuitive design caters to various skill levels, ...Read more
All-in-one platform integrating CRM, project management, billing, time tracking, sales, and ticketing, reducing the need for multiple tools.
Streamlined workflows and automation features making it easier to manage projects, clients, and operational tasks efficiently.
User-friendly interface and intuitive navigation, even for non-technical users, making onboarding simpler and more accessible.
Exceptional time tracking and billing features that save effort and improve accuracy in invoicing.
Initial learning curve can be challenging, particularly for newcomers to the system or those unfamiliar with its interconnected features.
Limited marketplace integrations, restricting advanced functionality for businesses seeking more specialized customizations.
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10/27/16
Userability Review
What do you like best? The ability to customize templates, and most everything about each component of the client portal. What do you dislike? The lack of a master-work calendar page. It would be nice to be able to view a "master calendar" to view all of the active companies and projects planned on a calendar and in one place. Aka time-line of active clients/projects in a calendar form or master project view and maybe with project complete milestones. Recommendations to others ...
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10/27/16
If you manage projects for a living - you can't manage without Accelo.
What do you like best? I love the backend thinking and planning that went into the congruency of Accelo. It is rare for one piece of software to be sufficient on many different interrelated fronts. They have somehow found a way to bridge the gaps between client communication and retention to staff effectiveness and productivity with the ability to bill your clients with integrity. What do you dislike? The only complaint I have is the integration with Xero could be a bit more fluid. ...
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10/27/16
Accelo has been the scaleable solution for product management I've needed.
What do you like best? Over all the intuitive nature of the application is my favorite aspect. While being able to maintain a high level of functionality is quite nice in addition to the ability to generate my client invoices directly from the application has proven useful. What do you dislike? I continue to have issues where if I create a task under the incorrect project, I'm unable to change which project it needs to be worked under without deleting it and starting over. ...
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10/27/16
Great product
What do you like best? It's easy to see all projects in one place What do you dislike? The amount of emails that I get from it. Every time someone enters their time I get an email. Not a huge deal though Recommendations to others considering the product It's great for medium sized agencies What business problems are you solving with the product? What benefits have you realized? It's great for managing resources and as a project manager that's what I need at all times
10/27/16
All-in-one system for Accounting/Consulting Firms
What do you like best? Liked how integrated Accelo is with Gmail, including how it suggests calendar appointments when filling out time tracking, you can send emails and meeting requests within Accelo and Accelo records the time in drafting the email, and that staff member emails sent to a contact that's in Accelo get recorded in Accelo.. What do you dislike? As with any system that is feature rich, it is a bit complicated at first. You just have to carve out time to do new features ...
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10/27/16
Amazing product!
What do you like best? I love the retainer feature the most. I am able to easily setup retainers, their value and hours allocated to each customer. Most importantly, all projects and tickets feed off the retainer and remaining hours roll over each month. What do you dislike? I don't like the fact that support tickets need to be manually associated with a retainer each time. There should be a default option per client in case you have multiple retainers. Users forget to do this and it ...
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10/27/16
Flexible and intuitive CRM / PSA
What do you like best? Accelo has been a great solution for our company - we replaced our old CRM that was integrated into Outlook (but nothing else!, and have found Accelo has many functions that go beyond what we were expecting from a CRM system. What do you dislike? We haven't had any major issues so far! The amount of flexibility / customisation available in Accelo has been just right for our business. Recommendations to others considering the product - Good level of ...
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10/27/16
Helped get work (and billing) centralized and organized
What do you like best? Not only is it easy to enter time, but the weekly timesheet report provides a great recap on all the work completed for a given week (and any gaps in time entry! What do you dislike? There was a learning curve in how I managed time, which caused some frustration when setting up projects. Recommendations to others considering the product It's very powerful, but you don't need to implement everything at once. Start with basic project steps then, as you get ...
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10/27/16
Most feature packed project management tool we could find
What do you like best? 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 ...
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10/27/16
Amazing CRM and Project Management Tool for small and midsize biz
What do you like best? At the same time this online tool comes out of the box ready to run and play, it also allows you and your business to customize the workflows and projects skeletons to shape to your business... Zero Programing with Coding.. everything is very intuitive, visual and helps you manage and delegate the entire process since the moment the client/customer knocks the door to approving and billing. It's helping my business grow and helping create accountability across our ...
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