Accelo Erfahrungen

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.

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.

I love working with Accelo because it is a very accessible service for my company, its high performance allows us to manage projects with high performance and my team loves it because of how convenient it is, the tool is available to access from Windows and Android. One factor that makes this software ideal for anyone even without technical knowledge is that it has excellent training available for inexperienced people, its high customization and its wide interface make an excellent experience that motivates people to want to work with this software every day at all times.

The software has constant updates which is an advantage and disadvantage at the same time to work, the main advantage is that it keeps all your system updated to the most innovative technology and the disadvantage is that for people to adapt to the software makes this very challenging because of the constant changes that are seen.

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.

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.

- we loved the idea of a fully integrated professional service system. TImesheeting, project management, and business development (prospecting) follow-up, and project cost tracking were essential for us.
- we use everything in Accelo except 'ticketing'.
- we were initially attracted as well by the invoicing and the project profitability features.
- time sheeting, project cost tracking, business development (opportunity funnel) and basic project management work very well for us. The team - including external contractors - use the system externally, and it greatly streamlines our weekly All Hands review meetings.

- We have consultants with extensie experience with Salesforce and Work, and they comment this is much better suited to our 'professional services' application.

- the proposal/ quoting functionality has been a disappointment. We wish there was better functionality to impot text, 'view' andedit and modigy layout, due to the nature of professional services work. The quoting/ prosposal module is probably fine if you are quoting 'canned' services like web design packaging, or system configuration / maintenance, but not for much else.

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.

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.

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.

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.

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.

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.

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.

No cons to report for Accelo.

I love the customability of this software. It works for our clients, and for us.

The focus seems to be on tech support, but we are supply chain support. I would love to see some of the functionality be able to be adjusted to follow the supply chain a bit better. However, the fact that it is project based makes the overall function workable.

I wanted a great PSA, one that I could stand up quickly and get to work without hours and hours of churn. This fit the bill great. It integrates well with QuickBooks, my RMM, and email platforms. And it is reasonably priced.

It still feels young in its product lifecycle. The integrations, while solid, have the opportunity for greater and greater automation. Looking forward to the progression of the product.

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

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.

The stream tracks past info so nothing is lost- I can always go back and see where we were and who said what - awesome! We have substantially cut down on our quoting process/time and it is much more consistent for us now. Instead of using Project Templates I'm using milestone templates and it has been fantastic. I build a quote and then customize it perfectly. And the release of POs was a game changer for us. We don't use them in the traditional sense-we send them to our consultants to verify what they will be paid as subcontractor, but it is working well for the most part.

1)- Please bring Rich Texting into the body of the quotes FAST and to the emails when we are sending the quotes out to the clients. 2)- Navigation in the "configuration" backend is not user friendly - feels like it needs a "do-over". I find it overwhelming and frustrating. Whenever I have to update or fix something I'm spending WAY TOO much time in my day back there. Time I should be using making more money with clients.... mostly trying to find where I should be. 3)- My Executive Director is finding the reporting function to be challenging when it is time to pull info for the board of directors as well...... OH! and...4)- when using the POs 1 out 10 times the PDF does not populate.... it's like there is a glitch in the system?? I have to delete the entire thing and start over.... ??

It is easy to create new projects in minutes with saved project templates. The gant chart view makes it easy to adjust timelines and due dates. You can alert teammates when their task is ready to start, and the task dashboard makes it easy for you to view your tasks for the day/week.

The schedule view is not useful as is. Currently the schedule view will show how many hours of work you have for a given day. 1) You need to have a time set for the task in order to see this properly listed in the schedule view, 2) If you have a task that takes 3 hours, but you have it spread over 3 days it allocates 1 hour per day on the schedule view. If it's day 3, and that task had not been identified as started and no time logged it should show 3 hours of work on that day - but instead it still shows the 1 hour. If that logic were set properly it would make this schedule view much more useful.

There is also a major issue with setting project schedules, you need to be sure to lock-in the dates otherwise your project dates keep adjusting until you start. It can really screw things up if you don't have that set right away.

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

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.

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

- 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

Accelo does a good job helping our marketing agency setup and manage retainers for clients and manage the budget of time they have available. In addition, Accelo allows us to manage website design and development projects down to the minute and helps us ensure projects are on-time and on-budget.
If needed, we can produce an audit trail of work performed for a client in a moment's notice. Our website management team also uses Accelo to manage the hundreds of tickets that are received from clients needing changes to their websites.

Although Accelo includes a CRM component, this is perhaps the weakest part of their platform at this time.

The customer service is responsive. That is the only good thing about Accelo.

They're constantly making updates but don't tell the users about all of them. Then when new features are rolled out, they're buggy and not tested frequently. The pricing is very expensive compared to other project management solutions that work better and don't have frequent issues.

Across all our different revenue streams, tickets, contracts, projects we can for the first time, incredibly easily track activity and therefore see Profit per employee and Profit per Contract / Project / Ticket alot more easily.

It doesn't really suit a software consultancy although strides into Adaptive Project Management are definitly steps in the right direction, and I have no doubt the Accelo team will continue to listen to customers and improve at a rapid rate as they have done for quite a number of years now.

Excellent platform with advanced features and easy to use. Accelo is part of the facilitation of operations within the company.
Excellent quality ratio of the different functionalities and price of the monthly subscription.

Accelo can take enough time to master all the services offered.

We like it because its web based, i enjoy the mobile app (although there are differences in app and desktop views that confuse users)

i love the project management section, very detailed and familiar in its design structure.

as a new administrator, editing is not as user friendly as i wished, i hope for better video tutorials in the future

Though we don't use all of the features we do use it for several key functions including TimeEntry - Expense reporting - Invoicing etc. Nice to have one system to avoid numerous integration points, and reduce redundant data entry. For a small company we found it cost effective in comparison to others and keeps everything in one organized spot for increased productivity.

Can be a bit touchy with removing users. Removing a user shouldn't delete them from ever existing in the history. Know what you're doing-take advantage of their training.

The first thing that comes to mind is the Client Portal. As part of our management services, we actively serve 100+ properties and systems. The Accelo Client Portal allows us to receive, prioritize, and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our business.

Honestly, the only frustration I have with the platform is the fact that we haven't allocated enough time internally (yet) to complete the implementation. With that said, we will slowly but surely work to wake up this real beast of a CRM over the next few weeks!

Accelo has a really robust ticket system which automatically emails those involved with the ticket when a change is made. It is excellent for managing projects that involve multiple people. Accelo can also send out reminder emails that a task is waiting for more information.

There are some buttons and functions that don't have clear explanations. When it comes to filtering tickets there are so many options it it really easy to include so few that you don't get useful results, or you can include so many there are no results at all. Some drop down menus are also very quick to snap shut if your cursor wanders a bit.

We are using this for a company size of about 75 people for sales tracking where each consultant can track their hours and expenses to the projects and tasks that are created. Works to keep everything neatly in place.

When someone is done / removed from the system --- they are removed entirely. They no longer show up as having worked on those efforts.