Accelo Reviews

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.... ??

Pros

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.

Cons

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.

Pros

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

Cons

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.

Pros

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.

Cons

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.

Pros

The ability to create an opportunity, quote, and then close it into a project where we can assign resources and log time is very convenient.

Cons

Reporting capabilities are severely lacking. I have to try many different ways to pull out data into excel and further manipulate it to do the type of analysis I need to do as the leader of a team. When I filter data, it doesn't always make sense and it doesn't leave me confident that the data is accurate.

Pros

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

Cons

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.

Pros

I really like how I can see all the work I have been assigned at the beginning of the week. It's also very easy to enter my timesheet

Cons

I think the search functionality could be improved. Also, it's very difficult to book holiday leave in advance - it's a very roundabout process.

Pros

Accelo has encoded the work flows for my business. I was unaware of some of those flows, so the software has educated me. It solved problems I didn't know that I had.

Cons

What I like least really has nothing to do with Accelo. It can be complex, but, for me, that was because I didn't understand some of the complexities in my business.

For example, the Retainers section has you trying to understand the options that they give you. Your first question will be, "Why does this have to be so complex?", or "Who would do it that way?". When you realize the reasons that they structured Retainers, you understand the power of it.

Pros

I love Accelo for multiple reasons, the main one being it speeds up my day. The template feature for emails has shaved at least an hour off my day, allowing me to spend more time doing profitable things. I also like the ease of having my emails, phone calls and activities all time tracked experience me to see how much time I am spending on highlighted clients and which ones I am missing communication with.

Cons

For me personally, I would like the option to skip some of the approval steps in support tickets as when I am in a rush they are a little annoying to need to go through every approval step. highlighted the feature is useful for keeping a logexperience when it is an internal support ticket I would like to be able to skip a few steps.

Pros

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.

Cons

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.

Pros

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.

Cons

No cons to report for Accelo.

Pros

Centralizes client retainers and billing into simple views that are easy to manage. Ability to view retainers/projects/sales verticals at a high-level while easily able to drill into specific client views is awesome.

Cons

The ticketing system is not the greatest. It is VERY easy for tickets to get lost in the shuffle for users who manage a mix of ticket and task items.

Pros

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

Cons

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.