Who Uses This Software?

Any professional service organization that serves clients. The platform is meant to streamline all client service processes in one place, managing both staff and work.


Average Ratings

32 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $16.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Accelo
  • www.accelo.com/
  • Founded 2011
  • United States

About Accelo

Accelo Sales is the easiest way to keep your client-related communication all in one place. Unify your team by automatically tracking and sharing client emails, attachments, appointments, notes, and custom fields with your team without changing how you normally use email. This smart technology platform lets you experience complete client insights from anywhere and on any device. Best for teams five or more.


Accelo Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Accelo Reviews Recently Reviewed!

A3d02afeb6863cb7e5fbd363b14f551a

LOVE LOVE LOVE LOVE LOVE this software

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The customizable workflows, retainer models, and integrated CRM and project management are a huge benefit. Also the email integration makes it sooooo much easier to track tickets and activities from clients

Cons: I needed to dedicate about a week to learn the software and set everything. Support was awesome, but all email based. They answered all of my questions, but there was up to a 24 hour wait between question and answer. I am totally satisfied with the experience overall, but when I was in the learning stage, it could get a bit frustrating.

Overall: Project Management, Team Management, time management, and CRM

Customized Agency CRM with lots of ongoing Changes but might not be best fit

Sep 18, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
Likely
Extremely
Likely

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.

Overall: ordering and keeping track of our client base - with specific notes and stream or history of conversations and emails with each of them attached.
Easy tracking of support or maintenance tickets and conversion to invoices from a few simple filters.

TimeEntry/Expenses/Invoicing

Sep 12, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Extremely Buggy, Content Updates and Content Beta

Aug 21, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
4 / 5
Customer Support
1 / 5
Value for Money

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.

Overall: None- we are switching.

Vendor Response

by Accelo on October 19, 2017

Hi Alexa, We're sorry to hear that you're having issues with Accelo. We send a bi-weekly newsletter each week which goes over each update added to our solution. I recommend looking out for these so that you can easily stay up to date on Accelo's changes. We have found that our clients grow and increase their profits when using Accelo. The ability to track retainers, eliminate the disconnect between disjointed workflows, and the collaborative focus of our solution is a real game-changer for most. I'll make sure to reach out to you via email and connect you with your account manager so that we can help you work through any issues you are experiencing. Best,

Great PM tool

Aug 11, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy Drag and Drop functionality Unique ability to schedule tasks and activities down to specific times Office 365 and Google Integrations for easy communication and calendar updates Time tracking Software and analysis easy to use Workflow automations

Cons: Could benefit from more robust reporting options Multiple modules means you may have to purchase additions to get everything you need

Great experience, but a bit over our budget

May 25, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Accelo has a lot of modules, likely more than you need, but that's good because it can grow with you. I like the new projects module and how the project overview dashboard can help a lot with project planning. It is very fast and easy to add time to tasks and milestones. I also appreciate the estimates function and how easy it is to turn an estimate into a project. I think Accelo makes it much easier to keep your projects on budget.

Cons: I felt a bit overwhelmed with Accelo because of all the tabs, features and buttons. I think they cleaned it up a bit recently but I still feel it is a bit more cluttered than other softwares. The price is also quite a bit more than some of their competitors.

Vendor Response

by Accelo on October 24, 2017

Hi Sara, I appreciate your feedback! I'll make sure to relay these issues to our product team. Kind regards,

Professional services automation tool

Jan 10, 2017
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Our business moved to Accelo about a year ago and allowed us to combine several software tools into a single PSA tool. There are a lot of great features and I love how everything is integrated. It is a significant lift to integrate into an organization but will bring together parts of your business that was not possible with separate tools.

Vendor Response

by Accelo on October 24, 2017

Hi Ben, Thank you for your feedback! I do see that the ease of use rating is pretty low at 2/5 stars. I'm curious if there are any changes that you would like to see that would improve the ease of use of Accelo for you? Kind regards,

Worthy Software

Dec 07, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use

Cons: Poor reporting

Overall: There are some issues with the overall functionality of Accelo. Sure the features present work in such a way that are really helpful in tracking utilization, but it misses the mark when it comes to reporting. Want to do a simple-ish report and add columns? Too bad.

All that being said the UI and client portal make for a compelling and worthy software.

Vendor Response

by Accelo on October 24, 2017

Hi Jacob, Thank you for your feedback! You are not alone in the request for more reporting abilities in Accelo. We are looking to have a beta integration with PowerBI released within the next few weeks. This will allow you to generate custom and detailed reports on the data in found in Accelo. Best,

Full One Stop Shop for your business

Nov 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: The integration with Google Apps emails, the automatic capturing of emails, the relation to the relevant client and the stream view which shows you a full timeline history with your client.
Also, it is giving really useful tools to manage an agency. The task / tickets management lacks a lot more intuitive UI.
The JIRA integration needs more improvements and better synchronization (planned to get improvements on Q4 2016 as per Accelo roadmap).
A bit of slow performance because most of the UI actions are required a whole page refresh (planned to get improvements on Q4 2016 as per Accelo roadmap).

The perfect tool for an IT service company

Nov 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: The best feature is the automatic email capture and the ability to free text search anything. It would be nice if Accelo had a clearer design line.

Recommendations to other buyers: Accelo has all the features we need to run all our business processes including handling of tickets, projects, time tracking, ressource scheduling, contact synchronisation and much more. So by adopting Accelo we have gone a much better overview of our business as well as we are saving a lot of time every day.

Simply brilliant

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Accelo has become integral to the way I run my business. We use it for every aspect of our process, from logging a new client on the system to invoicing and reporting.
Accelo allows me to keep a track of everything happening in my business. It's made me more aware of the time we spend on different tasks which has resulted in us being able to improve efficiency.

An excellent all-rounder

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team.
I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go.
Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well.
When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool.
The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track.
Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

Recommendations to other buyers: Inconsistencies in practices between employees (in terms of tracking time, logging work, quoting and invoicing; lack of visibility over past history vs current year data; audit trails; risk management; and cost of sales tracking.

Vendor Response

by Accelo on October 24, 2017

Hi Jessica, Thank you for your feedback! You are not alone in asking for more reporting. Luckily we are looking to release a beta integration with PowerBI within the next few weeks. While we also work to improve our native reporting, having a dedicated BI tool that connects directly to Accelo will be key in providing detailed reports. Kind regards,

Ongoing clever innovation keeps this product fresh

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business.
I also like the user community engagement and level of communication to keep informed on product development. It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.

Recommendations to other buyers: Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.

Excellent tool for a Marketing Agency looking to get hold of productivity

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: Before we used Accelo, time spent on work was gathered via a rather ugly Outlook task list workaround, which was neither practical nor scaleable. Accelo's project and retainer scheduling functionality allows us to book-in large projects much more easily than before, and also ensures that time is tracked more accurately, allowing senior management to find true profitability of projects and marketing services. Of course there are a few elements of Accelo that could be improved, but one of the benefits of working with Accelo is that they listen to their clients. I am constantly in touch with Geoff and the team to offer ideas and help with beta testing, which makes me feel like a valued customer.

Recommendations to other buyers: We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking.

Most feature packed project management tool we could find

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: 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 multiple ways to get things done).
Support is responsive and when something doesn't work they are quick to rectify. The automatic scheduling is a little inflexible and favours distributing work across multiple work days rather than in one solid block.
The API doesn't cover retainers. We have almost 800 subscriptions from a previous product that we can't import.
The product is pretty expensive when compared to competitors - even for all the functions it provides.
Reports are limited to what is provided and filtering of tables. Would be great to be able to build more complicated reports across different record types.
Xero integration is great but doesn't track custom columns in invoices.

Recommendations to other buyers: Our whole business now runs on Accelo. From sales leads (CRM) through to project management and invoicing. We are now able to track projects through one system from lead to completion and measure profitability and manage staff time.

Accelo is a must try tool when managing projects

Nov 02, 2016
1/5
Overall
1 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: The best part is you can easily log work without losing time. Afterwards you have a clear overview per project and you can review were you are spending too much time and are losing money. I currently miss the ability to easily share timelines with customers. a website were you can see the progress and deadliness would be great!

Recommendations to other buyers: By using this tools we are able to optimize our internal processes and improve our pricing were needed.

Vendor Response

by Accelo on October 24, 2017

Hi There, Thank you for your feedback! I see that you marked a majority of the characteristics in your review as 1/5 stars. I'm curious if there is anything you would like to see in Accelo that would increase your rating? Kind regards,

Flexible and intuitive CRM / PSA

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: 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. 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 other buyers: We have much greater visibility of all our communication with our clients. Additionally, we have found the sales pipeline features really useful to track opportunities.

Brilliant bit of kit

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I like the combination of power and usability best. But I dislike the fact that tasks can't have individual unique ID numbers.

Recommendations to other buyers: Our communications are tracked more effectively, we are saving time collating business process data in one integrated platform and we hope to soon take advantage of the customer portal features.

I live in this 8 hours a day... here's what I have to say

Nov 01, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: I like the ability I have to manage my own tickets and while also being able to track my teams progress as well. The automation features really help cut down on time spent on writing responses and helps to deliver good service to our end users.
The ability to search past tickets seemingly from the beginning of our service with is insanely helpful when trying to remember back what I did to resolve a specific issue.
The stream is also a great tool to see what the team is up to. I dislike that it's web only. I feel that having a local app that looks to the online data would open up a world of possibilites.
I struggle with the fact that when I open a note or start sending an email I cannot reference ANYTHING on the ticket or site. The note or email consumes the screen. Being able to minimize that window or better yet have all the information on one screen so you can reference past notes on the ticket or review past responses and details in previous emails. Currently it's painful to do and it is hands down my least favorite aspect of the service.

Recommendations to other buyers: We use Accelo solely for a service ticket platform. It is where our service team works everyday. We track our time here we use it as a crm as well. Once I became accustomed to how the search functionality works this was been the single best tool we have at our disposal. Being able to quickly reference old notes and tickets is critical to resolving issues and looking professional. The timers are immensely useful. It helps keep you honest and makes you realize how much time you spend on specific issues. These timers help us determine how long it should take to perform a certain task - Thereby helping us scale up as a business.

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

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: 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.

Recommendations to other buyers: We are a small company without a dedicated business development of sales team. Accelo really helps with keeping on top of new leads and following them through to project setup and delivery. As the Principal in this it has allowed me to be much more in touch of when leads are being neglected or projects are stagnating. In addition, the time keeping functions allow us to bull approximately 10% more hours, just by keeping better logs

A truly all in one business web application

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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. We wish it had a KB (Knowledge Base) system built in into the system.

Recommendations to other buyers: We have all our clients data and history stored in Accelo. The benefits is a centralized data container for every interaction we have with our clients.

All-in-one system for Accounting/Consulting Firms

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: 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.. 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 each week. The biggest benefits are time savings from being in one system instead of multiple and getting reports on staff utilization and client profit margins.

Amazing CRM and Project Management Tool for your small or midsize biz

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: 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 teams and employees.

Cons: needs improvement in mobile app. need to provide better training on setting up when starting from scratch, even after paying for the full initial setup package.. still needed to invest internal time to personalize the tool to our requirements

Overall: 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 requirements... Zero coding programing... 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 teams and employees.

Good At Lots, Not Great At Anything

Nov 01, 2016
3/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: What do you like best?
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.
What do you dislike?
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.
What business problems are you solving? What benefits have you realized?
We switched to Accelo (then AffiniityLive) in 2014. We acquired another company that was using a different CRM and had to choose: Move their stuff to our CRM, our stuff to their CRM, or everything to a new CRM. Given the number of tools included Accelo won the day. We have benefited from significant cost savings.
For which purposes do you use Accelo?
Project Management

Professional Service Automation

CRM

Run away! Terrible quality updates and the worst customer service. False advertising of integrations

Oct 15, 2016
2/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos.
We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks....
We we're flat out refused any demo despite it being advertised on their site.
The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start.
The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage).

Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund....

Staff have no idea about their own product as it changes so drastically so often.

A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us.

We organised an export of most of our data (about 10 different exports required) but had missed the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention.

The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law.

The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs!

We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!

Great Project. Clean and user friendly

Jun 28, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: customization, layout and app

Cons: none

Overall: Very easy to use. It's customization is awesome. There staff take the time to train us and every question is answered in detail.

So Happy I Switched to Accelo!

Apr 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was running another CRM for the first 4 years of my business. However, as we continued to grow and expand, the CRM had many flaws that were holding our business back. We found Accelo and could not be happier we made the switch. The CRM is saving us time and money in our business and is very user-friendly. It provides a ton of features that make day to day business excellent. Accelo really understood that there are a lot more businesses that do not sell "widgets" and built a program that interacts with true business relationships. We look forward to our future with this platform.

Vendor Response

by Accelo on April 07, 2016

Harris, thanks so much for this honest review. We love getting feedback (the good and the bad), but we really love it when we hear stories like this! Please let us know if there's anything else we can do - we're always trying to improve our product. Cheers.

We use it every day to manage our projects, support and marketing endeavours.

Jul 23, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Affinity is very powerful whilst being malleable to your needs. Where you have a query the team is lightning fast at responding to either help or to take input to make Affinity even better. It feels like they care about their customers. They're super genuine people.

Easy to learn with helpful staff

May 27, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros
- easy to use especially with the guides and you tubes and google searches. It can be hard sometimes to understand the answer but I just ask a question and the team answer for me.
- the ideas field is excellent as there are a number of solutions already posted for problems which you can use to adapt to your settings.
- constant upgrades and improvements. The team recognize that the product needs to be alot of different things to different companies and are constantly improving and upgrading each section so it is more versatile.

Cons
- unable to set multiple bill rates per engineer. Our rates vary per job for the one engineer. With the version we have we are unable to set multiple rates. However I do believe this is possible with a different version.
- Quotes section - would be great to be able to import our template to make it easier to use. However Affinity have already communicated that Quotes is a work in progress with more improvements expected in Q3/Q4

Overall
- it is an easy to use tool that suits our business needs. We have the basic access but are still able to manipulate data and reports to get what we need.
- Each day I learn more and more about the tool which is also enjoyable as we see how it helps our sales team each day.
- The team who answer all of my questions (and I have ALOT) are really helpful and break down the answers into a language I understand. I have no HTML background or programming background so for technical engineers to be able to translate a product into a language that the lay-person understands really is an excellent skill to have (and rare).

Vendor Response

by Accelo on May 28, 2015

Hi Rachel, Thank you for your candid and honest review. We are always looking to improve our product and appreciate the feedback you provided. Please let us know if there is anything else we can do.

A superb product

May 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This is a superb product. it really makes a lot of sense if you need something in the PSA space. You really get the idea that these guys know what you would want to be able to do and then provide it. Time and again I have asked for something that is already actually there and in place.

Coupled to this you get unbelievable follow up and service. Tech support invariably duplicate what my question is. answer it quickly, are honest if they can't help and proactive when they can.

No question is ever a dumb question. Time and again these guys have answered me, helped me and taken my calls, not because the product is hard to work with - on the contrary, but because I am trying to get the most out of the product and have had a lot of questions.

I can speak from having had the experience of working with and configuring systems such as Oracle E-Business Suite R12.1, Microsoft Project Server 2007, Clarizen, Salesforce and others.

Nothing holds a candle to AffinityLive for functionality, value for money and overall support. I strongly suggest you take a look - we did and I think it was one of the best decisions we made.

Vendor Response

by Accelo on May 19, 2015

Hi Steve! Thank you so much for your kind comments. We are so happy to hear that you were happy with our service. Please let us know if there is anything else we can do!

Great product

Aug 26, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We're so happy we found this product. Literally saves us a ton of time (use to spend up to 40 hours a month invoicing and billing alone) we've since been able to eliminate pretty much all of that. It's also nice that the CRM module logs things automatically, instead of us having to fill things in automatically. Big time saver.

PSA software that you'll actually use.

Jul 01, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: To be honest, this product surprised me. Being let down by other "solutions" in the past I certainly did not have super high expectations. This software actually delivers. It was super easy to get started without reading a whole manual or contacting support. In under 20 minutes I could see that this is basically an all-in-one cloud based solution to run your entire business, billing, time tracking, agile project management, ongoing service contracts and retainers, even CRM. I would recommend checking it out even if you're already happy with your current CRM software or project management, it's nice to be able to manage everything under one roof if you know what I mean.