Best For

Any professional service organization that serves clients and bills for time. Accelo streamlines all client service processes in one place, managing team schedules and projects.

Product Details

Accelo combines the key needs of project planning, tracking, and collaboration in one platform, and then makes it easy to assign work, track progress and see budgets and profitability in real time. With support for both traditional and agile project management methodologies, Accelo projects help you to gain visibility into the performance of each project and the availability of resources so that you can easily deliver the work your clients love, on time!

Contact Details

Accelo

https://www.accelo.com/

Founded in 2011

Located in United States

Starting Price

  • $39.00/month/user
  • Minimum 5 users

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Accelo Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management
Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal
Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base Management
Project Management
Recurring Issues
Task Management
Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Backlog Management
Collaboration Board
Daily Reports
Iteration Management
KPI Monitoring
Milestone Tracking
Prioritization
Progress Tracking
Release Planning
Roadmapping
Sprint Planning
Task Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Collaboration Tools
Create Subtasks
Gamification
Gantt/Timeline View
Mobile Access
Percent-Complete Tracking
Recurring Task Management
Reporting/Analytics
Spreadsheet View
Task Board View
Time Tracking
To-Do List View
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Overtime Calculation
Timesheet Management
Vacation/Leave Tracking
Activity Tracking
Billing & Invoicing
Expense Tracking
Project Tracking
Reimbursement Management
Time Tracking
Time Tracking by Client
Time Tracking by Project
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Accelo Reviews

Overall
4.5/5
Ease of Use
4/5
Customer Service
4.5/5

Showing Most Helpful

Showing 50 of 127 reviews

Showing Most Helpful

Showing 50 of 127 reviews

Sort by:

Filter By:

Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Verified Reviewer
Computer Software, 11-50 employees
Used the software for: I used a free trial
Overall Rating
4/5
Ease of Use
2/5
Features
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
February 15, 2019

“Full of functions which provides compliexity”

OverallThey have tried to satisfy so many requirements in enterprises. This became their system complicated and difficult to work.
Pros1. 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
Cons1. 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.
Reviewer Source 
Source: Capterra
February 15, 2019
Chad F.
Co-Owner
Marketing and Advertising, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Value for Money
2/5
Likelihood to Recommend
4/10
Reviewer Source 
Source: Capterra
September 18, 2017

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

Overallordering 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.
ProsWe 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.
ConsOur 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.
Reviewer Source 
Source: Capterra
September 18, 2017
Christine S.
Finance Manager/IT manager
Architecture & Planning, 1-10 employees
Used the software for: I used a free trial
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 7, 2019

“Product Analyzer”

OverallI enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.
ProsI loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.
ConsI pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.
Reviewer Source 
Source: Capterra
May 7, 2019
Jessica W.
Application Specialist
Information Technology and Services, 1-10 employees
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Source: Capterra
November 2, 2016

“An excellent all-rounder”

OverallIn 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 buyersInconsistencies 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,
Source: Capterra
November 2, 2016
Rob L.
Principal Consultant
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
November 2, 2016

“Ongoing clever innovation keeps this product fresh”

OverallAccelo 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.
ProsI 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.
ConsIt 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 buyersDefinitely consider engaging a consultant to assist with the implementation planning and delivery to ensure you get the best of the Accelo, and that it is customised to your business as closely as possible. Accelo can provide this service directly or you can reach out to one of their partners for help. Trying to do it alone, without the right knowledge or expertise can lead to slow adoption and failure to realise the full benefits.
Source: GetApp
November 2, 2016
Verified Reviewer
Electrical/Electronic Manufacturing, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 5, 2019

“Wildly underrated email integration and excellent business process automation”

OverallAccelo customer service is excellent. They are very responsive, quick to fix any issues that arise, and are always working on improvements and new features.
ProsThe email integration is fantastic, allowing for automatic email capture from all of our team, customers, and suppliers while simultaneously addressing the need for privacy controls in that solution. Most other solutions require the team to manually interact to add those interactions and, well, that just doesn't happen. I don't think Accelo touts that functionality nearly as much as they should. The ability to automate our business processes is a tremendous value as well. Consistency, minimizing mistakes, and reducing training time of new employees are critical factors for our success and this type of automation has proven to be worth the effort it takes to set it up correctly.
ConsThe target market for Accelo is primarily agencies/service-based companies that invoice time and materials. We are an Electronics Manufacturing company and as such, there are many aspects of Accelo that aren't highly applicable in our environment (though we've been surprised on how we've been able to tailor it suit our needs!). With that, there are many features that just don't apply.
Reviewer Source 
Source: Capterra
February 5, 2019
Valentina B.
CEO
Marketing and Advertising, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
December 18, 2018

“Flexible, customisable, easy to use”

OverallBusiness clarity on tasks and requirements and deadlines are definitely my favourite. I love the platform a lot, but as a small business (1st year of operation), it's by far my biggest expense after rent (and not much between the two figures). Perhaps my set up isn't correct with user admins, but the #1 priority is for timesheets, and for that, everyone seems to need the most expensive option. Honestly, I'm at a point where I have to review other platforms because of the cost, but I really don't want to because I do honestly believe in what Accelo can do and if using all the right features, I know will be integral for the business to grow.
ProsI love that I don't have to teach my team to use Accelo, they get their login and they are away. The scheduling tool appears really powerful to streamline the use of studio production. Love the task management and budget flow, it really is the most comprehensive platform I've used and I've tried quite a few before investing in Accelo.
ConsThe charge per user, when some of my users are just timesheeting and not much else. For a monthly cost, it can build quite quickly with part timers and freelancers involved in the business. I find the PDF of templates a bit clunky, whilst they can look great on the screen, they don't always PDF accurately. Biggest bug bear is the inflexibility with proposals to show a weekly cost, one off cost, monthly cost or annual cost. It seems to calculate and bundle as one. This would be a good game changer to have these options sorted out.
Reviewer Source 
Source: Capterra
December 18, 2018
Deanna P.
Strategic Communications Manager
Education Management, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 11, 2018

“We have streamlined our proposal and vendor process. The Accelo Team is committed and helpful.”

ProsThe 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.
Cons1)- 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.... ??
Reviewer Source 
Source: Capterra
January 11, 2018
Verified Reviewer
Hospitality, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
April 26, 2019

“THE Project Management Tool to Use”

ProsIt 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
April 26, 2019
Christian M.
Vice-President
Accounting, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Source: Capterra
November 1, 2016

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

OverallAt 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.
ProsAt 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.
Consneeds 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
Source: Capterra
November 1, 2016
Jan B.
Senior Consultant
Management Consulting, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: GetApp
September 25, 2018

“Valuable for Management Consultancy with Distinct Lines of Business”

Pros- 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.
Cons- 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.
Reviewer Source 
Source: GetApp
September 25, 2018
Cheryl B.
Sr. Dir Global Professional Services Operations
Computer Software, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
December 27, 2018

“Effective tool but missing some key functionality for management of a team”

OverallThe company is good to work with. They try to be accommodating with requests. Their support team is responsive. There are some fundamental functionality missing from the system such as the ability to apply a discount to a quote. Also the way margins are calculated is incorrect. I need to recalculate by myself. Some of the dashboards are not meaningful. I would love to see the company spend time understanding reporting needs, and update the software to provide more meaningful information.
ProsThe ability to create an opportunity, quote, and then close it into a project where we can assign resources and log time is very convenient.
ConsReporting 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.
Reviewer Source 
Source: Capterra
December 27, 2018
Randy M.
Vice President Sales & Marketing
Marketing and Advertising, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 8, 2019

“Accelo Helps Our Digital Marketing Agency Stay Accurate and Efficient”

OverallWe receive regular updates from the Accelo team about their ongoing development to enhance their platform. It is encouraging to see their commitment to investing in their product.
ProsAccelo 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.
ConsAlthough Accelo includes a CRM component, this is perhaps the weakest part of their platform at this time.
Reviewer Source 
Source: Capterra
February 8, 2019
Dave J.
Operations Director
Marketing and Advertising, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: GetApp
November 2, 2016

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

OverallWe are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking. We use Accelo for the following: Contract Management Project Management Professional Service Automation CRM
ProsBefore 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.
ConsOf 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 buyersAccelo is a growing community, and it is really great to be part of it at this stage, so that you can influence a very flexible roadmap.
Source: GetApp
November 2, 2016
Laurel C.
Studio / Operations Manager
Design, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 16, 2018

“I love Accelo”

OverallI'm a total fangirl of this product; it makes me better at my job. I've actually weighed whether to switch jobs based on the fact that I wouldn't use it daily, it's that good!
ProsI love how comprehensive Accelo is. There's a really thoughtful approach in that you can track all comms and the history for each client in one place. Accelo has re-defined how our agency works as it takes a lot of the manual organization work out of the equation.
ConsThe price? My company recently went through a merger with eight other companies (globally, but still within the South Pacific) and the cost to use Accelo company wide was too high. At the moment, our higher ups are looking for replacement tools, but everything is independent of each other. Some apps integrate with others, but it's no where near as sophisticated as Accelo. Our smaller team has made a case for our continual use, but I fear it's a matter of time before we'll be required to use something else for day to day ops management.
Reviewer Source 
Source: Capterra
December 16, 2018
Will G.
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
November 1, 2016

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

OverallWe 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
ProsHaving 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.
ConsThe 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 buyersIf you have the time to put into setting Accelo up with all your processes it is well worth the effort and makes things run very smoothly.
Source: GetApp
November 1, 2016
Avatar Image
Keyana K.
Internal Operations Assistant
Internet, 11-50 employees
Used the software for: 2+ years
Overall Rating
3/5
Ease of Use
5/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
April 24, 2018

“Accelo is packed with features and customizations, but still falls short”

ProsThe 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.
ConsThe 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.

Vendor Response

By Accelo on August 28, 2019
Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync. When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work. The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things
Reviewer Source 
Source: Capterra
April 24, 2018
Daniel D.
Unspecified
Used the software for: Unspecified
Overall Rating
2/5
Ease of Use
1/5
Customer Service
1/5
Features
3/5
Value for Money
1/5
Source: Capterra
October 15, 2016

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

OverallThe 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!

Vendor Response

By Accelo on August 28, 2019
Daniel was obviously quite upset when he wrote this review. Unfortunately, it didn't represent reality at the time or since. Daniel's claim re: continuing to charge him and take payment after cancellation is mistaken, which he subsequently admitted: "My apologies, we're using Xero and it had lined up a debit with Accelo instead of the correct payment." Daniel's claim re: the CEO issuing threats is also mistaken. The only one making threats in the interaction between Daniel and Accelo was Daniel - he threatened to take legal action by specific deadlines if we didn't change our website: "Please remove the false advertising within 2 weeks.. or I will lodge my original claim with fair trading". We politely declined to modify our speech to fit with his (incorrect) opinions and reminded him that as a US company we have rights to free speech. While it is a shame that Accelo wasn't able to help Daniel's business, this review is not fair or accurate by the reviewers private admissions.
Source: Capterra
October 15, 2016
Loris D.
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
November 4, 2016

“One stop Solution”

OverallAccelo is one of the most systematic and organized application. I opted for the free trial and was very much pleased with what it offered. It a system or strategy that helped me managing client interactions, dealing with future and current customers, optimizing and systematizing relationships between them. It is a cloud-based CRM platform, which allows me to stay connected with the client information whenever and from wherever. All the requirements to satisfy a client could be done online through the AffinityLive application. It also integrates nicely with other applications such as Google related applications (Google Mail, Contacts, and Calendar). The user interface is easy to use and navigate. Glad I came across it. I am so relieved all the work is done easily with this.
ProsIt 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.
ConsThe 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.
Source: GetApp
November 4, 2016
Ryan F.
Unspecified
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
3/5
Customer Service
3/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
7/10
Source: GetApp
November 1, 2016

“Good At Lots, Not Great At Anything”

OverallAccelo is a decent platform that aims high in their feature set, but with mediocre results. We were attracted by the number of integrations available, but some of those have since been removed. I am encouraged by the pace of development, so it's quite possible these features will grow in maturity in the near future.
ProsThe 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.
ConsUnorthodox 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.
Recommendations to other buyersInvest heavily in team training and use the support options as much as possible to get your team to buy in.

Vendor Response

By Accelo on August 28, 2019
Thanks for your review, Ryan. Since you posted it we've been working very very hard with dozens of people in our design, development, QA and other product teams to make the product great. And we're going to keep working on making it better.
Source: GetApp
November 1, 2016
Rachel Q.
Business Consultant
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Source: Capterra
May 27, 2015

“Easy to learn with helpful staff”

OverallPros - 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.
Source: Capterra
May 27, 2015
Joshua K.
Management Consulting, Self-employed
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
2/5
Customer Service
1/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: GetApp
July 24, 2018

“I couldn't function without Accelo, but it still drives me crazy!”

ProsIt 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.
ConsThat 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.

Vendor Response

By Accelo on August 28, 2019
Hi Joshua, sorry for the frustrations with support. Since your review we've invested a lot into building out our support team, and have also introduced options for real-time support for users who want/need it for their businesses.
Reviewer Source 
Source: GetApp
July 24, 2018
Kimberly H.
Project Manager
Marketing and Advertising, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
December 14, 2018

“Lots of Potential”

OverallOverall, I like using Accelo and will continue to use it. I hope expand how we use it and explore new areas of the tool.
ProsThis is one of the few tools out there that has been extremely helpful in managing retainer work. Our team appreciate the tool's ability to track time and tasks within projects. I also really like the triggers for alerts on budget/usage %, this automation has been very helpful.
ConsThere is a lot of rigidness about the system, with lots of work arounds, but still some aspects of it do not have the flexibility you want it to. Task are more difficult to manage and assign than just a task management/checklist type system.
Reviewer Source 
Source: Capterra
December 14, 2018
Avatar Image
Granville W.
CEO
Information Technology and Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
1/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 22, 2019

“Accelo is one of the best out there”

OverallWe have been able to professionally manage our projects and automated our billing. Integration with third party email clients such as gmail has made it easy to manage communication under the activity feature.
ProsThis software is feature rich but more specifically, this is a software that has helped us manage our entire sales cycle from managing contacts, Lead tracking, project planning and automated billing. But the most impressive is there is a client portal feature for our clients to collaborate on projects, accept quotes and view invoices.
ConsI hate that one has to pay for customer support.
Reviewer Source 
Source: Capterra
July 22, 2019
Kevin W.
Director
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 28, 2019

“Visibility is the key”

OverallWhat happened in my business today, is the burning question Accelo helps me answer.
ProsAcross 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.
ConsIt 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.
Reviewer Source 
Source: Capterra
March 28, 2019
Richard A.
Managing Director
Computer & Network Security, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 5, 2019

“I'm a bit smarter and definitely more productive with Accelo”

OverallAccelo has given me a "picture" of my business that, initially, I was reluctant to believe. Sometimes that first accurate picture isn't pretty, but I'm thankful for it.
ProsAccelo 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.
ConsWhat 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.
Reviewer Source 
Source: Capterra
February 5, 2019
David J.
Managing Director
Design, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
November 2, 2016

“Best all round CRM, Project Management and Invoicing software.”

OverallI've been using Accelo for over a year and found that it has become an integral part of the way I operate my business. Having tried a couple of platforms previously, I've found that Accelo is the best all round solution if you require an end to end CRM and Project Management.
ProsAbundant 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.
ConsNo cons to report for Accelo.
Recommendations to other buyersIf you're looking for a platform that will help you stay organised and keep a track of every aspect of your business, from the time you and your team spend on projects to managing leads and invoicing, Accelo is by far and away the best option.
Source: GetApp
November 2, 2016
Brad S.
Client Success Jedi
Information Technology and Services, 1-10 employees
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Source: Capterra
November 1, 2016

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

OverallI 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 buyersWe 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.
Source: Capterra
November 1, 2016
Verified Reviewer
Unspecified
Used the software for: I used a free trial
Overall Rating
1/5
Source: GetApp
March 11, 2016

“DO NOT SIGNUP”

OverallThis is a classic situation where a software company promises the moon on their website, yet then does not deliver. We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn'.
ProsThe idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.
Cons- 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

Vendor Response

By Accelo on January 25, 2017
Hey there, really sorry to hear about your less than stellar experience with us. It¿s definitely not something we take lightly. That said, the issues you¿re describing aren¿t any we¿ve run into with prior or current clients. We never experience data losses, and all of our data is backed up on a daily basis. Users can of course delete their own data (and sometimes do so inadvertently), and recovering from backups does incur a cost for engineering time that some folks don't want to spend. Bugs are a fact of life for any software product, and we're no different. Our clients tell us that we're the most responsive and transparent company they have ever dealt with; we often turn around bug fixes within a day (since we ship code multiple times a day), and we're very transparent with our fixes and improvements (www.accelo.com/resources/updates). Unfortunately, we're not perfect and we do have bugs, but we endeavor to be as responsive as possible to address them. Additionally, we provide extensive, free email-based support with an average response time of under 4 hours during Q1 of 2016. We also provide extensive implementation and training services, but since these are tailored to your requirements and delivered one-on-one, they have a cost; choosing not to buy these services is of course the user's choice, but that choosing not to read the manual or get driving lessons doesn't mean it is the car's fault when you crash it ;). Lastly, part of the appeal of Accelo is how robust its modules are. No other PSA software on the market offers as fully-integrated of a suite as Accelo. That said, we don¿t claim that Accelo is a perfect fit for every business, which is why we offer a free 2 week trial to test it yourself. Again, I apologize if this was not the experience you had, and guarantee that if you were to give Accelo another chance we would work tirelessly to deliver you a much better user experience.
Source: GetApp
March 11, 2016
DANIEL G.
PRODUCT MANAGER
Management Consulting, 11-50 employees
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
3/5
Customer Service
2/5
Features
4/5
Value for Money
2/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: SoftwareAdvice
December 13, 2018

“COMPLICATED COMPARE TO ANOTHER SOLUTIONS OUT THERE”

OverallI GIVE THIS QUALIFICATION TO ACCELO CAUSE COMPARE TO OTHER SOLUTIONS IN THE MARKET IS VERY DIFFICULT TO DEPLOY WHEN YOU DONT PAY WITH THE DIRECT VENDOR THE SERVICES. I BELIVE THAT THERES OTHERS TOOL´S MORE INTUITIVE OUT THER
ProsALL YOUR INFORMATION IN ONE PLACE SECURE AND MOST OF THE TIME AVAILABLE, ALSO YOU CAN GET ACCESS FROM ALL YOUR FAVORITE DEVICE´S.
ConsIS VERY DIFFICULT TO CONFIGURED IT IF YOU DON´T PAY THE ACCELO IMPLEMENTATION, IS NOT SO INTUITIVE AS OTHER SOLUTIONS IN THE MARKET, PEOPLE GETS VERY FRUSTRATED WITH THIS TOOL.

Vendor Response

By Accelo on August 28, 2019
Thanks for your feedback, Daniel. It certainly is a balance to strike when deciding whether to build a product which has more power and complexity vs keeping it simple but resulting in people having to use many products to do their job or run their business. While most technology companies choose the later path - do less, be easier, and make it the responsibility of the user/business owner to try and make sense of multiple systems - we've chosen to go the other direction, with a focus on giving businesses a powerful product to run their business. Since no two businesses are the same, this usually also means more configuration/setup (since it is designed to really run all the client work in your business). As much as we'd love to have a product which was truly self-serve and didn't require implementation, configuration & training for our clients to be really successful, the reality is that services (from Accelo or one of our partners) are necessary for most businesses to be successful
Reviewer Source 
Source: SoftwareAdvice
December 13, 2018
Vicky W.
Customer Support Manager
Marketing and Advertising, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
December 14, 2018

“Life is now 100 times easier ”

OverallThe overall experience with Accelo has been positive. It has made me more aware of the amount of time I spend on tasks and has highlighted areas in which I can be more productive. My experiences with the support team have been amazing and I have always received a response within the hour of me emailing!
ProsI 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.
ConsFor 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.
Reviewer Source 
Source: Capterra
December 14, 2018
Avatar Image
Adam S.
CEO
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 26, 2018

“After many many project management software trials, this is my FAVORITE”

OverallTime saving and much much better project management.
ProsLove 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.
ConsTakes 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.
Reviewer Source 
Source: Capterra
February 26, 2018
Avatar Image
Amel M.
Marketing analyst
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
3/5
Ease of Use
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 16, 2019

“Teamwork and report ”

ProsIt's the perfect app for teamwork, log your time, make a report and to let you know where the project is heading. Easy tracking of the project and who is working on it.
ConsIt's not that easy to set at first. You need to be careful when you tracking you. The reports are not very easy to read and you cannot have them in pdf. You have to report the exact time that you were working on each task. Unfortunately, as sometimes I am doing many tasks at the same time its not really realistic for me to track the exact time.

Vendor Response

By Accelo on August 28, 2019
Thanks for your feedback, Amel! I'm hoping that the work we're doing on with reporting right now will be something you find a lot of value from!
Reviewer Source 
Source: Capterra
July 16, 2019
Michael R.
Head of Solutions
Information Technology and Services, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
February 11, 2019

“Pro's and Con's”

Overalli like using accelo, i have already and will continue to recommend it.
ProsWe 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.
Consas a new administrator, editing is not as user friendly as i wished, i hope for better video tutorials in the future
Reviewer Source 
Source: Capterra
February 11, 2019
Avatar Image
Sarah C.
Owner
Internet, Self-employed
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
February 5, 2019

“Best all-rounder for service agencies”

OverallUsing Accelo as a solo web developer I've saved money on separate tools, and can present a professional looking approach to my clients. I can also take a project through steps from selling the idea, producing, building and invoicing for it in one system.
ProsI love that Accelo integrates sales, projects, tickets, time tracking and invoicing. It feels like there's a place for everything and everything is connected.
ConsThere are a lot of rough edges, both poor UI choices and pieces that don't quite have the functionality expected. I get it, its a big system and it's hard for that to be elegant - but I wish they'd spend more time trying.
Reviewer Source 
Source: Capterra
February 5, 2019
Nate F.
Information Technology Specialist
Information Technology and Services, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 14, 2018

“Solid Service Desk tool for the money.”

ProsI like the affordability. We are a new MSP and this was a great entry level service desk tool for our company.
ConsThere are some moments that feel unfinished. The email system for alerts and tickets is clunky and has been my least favorite piece of this offering. I was able to make it work, but I don't love the workflow and there are a lot of extra steps that seem unneeded in general. I understand that the idea is to leave it open and able to be customized, but I for one would have much preferred a solid base build that required much less configuration. It leaves the end user feeling like I did the job of an architect instead of a more complete out of box experience. I think people want a more plug and play experience from a service desk tool. It took weeks of configurations to get it to the point of being usable in a real world way. Sandboxing wasn't an option as we needed a production ready tool now, not 3 weeks from now.
Reviewer Source 
Source: Capterra
December 14, 2018
Verified Reviewer
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
2/5
Ease of Use
2/5
Customer Service
1/5
Features
2/5
Value for Money
2/5
Likelihood to Recommend
1/10
Reviewer Source 
Source: GetApp
November 3, 2017

“Beware of what you're getting into”

ProsThe tool is very powerful. It has a lot of features that allow you to do time tracking, project management, client communication, invoicing and much more. I think because it is trying to be so many things, it is lacking in most all of those areas and the user experience and overall feature set is quite cumbersome and falls below expectations for the money.
ConsThe tool is overly complicated and lacks what you would consider basic features in so many ways. Our team of 8 people spent over 200 hours learning the tool and we are still learning and still frustrated weekly. They try to say that you can make the tool do about anything you want, but doing even the basics requires a tremendous amount of time. Things that should take 30 seconds often take multiple minutes. The system loads pages so slowly that it's not uncommon to watch the wheel spin for 30+ seconds which seems like an eternity when you are trying to work. I would not purchase the tool again and I would not recommend it to others unless you have a full time staff of IT or super users who will do nothing but manage the tool.

Vendor Response

By Accelo on November 7, 2017
Hi there, I'm sorry to hear that you have had a negative experience with Accelo so far. We offer support via email or over the phone, we are happy to offer any help needed in configuring Accelo to best fit your needs. Feel free to reach out to us: support@accelo.com
Reviewer Source 
Source: GetApp
November 3, 2017
Avatar Image
Kim D.
Executive Director
Outsourcing/Offshoring, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 14, 2018

“Problem solver”

OverallSo far, so good. Since signing up, Accelo has made some drastic updates that make the product better. The lags we used to get in uploads seem to have disappeared. I love a company that doesn't simply rest on its laurels, but are continuously improving.
ProsI love the customability of this software. It works for our clients, and for us.
ConsThe 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.
Reviewer Source 
Source: Capterra
December 14, 2018
Carly M.
Digital Content Manager
Marketing and Advertising, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 14, 2018

“Easy and Effective Project Management System”

ProsHow easy it makes scheduling my day, week and month. My time management skills have vastly improved since using Accelo.
ConsWith any software, there is room for improvement. Little tweaks here and there, but overall the software is great.
Reviewer Source 
Source: Capterra
December 14, 2018
Verified Reviewer
Information Technology and Services, 11-50 employees
Used the software for: I used a free trial
Overall Rating
4/5
Ease of Use
3/5
Customer Service
3/5
Features
3/5
Value for Money
2/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
September 27, 2018

“Filters and Reports”

OverallI liked a lot in general, but is a big issue the reports deficit and the lack of data to export
ProsIt has the Signoff feature : I really like this , you can send an approval to any people added in the project , also a client ( guest licences), and them can approve the request ( like a changes or new feature ) Proyect Type Function: You can customize the flow of the Project Like at this moment it is the stage 1 - next is Stage 2 , you can add them as you need , related also with a specific custom fields to the type of project. End user portal: I really like it it shows all the projects related to this client, the gant chart, signofs, and also it allow you to send request ,
Cons*Filters and reports: *Filters you cannot search information for the new custon fields in the main view you cannot add the custom fields, nether the progress in the project overview . the report sections : totally deficient only has 2 types , and you cannot add the custom fields. *If we need to create reports or executive reports, it is very difficult because it does not allow to export all that is needed.
Reviewer Source 
Source: Capterra
September 27, 2018
Melissa L.
Managing Director
Marketing and Advertising, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: SoftwareAdvice
December 21, 2017

“Awesome platform”

OverallSupport team and onboarding experience is fantastic.
ProsCentralizes 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.
ConsThe 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.
Reviewer Source 
Source: SoftwareAdvice
December 21, 2017
Shawna P.
People Advocate
Computer Software, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
September 12, 2017

“TimeEntry/Expenses/Invoicing”

ProsThough 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.
ConsCan 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.
Reviewer Source 
Source: SoftwareAdvice
September 12, 2017
Avatar Image
Wayne W.
General Manager
Information Technology and Services, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 23, 2018

“Great product for startups”

OverallGreat to create projects, managed services agreements, invoicing, cost models, quotations. Great overall product.
ProsI 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.
ConsIt 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.
Reviewer Source 
Source: Capterra
December 23, 2018
Craig H.
Managing Director
Media Production, 1-10 employees
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
November 2, 2016

“Most feature packed project management tool we could find”

OverallWith 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 buyersOur 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.
Source: Capterra
November 2, 2016
Collin R.
Network Solutions
Internet, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
July 19, 2019

“Great Project Management Software”

ProsI love the quoting function and Customer Tracking/ticketing. This product allows you to track about anything you want. It syncs to your Gmail so you can get a notification on scheduling and different projects.
ConsIn the beginning this product is hard to use. Once you use it daily and spend the time to learn it. It is a great product
Reviewer Source 
Source: Capterra
July 19, 2019
Avatar Image
Robert Y.
Founder and Lead Consultant
Information Technology and Services, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 13, 2018

“I now know what's going on ”

OverallOnboarding was easy and I did it without assistance. Ticketing is easy. The dashboards are awesome and give me an amazing overview of my business.
ProsEmail capture, all of our clients and vendors communications are automatically captured and linked with the tick and user it belongs to. My techs don't have to use the software to keep it up to date they just have to email like normal.
ConsThe calendar is exchange. I would like a way to easy see the schedule of the days tickets without leaving the app Ang going to Outlook.
Reviewer Source 
Source: Capterra
November 13, 2018
Magnus R.
Senior Product Design Consultant
Information Technology and Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 8, 2019

“A Huge Accelerator for Our Business”

OverallAccelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out.
ProsThe 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.
ConsHonestly, 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!
Reviewer Source 
Source: Capterra
March 8, 2019
Rob C.
Senior Consultant
Utilities, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
March 15, 2019

“Accelo”

ProsAccelo is great for tracking time, creating estimates and tracking a project's progress.
ConsThere are some project management tools which are lacking. The project plan tools could be improved. also, modifying a project after it has begun has caused some issues for us.
Reviewer Source 
Source: Capterra
March 15, 2019
Ian W.
Onsite Technician
Information Technology and Services, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 6, 2019

“Accello”

OverallAccelo is an excellent ticket and project system, especially for a company that manages many clients. It has a bit of a learning curve, but once you get used to it it becomes second nature.
ProsAccelo 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.
ConsThere 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.
Reviewer Source 
Source: Capterra
February 6, 2019
Sara B.
Office Manager
Mechanical or Industrial Engineering, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: Capterra
May 25, 2017

“Great experience, but a bit over our budget”

ProsAccelo 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.
ConsI 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,
Source: Capterra
May 25, 2017