Accelo Erfahrungen

Vorteile

Accelo is a powerful project management software that streamlines operations and allows teams to manage our work efficiently. One of the most significant benefits of Accelo is its integration with various tools such as Gmail, G Suite, Office 365, and QuickBooks. This integration enables us to manage customer data, projects, tasks, and billing in one place, which significantly simplifies the workflow. Accelo's automation features help users save time and eliminate repetitive tasks. Its smart scheduling tools and calendar integration enable us to allocate time effectively and manage our workload. We can also assign tasks, track progress, and set deadlines for the our members to ensure timely delivery of projects. One of the standout features of Accelo is its ability to create custom workflows that meet our unique requirements. The software offers customizable templates, which can be tailored to specific workflows, making it easy to manage a wide range of projects.

Nachteile

However, Accelo's complexity may make it difficult for new users to get up to speed quickly. The software has a steep learning curve and may require some training to use effectively.

Vorteile

Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform. The tool is quite user-friendly if set up properly for your business.

Nachteile

The integration with QuickBooks Online needs some additional features.

Vorteile

Accelo enables us to properly plan all required actions, integrate processes, track emails, manage resources, and create budgets, ensuring team members track tasks with flexibility and discipline. I also like how the sorting and filtering tools allow us to easily access what we need to know, especially task details, start and end dates, and keep track of colleagues' updates and managers' comments, as well as attach and save relevant documents. I really like the reports, as I find them modern and easy to edit, especially the progress summaries over time.

Nachteile

With the exception of the phone application, which I find needs a lot of improvements, I do not find many things annoying, as Accelo provides multiple customization options, and in general, the response time is fast, which enables us to perform the functions quite smoothly.

Vorteile

I love how easy it is to understand. Completely customizable and very organized on a whole. Tracking transactions with previous customers is super easy.

Nachteile

The ease for booking leaves is actually not so easy. It seems to be very complicated. Also I have having to do so many tasks manually.

Vorteile

It'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.

Nachteile

It'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.

In Betracht gezogene Alternativen

Everhour

Gründe für den Wechsel zu Accelo

The setting and the report are more visual. You can have them in pdf. Easiest to see how many time each team member logged. You can track minutes or hour.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

It kind of changed a whole lot of my teams work ethic, and system. Helper us immensely with unique set of features, especially, syncing schedules, result tracking.

Nachteile

Nothing much really. Just that the pricing is on the higher side. Not a deal breaker though.

Vorteile

One of the biggest advantages of Accelo is its all-in-one approach, allowing businesses to manage all aspects of their operations from a single platform. This can save time and improve efficiency by reducing the need for multiple software applications.

Nachteile

While it offers a range of features, some businesses may find its pricing plans to be slightly more expensive compared to other similar software options in the market

Vorteile

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.

Nachteile

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.

Vorteile

I 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.

Nachteile

The 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.

Vorteile

Accelo is a truly effective platform for planning, executing and delivering jobs on time, as it takes care of undoing all those manual tools that hinder overall growth, boasting extremely robust features for project planning, team scheduling, task management and client registration, among other things, it is a platform that boasts excellent customer service and an impressive price-performance ratio

Nachteile

Within the main features that I dislike about Accelo is that it has few integrations with common tools, just as it needs to improve customization options to achieve adjust the needs that any company needs

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

I love how organized you can be as a whole within the company. Everything seems to transfer well between coworkers and keeps us extremely organized.

Nachteile

There are things I feel like are more difficult to understand but I also feel like that is mostly user error. When it comes to creating PO's I think the process could be easier inside of that to go ahead and create an expense.

Vorteile

We used it as a helpdesk ticket taking platform - it functioned. Time tracking was a great feature Accelo did well.

Nachteile

Frequent outages and unexplained slowness plagued their environment when we used it. Things were on their roadmap indefinitely, metrics and analytics were nearly non existent. One of their devs even got snarky with me on a public forum when I pointed out some areas for improvement. We as an organization have since moved to another platform and have not looked back.

Vorteile

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

Nachteile

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

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

Vorteile

Integration with Gmail makes creating tasks from emails very easy. The ability to create projects by client makes keeping tasks organized and logging time a breeze.

Nachteile

Accelo can definitely seem intimidating at first as there are a ton of menus that can take time to familiarize yourself with.

Vorteile

I like the affordability. We are a new MSP and this was a great entry level service desk tool for our company.

Nachteile

There 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.

Vorteile

How easy it makes scheduling my day, week and month. My time management skills have vastly improved since using Accelo.

Nachteile

With any software, there is room for improvement. Little tweaks here and there, but overall the software is great.

Vorteile

Email 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.

Nachteile

The 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.

Vorteile

fully fledged CRM to manage leads effectively through the quotation process. Good way to monitor time and activity at work to understand and prioritize product time. Very well integrates with email, voip and salesforce to allow for good handle on information flow across system and give a consolidated view.

Nachteile

nothing much that i can think of which needs to change.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Accelo

more focused on enterprise servops