527 Accelo Reviews
Takes a bit to learn, but once you wrap your head around it, the ease of implementation and functionality is great. We use this every day in our agency and it helps us keep track of all of our clients, projects and invoicing. It also seamlessly integrates with Xero and other popular softwares. I have found the customer support to be good. They have a great range of articles you can read if you're having trouble. Review collected by and hosted on G2.com.
When switching from the old to new version of Accelo, I found quite a few key features were not transferred over that I use every day. This meant that I had to stay using the old version for a while. Additionally, there are some glitches sometimes with filters etc and the ability to produce dashboards and reports, but are usually fixed quickly. Review collected by and hosted on G2.com.
Integrating client information with contacts, emails, projects, all the way through to invoicing is a time saver for our small team, allowing access to pertinent information for the whole team. There is still a lot that Accelo can do that we haven't tapped into yet. It is challenging to learn, but their team walks you through step by step and sets up as much of the backend for you as possible, taking the time to train you along the way. We use Accelo every day in numerous ways. Review collected by and hosted on G2.com.
For our specific work, which doesn't fit nicely into any platform, several of the more robust features just don't work for how we do what we do, so it didn't eliminate as many manual and duplicative processes as we'd hoped. Review collected by and hosted on G2.com.
Accelo really shines with its automated workflows, real-time collaboration, and smooth integration with other tools, making everything run much smoother. What’s awesome is how easy it is to use, how you can tweak it to fit your needs, and how it pulls all your client and project info into one place, giving you a clearer view of the big picture. Review collected by and hosted on G2.com.
So far, in the three years I have been using Accelo, I have yet to experience any flaws. *Touch wood* Review collected by and hosted on G2.com.
Accelo offers a unified platform that integrates project management, time tracking, CRM, and billing—all in one place. This significantly reduces the need to switch between tools and improves overall workflow efficiency. The automatic time tracking and task management features are especially helpful for consulting and service-based businesses. The real-time visibility into project status and budget is another major plus, allowing for proactive decision-making. Its integration with tools like Outlook and Xero is also smooth and helpful for day-to-day operations. Review collected by and hosted on G2.com.
The user interface can feel cluttered and unintuitive at times, especially for new users. The learning curve is quite steep, and onboarding team members often requires additional training. Some modules feel overly rigid and don’t offer the flexibility needed for unique workflows. Additionally, reporting options, while robust, can be cumbersome to configure unless you’re well-versed in the system. Review collected by and hosted on G2.com.
All the reports that Accelo generates, they aer super helpful. We can easily generate and export all the reports and make a clear financial decisions which helps the company. Moreover, the time entry and expense entry is also super easy and tracable. Review collected by and hosted on G2.com.
Since Accelo is a US based software, it does not consider the Canadian tax system. For instance while entering the expense, it does not consider PST. due to that we have to manually deduct the pst from the total and check if the auto generated GST is correct or not. There are some concerns regarding the customer service as well. It is difficult to get a response from out account manager. Review collected by and hosted on G2.com.
As our low volt campany continues to grow in different directions, Accelo is able to grow along with us. Integrating sales, project management, service calls, and billing in one platform has been more than worth the effort. The team behind Accelo continues to provide excellent support, quickly and clearly, with options and best practices. We use Accelo at every level of our company, from full time office staff to full time field techs. As the team grows, adding users is a simple process. Regardless of the platform, be it PC or mobile, we are able to onboard a new tech quickly with minimal learing curve on Accelo. The day to day functions of the platform, from scheudling to accessing client data, allow us to be fluid and grow. With the new version 4 rolling out, we have found new features and functions that make the processes of scheduling and tasks even easier to use. Review collected by and hosted on G2.com.
The mobile app is the weakest point from a management perspective. For the end-user in the field, the function is enough on Android and iOS, but the web portal is more potent for management and billing. Client facing portal is something we have not used. Review collected by and hosted on G2.com.
Alleco can be simple to use for the majority of your company, but also have the capacity to be extremely in depth and able to be tailored to however your company uses it. Review collected by and hosted on G2.com.
Can be a bit confusing at first, takes a while to fully explore and understand Review collected by and hosted on G2.com.
The softweare is user friendly once training has been completed. We use it everyday, all day in the office and it handles everything for us from job quotes, to active jobs and projects. And once the jobs are complte it integrates with our Quickbooks to close a jobs and send it over for billing. Review collected by and hosted on G2.com.
We function on job and client codes, which was not something immediately offered when we began using the software. However customer support built this in for us in our client and project entries. Review collected by and hosted on G2.com.
Accelo has many functions that are very customizable. This allowed us to tailor our CRM to our business. Also the support we received for on boarding was truly exceptional. Review collected by and hosted on G2.com.
It is a strong learning curve. In order to get the team using the system we had to roll it out in pieces. Review collected by and hosted on G2.com.
We were able to consolidate and unify: contact management, sales pipeline, project setup and timesheeting, payments and ticketing in to a single, integrated experience. Removing the various stand-alone solutions we used, both paid services and custom-development.
The implementation, setup and configuration and onboarding was excellent, and the adoption specialists in Accelo team in region really knew their way around typical customer scenarios and how to apply with the different modules. We knew alot of what we did was not unique, and in places not very efficient and the skillful way they guided us through the implementation really showed an understanding of both the platform, typical customer needs and implementation patterns, and when we had really unique requirements - how to address them.
It integrates into our core productivity suite on 365 for linking to calendar, communications and there's a mobile app which is essential for mobile professionsal services consultants. This enables us to track timesheets, job management, and lead to sale to project conversion at the point of where we work - and not constantly changing between platforms. Because we have our project delivery and ticketing in the platform, we all use various modules in the suite every day.
Where we've had issues with functionality, or in one case problems from post v4 enhancement releases changing how functionality works, the support team have been great. They always within SLA, really understand the product, and when we end-up with product team behind support the hand-off is seamless. Again the process is really well managed. Most things were readily resolved, the odd one which couldnt be has, in 1 case, resulted in our contributing to the development backlog and roadmap investment. Review collected by and hosted on G2.com.
There are some annoyances, and most are minor so far. Mostly little things like:
1. Creating appointment for Microsoft Teams meeting doesnt get automatically captured by Accelo events in time-tracking, like creating a standard meeting or appointment in Outlook calendar - even though both create the same underlying booking;
2. updates to the mobile app made 1 key activities with time-management more difficult when the feature was moved, and functionaly was reduced over previous release. Unfortunately mobile app was a primary purchasing feature for one of the Director(s), so this didn't go down well.
3. the contact management UX updates with v4 release removed multi-column filtering, or using alternative columns, besides contact's name, to sort.
4. the fact you can't add multiple task-owners in project, means time-tracking becomes a bit skewed Review collected by and hosted on G2.com.
