Accelo Erfahrungen

The best project coordination tool I've ever used, keeps our teams aligned.

Kommentare: Accelo has fantastic templates that enable us have a certain degree of uniformity and standards throughout the firm. We can also monitor ongoing projects in real time, enhancing your total project management skills. It is now simpler to keep track of projects, manage timesheets and contact databases, link appropriate teams, and transfer work. We primarily use Accelo for client invoicing, but it also serves as a contact resource management database, and all sales possibilities are documented.

Vorteile:

The straightforward user interface and feature-rich dashboard appeal to me; project managers find it simple to log tasks and monitor team progress; and Accelo has increased team cooperation. Accelo automatically adds new contacts to the same spot where we manage projects and track time. This enables us to better monitor fresh prospects. I enjoy how easy it is to log time on a project and view your pending chores at a glance.

Nachteile:

Accelo lacks a robust programming base, adaptability, and machine learning is a little cumbersome. Because of the robust interface, certain parts on the same page may take longer than others to load; this is a difference of seconds, but sometimes you simply want everything to load instantaneously. The system might be more useful in recommending where to invest recorded time; it does not prioritize tasks assigned to you or items you've just entered into.

An intuitive, multi-service management system

Kommentare: Superb system that's both feature-rich and simple to navigate. Accelo contributes to the smooth running of business processes. The various features and the low monthly cost make for an excellent value. Accelo is the easiest and most effective data analytics & service platform available. Capability for automation is a plus.

Vorteile:

Accelo's unique scheduling feature and ease of collecting input from integrated platforms were also huge benefits. Accelo's time management features and the cost-effectiveness of Automation's products make it an ideal choice.

Nachteile:

While Accelo's extensive features make it ideal for adaptation, managing numerous projects at once can be difficult. It's not simple to get data from different sources.

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

Vorteile:

The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.

Nachteile:

The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.

Solid CRM and project management tool

Kommentare: Scheduling, logging hours worked, billing customers, and maintaining rapport with suppliers may all be handled centrally. Abundant opportunities for combination.

Vorteile:

The user experience on this system is superb. The fact that I can centralize the administration of all my various initiatives is another perk. All the data I want is now in one convenient location, which has greatly simplified my work. This means I can stop switching between operating systems merely to get work done.

Nachteile:

Personalization is a major drawback of Accelo. The requirements of one business may not be applicable to another. Unfortunately, the platform does not allow for as much wiggle room when it comes to tailoring features to individual projects.

Accelo is the perfect tool for our projects

Kommentare: Accelo is used to manage the whole project lifecycle, from creating tasks and allocating them to team members to tracking time and expenses. This program is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks. When used together with other applications, such as Xero, Salesforce's sales cloud, PayPal, MailChimp, and social media platforms, it allows for optimal project growth.

Vorteile:

I appreciate how flexible it is, since we are able to make changes to things like invoicing, branding, reports, and marketing campaign templates. It offers a full invoicing section where we can make our own invoices and modify existing ones, as well as invoice online and connect to Xero. The Gantt chart allows us to see the status of each work and the amount of time it takes in real time, and it makes it easy to create, assign, and track tasks for team members.

Nachteile:

All of the software's modules have received glowing recommendations from the many departments that have used them. This is because the software is user-friendly and straightforward, easily adjusting to the specific requirements of each business and each project.

Helps me stay on top of things and simplify my workload

Kommentare: Accelo helps me keep track of existing projects and give assignments to the right people. What I like most about it is how easy it is to see what the current status is at any given time. Having access to our company's email is a benefit to us as well, since we use the email integration.

Vorteile:

One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.

Nachteile:

To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.

Valuable tool for simplified business process.

Kommentare: It has been incredibly helpful on task ,projects management.
We have it into use for lead management and Timesheet tracking among much uses .

Vorteile:

Keeping a good track with projects progress, management and creating new projects. Tasks management with an automatic work flow solution. Best space for Customer Relationship Management.

Nachteile:

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

We love Accelo

Vorteile:

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

Nachteile:

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

Accelo Has Been So Reliable and Easy to Implement

Vorteile:

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

Nachteile:

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

Accelo Has Been a Reliable Project Management Solution

Vorteile:

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

Nachteile:

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

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

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

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.

An integrated base that enables us to prepare plans, follow-up, & manage communications efficiently.

Kommentare: Accelo enabled us to better align plans with reality through automation and the high flexibility it provided us with to manage all functions, in addition to allowing the flow of communications in one place and the preparation of reports with high efficiency.

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.

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

Vorteile:

The stream tracks past info so nothing is lost- I can always go back and see where we were and who said what - awesome! We have substantially cut down on our quoting process/time and it is much more consistent for us now. Instead of using Project Templates I'm using milestone templates and it has been fantastic. I build a quote and then customize it perfectly. And the release of POs was a game changer for us. We don't use them in the traditional sense-we send them to our consultants to verify what they will be paid as subcontractor, but it is working well for the most part.

Nachteile:

1)- Please bring Rich Texting into the body of the quotes FAST and to the emails when we are sending the quotes out to the clients. 2)- Navigation in the "configuration" backend is not user friendly - feels like it needs a "do-over". I find it overwhelming and frustrating. Whenever I have to update or fix something I'm spending WAY TOO much time in my day back there. Time I should be using making more money with clients.... mostly trying to find where I should be. 3)- My Executive Director is finding the reporting function to be challenging when it is time to pull info for the board of directors as well...... OH! and...4)- when using the POs 1 out 10 times the PDF does not populate.... it's like there is a glitch in the system?? I have to delete the entire thing and start over.... ??

THE Project Management Tool to Use

Vorteile:

It is easy to create new projects in minutes with saved project templates. The gant chart view makes it easy to adjust timelines and due dates. You can alert teammates when their task is ready to start, and the task dashboard makes it easy for you to view your tasks for the day/week.

Nachteile:

The schedule view is not useful as is. Currently the schedule view will show how many hours of work you have for a given day. 1) You need to have a time set for the task in order to see this properly listed in the schedule view, 2) If you have a task that takes 3 hours, but you have it spread over 3 days it allocates 1 hour per day on the schedule view. If it's day 3, and that task had not been identified as started and no time logged it should show 3 hours of work on that day - but instead it still shows the 1 hour. If that logic were set properly it would make this schedule view much more useful. There is also a major issue with setting project schedules, you need to be sure to lock-in the dates otherwise your project dates keep adjusting until you start. It can really screw things up if you don't have that set right away.

Accelo is Great for PM, but not as Ticketing System

Kommentare: I use Accelo mainly as a ticketing system. My overall experience is it is a pretty neat tool with a lot of potentials to be made into a great tool. If you are using it for Project Management, you are using a great tool, as it has detailed features that will help break down milestones, objectives, goals, and so on.

Vorteile:

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

Nachteile:

Does not integrate with other newly built systems: due to its popularity, I guess. Issues with Merging tickets, as can't revert once done. Does not fully integrate with Outlook, especially forwarded invites or replies from Outlook directly.

Terrible at the basics

Kommentare: From and PM/Consultant standpoint it has made my life harder. Nearly all I speak to dislike.

Vorteile:

There is nothing I like. Every Feature that seems like it would be a good thing E.G. having meeting from calendar appear in timesheets ends up not working to what you would expect. For example meeting will auto allocate to client and not project if not created from Accelo. Meeting can then not have people on different rates capture time as costs will not capture correctly.

Nachteile:

Very Time consuming to capture Time and create/manage projects. Time capture overhead increased significantly when business started using Accelo. Project Planning is very primitive and very slow with basic/backward functionality. honestly seems like Beta software at times.

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

Kommentare: The 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.

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.

Extremely Buggy, Content Updates and Content Beta

Kommentare: None- we are switching.

Vorteile:

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

Nachteile:

They're constantly making updates but don't tell the users about all of them. Then when new features are rolled out, they're buggy and not tested frequently. The pricing is very expensive compared to other project management solutions that work better and don't have frequent issues.

Timesheeting and more

Kommentare: Overall, I enjoy using the software. Entering timesheets is super easy. It's also good to see my tasks for the week ahead.

Vorteile:

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

Nachteile:

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

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

Kommentare: Accelo 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.

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.

Life is now 100 times easier

Kommentare: The 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!

Vorteile:

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

Nachteile:

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

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

Kommentare: Time saving and much much better project management.

Vorteile:

Love the ability to see all tasks and drag and drop through deadlines. Love being able to track a project from proposal stage through quoting through project management and billing. Unique and totally awesome end to end product. Oh and awesome email integration.

Nachteile:

Takes some time to learn and setup. There is a service you can buy to have them set it up for you, but the truth is creating scalable systems for your business processes is tough. Accelo makes it a helluva a lot easier, but you still have a lot of thinking and work to do to enable you to do the job you want.

Best all round CRM, Project Management and Invoicing software.

Kommentare: I'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.

Vorteile:

Abundant with features, slick user interface, iOS app available which syncs with the online software, integration with all the popular software platforms like Xero, Gmail, Google Calendar etc.

Nachteile:

No cons to report for Accelo.

Awesome platform

Kommentare: Support team and onboarding experience is fantastic.

Vorteile:

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

Nachteile:

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

Problem solver

Kommentare: So 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.

Vorteile:

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

Nachteile:

The focus seems to be on tech support, but we are supply chain support. I would love to see some of the functionality be able to be adjusted to follow the supply chain a bit better. However, the fact that it is project based makes the overall function workable.