Accelo Reviews in April 2025: User Ratings, Pros & Cons

Everything we need is all in one place

PROS & CONS What are the best aspects of this product? With Accelo everything is all in one place: CRM, Email, Project Management, Support Ticketing, Invoicing, etc. It also integrates well with our other tools (Xero, MailChimp. Even when there isn't an integration there is the API which covers 90% of the product. Interface is clean and easy to use, although it has a bit of a learning curve. Support is also responsive whenever we need help. What aspects are problematic or could work ...

It does a lot, but I only use a little

What do you like best? I mostly use this for creating issues and tickets, it does that mostly well and the customer support is awesome with frequent updates. What do you dislike? A lot of little settings like changing the date on an issue is simply non existent. There are a lot of feilds that may or may not be necessary that have to be filled before doing a lot of things. Recommendations to others considering the product It's a good online software that I'm sure does a lot more than ...

Helping standardize workflows on tax work

PROS & CONS What are the best aspects of this product? Accelo has helped our firm standardize our workflow on tax work through its project feature or retainer custom workflows. It has also automated some tasks that would have usually required a manual follow up. It provided us a better client communication via a self-help portal that can provide file/current engagement viiews. The wonderful integration with Office 365 must be noted as well. What aspects are problematic or could work ...

A fully integrated system that we use to to almost its full potential

PROS & CONS What are the best aspects of this product? We appreciate Accelo's fully integrated consulting practice management system. In fact, it is so fully featured that we may be months from using it to its fullest after using it for a year. We find the seamless integration of sales opportunity to billable project or retainer to be the most impressive feature for us. Also, it has helped make integrated communications and time tracking a breeze especially when connected with Office ...

Providing tremendous benefits for our small accounting firm

PROS & CONS What are the best aspects of this product? We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight ...

Helps manage my own tickets while keeping tabs with my team's progress

PROS & CONS What are the best aspects of this product? With Accelo, I can manage my own tickets while also being able to track my teams progress as well. The automation features has really helped us cut down on time spent on writing responses and helps to deliver good service to our end-users. The stream is also a great tool to see what the team is up to. We can search ticket history seamlessly, and it is insanely helpful when trying to remember back what I did to resolve a specific ...

Helping become more efficient in my work

PROS & CONS What are the best aspects of this product? Accelo allows all of my work to be fed into me online with everything i need in one place such as task descriptions, timeframes, attachments, correspondences, stakeholders, and links to overall project details. The team schedule also works well since I manage one member of staff; it allows me to keep up to date with their workflow, timescales and progression on particular projects all in one view. The timers are a real bonus as ...

Not perfect, but certainly has its virtues.

What do you like best? After evaluating Zoho, Trello and a few other systems, we decided on Accelo to manage projects, billing, clients, and quoting. It's had about 90% of the things we expect; the other 10% we've either had to find work-arounds or figure out a new way of doing things. What do you dislike? There are some seemingly no-brainer tools that aren't available, like multiple checkboxes or certain billing tools. It has taken us a long time (about a month to get comfortable ...

Accelo para su negocio

What do you like best? Accelo es una plataforma de CRM muy funcional y ayuda bastante en el área de ventas y sobre todo si se quiere hacer algun proceso desde la prospección, el área de preventas, el área de ventas, y hasta el área de implementación, puedes agregar a también a integradores y proveedores, no solo los clientes, ayuda a ver si realmente los vendedores están trabajando, cada actividad se le mide el tiempo, hay estadísticas para esto, además de las estadísticas de ventas. ...

Everything we need is all in one place

PROS & CONS What are the best aspects of this product? With Accelo everything is all in one place: CRM, Email, Project Management, Support Ticketing, Invoicing, etc. It also integrates well with our other tools (Xero, MailChimp. Even when there isn't an integration there is the API which covers 90% of the product. Interface is clean and easy to use, although it has a bit of a learning curve. Support is also responsive whenever we need help. What aspects are problematic or could work ...