Accelo

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 ...

Great service and training

What do you like best? fast prompt responses and detailed training What do you dislike? we are very happy with the platform to date there is nothing that we are unhappy with in the manner that we currently use the platform What business problems are you solving with the product? What benefits have you realized? project management, clarity over project status

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 ...

A single software that does the work of 3-4 applications

PROS & CONS What are the best aspects of this product? Accelo does what used to take 3-4 different apps to accomplish. I can create client listings, store important files and communicate with clients, as well as create and manage projects, assign tasks, and create tickets to better serve my clients.I don't have to bounce between applications anymore. Having all these capabilities in one place saves me time and makes keeping my clients happy much easier than before. What aspects are ...

Brilliant software

PROS & CONS What are the best aspects of this product? I really like the fact that you can have all of your management features under one roof. Accelo is so helpful to be able to have all of the core "mechanics" together. I also like that there are multiple ways to get the information you are looking for and manage the incoming, as well as outgoing information. What aspects are problematic or could work better? I dislike the client area. It's not quite at the caliber of the rest of ...

Workflow heaven!

What do you like best? I work within a marketing department as a graphic designer and am solely reliant on my workload being briefed in by account executives. Accelo allows all of my work to be fed into me online with everything i need in one place. Task description, brief, deadline, time frame, attachments, previous correspondence, stakeholder and links to overall project details. The team schedule also works well as i manage one member of staff so it allows me to keep up to date with ...

Small accounting firm reshaping client and employee experience with Accelo.

What do you like best? Accelo has helped our firm: 1 Standardize our workflow on tax work. This via Accelo project and or retainer custom workflows. 2 Automate some tasks that would have usually required a manually follow up. This via Accelo Triggers. 3 Provide better client communication via a self help portal that can provide file/current engagement views. This via Accelo client facing secure portal with very customizable user permissions build in. 4 Wonderful integration ...

The way we work is now forever changed1

What do you like best? The best part of Accelo for our team is the Gadget. Once connected with Gmail, the transparency that Gadget has created allows us all to work more efficiently and effectively together with the shared information. What do you dislike? Accelo is not incredibly intuitive, and it has taken us a lot of time to figure out small details. We feel that it was designed with a programming-literate user in mind, but most of us do not fall into that category so we have had to ...

The heart of the business

What do you like best? The ability to create a sale and send a quote is great but Accelo goes much further, it allows you to convert quotes to projects from a click, you then have the ability to drop templates into that project for rapid implementations of projects. Its excellent how you can create triggers and make workflows that suite your business and how you want the business to work. What do you dislike? I don't like the fact that you have no reports, not options for report on ...