Accelo

Accelo

Automation software for all Professional Service Businesses

4.4/5 (120 avis)

Accelo - Présentation

Accelo combines the key needs of your sales, project management, retainers, service tickets, and collaboration in one platform for small to medium sized service businesses; and then makes it easy to assign work, track progress, see budgets and profitability in real time. Accelo helps you to gain visibility into the performance of your entire business so that you can easily deliver the work your clients love.

Modules

Clients & Contacts: A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.

Sales & Marketing: Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.

Jobs & Projects: Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.

Issues & Service: Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship.

Contracts & Retainers: Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.

Invoices & Payments: Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.

Tasks, Scheduling & Timesheets: Helping you get things done, Accelo has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines.

Email, Notes & Collaboration: Accelo automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info.

Client Portal: Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.

Direct Email Marketing Campaigns: Send email campaigns to your clients directly from within Accelo.

Prix

À partir de
16,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Europe, Allemagne, Royaume-Uni, États-Unis

Langues

anglais

Accelo - Avis

Note globale
4.4/5
90% d'avis positifs
69
Excellent
39
Très bien
7
Moyen
2
Médiocre
3
Horrible
Traduire avec Google Translate

Full of functions which provides compliexity

Logiciel utilisé Autre pendant Version d’essai gratuite
Publié le 15/02/2019
Provenance de l'avis : Capterra

They have tried to satisfy so many requirements in enterprises. This became their system complicated and difficult to work.

Avantages

1. It Supports a comprehensive variety of activities in an enterprise including CRM, Sales, Projects, Tickets & Requests, Contracts & Retainers, Tasks & Activities (Operations)
2. There are good API’s for integration with other systems.
3. It seems that they have published their API code in GitHub, so programmers can join and improve their API Code.
4. There is good integration with Google including google contact and google calendar
5. Very good Setting for “Module Titles” so a variety of users can customize the application based on their own industry and literature
6. Supporting the concepts of “Default Billable Rate” and “Default Cost Rate” for any user is really nice for having a costing system and evaluate the profitability of every customer.
7. A task can be against so many concepts including Project, Period, Ticket, Sales, which provide great flexibility for software.
8. The Idea of Task Board is really nice and this is a very good tool for monitoring tasks and keep them in mind
9. Mentioning about their blog is good for creating loyalty

Inconvénients

1. They tried to have a good responsive web application, but they were not fully successful in this case. Some of the icons on the upper toolbar will not accessible when the size of browser is in its minimum width. Alternatively, when the “List of Activities” is open and I change the width of browser, some of the texts will be override on each other.
2. Defining tasks is not very user friendly. For example when we want to define a new task and we don’t enter anything in the textbox of “Search Accelo for Company or Work” the Error Message is “Against field is required” this is right that the empty field is marked by a red box, but it is not very clear and user cannot guess which is the “Against Field”; because even there is no tooltip for it.
3. Some of the Help Videos are not updated based on the last version of the application. For example, a Video about timesheet just shows Weekly Timesheet and not Daily Timesheet which it seems that this menu has been added recently.
4. Application Setting is really complicated and full of different options for everything. Learning this comprehensive setting is difficult. It was better; there would be a “Search” to find whatever an administrator is looking for it.
5. A task can be assigned just to one person. It means that there is no common task for team members.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

6.0/10
Chad F.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 18/09/2017
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

4.0/10
Jessica W.
Traduire avec Google Translate

An excellent all-rounder

Publié le 02/11/2016
Provenance de l'avis : Capterra

In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team.
I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go.
Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well.
When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool.
The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track.
Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

Réponse de Accelo

Hi Jessica,

Thank you for your feedback! You are not alone in asking for more reporting. Luckily we are looking to release a beta integration with PowerBI within the next few weeks. While we also work to improve our native reporting, having a dedicated BI tool that connects directly to Accelo will be key in providing detailed reports.

Kind regards,

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Rob L.
Traduire avec Google Translate

Ongoing clever innovation keeps this product fresh

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/11/2016
Provenance de l'avis

Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Valentina B.
Traduire avec Google Translate

Flexible, customisable, easy to use

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 18/12/2018
Provenance de l'avis : Capterra

Business clarity on tasks and requirements and deadlines are definitely my favourite. I love the platform a lot, but as a small business (1st year of operation), it's by far my biggest expense after rent (and not much between the two figures). Perhaps my set up isn't correct with user admins, but the #1 priority is for timesheets, and for that, everyone seems to need the most expensive option. Honestly, I'm at a point where I have to review other platforms because of the cost, but I really don't want to because I do honestly believe in what Accelo can do and if using all the right features, I know will be integral for the business to grow.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Recommandation utilisateur
8.4/10
Calculé à partir de 120 avis
Comparatif avec les logiciels similaires : recommandation utilisateur

Accelo - Prix

À partir de
16,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $16 per user/month.

ServOps plus: $39 per user/month (billed monthly) or $34 per user/month (billed annually).
ServeOps Premium: $79 per user/month (billed monthly) or $69 per user/month (billed annually).

Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Rapport qualité-prix
4.3/5
Calculé à partir de 120 avis
Comparatif avec les logiciels similaires : rapport qualité-prix

Accelo - Fonctionnalités

  • API
  • Diagrammes de Gantt
  • Feuilles de temps
  • Gestion de projets
  • Gestion des tâches
  • Interface glisser-déposer
  • Intégration de tiers
  • Notifications automatiques
  • Outils de collaboration
  • Planification de projets
  • Planification des tâches
  • Projections
  • Suivi de la progression
  • Suivi des activités
  • Suivi des tâches
  • Suivi du temps des projets
  • Tableau de bord d'activités

  • Commentaires
  • Hiérarchisation
  • Suivi des projets
Fonctionnalités
4.4/5
Calculé à partir de 120 avis
Comparatif avec les logiciels similaires : note sur les fonctionnalités

Plus d'informations sur Accelo

Accelo - Principales fonctionnalités

  • Activity & performance reporting
  • Automatic email capture
  • CRM & client database
  • Contracts & retainers module with renewable templates
  • Custom workflow & business processes
  • Direct email marketing campaigns
  • Email Integration
  • Expenses module
  • Gantt-charts & forecasting
  • Google Apps integration
  • Invoices & payments module
  • Issue, tickets and support module
  • Project management
  • Scheduling and calendar sync
  • Shared calendar, address book, and tasks
  • Task Scheduling
  • Task and time tracking
  • Ticket Management
  • Time-billing & worklog
  • Timesheet reporting
  • Xero, Quickbooks & Saasu Accounting Integrations

Avantages

Accelo offers fully integrated solutions for Sales + Project Management + Billing designed specifically for client-facing businesses. From sales opportunities to invoicing, and all the steps in between; Accelo ensures that your work is effectively managed.

Automatic Email Tracking

Are critical sales & project emails scattered in multiple inboxes? Accelo automatically captures all client emails, storing them centrally where your whole team can find & use them.

Powerful Workflow & Business Processes

No two clients or projects are the same, but without a system & processes, things can go very wrong. Accelo gives you a powerful, flexible & easy to use tool to bring order to chaos.

Google Apps & Exchange Integration

With Accelo, you can sync your contacts, appointments, tasks and more with Google Apps or Exchange, so you and your team can keep using the tools they are familiar with.

Dynamic Scheduling & Timesheets

Still juggling team and project schedules in Excel? Accelo updates schedules automatically when estimates or deadlines change.

Social Integrations

There are many more ways for your team to work with clients these days. Accelo is integrated with Twitter & LinkedIn, allowing you to use social platforms to deliver great service.

Secure & Easy to Use

All access to Accelo is encrypted, so you can be confident your information and access is safe and secure. Being browser based, Accelo is also very easy to use.

Real Time Reporting

As a real-time, collaborative environment, you can instantly see business performance across clients, projects, teams and more, either through dashboards or detailed analytical exports.

Accelo - FAQ

Voici quelques-unes des questions fréquentes sur Accelo.

Q. Quels sont les types de licence disponibles pour Accelo ?

Types de licences disponibles pour Accelo :

À partir de: 16,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $16 per user/month.

ServOps plus: $39 per user/month (billed monthly) or $34 per user/month (billed annually).
ServeOps Premium: $79 per user/month (billed monthly) or $69 per user/month (billed annually).

Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Q. Quelles sont les principales fonctionnalités du logiciel Accelo ?

Fonctionnalités du logiciel Accelo :

  • Activity & performance reporting
  • Automatic email capture
  • CRM & client database
  • Contracts & retainers module with renewable templates
  • Custom workflow & business processes
  • Direct email marketing campaigns
  • Email Integration
  • Expenses module
  • Gantt-charts & forecasting
  • Google Apps integration
  • Invoices & payments module
  • Issue, tickets and support module
  • Project management
  • Scheduling and calendar sync
  • Shared calendar, address book, and tasks
  • Task Scheduling
  • Task and time tracking
  • Ticket Management
  • Time-billing & worklog
  • Timesheet reporting
  • Xero, Quickbooks & Saasu Accounting Integrations

Q. Qui utilise Accelo ?

Utilisateurs habituels du logiciel Accelo :

Auto-entrepreneurs, Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues Accelo est-il disponible ?

Langues dans lesquelles Accelo est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Accelo ?

Types de licences disponibles pour Accelo:

Abonnement

Q. Accelo prend-il en charge les appareils mobiles ?

Appareils pris en charge par Accelo :

Android, iPhone

Q. Avec quelles applications Accelo peut-il s'intégrer ?

Applications s'intégrant à Accelo :

Campaign Monitor, HubSpot CRM, HubSpot Marketing, Mailchimp, QuickBooks, QuickBooks Online, Saasu, SharpSpring, Stripe, Xero

Q. Quelles sont les ressources d'aide disponibles pour Accelo ?

Ressources d'aide disponibles pour Accelo :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo