Opiniones de Accelo

It has so many features that it's light years ahead of anything else I've tried and I've been through dozens of programs. I'm probably using 10% of the features yet it's still indispensable. I love how I can set different rates for different clients, even the same clients but for different projects. I can fairly easily track my time and send invoices.

That said, Accelo is so utterly confusing, that if you don't already have a complex management system that you're converting from, and is one which you already mastered, you can get very easily overwhelmed by the differences between Retainers, Tickets, Projects. You can attempt to just use one of them and see how it works for you, but then certain items won't be billable if not set up with the correct item. I wish they had templates set-up already designed for different industries, where they had instructions of how to setup and perform specific processes for your needs. Then a guide to stages to go to the next complexity of tools. I feel like I can't move forward for fear of breaking the 10% I'm able to use properly (or improperly). Support is very poor and only available via email. It can take a day for a response and I find myself having a week long back and forth on something that would take just a few minutes via phone.

It kind of changed a whole lot of my teams work ethic, and system. Helper us immensely with unique set of features, especially, syncing schedules, result tracking.

Nothing much really. Just that the pricing is on the higher side. Not a deal breaker though.

It's the perfect app for teamwork, log your time, make a report and to let you know where the project is heading.
Easy tracking of the project and who is working on it.

It's not that easy to set at first.
You need to be careful when you tracking you.
The reports are not very easy to read and you cannot have them in pdf.
You have to report the exact time that you were working on each task.
Unfortunately, as sometimes I am doing many tasks at the same time its not really realistic for me to track the exact time.

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.

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.

One of the biggest advantages of Accelo is its all-in-one approach, allowing businesses to manage all aspects of their operations from a single platform. This can save time and improve efficiency by reducing the need for multiple software applications.

While it offers a range of features, some businesses may find its pricing plans to be slightly more expensive compared to other similar software options in the market

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

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.

- we loved the idea of a fully integrated professional service system. TImesheeting, project management, and business development (prospecting) follow-up, and project cost tracking were essential for us.
- we use everything in Accelo except 'ticketing'.
- we were initially attracted as well by the invoicing and the project profitability features.
- time sheeting, project cost tracking, business development (opportunity funnel) and basic project management work very well for us. The team - including external contractors - use the system externally, and it greatly streamlines our weekly All Hands review meetings.

- We have consultants with extensie experience with Salesforce and Work, and they comment this is much better suited to our 'professional services' application.

- the proposal/ quoting functionality has been a disappointment. We wish there was better functionality to impot text, 'view' andedit and modigy layout, due to the nature of professional services work. The quoting/ prosposal module is probably fine if you are quoting 'canned' services like web design packaging, or system configuration / maintenance, but not for much else.

I love how comprehensive Accelo is. There's a really thoughtful approach in that you can track all comms and the history for each client in one place. Accelo has re-defined how our agency works as it takes a lot of the manual organization work out of the equation.

The price? My company recently went through a merger with eight other companies (globally, but still within the South Pacific) and the cost to use Accelo company wide was too high. At the moment, our higher ups are looking for replacement tools, but everything is independent of each other. Some apps integrate with others, but it's no where near as sophisticated as Accelo. Our smaller team has made a case for our continual use, but I fear it's a matter of time before we'll be required to use something else for day to day ops management.

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

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.

This is one of the few tools out there that has been extremely helpful in managing retainer work. Our team appreciate the tool's ability to track time and tasks within projects. I also really like the triggers for alerts on budget/usage %, this automation has been very helpful.

There is a lot of rigidness about the system, with lots of work arounds, but still some aspects of it do not have the flexibility you want it to. Task are more difficult to manage and assign than just a task management/checklist type system.

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.

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.

I wanted a great PSA, one that I could stand up quickly and get to work without hours and hours of churn. This fit the bill great. It integrates well with QuickBooks, my RMM, and email platforms. And it is reasonably priced.

It still feels young in its product lifecycle. The integrations, while solid, have the opportunity for greater and greater automation. Looking forward to the progression of the product.

Accelo has a really robust ticket system which automatically emails those involved with the ticket when a change is made. It is excellent for managing projects that involve multiple people. Accelo can also send out reminder emails that a task is waiting for more information.

There are some buttons and functions that don't have clear explanations. When it comes to filtering tickets there are so many options it it really easy to include so few that you don't get useful results, or you can include so many there are no results at all. Some drop down menus are also very quick to snap shut if your cursor wanders a bit.