Accelo
Sobre Accelo
Accelo combina las necesidades clave de ventas, gestión de proyectos, retenciones, tickets de servicio y colaboración en una plataforma para pequeñas y medianas empresas de servicios. También facilita la asignación de trabajo, el seguimiento del progreso, la visualización de presupuestos y la rentabilidad en tiempo real. Accelo te ayuda a informarte en profundidad del rendimiento de tu negocio para que puedas seguir ofreciendo un servicio excelente.
Módulos
Clientes y contactos: una base de datos de clientes potente, pero fácil de usar, que te permite ver toda la correspondencia, ventas, trabajo y facturas de clientes de forma rápida y sencilla.
Ventas y marketing: vende a tus clientes potenciales y habituales y gestiona el proceso de venta y oferta. Es rápido, fácil de usar y ha sido diseñado para vendedores profesionales.
Trabajos y proyectos: seguimiento de trabajos con todas las funciones y gestión de proyectos. Un módulo que gestiona la flexibilidad que necesitan los profesionales de servicios. Gestiona proyectos, presupuestos, tiempo y tareas con confianza y facilidad, todo en un solo lugar.
Problemas y servicio: brinda un servicio y asistencia excepcionales con un sistema integrado que te permite ver la imagen completa de la relación con el cliente.
Contratos y retenciones: ¿tienes retenciones o contratos de servicio con clientes? Acaba con los problemas de facturación y creación de informes con el módulo de contratos y retenciones, que vincula el trabajo y las hojas de tiempo a los contratos de forma automática.
Facturas y pagos: crea fácilmente facturas de trabajos, problemas de servicio, contratos y hojas de tiempo y cobra por todo el trabajo que haces. También puedes sincronizar facturas a tu solución de contabilidad principal al instante.
Tareas, programación y hojas de tiempo: para ayudarte a hacer las cosas, Accelo ha integrado el seguimiento de tareas, la programación de proyectos y las hojas de tiempo; todo lo que tu equipo necesita para administrar el tiempo, el trabajo y los plazos de entrega.
Correo electrónico, notas y colaboración: Accelo almacena automáticamente correos electrónicos, documentos, notas de reuniones y más en el registro de la venta, el proyecto, el problema del servicio o el perfil del cliente para que puedas encontrar fácilmente la información importante.
Portal del cliente: brinda acceso a tus clientes en horario ininterrumpido. Ofrece acceso a su proyecto, contrato, servicio e información de cuenta para mejorar la transparencia y los niveles de servicio y ayudar a los clientes.
Campañas de marketing por correo electrónico directo: envía campañas de correo electrónico a tus clientes directamente desde Accelo.
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Opiniones
¿Ya tienes Accelo?
¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.
- Sector: Aprendizaje en línea
- Tamaño de la empresa: 11-50 empleados
- Software usado Semanalmente durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
A Comprehensive Project Management Tool
Revisado el 22/2/2023
Overall, Accelo is a comprehensive project management software that offers a wide range of features...
Overall, Accelo is a comprehensive project management software that offers a wide range of features and integrations. Its ability to automate repetitive tasks, create custom workflows, and streamline operations make it an ideal tool for businesses that handle large projects. While it may take some time to master, the benefits that Accelo offers make it a worthwhile investment for businesses looking to improve their project management capabilities.
Puntos a favor
Accelo is a powerful project management software that streamlines operations and allows teams to manage our work efficiently. One of the most significant benefits of Accelo is its integration with various tools such as Gmail, G Suite, Office 365, and QuickBooks. This integration enables us to manage customer data, projects, tasks, and billing in one place, which significantly simplifies the workflow. Accelo's automation features help users save time and eliminate repetitive tasks. Its smart scheduling tools and calendar integration enable us to allocate time effectively and manage our workload. We can also assign tasks, track progress, and set deadlines for the our members to ensure timely delivery of projects. One of the standout features of Accelo is its ability to create custom workflows that meet our unique requirements. The software offers customizable templates, which can be tailored to specific workflows, making it easy to manage a wide range of projects.
Desventajas
However, Accelo's complexity may make it difficult for new users to get up to speed quickly. The software has a steep learning curve and may require some training to use effectively.
Respuesta de Accelo
Hi Kavindu Githsara, thank you for taking the time to leave a review! We are glad to hear that helped your team work more efficiently and is helping consolidate your client work into one centralized system. We really appreciate hearing about your positive experience with the platform and want to thank you again for taking the time to share your feedback!
- Sector: Arquitectura y planificación
- Tamaño de la empresa: 2-10 empleados
- Software usado Otro durante Prueba gratis
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Product Analyzer
Revisado el 7/5/2019
I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any...
I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.
Puntos a favor
I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.
Desventajas
I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.
Razones para cambiar a Accelo
I researched over 20 and demoed 4 products and brought all 4 to the table with pros and cons that I found with each of them. Mavenlink I thought was overpriced compared to the others. I also felt they weren't as helpful or agreeable to help while I was demoing. Wrike was okay, but they started to shy on giving me time to work with the product. A big factor in my decision making was who was the most customer/user firendly. Who wanted me to really like their product. I wasn't buy for me, I was researching for someone else. I gave that information up front. and the 2 I ended up taking to the client was Liquid Planner and Accelo. We set up online demos for the client to see and ask their own questions. That day, Accelo performed the better demo and the client went with them.- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Good At Lots, Not Great At Anything
Revisado el 1/11/2016
Accelo is a decent platform that aims high in their feature set, but with mediocre results. We were...
Accelo is a decent platform that aims high in their feature set, but with mediocre results. We were attracted by the number of integrations available, but some of those have since been removed.
I am encouraged by the pace of development, so it's quite possible these features will grow in maturity in the near future.
Puntos a favor
The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly.
The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.
Desventajas
Unorthodox vocabulary, modules operate differently from class leaders, so the learning curve is significant and that can impair adoption across a team.
None of the modules can reasonably be called best-of-breed - but most are still useful.
- The Ticket system is a far cry from Zendesk, but still good enough.
- The quote feature doesn't stack up to Quote Roller, so we still use QR for sales proposals. Accelo used to support integration with Quote Roller, but no longer does.
- We tried to get by with their Project Management tool, but everyone gave up. Now we use JIRA for major projects.
- We have multiple businesses operating in different currencies, so we reply on Xero for accounting, and Freshbooks for invoicing.
Respuesta de Accelo
Thanks for your review, Ryan. Since you posted it we've been working very very hard with dozens of people in our design, development, QA and other product teams to make the product great. And we're going to keep working on making it better.
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Game Changer for our Professional Services Company
Revisado el 12/2/2020
The implementation support was excellent. They really worked with us to configure Accelo to meet...
The implementation support was excellent. They really worked with us to configure Accelo to meet our business needs. The tool meets 90-95% of our needs, and they continue to improve upon it. Their support team is one of the best we have seen (we have used many products over the years).
Puntos a favor
Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform. The tool is quite user-friendly if set up properly for your business.
Desventajas
The integration with QuickBooks Online needs some additional features.
- Sector: Servicios para el consumidor
- Tamaño de la empresa: 51-200 empleados
- Software usado Semanalmente durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Good for managing and running projects
Revisado el 19/3/2021
Overall a very organized software. Keeps everything in one place.
Overall a very organized software. Keeps everything in one place.
Puntos a favor
I love how easy it is to understand. Completely customizable and very organized on a whole. Tracking transactions with previous customers is super easy.
Desventajas
The ease for booking leaves is actually not so easy. It seems to be very complicated. Also I have having to do so many tasks manually.
Respuesta de Accelo
Thanks Sherae for the great feedback! We'd love for you to share any additional information on the booking process and how you think this could be improved, within our Ideas Forum (ideas.accelo.com). Thanks for being a part of the Accelo community.
Preguntas frecuentes sobre Accelo
He aquí algunas preguntas frecuentes sobre Accelo.P. ¿Qué tipo de planes de precios ofrece Accelo?
Accelo ofrece los siguientes planes de precios:
- Modelo de precios: Suscripción
- Prueba gratis: No disponible
P. ¿Quiénes son los usuarios habituales de Accelo?
Los clientes habituales de Accelo son:
Trabajador autónomo, 2-10, 11-50, 51-200
P. ¿Qué idiomas admite Accelo?
Accelo admite los siguientes idiomas:
inglés
P. ¿Accelo es compatible con dispositivos móviles?
Accelo admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra Accelo?
Accelo se integra con las siguientes aplicaciones:
BrightGauge, ConnectWise Cybersecurity Management, Expensify, Google Analytics 360, Google Calendar, Google Drive, Google Workspace, Gusto, HubSpot CRM, Ignition, Jira, Kaseya VSA, Mailchimp, Microsoft 365, Microsoft Outlook, Microsoft Power BI, NinjaOne, PayPal, QuickBooks Online, QuickBooks Online Advanced, Salesforce Sales Cloud, Stripe, Twitter/X, Xero, Zapier, Zendesk Suite, authorize.net
P. ¿Qué tipo de asistencia ofrece Accelo?
Accelo ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Chat
Categorías relacionadas
Ver todas las categorías de software encontradas para Accelo.
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