Accelo

What differentiates Accelo from other similar products?

The client work management software provides you with a complete view of your most recent company data and financial performance with an emphasis on time and money. You never need to ask for a status update because client conversations, activities, and work are all centralized on a single platform.

What is your favorite aspect of this product?

Accelo has done a good job of keeping client information organized, making it simple to send out sales quotations, and handling payments. Additionally, it has prevented us from overbooking our workers by keeping us organized as we look at new customer assignments. The capacity of Accelo to track monthly budget on retainers and carry over funds to next months is amazing.

What do you dislike most about this product?

The more precise ability to shift invoices around when created within Accelo would be my only complaint. The ability to relocate or convert tasks produced in the kanban task board into tickets, projects, etc.

What recommendations would you give to someone considering this product?

Once everything is in place, your business will operate beautifully throughout the client interaction—from quoting to selling to administration. I may monitor my team members' emails and respond on their behalf when they go on vacation. Additionally, it has prevented me from skipping follow-ups. It just won't happen due to the way the triggers have been constructed.

What differentiates Accelo from other similar products?

Accelo assists us in efficiently managing our client work. No matter where you are, the end-to-end cloud-based platform manages all facets of providing client work, from prospect to pay, including sales, projects, tickets, retainers, timesheets, resourcing, and more. Accelo improves team and organizational productivity by streamlining workflows.

What is your favorite aspect of this product?

Because of the numerous connectors and how they function together, Accelo appears to have figured of the ideal approach to have the system follow the course of typical corporate operations while maintaining the communications stream in one location.

What do you dislike most about this product?

If a task is defined as one but actually requires a different setup, things are easily missed. Establishing a task, project, or retainer involves many steps and procedures and might take some time. I've attempted to switch the allocated task from one project to another on occasion, but I find it challenging.

What recommendations would you give to someone considering this product?

Since we now have to bill residual income through Xero, Accelo is creating improved billing options. We're glad they're focusing on it because it's aggravating that a platform geared on recurring retainers doesn't support direct charging of those retainers.

What differentiates Accelo from other similar products?

We were able to consolidate and streamline our scheduling, project and service monitoring, and better see the labor and monetary sides of our job thanks to this platform. We can measure all indicators more effectively and in near real time, leading in increased earnings and customer happiness. I appreciate being able to see my colleague's correspondence with the client, which is useful if I need to refer to something that was previously discussed with the customer.

What is your favorite aspect of this product?

Accelo is a simple and straightforward project management solution. It's incredibly configurable; we can measure the time we spend working with a customer, altering tasks on a client file is simple, clients can see the status of their service, and I can share clients' accounts with colleagues who are working with me at the same time. weather. In most areas, the platform meets or exceeds our expectations, and the staff is eager to work on the areas where it falls short. Sales, training, and support respect our time and work fast to fix concerns.

What do you dislike most about this product?

Although it is extremely wonderful that the email function records the time spent creating or replying to an email, the format itself is not particularly tidy, which is why I don't really enjoy it. I like to continue using Outlook since the Accelo system can track your Outlook emails and connect them to the Accelo accounts of your clients.

What recommendations would you give to someone considering this product?

Please keep in mind that you are purchasing a unique product that will require some effort to customize to your specific needs. This is the nature of a bespoke system; the return on your effort and money with Accelo is well spent.