Accelo

What differentiates Accelo from other similar products?

We utilize Accelo for the complete quote-to-cash process, and it is linked with Hubspot CRM, Quickbooks, Office 386, and Expensify to provide a comprehensive PSA platform. It handles the estimate. Project quoting, digital quoting approvals, time capture/approvals, invoicing, and operational reporting are all part of the process. We are utilizing Accelo to tackle 80% of the challenges that we had prior to installation. If we hadn't used Accelo at the time, the transition would have been difficult, if not impossible. The ability to combine many tools into one has been a lifesaver.

What is your favorite aspect of this product?

We conducted a thorough examination of the PSA platforms, and without a doubt, Accelo offers the most comprehensive set of "projection-to-bill" features that we could discover. The product is quite adaptable and meets the majority of our requirements. We were able to become acquainted with the tool and implement features as needed. Accelo also connects with a variety of third-party applications, including Quickbooks, Hubspot, and Office 365. I've even created my own custom reports using the Power BI connector.

What do you dislike most about this product?

I dislike that their reporting engine requires additional fees to properly utilize it. In other platforms, this is a basic and fundamental feature. Allow your users to utilize it as a key feature; in fact, it's a need. My only other concern is that the user interface might be overly complicated in some circumstances. There is a lot going on, which might be overwhelming for certain people - a simpler design would be useful, but this is a minor issue. I've grown to enjoy the durability.

What recommendations would you give to someone considering this product?

Accelo is one of the greatest applications I've seen, and it does an excellent job of covering all of the capabilities it claims to provide. Prepare to put in some effort and time to get the tool to perform effectively. As I tell all of my clients, the more effort you put into adopting and mastering the method, the more benefit you will receive.

What differentiates Accelo from other similar products?

We use it to handle client contracts, track hours, plan and manage projects, and measure time against tickets and retainers. Accelo makes it simple to handle, bill, and retain tickets for different divisions using a single login. Billing synchronization with QBO to provide a smooth accounts receivable process. These were the two goals we set for ourselves when we chose Accelo, and they are what keep us coming back.

What is your favorite aspect of this product?

I enjoy the configurable ticket filters, as well as the ability to automate and establish triggers and project management. Accelo provides a comprehensive solution. When it comes to project management and billing, the flexibility to incorporate multiple divisions and customer classes in one system saves us time, energy, and money. The capacity of the system to function online with our existing infrastructure is greatly enhanced by Quickbooks Online and Gmail synchronization.

What do you dislike most about this product?

Some simple user experience concerns that I've noted multiple times never appear to get resolved. Gmail and QBO syncs can occasionally fail. The latest search feature is less obvious than the prior one, and the CRM is very basic, therefore we no longer utilize it. Integration with Ninja may be better than it is now, while this is most likely a constraint on Ninja's side. Ninja cannot submit a ticket to Accelo using the API; instead, it must do so via email, with no associated screenshots.

What recommendations would you give to someone considering this product?

Accelo is a wonderful option for any business trying to optimize their communication, task assignment, and payment processes. Set up ticket triggers and envisage your workflow ahead of time. It's very adjustable, and you'll be a better tool if you put in the work to configure it the way you want to use it. Their customer service is exceptional, and their onboarding process choices will match the demands and budget of any firm. I've been using Acello for my business for almost four years and have never considered moving to another tool.

What differentiates Accelo from other similar products?

We're using Accelo to solve a lot of process issues. Our current antiquated system necessitates several clicks and FTEs merely to launch the software that allows you to conduct your business. Accelo helps our company to be nimble and make data-driven choices without the use of third-party solutions or additional work from our team members. We can operate much more efficiently and effectively now that all of our calendars are in one location. I can also access all of my interactions with a customer before I talk to them, so I can see what was last discussed or completely grasp the account, which helps me seem professional while also saving tim

What is your favorite aspect of this product?

I like that everything is in one location and that I can locate what I need without bothering or being bothered by a team member for information. I really enjoy how Accelo is always improving the user experience and listening to what people want before implementing new features to stay relevant. We are presently integrating additional products via APIs to automate invoicing procedures, license numbers, and data use across our stack, in addition to the built-in functionality of the product.

What do you dislike most about this product?

I don't like that you can't sort by the MONTH that item is expected to be released. Instead, only in my department do we have to alphabetize and shift everything chronologically by date. The system does not have an on-premises interface with Quickbooks. To ease Accounting integration, our organization needed to pivot to a cloud-based solution.

What recommendations would you give to someone considering this product?

Accelo is a cloud-based PSA for your MSP or MSSP company. This solution is not for you if you want a solution that requires a thick client installation on a local workstation. Having said that, Accelo is a respectable tool with excellent out-of-the-box integrations. There are APIs for third-party connectors, Forms APIs for generating custom forms for sales leads and support inquiries on your website, and Zapier integrations. My idea would be to start with your senior team at Accelo and then go on to other team members.