Accelo


Logotipo do Accelo

 

138 avaliações (4,5/5)
 
Accelo is a cloud-based Service Operations Automation (ServOps) solution that allows users to manage all client-related activities. This solution is suitable for businesses of all sizes across various industry verticals. Accelo automatically sends template emails, creates follow-up meetings and updates fields like due dates. It can integrate with other solutions, so users can access all client-related information from one unified place. Accelo provides a centralized email inbox system where any team member can access client-related information. All client-related information is stored and archived, and it can be easily accessed with a global search tool. With Accelo's mobile application for Android and iOS, users can access all the features of the solution remotely. In addition, the mobile application offers various features including an activity stream, timers, a sales module, project management, time tracking, issues and tickets and email collaboration. Accelo offers services on a monthly subscription basis that includes support through an online knowledge base and via call.
 

Accelo - Activity stream
 
  • Accelo - Activity stream
    Activity stream
  • Accelo - Calendar adjustments
    Calendar adjustments
  • Accelo - Integrations
    Integrations
  • Accelo - Project dashboard
    Project dashboard
  • Accelo - Unified team schedule
    Unified team schedule
Sistemas operacionais compatíveis:
Navegador web (independente o SO)

138 avaliações do Accelo

 

Meredith C. Especialidade: Serviços financeiros Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

06/11/2019

06/11/2019

Fonte da avaliação: Capterra

The Best CRM!

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We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Vantagens

Ease of use, completely customizable, thoughtful and useful features!

Desvantagens

I wish I would have found it so much earlier than I did!

James G. Especialidade: Recursos Humanos Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

11/09/2020

11/09/2020

Fonte da avaliação: Capterra

Opitimized and Automated our Workflow

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Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.

Vantagens

We switched to Accelo after using other inferior products for 18 years. We have been pleased with the front-to-back automation that is now seamlessly running critical portions of our business.

With Accelo, we have been able to place several business functions on one platform, where before, we had to use several products to accomplish the same thing - with little or no automation. We are now more automated and productive. Our team loves the product!

With the current COVID pandemic, we have found ourselves having to do more with less. To meet these new challenges, we are taking full advantage of Accelo's Expert Services Program and have partnered with an Accelo Implementation Manager. The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.

Desvantagens

We love the software. As others have stated, we wish that we had been using it years ago.

Keyana K. Especialidade: Internet Número de funcionários:  11-50 funcionários Número de funcionários:  11-50 funcionários

25/04/2018

25/04/2018

Fonte da avaliação: Capterra

Accelo is packed with features and customizations, but still falls short

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The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.

Desvantagens

The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.

Traduzido para o Português

Resposta: Accelo 29/08/2019

Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync.

When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work.

The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things

Christine S. Especialidade: Arquitetura e planejamento Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

07/05/2019

07/05/2019

Fonte da avaliação: Capterra

Product Analyzer

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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.

Vantagens

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.

Desvantagens

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.

Susie S. Especialidade: Contabilidade Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

12/02/2020

12/02/2020

Fonte da avaliação: Capterra

Game Changer for our Professional Services Company

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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).

Vantagens

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.

Desvantagens

The integration with QuickBooks Online needs some additional features.