I love the Stream feature - showing all emails between clients. I think that helps especially in my business. I also like the time tracking feature and the performance dashboard too - it gets a little friendly competition within our website! My company mainly uses the tasking dropdown and the time tracking and those have been super helpful.

The time tracking can be a little tricky to use - but overall I really like this feature as well. But overall, I don't have any major complaint about Accelo - i think it's a great site. Sometimes my emails do not show up in stream - so its really frustrating.

Its a great management tool. We are able to see how our team spends time on specific tasks and if it's profitable to do so.

Templates for project budgets, template emails, dependencies in workflow, Stream is amazing

It took getting used to, but it works great once you get used to it from a desktop application

Measurement of actual performance to budget in real time, ability to see people's backlogs better, ability to track project types quickly and easily, ability to sort lists quickly

Accelo has become a one-stop shop for managing and running my publishing business. I appreciate the way it integrates a CRM, project management, sales management and time and task tracking. It's everything I need. I am able to connect with a google calendar, quickbooks and more in order to create a solid platform for managing the nuts and bolts of my business. I have been using accelo since 2017 in my business and I plan to continue using it for a long time to come.

It takes time to get it set up. There are some things that are clunky or that need outside help to get set up. Once you have things set up it works well. There were things I needed accelo to do when I started that it didn't do, but over time it has developed to adapt even better to my business needs. I wish the in-person support was cheaper, I'd use more of it.

If you can afford to purchase consulting time when setting it up, it will save you a lot of hassle.

I am able to keep track of multiple book projects in accelo. The stream is a wonder. Having all the communication and back and forth related to a specific project in one place is the best. Accelo is invaluable with sales. I can create proposals and turn those proposals into projects. I can also keep information related to sales in one place.

The way that Accelo seems to have thought of the best way to have the software follow the normal path of business and the integrations that are available and how they work together, keeping the stream of communications in one place and having the project started with the quoting process is a good way to help keep things organized and keeps the flow of information flowing nicely.

So far, the only thing that I would like better is a little better documentation so as I start to use more of the software, there is a little better understanding of how it is set up. I would also like to be able to do some custom reports, but I hear that it might be coming in the future.

Accelo is keeping the client information organized, allowing sales quotes to go out easily and receiving payments has worked well. It is also kept us in looking at potential client jobs organized and keeping us from over booking our staff.

I like the dashboard and how clear it is. As a robust system, Accelo can be overwhelming with the abundance of functions, but the user-face doesn't throw everything at you at once. Once you have a strategy, it's straightforward to follow. I am not necessarily tech-savvy, but Accelo makes me feel like I can conquer the world with the functions, customer support, webinars, and other resources they offer.

The amount of things you can do within Accelo is overwhelming to the novice user, but that's something you can overcome. Sometimes when I make an error or a search doesn't match any criteria, I never know why. Something I would like to see is maybe having more tips when a field does not populate and help within the system.

Take time to get to know the software to establish what kind of system works for you and your company.

I am solving the problem of keeping track of emails from clients! Having the stream to refer back to is SO AMAZING! That way, we don't have to remember what each client requested, and we have a reliable system to keep track of all communication. We are also using Accelo to solve our invoicing issue. We have so many invoices that keeping track of which client each invoice is for becomes hectic. With Accelo, each invoice we make gets attached to the project, and we can keep track of payments from QuickBooks!

Accelo project plan makes it easy for the consultants to implement the services required by our clients.

Clients are up to date as to where we are with the implementation of their program.

Outcomestasks that are loaded ensures that you do not miss a follow-up or deadline.

Somebody can manually add time to a project or double time without flagging people.

Can I suggest a report on manual time added?

Accelo is always looking at bettering the system for ease of use.

The managers in the regions are keeping their fingers on the pulse for each project loaded, and I can get an overall picture of the company's performance.

Managing clients and contacts with the stream of communication make it easy to follow a trail when needed.

Accelo can take a project from initial contact to sale to project to invoicing. It functions as a CRM, project management tool and communications platform. You can use the tool as simply (assign tasks and due dates) or as robust (dependencies, triggers, templates, automation) as you like. It is a one stop shop for everything you need to move work, communicate among the team and with clients and assess staff and company performance.

While I really like the software, what I like best about Accelo is their support team from our customer service manager to the front-line support to the engineers we've worked with. I have felt heard, that my suggestions, requests or issue reports are not going into the "we'll put that into the suggestion box" black hole. Suggestions I've given or issue reports I've made are taken seriously and addressed, often on screenshares. I have never seen a software company so attentive to its users.

One of Accelo's strongest features - its robustness - is also something that takes some getting used to if you want to use it to its full potential. It can do A LOT for you, but time spent learning and figuring out consequences of changes to settings is required. I would not put this down as a "dislike", but there is a learning curve - and that learning curve is worth it. Our particular implementation involved analyzing and reconfiguring our internal processes as we used very simple tools for time tracking and task assignment. Accelo's robustness actually facilitated those changes, so it's hard to say that is a true dislike, more like something one should know.

Having a full client CRM. Being able to allot time to tasks and have it tracked properly to the task, milestone and project. Internal team communication and visibility of that communication with the Stream feature. More detailed management of work, clearer view of what's done and what's to come on a project. Clearer analysis of how time is spent and what is profitable. Improved sales process. Clarity on task schedules.

It is an excellent time tracking and project managing software. I find my work more organized and my time tracking a lot easier. Our projects at the office have become much easier to track. There is now a place where I can actually see the status of a project and when it has been completed. The tickets help a lot as well when there is an out of scope job our clients need us to do. Also, the email Tracking is a lifesaver, I don't have to sort through a bunch of emails to find one specific thing. I can just go to the company and check the stream of emails for that specific client. Budgeting and billing have also been fantastic, I no longer have to go back on a bunch of paperwork and find what I need I can easily find what I need. The Integration with our accounting and payroll software has been a breeze. I would and have recommended this to my friends.

It does get a little hectic sometimes when certain projects don't clear, but we talked with an accelo associate and they fixed it for us.

I would totally recommend this software for companies with 10-20 employees.

Accelo associates were super helpful and solved our problems. The accelo Associates are very kind and very helpful. They were quick to respond and their work ethic was absolutely fantastic. They fixed my problem.

It allows us to track the progress of our projects on multiple levels simultaneously. The way the data is organized, we can drill down into specific areas to evaluate our performance and to quickly address areas for improvement. The "Project Stream" is a great tool as well. New projects move seamlessly from Sales to the studio with all of the relevant information already set up.

Not much. I wish the calendar views and interactions were more intuitive and easier to navigate. Otherwise, we have been extremely happy with Accelo and grateful for the many, many ways it has empowered us to manage our business more effectively.

All of the managers are able to view the critical information on their projects in a matter of seconds. Our old method of quickbooks, and spreadsheets and calendars in decentralized formats was VERY ineffecient. We spend more time serving our clients and far less time chasing down data from decentralized sources. Setting up and administering contracts is easy and the templates tie to our delivery schedules. It allows a level of detail in the inputting of time by our employees that lets us see where the time goes in our projects and empowers us to craft better and more accurate proposals.

We love that we are all connected now!

We work better as a team because all projects have been set up to assist our clients.

We have increase sales and productivity without hiring more staff!

I love how Accelo communicates and supports their clients and that they are always striving to make their program better and do so by taking an interest how their customers use their software.

I love that I can customize a lot of features

I love the integrations with google (wish there was more)

Love that it has automation and cant wait to get them set up more so we can make more money! Would love help lol

I would like to be able to add milestones to the task board.

I wish I could see more options for the Deadline Task Board - Like seeing into the future so we could easily schedule a month. Google Calander Merge?

I wish I could remove the add activity (blue button) in the upper left corner for non-management staff.

I wish it was easier for Quickbooks and Accelo to work together.

Wish the Contacts had easier add's for more addresses and phone numbers for the same person. This is super confusing.

I wish attachments and BOX could speak together.

I wish Accelo could fix our request/issues or add automation for us so I didn't have to fix or set it up - hourly rate or a monthly add on for support?

I wish Accelo could fetch emails faster from gmail.

I wish there was a mindful pop-up that could record your daily usage and when you rached a specific time log a popup said YOUR AWESOME SAUCE you have reached your half way goal... like my apple watch!! lol

Project naming could be custom and start at the sales level.

Sales Estimates naming could be custom.

Wish I cold move line items in Milestone templates.

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*What is your industry when using this product? Forensic Engineering Firm

Do it! You won't regret it.

Communication

Time tracking!!

Scheduling

Project Attachment Capture - when we cant find specific attachments its easy. Would love if it could grab URLs as well.

Love the Streams! and re-directs :) Game changer

Wish other members could create a new activity in a sales stream without paying for them. They don't need access to anything else in there.

Sales Requests capture. Wish it worked better. I love that we can use requests. Would love to see something to integrate an email request to a Accelo Request.

Templates are the friggen BOMB! love templates!