Task triggers. I live in account management, and being able to set criteria that determine if a customer is due for follow-up is a game-changer. It allows me to keep my calendar open for meetings, while also keeping me on track and accountable.

It also has stopped me from forgetting about follow-ups. It just doesn't allow for that to happen, because of how we've programmed the triggers. Simple stuff like 'if no inbound or outbound communication has been receive for 4 days, set a task' has really changed the game for how I handle account management and how I prioritise my own memory.

Additionally, triggers have made a lot of the repetitive notifications to business partners become completely automated. I'm using automation logic to notify business partners about status changes to shared opportunities with near zero-touch, which they love.

I'd love to be able to split single tasks with other staff members. We have a lot of cross-department work that needs to be done at the same time, and currently we need to set the same task multiple times inside of one project or milestone to ensure that everyone is working on it together, but then each task contains on its own set of activities.

I also wish the tablet browser experience was a bit smoother. I'd love to be able to use Accelo on an iPad without needing an external mouse. This would make travelling for work a lot lighter.

Take the time to analyse and reconsider your workflows. Everything should be on the table, and everyone should be open to change. There's always a better way to get to the same endpoint, and seek consultative advice early.

It enables me to appear really proactive to my clients, ensures we're hitting all the appropriate touchpoints, but removes the need for me to tediously micromanage my own schedule.

Accelo gives us the ability to bring intelligence and flexiblity to our workflows and meet the needs for our comapny or any company. The customisation and automation is what brings this product to life. You can automate workflows, emails, triggers for reminders on just about anything. The capacity inside of each module to fit your process, your language and your requirements really brings this product to the top of our list for projects, tickets and retainer. The integration to G Suite and Xero are like magic. Easy, fast and flexible.

If there was a dislike, it would just be the time to plan and think through how to customise and work through your business processes and develop the automation without creating too much noise in the environment. Having said that, the time required, helps streamline your business workflows.

If you are looking for a CRM that manages Projects, Retainers, and Ticketing, this would be by far the best system I've used. The time to setup is worth the automation and integrational benefits. Find a great partner to help with the implementation.

We have been able to improve responsiveness from staff and customers through the use of the automation and the client portal.

The tranpareancy and visibilty between Accelo and G Suite lifts the capacity to see what has been happening with our staff and customer interations.

Billing and logging time are the best features. Automated planning and processing invoices makes my job easier!

I don't dislike anything about Accelo. I'd recommend to anyone.

Accelo takes the guessing out of time management and delegation within your organization. No questions on what is due when, and billing is very easy.

I like how accelo has is becoming the central hub for all the admin work. the automation of a lot of processes is a great time saving tool if you put in the work to set everything up correctly. the workshops with accelo representatives were also very helpful early on.

Some parts can be quite complicated which may be off putting to new users but persistence is key to get the best out of accelo

Something that you just need to try to realise its potential benefits for your company

The automated processes are great for saving time and the rapid generation of quotes and risk assessments based on inputted formats is also very useful

Accelo presents complete project management features from start to finish, being one of my favorite aspects in relation to software, giving excellent information about the ideas in progress of each of the clients with whom a particular company works, to carry out a good total view of the operators from any place and device that is desired to be used in these operations, helping to offer services, adapting to the environment of said organization, for planning tasks, pending work, appointments, and among others functions that run on a large scale and achieve significant change in these areas of work, automation and project management.

Apparently it shows signs of prevalent and annoying errors, when we try to move and designate the tasks of an entire organization, including meeting statistics or among other important data based on the steps that are carried out through this software, as these events can be a serious problem, having to restart the entire server, losing the programming settings, being a disastrous inconvenience in large quantities.

We can determine that Accelo is a system that can do everything, as long as it has margin and relationship with the subject, based on automation of deeper services or for a professional environment and for project management that is carried out on a daily basis, whether they are tasks, capacity planning for the probability of purchasing a product for a certain convenience of your due company, financial reports at business levels, and among other characteristics that this software covers in a very sophisticated way.

We use this software in large quantities as it provides good features that are our convenience, its function in the company platform that we have, mostly for automation on our servers, to carry out a development based on artificial intelligence based on schedules, so that this system acts only in its opinion, as long as it maintains the benefits of its work to our environment, mentioning that we implement this application mainly for the management of projects that we execute on a large scale, to maintain one of these schedules , which is time tracking to encourage pending tasks to be done.

The numerous customizing options available. The response time is quite quick. Once everything is in place, your firm will perform admirably, from the initial encounter with a client through quoting, selling, and administration. When my team members leave on vacation, I can keep track of their emails and answer on their behalf. It has also kept me from overlooking follow-ups. Because of how we've built the triggers, it just won't allow it to happen. Simple rules like 'if no incoming or outgoing communication has been received for 4 days, create a task' have transformed how I manage accounts and prioritize my own memory.

It might take hours to figure out how to properly tailor it to your needs. I would have loved to see something added. The smartphone app requires significant improvement. It's the one thing my prior provider performed better, and I've seen far better from the competitors. I'm hoping they'll alter it shortly. I also wish the tablet browser experience was more fluid. I'd want to be able to utilize Accelo on an iPad without an additional mouse.

It is a tool for almost everything, and everything related to client communication has been streamlined. Money was saved without missing billing, and it was easy to assess how much time was spent on tickets. I used to have to use three tools when opening a new client, but now I only use this one. My churn appears to be reduced as well, given that I can better track touchpoints. Accelo enables me to appear extremely proactive to my consumers, ensures we're hitting all of the right contact points, and reduces the need for me to control my personal calendar.

The ability to automate and create triggers, as well as their project management capabilities. I also like the customizable ticket filters.

Integration with Ninja could be better than it currently is, although this is likely a limitation on Ninja's side. Ninja cannot push a ticket into Accelo via the API, it has to be done via email, and attached screenshots are not included.

Take the time upfront to imagine your workflow and to set up ticket triggers. It is extremely customizable, and it will be a better tool if you put in the effor up front to configure it the way you want to use it. A lumberjack never loses time when he stops cutting trees and starts sharpening his axe. Properly configuring Accelo upfront is like sharpening your ax.

We manage our contracts with clients, we use it to track hours, plan and manage projects, and track time against tickets and retainers.

Ticket system, project management system, billing system, automation of emails, auto-scheduling, mass task re-assign, Ability to manage every part of a project with super accuracy and detail in the project roadmaps.

Nothing stands out as an issue at this time. I initially didn't like the 15 minute lag time to receive emails on the server. But it allows you to slow down and service the required needs of each client. Having a slight delay is actually really helpful. If you need to view an email faster you can also go into your Gmail and see it instantly.

Listen. Read the manuals. Watch the videos. Study. Train your staff. Work hard studying for a few weeks. After you get into the system it can change your business and your life. Use all the modules. Embrace technology. My 75-year-old dad even still tries to keep up with technology, we all struggle. Embrace the struggle until you learn. So my best advice to anyone trying Accello is to study for several weeks, do the Accello training, and take it seriously. It will be frustrating at first. I can say our clients are happier, employees are happier, and numbers have never looked better. Take the leap!

We are currently are running our entire architectural drafting company using the system. We really like that we can attach our pertinent HTML files to the attachment area. Being able to attach HTML links to our projects has sped us up about 14 hours a week.

We are using the ticket system to handle all incoming requests from clients. We went from a scattered email to organized game plans to address the fluidity of corrections coming in daily from clients. Having the ticket system eliminated part of the stress of figuring out what to do next or forgetting altogether about said task.

We created project templates that can guess the permit dates for clients. And now for all clients, we just discuss their permit date instead of them worrying about all the little deadlines in the middle; they can see the overall is still on track.

Our clients are enjoying tracking the projects through the design team's progress.

We have been using Accelo for the last few years now and we saw a speedy recovery in the project management and task management within our department. We are a company that usually works with other clients and giving them the whole brief after and during the project is what we needed the most and Accelo surely provides us with every detail once we configure the project with its client portal.

The search function is not what we like or are highly satisfied with. Documents need time and patience but that’s not always the scenario and in a fast-paced work environment we need something efficient and extremely fast in this regard.

Accelo provides us plenty of benefits that we avail ourselves of each and every day. We can assign and track tasks and their status. We have customizable dashboards and the workflow automation here is just incredible. Being a project manager, management was the most difficult task but now I have everything under control with this powerful project management platform.