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.

Accelo offers an all-in-one solution for my creative agency. The ability to include different divisions and have different classifications of clients in one system saves us time, energy, and money when it comes to project management and billing. The Quickbooks Online and Gmail sync are both huge pluses to the system's ability to work in line with our existing infrastructure.

There are some simple user experience issues that I have brought up a few times that never seem to get fixed. The Gmail and QBO syncs can be a little buggy at times. The newest search function isn't as intuitive as the old version. The CRM is too simplistic, so we just don't use it anymore.

Accelo is a great solution for any project, ticket, or retainer-based services company that is looking to streamline the communication, work allocation, and billing, process within their company. Their customer service is excellent and the onboarding process options they have will meet any company's needs or budget. The pricing is such that if you need more than one of the modules, you might as well get the full SERVOPS. It might seem a schemey way of getting you to the SERVOPS, but it is worth it in the end. I have been using Acello for my company for over four years now, and I have never thought of switching to any other program since signing up.

Ticket and retainer task management and billing for multiple divisions with one login. Syncing billing to QBO for seamless accounts receivable process. These were the two objectives we wanted to meet when choosing Accelo and is what keeps us very happy to stay.

I like its adaptability, as it allows us to customize many aspects of the program such as invoices, branding, reports and templates for marketing campaigns. It has a whole invoicing module, where we can create and customize invoices, calculate taxes, online invoicing and integrate our Xero software to have everything in one place. It allows the creation, assignment and tracking of activities to team members easily and we can follow the progress of each task and its time in real time through the Gantt chart.

Having so many features and tools, it was a bit difficult for all the work teams involved to quickly adapt to the program. If it had a module to manage personnel and payroll, it would be the perfect software. The software configuration and migration took us a lot of time and effort, I would have liked the process to be simpler and more automatic, after the technical help and tutorials received, but it was not.

Every department that uses the software highly recommends it in all its modules, as it is a very friendly and navigable program, it adapts to the needs of the companies and their projects and makes the tasks can be performed smoothly. Very good software that we recommend to all companies. Undoubtedly this software has been worth having it as the main program for our projects, as it has helped us to organize efficiently with the activities, projects, customers and billing, allowing the work to be done effectively, in the established time, increasing the productivity of the company and its profits. Although it was difficult to adapt to the program at first, we were able to use most of its functions without any problems.

We use Accelo to keep up to date all the important aspects of the project, from assigning tasks to the work team, to invoicing the project. I like this software because we can keep track of our contacts and clients, each one with their notes, invoices, payments and all the work we have pending with each client, plus many more functions. It has important integrations with software such as Xero, Salesforce sales cloud, PayPal, MailChimp, social networks and many more, for the best development of projects. A cloud-based platform that allows access to it all the time, with internet connection. It allows access not only in its web version, but also in mobile devices such as Android, iPad, iPhone. The client has a portal where you can log in 24 hours a day to monitor the progress of your project.

As a service-based digital agency, we use Accelo as a CRM, project management tool, time tracking, and ticket-based request system. By integrating the CRM with project management and time tracking, we streamline the process of billing. Projects can be assigned as recurring retainers with tasks or as single tickets. There are multiple ways to track project time: task timers, logging time within a retainer or project, adding time from the task board or from the daily timesheet. This variety of time tracking methods allows employees to keep track of their time in the way that works best for them. Integrations with Gmail ensure that client communications are recorded and accessible to the whole team.

It can be a bit tricky to learn how to use it, just because there are so many elements managed within one tool and so many different ways to go about accessing information and tracking time.

Having one central place to manage projects, track time, and record client communication means that we can be more transparent as a team and keep everyone in the loop about who is responsible for what part of a project and how each piece fits into the project as a whole. Anyone can look back at client communications or check the status of a task to figure out exactly where we stand.

It is easy to use. Accelo's recorded video training has been beneficial. It uses a simple system language that even a non-technical person can understand easily.

I hope they have an easy-to-edit dashboard where we can update the project status.

We look forward to track our project and billable hours more efficiently in Accelo.

I like the integrations between the software and my accounting software and remote management software. It keeps all activities in one place. I also like the open API for ease of integration with other processes.

There is some customization that is missing, but they continue to use feedback to integrate into the product.

Having a single pane of glass to manage all aspects of the operation. Realized better billing with our customers.

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.

Task and email management are built into the ecosystem, with seamless time logging and billing. I haven't seen this offered anywhere else. Rather than just integrate with your email, you can work from within the program all the while recording your time and billing rate for each task automatically.

It can be very daunting when first starting out due to the sheer amount of capabilities and options available. Everything is connected so a simple mistake early on in your workflow such as how you set up your tasks can show up eventually when billing. I recommend working with their professional services team to get your workflow set up properly and avoid the headache of the trial and error approach. I worked with Siobhan and she was very adaptable to my learning style and schedule, which is very rare in the consulting space! I highly recommend this option rather than stumbling through it as I first did.

If you aren't already working with a proper workflow, I recommend setting these up first for your company so you can do an organized implementation. I recommend splurging for the customized setup and training, it's really worth it. I know they're working now on their training and ease of onboarding so this should only improve.

My biggest problem has been that after my workday, even if I've completed a full day's work, I'm never able to relax. Due to the number of clients I work with, each with their issues and details to keep on top of, my evenings and weekends consisted of reviewing my work in my head to make sure that I didn't miss anything. I'm very organized but still had too much trouble trying to see all my current work right in front of me to where I can confidently shut off for the day. Learning to use Accelo properly means that I can now be sure that I record an issue correctly as it happens. Almost as important, I can now recall these notes very quickly, even if I'm jumping from one client meeting to another, or just picking up a call and being able to catch up on the situation. I've barely scratched the surface as I'm only using a few tools so far and I'm working on perfecting them. I used to dread when clients called with a new issue as this is another thing that I have to keep on top of. I always felt like I needed to finish all of my work to be able to stop. Now I can just schedule new tasks immediately and let the client know then when I'll be able to complete this for them. So I don't have to always play catch up or do the work from the client who's shouting the loudest.

Working mainly in Support, I deal with the ticketing aspect mostly.

The email integration is fantastic - it usually selects the correct emails that come in and ignores the rest.

Creating tickets from emails is quick and straightforward.

Creating tickets from other means (Phone call or instant message) is also quick and can be done on the fly.

Responding to emails from the tickets as though I have sent them from my email client works very well.

You can take a project from Quoting through to deployment and then on to billing all in this one package, and I like how that works.

Creating Customers with all their assets and contracts they have with you is simple and easy.

Everything is quick - compared to other products, which overcomplicate everything, and pages take a long time to load.

Everything flows nicely, and it's very customizable.

The signature editor could be better.

Occasionally emails don't appear quick enough.

Accelo keeps us organized, so information is no longer being lost, there is a considerable speed benefit on the creation of tickets, and time tracking allows us to report on how much time we are spending with each customer. This is important when trying to find out if a customer is profitable for us.

This tool keeps us organized and responsive.