The Client Portal and the ease of editing reports. I find the layout well designed. I like that it's easy to create templates and run most of my business using the platform.

I wish there were more tiled windows and required less opening new tabs. I'm hoping in the next release, you can adjust the column width on the Project Overview window.

I need a single platform to track projects, sales, invoices, billing and client communication. I'm just getting started and Accelo is really helping me to organize my workload and assign tasks to others.

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.

The ability to customize templates, and most everything about each component of the client portal.

The lack of a master-work calendar page. It would be nice to be able to view a "master calendar" to view all of the active companies and projects planned on a calendar and in one place. Aka time-line of active clients/projects in a calendar form or master project view and maybe with project complete milestones.

Make sure to stay on top of employees and entering time. So you know how long projects actually take.

Company organization issues within our company and in managing clients/time have been reduced, but the many pieces of accelo have been limiting pm productivity. Also keeping track of employee hours spent on each project has been reduced. Trying to get employees to keep and log time is a task and is still a problem since if they do not record their time when they work on projects/tasks the time is just not kept track of and is lost. Can there possibly be a clock in and clock out tab or feature that can be implemented with a simple sign-in in the morning and a sign out in the evening and plug and play withn task completion recorded under the users clock in?

Accelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out.

Honestly, the only frustration I have with the platform is the fact that my team and I haven't allocated enough time internally (yet) to complete the implementation. With that said, we will slowly but surely work to wake up this real beast of a system over the next few weeks!

The first thing that comes to mind is the Client Portal. As part of our management services, we actively serve 100+ properties and systems. The Accelo Client Portal allows us to receive, prioritize, and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our operation.

I like Accelo's integration capability with Google Workspace (G Suite), the accounting system and alternative CRM systems. All the information that I need about leads, opportunities, projects and customers can be found in one place. It's also good that we can customize progressions for sales opportunities/tasks so that the workflow of each process is according to the organization's needs/practices.

Accello does not support multiple currencies, so for businesses spanning different countries, some limitations need to be dealt with.

Accelo helps to solve problems regarding information availability (to the right people), process workflow, project management, lead/opportunity capture and progression and quotation/proposal generation. It's also great that the client portal creates a platform for our customers to keep track of business transactions and activities.

We mainly use Accelo client portal to manage clients projects and communicate with them regularly. Client portal tool is customizable and easy to use. Clients can securely login and track their projects and confirm if their budget is being utilized well. Clients can make issue requests on the client portal and also request a specific task to be handled. We can also share files to clients via extranet like contracts or project details without having to use the mail which saves us all time. The client portal is flexible to match all our needs.

We received complaints about the client portal not being intuitive and its needs to be improved.

It is best to begin to communicate and collaborate with your clients suing Accelo client portal platform.

Transparency among clients and business has been improved via using the client portal as we both can track the billing history, projects and send files fast.

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.

Interface, reliability, and number of features provided.

You can also integrate with a lot of differnt programs to enhance automation

Not much I don't like. Even though there is a vast amount of how-to videos, it would be helpful to have a "chat" support option always visible within the application. Having this would help us answer questions and fix any problems quickly.

We first started using Accelo as an over-priced ticketing system solution. We are just not starting to use the Projects, Sales, and Client Portal modules which are extremely powerful and helpful for what we do as a MSP.