What users are saying about

Accelo

9 Ratings

Accelo

9 Ratings
Score 6.2 out of 101

Project Insight

2 Ratings
Score 8.8 out of 101

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Likelihood to Recommend

Accelo

If you are looking for a basic CRM this tool would work. It has lots of room to grow.
No photo available

Project Insight

Not in my experience - Project Insight is vital to our business.
Christy Reichenberger profile photo

Feature Rating Comparison

Project Management

Accelo
4.2
Project Insight
7.8
Task Management
Accelo
5.0
Project Insight
10.0
Resource Management
Accelo
5.0
Project Insight
5.0
Scheduling
Accelo
5.0
Project Insight
Workflow Automation
Accelo
5.0
Project Insight
8.0
Team Collaboration
Accelo
5.0
Project Insight
9.0
Support for Agile Methodology
Accelo
3.0
Project Insight
Email integration
Accelo
5.0
Project Insight
5.0
Timesheet Tracking
Accelo
5.0
Project Insight
Change request and Case Management
Accelo
2.0
Project Insight
Budget and Expense Management
Accelo
2.0
Project Insight
Document Management
Accelo
Project Insight
10.0

Professional Services Automation

Accelo
2.0
Project Insight
Quotes/estimates
Accelo
2.0
Project Insight
Invoicing
Accelo
2.0
Project Insight
Project & financial reporting
Accelo
2.0
Project Insight
Integration with accounting software
Accelo
2.0
Project Insight

Pros

  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy
No photo available
  • History tracking for any changes made to data.
  • Tracks all milestones and retains records for lifetime of account.
  • Easy extracting for reporting purposes.
Christy Reichenberger profile photo

Cons

  • Difficult to upload targets
  • Not easy to modify a target
  • When uploading targets you can not attach them to tags until after they are uploaded.
  • When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
No photo available
  • If there is a lot of data in a certain report, it can take time to download which is not always convenient.
  • There may be TOO many options for reporting.
  • Dashboards could use some visual tweaking.
Christy Reichenberger profile photo

Likelihood to Renew

Accelo9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Helps with tracking prospects through the sales/marketing funnel
  • Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.
No photo available
  • Reduction in costs on materials (i.e. - paper documentation)
  • Improved efficiency given that our field members need to report back on an hourly basis
  • Web based platform allows anyone access to the same information
Christy Reichenberger profile photo

Screenshots

Pricing Details

Accelo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  Per Installation
Accelo Editions & Modules
Accelo
Edition
Plus
$191
Premium
$341
1. Per User
Additional Pricing Details

Project Insight

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Project Insight Editions & Modules
Project Insight
Additional Pricing Details