What users are saying about
12 Ratings
4 Ratings
12 Ratings
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Score 6.2 out of 101
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.3 out of 101

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

WorkBook

For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Frants E. Moraitis profile photo

Feature Rating Comparison

Project Management

Accelo
5.3
WorkBook
9.4
Task Management
Accelo
5.0
WorkBook
10.0
Resource Management
Accelo
5.5
WorkBook
10.0
Gantt Charts
Accelo
6.0
WorkBook
10.0
Scheduling
Accelo
5.0
WorkBook
9.0
Workflow Automation
Accelo
5.0
WorkBook
9.0
Team Collaboration
Accelo
4.3
WorkBook
9.0
Support for Agile Methodology
Accelo
3.7
WorkBook
10.0
Support for Waterfall Methodology
Accelo
5.0
WorkBook
10.0
Email integration
Accelo
7.5
WorkBook
9.0
Mobile Access
Accelo
4.5
WorkBook
8.0
Timesheet Tracking
Accelo
7.2
WorkBook
10.0
Change request and Case Management
Accelo
5.3
WorkBook
10.0
Budget and Expense Management
Accelo
5.2
WorkBook
8.0
Document Management
Accelo
WorkBook
9.0

Professional Services Automation

Accelo
4.8
WorkBook
9.5
Quotes/estimates
Accelo
3.6
WorkBook
10.0
Invoicing
Accelo
4.2
WorkBook
9.0
Project & financial reporting
Accelo
5.3
WorkBook
9.0
Integration with accounting software
Accelo
6.3
WorkBook
10.0

Pros

Accelo

  • Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address.
  • Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk.
  • Support is reasonably good, usually prompt and responsive.
  • Constant development - lots of updates, just not often to areas that we use.
Ryan Freeman profile photo

WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis profile photo

Cons

Accelo

  • 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

WorkBook

  • Lot of options - Demands training of the users before they can use if fully
Frants E. Moraitis profile photo

Likelihood to Renew

Accelo

Accelo 9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan profile photo

WorkBook

No score
No answers yet
No answers on this topic

Alternatives Considered

Accelo

Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other tools.
Ryan Freeman profile photo

WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis profile photo

Return on Investment

Accelo

  • It substantially reduced the number of systems we use to run our business.
  • It reduced the need to train our staff on a variety of platforms.
  • It gave us the ability to have a client-facing portal that directly integrates with our backend systems.
Chris Osterhout profile photo

WorkBook

  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality
Frants E. Moraitis profile photo

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

WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*
1.  per month

WorkBook Editions & Modules

WorkBook
Additional Pricing Details
BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

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