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12 Ratings
3 Ratings
12 Ratings
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Score 6.3 out of 101
3 Ratings
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Score 8.5 out of 101

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Likelihood to Recommend

Accelo

It is really well suited for organizations that need to have a lot of tools but don't want a bunch of data silos. Our organization uses HubSpot as our CRM so we don't necessarily use the CRM portion of Accelo the way it is designed. Mainly because it isn't as agile as HubSpot from a CRM perspective.
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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
5.6
WorkBook
9.4
Task Management
Accelo
6.0
WorkBook
10.0
Resource Management
Accelo
5.5
WorkBook
10.0
Gantt Charts
Accelo
6.0
WorkBook
10.0
Scheduling
Accelo
5.5
WorkBook
9.0
Workflow Automation
Accelo
6.0
WorkBook
9.0
Team Collaboration
Accelo
4.0
WorkBook
9.0
Support for Agile Methodology
Accelo
3.0
WorkBook
10.0
Support for Waterfall Methodology
Accelo
6.0
WorkBook
10.0
Email integration
Accelo
6.5
WorkBook
9.0
Mobile Access
Accelo
6.0
WorkBook
8.0
Timesheet Tracking
Accelo
7.1
WorkBook
10.0
Change request and Case Management
Accelo
5.1
WorkBook
10.0
Budget and Expense Management
Accelo
5.6
WorkBook
8.0
Document Management
Accelo
WorkBook
9.0

Professional Services Automation

Accelo
4.4
WorkBook
9.5
Quotes/estimates
Accelo
3.5
WorkBook
10.0
Invoicing
Accelo
4.1
WorkBook
9.0
Project & financial reporting
Accelo
5.1
WorkBook
9.0
Integration with accounting software
Accelo
5.1
WorkBook
10.0

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
  • 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

  • The client portal needs to be improved. It does not have the same user interface as we have within Accelo and we get a lot of client complaints about it.
  • It needs more executive-style reporting and the ability to create your own reports and filters.
  • It needs to be faster. With all of the things Accelo is doing to give you all the data, it is kind of slow compared to other systems in the browser.
Chris Osterhout profile photo
  • Lot of options - Demands training of the users before they can use if fully
Frants E. Moraitis 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

Alternatives Considered

We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.
Chris Osterhout profile photo
Timelog, e-conomic project module and podio
Frants E. Moraitis profile photo

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
  • 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.