What users are saying about
12 Ratings
Top Rated
57 Ratings
12 Ratings
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Score 6.2 out of 101
Top Rated
57 Ratings
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Score 7.8 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

WorkflowMax

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
No photo available

Feature Rating Comparison

Project Management

Accelo
5.3
WorkflowMax
8.3
Task Management
Accelo
5.0
WorkflowMax
9.0
Resource Management
Accelo
5.5
WorkflowMax
8.0
Gantt Charts
Accelo
6.0
WorkflowMax
Scheduling
Accelo
5.0
WorkflowMax
7.0
Workflow Automation
Accelo
5.0
WorkflowMax
Team Collaboration
Accelo
4.3
WorkflowMax
8.0
Support for Agile Methodology
Accelo
3.7
WorkflowMax
Support for Waterfall Methodology
Accelo
5.0
WorkflowMax
Email integration
Accelo
7.4
WorkflowMax
Mobile Access
Accelo
4.5
WorkflowMax
10.0
Timesheet Tracking
Accelo
7.1
WorkflowMax
10.0
Change request and Case Management
Accelo
5.1
WorkflowMax
7.4
Budget and Expense Management
Accelo
5.1
WorkflowMax
9.0
Document Management
Accelo
WorkflowMax
6.6

Professional Services Automation

Accelo
4.7
WorkflowMax
9.2
Quotes/estimates
Accelo
3.5
WorkflowMax
10.0
Invoicing
Accelo
4.1
WorkflowMax
10.0
Project & financial reporting
Accelo
5.1
WorkflowMax
8.0
Integration with accounting software
Accelo
6.1
WorkflowMax
9.0

Pros

  • 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
  • Project and task setup is convenient. I appreciate the ability to customize tasks.
  • The different reports that are available are very useful. They quickly summarize the information we need to know.
  • The ability to export time entries, both into PDF and Excel, is helpful when I want to run an analysis not conveniently summarized in one of our reports.
No photo available

Cons

  • Cumbersome processes - feels like tasks take longer than they should.
  • We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
  • Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.
Ryan Freeman profile photo
  • I would like to see a connection between the "budget" and the "quote" for a project. These are always equal, so it would be more convenient if they were linked.
  • I would like to be able to sort invoices on the Financials tab by the different fields. Currently, they are always chronological. It would be nice if I could sort by status and amount due.
  • I would like to be able to "freeze" the column headers in the weekly time entry view so that they remain visible when I scroll down many tasks.
  • I would like to be able to set different billing rates for the same staff members that could be auto-selected based on the project type.
No photo available

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
WorkflowMax9.0
Based on 1 answer
Because we can't imagine being without it!
Lindsay Simpson profile photo

Usability

Accelo7.0
Based on 1 answer
No answer on this topic is available.
WorkflowMax9.0
Based on 2 answers
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
No photo available

Support

No score
No answers yet
No answers on this topic
WorkflowMax8.2
Based on 1 answer
The support team are excellent. The only downside is that you can't phone them!
Mary Moore profile photo

Implementation

No score
No answers yet
No answers on this topic
WorkflowMax9.1
Based on 1 answer
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks?What are you going to give clients i.e. how will your proposals and invoices look?
Mary Moore profile photo

Alternatives Considered

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
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
No photo available

Return on Investment

  • Allows our growing team to have more client information and context accessible during client interactions.
Ryan Freeman profile photo
  • Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.
Nadine Haines 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

WorkflowMax

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
WorkflowMax Editions & Modules
WorkflowMax
Edition
1 User
$15/month1
5 Users
$49/month1
10 Users
$99/month1
20 Users
$149/month1
Unlimited
$199/month1
1. Bracketed Pricing
Modules
Lead Manager Module
$15/month
WorkflowMax Premium
$50/month
Additional Pricing Details