What users are saying about
12 Ratings
57 Ratings
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 6.2 out of 101
57 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.8 out of 101

Add comparison

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.
Chris Osterhout profile photo

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
5.2
WorkflowMax
7.4
Budget and Expense Management
Accelo
5.1
WorkflowMax
9.0
Document Management
Accelo
WorkflowMax
6.6

Professional Services Automation

Accelo
4.8
WorkflowMax
9.2
Quotes/estimates
Accelo
3.6
WorkflowMax
10.0
Invoicing
Accelo
4.1
WorkflowMax
10.0
Project & financial reporting
Accelo
5.2
WorkflowMax
8.0
Integration with accounting software
Accelo
6.2
WorkflowMax
9.0

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
  • Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
  • Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
  • Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.
No photo available

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
  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
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
Not as easily configured for the architecture and design field.
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
  • Increased efficiencies
  • Better client service
  • Clearer perspective of the financial health of the business
No photo available

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