Accelo provides cloud-based Professional Services Automation (PSA) software designed to unify and streamline client, project, resource, and financial management for service-based businesses. By centralizing operations into a single, intuitive platform, Accelo eliminates the need for fragmented tools, delivering a comprehensive solution that improves efficiency, transparency, and collaboration across teams. Serving industries such as consulting, engineering, architecture, IT…
N/A
HubSpot CRM
Score 8.3 out of 10
N/A
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
WORKetc
Score 7.0 out of 10
Small Businesses (1-50 employees)
WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks Online, Outlook, Dropbox, and Evernote.
$78
per month
Pricing
Accelo
HubSpot CRM
WORKetc
Editions & Modules
No answers on this topic
Free Forever
$0
Per Month [Unlimited Users]
CRM Bundle
$50
per month
Starter Edition
$78
Per Month for up to 2 Users
Team
$195
Per month for up to 3 Users (Each extra user + $49/month)
Foundations
$395
Per month for up to 5 Users (Each extra user + $59/month)
Offerings
Pricing Offerings
Accelo
HubSpot CRM
WORKetc
Free Trial
No
Yes
Yes
Free/Freemium Version
No
Yes
No
Premium Consulting/Integration Services
Yes
Yes
Yes
Entry-level Setup Fee
Optional
No setup fee
No setup fee
Additional Details
—
—
—
More Pricing Information
Community Pulse
Accelo
HubSpot CRM
WORKetc
Considered Multiple Products
Accelo
No answer on this topic
HubSpot CRM
Verified User
Employee
Chose HubSpot CRM
HubSpot is a CRM platform that provides all of its features within a single system - a single source of truth for businesses looking to deepen their relationships with their customers.
In contrast, Marketo struggles in usability. Their tools are powerful, yes, but it often …
Accelo is a system that can do it all. It's extremely sophisticated. Depending on the sophistication of your organization, or specifically the abilities of the people you put in charge of the implementation, it can almost be too sophisticated. It all just depends on your situation. The more you use it, the more data you give it, the more you'll be able to see and do. It's incredibly powerful. But it's definitely not a tool that would be appropriate for smaller boutique type organizations that have only basic needs.
I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.
If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
Task management is simple but effective.
Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
Gmail integration is quite smooth along with email tracking.
Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
I would like to see more native options for automation.
The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
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.
We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.
We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
