What users are saying about
17 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 7.2 out of 100
Based on 17 reviews and ratings
Top Rated
612 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 7.9 out of 100
Based on 612 reviews and ratings
Likelihood to Recommend
Accelo
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.
COO (Chief Operating Officer)
19 IDEASMarketing & Advertising, 11-50 employees
Microsoft Dynamics 365
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Director Of Communications
Freelance/ConsultationEducation Management, 51-200 employees
Feature Rating Comparison
Sales Force Automation
Accelo
—
Microsoft Dynamics 365
8.0
Customer data management / contact management
Accelo
—
Microsoft Dynamics 365
8.5
Workflow management
Accelo
—
Microsoft Dynamics 365
7.9
Territory management
Accelo
—
Microsoft Dynamics 365
7.8
Opportunity management
Accelo
—
Microsoft Dynamics 365
8.5
Integration with email client (e.g., Outlook or Gmail)
Accelo
—
Microsoft Dynamics 365
8.1
Contract management
Accelo
—
Microsoft Dynamics 365
7.5
Quote & order management
Accelo
—
Microsoft Dynamics 365
7.6
Interaction tracking
Accelo
—
Microsoft Dynamics 365
8.0
Channel / partner relationship management
Accelo
—
Microsoft Dynamics 365
8.0
Customer Service & Support
Accelo
—
Microsoft Dynamics 365
8.3
Case management
Accelo
—
Microsoft Dynamics 365
8.6
Call center management
Accelo
—
Microsoft Dynamics 365
8.0
Help desk management
Accelo
—
Microsoft Dynamics 365
8.3
Marketing Automation
Accelo
—
Microsoft Dynamics 365
7.9
Lead management
Accelo
—
Microsoft Dynamics 365
8.2
Email marketing
Accelo
—
Microsoft Dynamics 365
7.6
CRM Project Management
Accelo
—
Microsoft Dynamics 365
8.1
Task management
Accelo
—
Microsoft Dynamics 365
8.3
Billing and invoicing management
Accelo
—
Microsoft Dynamics 365
8.2
Reporting
Accelo
—
Microsoft Dynamics 365
7.8
CRM Reporting & Analytics
Accelo
—
Microsoft Dynamics 365
8.1
Forecasting
Accelo
—
Microsoft Dynamics 365
8.0
Pipeline visualization
Accelo
—
Microsoft Dynamics 365
8.5
Customizable reports
Accelo
—
Microsoft Dynamics 365
7.8
Customization
Accelo
—
Microsoft Dynamics 365
7.9
Custom fields
Accelo
—
Microsoft Dynamics 365
8.3
Custom objects
Accelo
—
Microsoft Dynamics 365
7.9
Scripting environment
Accelo
—
Microsoft Dynamics 365
7.8
API for custom integration
Accelo
—
Microsoft Dynamics 365
7.8
Security
Accelo
—
Microsoft Dynamics 365
8.9
Single sign-on capability
Accelo
—
Microsoft Dynamics 365
9.0
Role-based user permissions
Accelo
—
Microsoft Dynamics 365
8.9
Social CRM
Accelo
—
Microsoft Dynamics 365
7.6
Social data
Accelo
—
Microsoft Dynamics 365
7.4
Social engagement
Accelo
—
Microsoft Dynamics 365
7.8
Integrations with 3rd-party Software
Accelo
—
Microsoft Dynamics 365
8.0
Marketing automation
Accelo
—
Microsoft Dynamics 365
8.1
Compensation management
Accelo
—
Microsoft Dynamics 365
7.9
Platform
Accelo
—
Microsoft Dynamics 365
6.8
Mobile access
Accelo
—
Microsoft Dynamics 365
6.8
Pros
Accelo
- Timing Client Work: You are able to better manage your time on your clients.
- Housing Client Info in one Area: You can view all you need for any given client in one area.

Verified User
Manager in Marketing
Marketing and Advertising Company, 1-10 employeesMicrosoft Dynamics 365
- Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
- Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
- Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
- Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
- Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.

Verified User
Engineer in Information Technology
Food & Beverages Company, 51-200 employeesCons
Accelo
- 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.
President
Strider Inc.Marketing and Advertising, 1-10 employees
Microsoft Dynamics 365
- Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
- The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
- The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
- Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
- Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
- New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
- Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Systems & Data Manager
APTIMConstruction, 10,001+ employees
Likelihood to Renew
Accelo
Accelo 9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Managing Director
Bos Web SystemsInformation Technology and Services, 11-50 employees
Microsoft Dynamics 365
Microsoft Dynamics 365 7.9
Based on 19 answers
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Analyst / CRM Administrator
Partners Rx51-200 employees
Usability
Accelo
Accelo 7.0
Based on 1 answer
No answer on this topic is available.
Microsoft Dynamics 365
Microsoft Dynamics 365 8.4
Based on 11 answers
As told before in the review, Microsoft Dynamics 365 is a one-stop solution for the overall business, it involves all departments in the organization, and makes business functionalities smooth by timely follow-ups, customer retention, customer engagements, and helps in maintaining a good relationship between customers and the businesses.
Digital Marketing Executive
ERBrains IT Solutions Private LimitedInformation Technology & Services, 51-200 employees
Support Rating
Accelo
Accelo 7.4
Based on 4 answers
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)
COO (Chief Operating Officer)
19 IDEASMarketing & Advertising, 11-50 employees
Microsoft Dynamics 365
Microsoft Dynamics 365 9.0
Based on 4 answers
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Marketing Specialist
ThyssenKrupp Rotek IncorporatedMechanical or Industrial Engineering, 201-500 employees
Implementation Rating
Accelo
No score
No answers yet
No answers on this topic
Microsoft Dynamics 365
Microsoft Dynamics 365 9.2
Based on 4 answers
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Marketing Director
TriNet (Accord Human Resources)Retail, 201-500 employees
Alternatives Considered
Accelo
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.
Vice President of Business Strategy
WSOLInternet, 11-50 employees
Microsoft Dynamics 365
Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Applications Consultant
Fujitsu UKComputer Software, 10,001+ employees
Return on Investment
Accelo
- 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.

Verified User
Professional in Marketing
Computer & Network Security Company, 51-200 employeesMicrosoft Dynamics 365
- It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
- It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI

Verified User
Manager in Marketing
Information Technology and Services Company, 51-200 employeesScreenshots
Microsoft Dynamics 365
—Pricing Details
Accelo
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
* Per Installation
Accelo Editions & Modules
Edition
Projects (Per Month on Annual Contract) | $391 |
---|---|
Sales (Per Month on Annual Contract) | $391 |
Retainers (Per Month on Annual Contract) | $391 |
Service (Per Month on Annual Contract) | $391 |
ServOps (Per Month on Annual Contract) | $791 |
- per user
Additional Pricing Details
ServOps is the all-in-one solution which includes Projects, Retainers, Sales and Service together.Microsoft Dynamics 365
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Microsoft Dynamics 365 Editions & Modules
—