TrustRadius
https://media.trustradius.com/product-logos/ey/CH/CJW3W1ITT0MF.PNGAcceloA good tool if you want a lot of integrated features, and are OK with not used best-of-breed2019-01-17T02:57:36.969ZAfter attempting broader use of Accelo, we have settled into using it as our main CRM and support tool. Client data and interactions are recorded here, along with support tickets. Through integration with Xero we have most client billing data available as well. We don't deploy Accelo for the whole team, only for the few who need client interaction and info. The integration with JIRA allows us to push dev issues from support tickets to our team.,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.,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.,6,Allows our growing team to have more client information and context accessible during client interactions.,Norada Solve360, Zoho CRM, Insightly and Zendesk,Xero, FreshBooks, SharpSpringRyan FreemanAccelo - A great solution for SMB2018-12-05T01:19:13.887ZWe use Accelo to run our client portal, ticket system, project management system, retainer system and our billing system. It works well in many areas to give us organizational insights that we did not have historically.,Retainer Management - I am not sure we could run retainers effectively without it.
Hour Logging and Tracking.
Customer Email Tracking.,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.,7,It substantially reduced the number of systems we use to run our business.
It reduced the need to train our staff on a variety of platforms.
It gave us the ability to have a client-facing portal that directly integrates with our backend systems.,Workfront,Basecamp, JIRA SoftwareChris OsterhoutAccelo Review2018-04-03T17:04:29.635ZWe use this as our CRM tool for my company. It is being used by both the Sales and Marketing department. It was supposed to allow both departments to track and make notes on prospected clients/targets and doing everything in real time.,Allows you to send emails directly from the target's account
Allows you to create tasks
Keeping track of notes made is easy,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.,5,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 UserAffinityLive launches our business forward2013-10-31T20:39:46.620ZAfter 15 years in business, we have finally found the holy grail of CRM's (and more) in AffinityLive in that it is incredibly flexible, and customisable to the needs of any SMB.
Well priced and feature-rich, we now have a consolidated and SaaS based business management solution that drives all area's of our company.,While powerful and extensible, the flexibility that AffinityLive offers will require initial effort and time to be configured.,10,We have saved, and generated, ten's of thousands in lost/won revenue - awesome stuff!,9,Implemented in-house,7,10Brendon O'Sullivan
Unspecified
Accelo
12 Ratings
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