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https://dudodiprj2sv7.cloudfront.net/product-logos/ey/CH/CJW3W1ITT0MF.PNGAccelo - A great solution for SMBWe 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 SoftwareAccelo ReviewWe 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.AffinityLive launches our business forwardAfter 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,7,10
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Accelo
11 Ratings
Score 6.3 out of 101
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Accelo Reviews

Accelo
11 Ratings
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Score 6.3 out of 101
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Reviews (1-3 of 3)
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Chris Osterhout profile photo
December 04, 2018

User Review: "Accelo - A great solution for SMB"

Score 7 out of 10
Vetted Review
Verified User
Review Source
We 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.
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.
Read Chris Osterhout's full review
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April 03, 2018

"Accelo Review"

Score 5 out of 10
Vetted Review
Verified User
Review Source
We 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.
If you are looking for a basic CRM this tool would work. It has lots of room to grow.
Read this authenticated review
Brendon O'Sullivan profile photo
November 11, 2015

Accelo Review: "AffinityLive launches our business forward"

Score 10 out of 10
Vetted Review
Verified User
Review Source
  • After 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.
Affinitylive is a continually evolving product based on customer feedback and User demand - the Affinitylive team is doing amazing work.
Read Brendon O'Sullivan's full review

Feature Scorecard Summary

Task Management (2)
6.0
Resource Management (2)
5.5
Gantt Charts (1)
6
Scheduling (2)
5.5
Workflow Automation (2)
6.0
Team Collaboration (2)
4.0
Support for Agile Methodology (2)
3.0
Support for Waterfall Methodology (1)
6
Email integration (2)
6.5
Mobile Access (1)
6
Timesheet Tracking (2)
7.0
Change request and Case Management (2)
5.1
Budget and Expense Management (2)
5.6
Quotes/estimates (2)
3.5
Invoicing (2)
4.0
Project & financial reporting (2)
5.1
Integration with accounting software (2)
5.1

About Accelo

Accelo promises to let you streamline your business and automate repeatable processes.

According to the vendor, Accelo tracks client accounts, projects, timesheets, sales, tickets, retainers, and more for you - so you can spend less time in meetings and dealing with admin work, and more time focusing on your clients.

Accelo Features

Project Management Features
Has featureTask Management
Has featureResource Management
Has featureGantt Charts
Has featureScheduling
Has featureWorkflow Automation
Has featureTeam Collaboration
Has featureSupport for Agile Methodology
Has featureSupport for Waterfall Methodology
Does not have featureDocument Management
Has featureEmail integration
Has featureMobile Access
Has featureTimesheet Tracking
Has featureChange request and Case Management
Has featureBudget and Expense Management
Professional Services Automation Features
Has featureQuotes/estimates
Has featureInvoicing
Has featureProject & financial reporting
Has featureIntegration with accounting software
Additional Features
Has featureUtilization Dashboard
Has featureProfitability Dashboard
Has featureClient portal
Has featureCollaborative Inbox

Accelo Screenshots

Accelo Integrations

Accelo Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
Plus$19Per User
Premium$34Per User

Accelo Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
Forum/Community

Accelo Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Languages: English