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Filter 13 vetted Accelo reviews and ratings
Reviews (1-4 of 4)
January 16, 2019
A good tool if you want a lot of integrated features, and are OK with not used best-of-breed
After 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.
December 04, 2018
Accelo - A great solution for SMB
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.
April 03, 2018
Accelo Review
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.
November 11, 2015
AffinityLive launches our business forward
- 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.
Accelo Scorecard Summary
Feature Scorecard Summary
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.
Categories: Professional Services Automation, Project Management
Accelo Screenshots
Accelo Integrations
Xero, QuickBooks Online, JIRA Software, SolarWinds Remote Monitoring & Management, Kaseya IT Center, Microsoft Exchange, G Suite, Microsoft Office 365, Stripe, Authorize.Net, Intercom, Wufoo, Eventbrite, Typeform, Slack, Zapier, Zendesk, Mailchimp, Campaign Monitor, Saasu, SharpSpring, BrightGauge, Salesforce, Airtable, Continuum, Twitter
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
| Edition | Pricing Details | Terms |
|---|---|---|
| Plus | $19 | Per User |
| Premium | $34 | Per User |
Accelo Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| 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 |