TrustRadius
Accelo Review
https://www.trustradius.com/project-managementAcceloUnspecified6.313101
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April 03, 2018

Accelo Review

Score 5 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Accelo

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.
  • 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.
If you are looking for a basic CRM this tool would work. It has lots of room to grow.

Accelo Feature Ratings

Task Management
5
Resource Management
5
Gantt Charts
Not Rated
Scheduling
5
Workflow Automation
5
Team Collaboration
5
Support for Agile Methodology
3
Support for Waterfall Methodology
Not Rated
Email integration
5
Mobile Access
Not Rated
Timesheet Tracking
5
Change request and Case Management
2
Budget and Expense Management
2
Quotes/estimates
2
Invoicing
2
Project & financial reporting
2
Integration with accounting software
2