Overall Satisfaction with Accelo
We made the switch to Accelo to consolidate a few different platforms into one, and to enhance our overall capabilities as it related to CRM, project management, time tracking, capacity planning, business development, and financial reporting. We were very inefficient in our processes, using systems that were no longer meeting our growing needs, and missing out on a number of opportunities to improve and grow our business. The migration to Accelo was done across our entire company. While our various groups use the system differently, it does cater to the differing needs we have. We are only six months into being live with the system, but it is going very well. We're hoping to more fully integrate in the coming six months—specifically focusing on better use of the sales, invoicing and ticketing functionality.
- Complete end-to-end project management.
- Job planning, budgeting, and time allocations.
- Integrations to G-Suite for email and calendar sync/visibility.
- Connecting clients to companies to projects and keeping a sightline of the broader relationships.
- Easy task management and schedule views.
- Seemingly limitless customization options for preferences, notifications, groups, permissions, etc.
- While much of the data you will be looking for is there and within the system, it's not always easy to find, and the export functions are terrible.
- Moving/reallocating tasks, meetings, or time entries is very cumbersome and in some cases not available.
- Views of time sheet reports and different types of reporting for unbillable/agency time vs billable client time are not great.
- Not able to have multiple assignees on tasks that are shared.
- This was/is a major investment for our company. Despite the consolidation of systems, it was an increase in cost. But we determined that this was the tool to help us grow. We were going to grow into Accelo. We are confident this will take us where we want to go.
- Apart from the fairly hefty per user monthly cost, there will be a significant investment of team time required to lead the internal implementation and ongoing evolution of how the system gets best utilized.
- We now can see true profitability across clients and projects based on internal costs and billings. This is helping us become more efficient but also plan for future project growth.
- We determined to get the full value and power of the tool, we needed to go with the full ServOps Premium tier—which runs $69/user/month. If your agency or company covers multiple competencies, you'll want the full package in order to best leverage it. We felt it wouldn't make sense to take a lesser tier and forgo critical functionality.
Harvest and Asana combined don't even scratch the surface of what Accelo can do. Harvest is nothing more than rudimentary time tracking. It's about as easy to use as they come, but it stops there. There's no tie in to project management, invoicing, capacity planning, etc. and the reporting isn't great. Asana we found to be very difficult to use for complex projects with multiple deliverables, multiple deadlines, multiple teams - and it didn't tie back to budgets and hours worked. So the deficiencies of those two tools are what led us to Accelo. In terms of more comparable systems, I had previously used Workamajig. The sophistication of Workamajig was there, but it didn't seem to have quite as much flexibility and customization. ProWorkflow we evaluated just based on sales and marketing information available on the platform and felt it wasn't quite as good.
Do you think Accelo delivers good value for the price?
Yes
Are you happy with Accelo's feature set?
Yes
Did Accelo live up to sales and marketing promises?
Yes
Did implementation of Accelo go as expected?
Yes
Would you buy Accelo again?
Yes