Über Accelo
Accelo ist eine cloudbasierte Lösung zur ServOps-Automatisierung (Service Operations), mit der Nutzer alle kundenbezogenen Aktivitäten verwalten können. Diese Lösung eignet sich für Unternehmen jeder Größe in verschiedenen Branchen.
Accelo sendet automatisch Vorlagen-E-Mails, erstellt Folgemeetings und aktualisiert Felder wie Fälligkeitstermine. Die Lösung kann in andere Lösungen integriert werden, sodass Nutzer von einem einheitlichen Ort aus auf alle kundenbezogenen Informationen zugreifen können.
Accelo bietet ein zentralisiertes System für den E-Mail-Posteingang, in dem jedes Teammitglied auf kundenbezogene Informationen zugreifen kann. Alle kundenbezogenen Informationen werden gespeichert und archiviert und können problemlos mit einem globalen Suchwerkzeug abgerufen werden. Mit den mobilen Android- und iOS-Apps von Accelo können Nutzer remote auf sämtliche Funktionen der Lösung zugreifen.
Darüber hinaus bietet die mobile App verschiedene Funktionen, darunter einen Aktivitätsstrom, Timer, ein Verkaufsmodul, Projektmanagement, Zeiterfassung, Probleme und Tickets sowie E-Mail-Kollaboration.
Accelo bietet Dienste auf monatlicher Abonnementbasis an, die Unterstützung über eine Online-Wissensdatenbank und per Telefon umfasst.
Accelo Preis
Accelo bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Accelo ist ab $ 20,00/Monat verfügbar.
Alternativen für Accelo
Accelo Erfahrungen
Funktionsbewertung
- Branche: E-Learning
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
A Comprehensive Project Management Tool
Overall, Accelo is a comprehensive project management software that offers a wide range of features and integrations. Its ability to automate repetitive tasks, create custom workflows, and streamline operations make it an ideal tool for businesses that handle large projects. While it may take some time to master, the benefits that Accelo offers make it a worthwhile investment for businesses looking to improve their project management capabilities.
Vorteile
Accelo is a powerful project management software that streamlines operations and allows teams to manage our work efficiently. One of the most significant benefits of Accelo is its integration with various tools such as Gmail, G Suite, Office 365, and QuickBooks. This integration enables us to manage customer data, projects, tasks, and billing in one place, which significantly simplifies the workflow. Accelo's automation features help users save time and eliminate repetitive tasks. Its smart scheduling tools and calendar integration enable us to allocate time effectively and manage our workload. We can also assign tasks, track progress, and set deadlines for the our members to ensure timely delivery of projects. One of the standout features of Accelo is its ability to create custom workflows that meet our unique requirements. The software offers customizable templates, which can be tailored to specific workflows, making it easy to manage a wide range of projects.
Nachteile
However, Accelo's complexity may make it difficult for new users to get up to speed quickly. The software has a steep learning curve and may require some training to use effectively.
Antwort von Accelo
Hi Kavindu Githsara, thank you for taking the time to leave a review! We are glad to hear that helped your team work more efficiently and is helping consolidate your client work into one centralized system. We really appreciate hearing about your positive experience with the platform and want to thank you again for taking the time to share your feedback!
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Helps me stay on top of things and simplify my workload
Accelo helps me keep track of existing projects and give assignments to the right people. What I like most about it is how easy it is to see what the current status is at any given time. Having access to our company's email is a benefit to us as well, since we use the email integration.
Vorteile
One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.
Nachteile
To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.
- Branche: Internet
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Accelo is packed with features and customizations, but still falls short
Vorteile
The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.
Nachteile
The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.
Antwort von Accelo
Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync.
When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work.
The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Excell with Accelo
Overall I can't knock it!It's the only software that covers all the bases for a creative company. A lot of project management / CRM softwares are more geared towards sales based companies
Vorteile
Accelo is full of features and is a great one stop shop for creative project management.The list of features is too long to mention all of them, but the project scheduling and progress tracking is very handy. Plus the reports functionality helps with seeing your overall work output
Nachteile
It can be rather daunting to get started with using, it's not the most intuitive software. Some of the terminology they use for different things doesn't always make sense etc.
Antwort von Accelo
Hi James, thank you so much for taking the time to leave a review. We're so happy to hear that Accelo has been helpful for supporting your creative project management with project scheduling, progress tracking, reporting and more. Thank you again for your feedback!
- Branche: Marketing & Werbung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Accelo is the perfect tool for our projects
Accelo is used to manage the whole project lifecycle, from creating tasks and allocating them to team members to tracking time and expenses. This program is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks. When used together with other applications, such as Xero, Salesforce's sales cloud, PayPal, MailChimp, and social media platforms, it allows for optimal project growth.
Vorteile
I appreciate how flexible it is, since we are able to make changes to things like invoicing, branding, reports, and marketing campaign templates. It offers a full invoicing section where we can make our own invoices and modify existing ones, as well as invoice online and connect to Xero. The Gantt chart allows us to see the status of each work and the amount of time it takes in real time, and it makes it easy to create, assign, and track tasks for team members.
Nachteile
All of the software's modules have received glowing recommendations from the many departments that have used them. This is because the software is user-friendly and straightforward, easily adjusting to the specific requirements of each business and each project.
