Wer verwendet Accelo?
Jede professionelle Dienstleistungsorganisation, die Kunden betreut. Die Plattform rationalisiert alle Client-Service-Prozesse an einem Ort und verwaltet dabei sowohl Mitarbeiter als auch Arbeit.
Was ist Accelo?
Accelo Sales ist der einfachste Weg, um deine kundenbezogene Kommunikation an einem Ort zu organisieren. Vereinheitliche dein Team durch automatisches Nachverfolgen und Teilen von Kunden-E-Mails, Anlagen, Termine, Notizen und nutzerdefinierten Felder, ohne die normale E-Mail-Nutzung zu ändern. Mit dieser intelligenten Technologieplattform kannst du von überall und auf jedem Gerät vollständige Einblicke in deine Kunden erhalten.
Accelo – Details
Accelo – Preisübersicht
Accelo ist verfügbar ab 39,00 $/Monat. Accelo bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für Accelo findest du unten.
Accelo – Nutzerbewertungen
Zeigt 5 von 131 Nutzerbewertungen
Bewertet am 2.11.2016
Ongoing clever innovation keeps this product fresh
Kommentare: Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.
I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business.
I also like the user community engagement and level of communication to keep informed on product development.
Nachteile: It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.
Bewertet am 26.4.2019
THE Project Management Tool to Use
Vorteile: It is easy to create new projects in minutes with saved project templates. The gant chart view makes it easy to adjust timelines and due dates. You can alert teammates when their task is ready to start, and the task dashboard makes it easy for you to view your tasks for the day/week.
Nachteile: The schedule view is not useful as is. Currently the schedule view will show how many hours of work you have for a given day. 1) You need to have a time set for the task in order to see this properly listed in the schedule view, 2) If you have a task that takes 3 hours, but you have it spread over 3 days it allocates 1 hour per day on the schedule view. If it's day 3, and that task had not been identified as started and no time logged it should show 3 hours of work on that day - but instead it still shows the 1 hour. If that logic were set properly it would make this schedule view much more useful. There is also a major issue with setting project schedules, you need to be sure to lock-in the dates otherwise your project dates keep adjusting until you start. It can really screw things up if you don't have that set right away.
Bewertet am 12.2.2020
Game Changer for our Professional Services Company
Kommentare: The implementation support was excellent. They really worked with us to configure Accelo to meet our business needs. The tool meets 90-95% of our needs, and they continue to improve upon it. Their support team is one of the best we have seen (we have used many products over the years).
Vorteile: Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform. The tool is quite user-friendly if set up properly for your business.
Nachteile: The integration with QuickBooks Online needs some additional features.
Bewertet am 6.11.2019
The Best CRM!
Kommentare: We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.
Vorteile: Ease of use, completely customizable, thoughtful and useful features!
Nachteile: I wish I would have found it so much earlier than I did!
Bewertet am 25.4.2018
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 des Softwareanbieters
von Accelo an 29.8.2019
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