¿Qué es Accelo?Accelo Sales es la forma más fácil de mantener tu comunicación relacionada con el cliente en un solo lugar. Unifica a tu equipo al rastrear y compartir automáticamente los correos electrónicos, archivos adjuntos, citas, notas y campos personalizados de los clientes sin cambiar la forma en que normalmente usas el correo electrónico. Esta plataforma de tecnología inteligente te permite experimentar una visión completa del cliente desde cualquier lugar y en cualquier dispositivo.
¿Quién usa Accelo?
Cualquier organización de servicios profesionales que atiende a clientes. La plataforma está diseñada para agilizar todos los procesos de atención al cliente en un solo lugar, administrando tanto el personal como el trabajo.
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Opinones de Accelo
The Best CRM!
Comentarios: We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.
Puntos a favor:
Ease of use, completely customizable, thoughtful and useful features!
I wish I would have found it so much earlier than I did!
Accelo is the perfect tool for our projects
Comentarios: 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.
Puntos a favor:
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.
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.
Run away! Terrible quality updates and the worst customer service. False advertising of integrations
The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos.
We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks....
We we're flat out refused any demo despite it being advertised on their site.
The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start.
The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage). Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund.... Staff have no idea about their own product as it changes so drastically so often. A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us. We organised an export of most of our data (about 10 different exports required) but had missed the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention. The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law. The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs! We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!
Respuesta de Accelo
hace 3 años
Daniel was obviously quite upset when he wrote this review. Unfortunately, it didn't represent reality at the time or since. Daniel's claim re: continuing to charge him and take payment after cancellation is mistaken, which he subsequently admitted: "My apologies, we're using Xero and it had lined up a debit with Accelo instead of the correct payment." Daniel's claim re: the CEO issuing threats is also mistaken. The only one making threats in the interaction between Daniel and Accelo was Daniel - he threatened to take legal action by specific deadlines if we didn't change our website: "Please remove the false advertising within 2 weeks.. or I will lodge my original claim with fair trading". We politely declined to modify our speech to fit with his (incorrect) opinions and reminded him that as a US company we have rights to free speech. While it is a shame that Accelo wasn't able to help Daniel's business, this review is not fair or accurate by the reviewers private admissions.
A Wonderful Project Management Software!
Puntos a favor:
It kind of changed a whole lot of my teams work ethic, and system. Helper us immensely with unique set of features, especially, syncing schedules, result tracking.
Nothing much really. Just that the pricing is on the higher side. Not a deal breaker though.
Respuesta de Accelo
hace 3 meses
Hi Shahidul, thank you for taking the time to leave a review! We're so glad to hear that Accelo's unique features are helping your team manage schedules and track results. Thank you again for your feedback!
Helps me stay on top of things and simplify my workload
Comentarios: 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.
Puntos a favor:
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.
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.
Software encontrado en
- Programas de facturación
- Programas de automatización de servicios profesionales
- Herramientas para controlar tiempo y gastos
- Software de seguimiento comercial
- Herramientas para seguimiento de proyectos
- Software de gestión del flujo de trabajo (workflow)
- Software CRM para constructoras
- Software CRM online
- Software para control de gastos
- Software CRM para pequeñas empresas
- Software para administración de recursos
- Herramientas de administración de leads
- Software de gestión de proyectos
- Herramientas de generación de leads
- Herramientas para teletrabajar
- Herramientas de gestión de tareas
- Software de análisis predictivo de leads
- Software de gestión empresarial
- Software de gestión de carteras de proyectos
- Software de servicio al cliente