Pour qui ?

Toute organisation de services professionnels qui sert des clients et facture le temps passé sur les tâches. Accelo rationalise tous les processus de service client en un seul endroit et gère les plannings et projets de l'équipe.

Notes moyennes

127 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4.5 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4.5 / 5

Informations sur le produit

  • À partir de 39,00 $US/mois
  • Version gratuite Oui
  • Version d'essai gratuite Oui, obtenez un essai gratuit
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Accelo
  • https://www.accelo.com/
  • Fondé en 2011

En savoir plus sur Accelo

Accelo combine les besoins clés de vos ventes, de votre gestion de projets, de vos provisions, de vos cas d'assistance de service et de votre collaboration en une seule plateforme pour les petites et moyennes entreprises de services. Ce logiciel permet ensuite d'affecter facilement des tâches, de suivre les progrès ou encore de voir les budgets et la rentabilité en temps réel. Accelo vous aide à obtenir une visibilité sur les performances de l'ensemble de votre entreprise afin que vous puissiez facilement fournir le travail que vos clients apprécient.

Accelo - Fonctionnalités

  • Analyse du service client
  • Catalogage et catégorisation
  • Contrôle des réponses par e-mail
  • Gestion des connaissances
  • Messagerie instantanée
  • Mesure des performances
  • Portail libre-service
  • Recherche
  • Suivi du support client
  • Accès à distance
  • Assistance téléphonique
  • CRM
  • Facturation
  • Gestion de projets
  • Gestion des correctifs
  • Gestion des problèmes
  • Messagerie instantanée
  • Planification
  • Sauvegarde et récupération
  • Tableau de bord
  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du marketing automation
  • Lead scoring
  • Lecture de cartes de visite et de badges
  • Messagerie instantanée
  • Prévision
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • Devis et offres
  • Gestion de projets
  • Gestion des contrats
  • Gestion du pipeline de ventes
  • Planification
  • Prévision
  • Suivi des clients
  • CRM
  • Facturation
  • Gestion de projets
  • Gestion des devis
  • Gestion des documents
  • Gestion des portefeuilles
  • Gestion des ressources
  • Génération d'offres
  • Outils de collaboration
  • Portail client
  • Suivi du temps et des dépenses
  • Alertes/Notifications
  • Codage des couleurs
  • Fonction de glisser-déposer
  • Gestion des tâches
  • Modèles
  • Suivi de la dépendance
  • Suivi de la progression
  • Suivi des capacités
  • Suivi des étapes
  • Base de données de contacts
  • Calculateur d'impôts
  • Facturation des dépenses imprévues
  • Facturation des projets
  • Facturation en ligne
  • Facturation récurrente et des abonnements
  • Facturation à l'heure
  • Factures personnalisables
  • Gestion des demandes de paiement
  • Paiements en ligne
  • Paiements mobiles
  • Portail de facturation
  • Prise en charge de plusieurs devises
  • Traitement des paiements
  • Achats
  • CRM
  • Facturation
  • Gestion de la formation
  • Gestion de projets
  • Gestion des commandes
  • Gestion des employés
  • Gestion des fournisseurs
  • Gestion des stocks
  • Gestion du marketing
  • Gestion financière
  • Mesure des performances
  • Planification
  • Suivi du temps et des dépenses
  • Diagrammes de Gantt
  • Gestion des idées
  • Gestion des portefeuilles
  • Gestion des ressources
  • Gestion du budget
  • Modèles personnalisables
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Portail client
  • Suivi des étapes
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban
  • Accès mobile
  • Aperçu de Gantt/du calendrier
  • Creation de sous-tâches
  • Gamification
  • Gestion des tâches récurrentes
  • Liste des tâches
  • Outils de collaboration
  • Rapports et analyses
  • Suivi du pourcentage de progression
  • Suivi du temps
  • Tableau des tâches
  • Tableur
  • Allocation de ressources
  • Fonction de glisser-déposer
  • Gestion de l'utilisation
  • Gestion des capacités
  • Planification du personnel
  • Prévision de la demande
  • Recherche filtrée
  • Suivi des compétences
  • Visualisation de données
  • Audit des problèmes
  • Gestion de la base de connaissances
  • Gestion de la remontée des problèmes
  • Gestion de projets
  • Gestion des affectations
  • Gestion des tâches
  • Problèmes récurrents
  • Programmation des problèmes
  • Tableau de bord
  • Catalogue de services
  • Gestion des billets
  • Gestion des connaissances
  • Gestion des contrats
  • Gestion des incidents
  • Gestion des ressources informatiques
  • Gestion des versions
  • Portail libre-service
  • Rapports de service
  • Base de données des employés
  • Calcul des heures supplémentaires
  • Facturation
  • Gestion des feuilles de temps
  • Heures facturables et non facturables
  • Saisie automatique du temps
  • Suivi des vacances/congés
  • Suivi du temps hors ligne
  • Suivi du temps mobile
  • Taux de facturation multiples
  • Distribution de leads
  • Gestion des campagnes
  • Gestion des pipelines
  • Lead nurturing
  • Lead scoring
  • Outils de prospection
  • Saisie de leads
  • Segmentation de leads
  • Suivi des activités
  • Suivi des sources
  • Campagnes de drip marketing
  • Gestion des campagnes
  • Gestion des pipelines
  • Lead scoring
  • Mesure des performances
  • Notifications de leads
  • Personnalisation
  • Saisie de leads
  • Segmentation de leads
  • Tests A/B
  • Diagrammes de Gantt
  • Définition des priorités
  • Outils de collaboration
  • Suivi des statuts
  • Suivi des étapes
  • Suivi du pourcentage de progression
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban
  • Facturation
  • Gestion des remboursements
  • Suivi des activités
  • Suivi des frais
  • Suivi des projets
  • Suivi du temps
  • Suivi du temps par client
  • Suivi du temps par projet
  • Accès mobile
  • Automatisation des processus métiers
  • Configuration des workflows
  • Contrôles/Permissions d'accès
  • Gestion des calendriers
  • Gestion des documents
  • Gestion des formulaires
  • Gestion des tâches
  • Intégrations de tiers
  • Sans code
  • Suivi de la conformité
  • Tableau de bord personnalisable
  • Éditeur graphique de workflow
  • Collaboration
  • Gestion de projets
  • Gestion des campagnes
  • Gestion des documents
  • Gestion des tâches
  • Partage des fichiers
  • Suivi du temps
  • Gestion de la configuration
  • Gestion de la disponibilité
  • Gestion de projets
  • Gestion des changements
  • Gestion des contrats/licences
  • Gestion des incidents
  • Gestion des problèmes
  • Gestion des versions et du déploiement
  • Portail libre-service
  • Suivi des ressources
  • Définition des priorités
  • Gestion des tâches
  • Outils de collaboration
  • Planification de projets
  • Prise en charge de la méthode Scrum
  • Roadmap stratégique
  • Suivi de la dépendance
  • Suivi des indicateurs clés de performance
  • Suivi des étapes
  • Suivi du temps
  • Tableaux multiples
  • Définition des priorités
  • Gestion des backlogs
  • Gestion des itérations
  • Gestion des tâches
  • Planification de lancement
  • Rapports quotidiens
  • Roadmap stratégique
  • Sprint planning
  • Suivi de la progression
  • Suivi des indicateurs clés de performance
  • Suivi des étapes
  • Tableau collaboratif

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Avis les plus utiles sur Accelo

Scale Your Business

Publié le 18/09/2019
Tom B.
Head of Operations and Finance
Marketing et publicité, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Business scaling
Quality control
Task management
Utilisation
Transparency for clients
Cost management

Avantages: We are able to fully process our business with the detailed project plans, scheduling and capacity tracking which gives us very detailed and accurate forecasting for capacities. The whole business now trusts the reliability of the system and the data in it so much that we report daily on the state of play with task management and capacities to move resources around which helps us deliver work quicker for our clients. We are forecasting for hiring new resources based on the system data, conducting price reviews and making lots and lots of continuous process tweaks with the confidence that Accelo is our living process documentation via the templates. Also, with the detail in the project plans is something we are able to leverage in the sales process to show prospects we have robust processes that will ensure the best quality content creation.

Inconvénients: There are still some more features we would love to see in the future which would help us automate more and reduce admin but the revamp on the community ideas page gives great confidence to everyone at Digital 22 that if it will benefit enough people then there is a good chance we will see these and more great updates in the near future.

Full of functions which provides compliexity

Publié le 15/02/2019
Utilisateur vérifié
Managing Director & Co-Founder
Logiciels, 13-50 employés
Temps d'utilisation du produit: Version d’essai gratuite
Provenance de l'utilisateur 
4/5
Note globale
2 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: They have tried to satisfy so many requirements in enterprises. This became their system complicated and difficult to work.

Avantages: 1. It Supports a comprehensive variety of activities in an enterprise including CRM, Sales, Projects, Tickets & Requests, Contracts & Retainers, Tasks & Activities (Operations)
2. There are good API’s for integration with other systems.
3. It seems that they have published their API code in GitHub, so programmers can join and improve their API Code.
4. There is good integration with Google including google contact and google calendar
5. Very good Setting for “Module Titles” so a variety of users can customize the application based on their own industry and literature
6. Supporting the concepts of “Default Billable Rate” and “Default Cost Rate” for any user is really nice for having a costing system and evaluate the profitability of every customer.
7. A task can be against so many concepts including Project, Period, Ticket, Sales, which provide great flexibility for software.
8. The Idea of Task Board is really nice and this is a very good tool for monitoring tasks and keep them in mind
9. Mentioning about their blog is good for creating loyalty

Inconvénients: 1. They tried to have a good responsive web application, but they were not fully successful in this case. Some of the icons on the upper toolbar will not accessible when the size of browser is in its minimum width. Alternatively, when the “List of Activities” is open and I change the width of browser, some of the texts will be override on each other.
2. Defining tasks is not very user friendly. For example when we want to define a new task and we don’t enter anything in the textbox of “Search Accelo for Company or Work” the Error Message is “Against field is required” this is right that the empty field is marked by a red box, but it is not very clear and user cannot guess which is the “Against Field”; because even there is no tooltip for it.
3. Some of the Help Videos are not updated based on the last version of the application. For example, a Video about timesheet just shows Weekly Timesheet and not Daily Timesheet which it seems that this menu has been added recently.
4. Application Setting is really complicated and full of different options for everything. Learning this comprehensive setting is difficult. It was better; there would be a “Search” to find whatever an administrator is looking for it.
5. A task can be assigned just to one person. It means that there is no common task for team members.

Customized Agency CRM with lots of ongoing Changes but might not be best fit

Publié le 18/09/2017
Chad F.
Co-Owner
Marketing et publicité, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
2 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: ordering and keeping track of our client base - with specific notes and stream or history of conversations and emails with each of them attached.
Easy tracking of support or maintenance tickets and conversion to invoices from a few simple filters.

Avantages: We transitioned away from an Excel Spreadsheet to Accelo and the transition was amazing. Just forcing us to cleanup our accounts in order to transition saved us thousands in internal errors, missed billing etc.
Accelo keeps you organized and has a wealth of options that you can take advantage of depending on the package you select with them.
For us the most useful things were 2 way integration with QuickBooks Online - and being able to track time on tickets and tasks in Accelo then fairly easily filter and convert those completed tickets into invoices within QuickBooks.
We liked how easy it was to enter time on a ticket and we loved being able to filter on staff for customized time periods in order to see hours worked by project for billing purposes.
Overall this is a robust CRM software that helps you keep track of your clients all in one place, make detailed notes on your relationship with them, track your historical conversations with them and integrate with your Accounting software.

Inconvénients: Our biggest issues with Accelo were integration and Price:
At first everything worked fine but after a provincial PST increase we had to create a new Combined tax rate in QBO and it stopped working with Accelo. Customer Service chased this down for months but we never got a reolution - just updates that they were working with QBO on this. After several months of not being able to push invoices through - it became clear we needed another solution.
Secondly was the price. That was just too high for us in the end. We found other software that was not as robust, but fit our needs better, integrated with QBO more reliably and charged us a flat rate rather than a per employee rate - which makes MUCH more sense for us.
One last thing we didn't like that they may have already updated was that filters were not able to be saved. We'd have a staff meeting and load up a page with 3 or more filtering specifications then click something and the results of the filter were lost. We'd have to go through all the steps to get back there again. Same thing next week. It would be nice to be able to customize your filter selections and save them so you can run the same evaluations or reports repeatedly and easily.

Product Analyzer

Publié le 07/05/2019
Christine S.
Finance Manager/IT manager
Urbanisme et architecture, 2-10 employés
Temps d'utilisation du produit: Version d’essai gratuite
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.

Avantages: I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.

Inconvénients: I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.

An excellent all-rounder

Publié le 02/11/2016
Jessica W.
Application Specialist
Services et technologies de l'information, 2-10 employés
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team.
I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go.
Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well.
When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool.
The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track.
Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

Réponse de l'éditeur

envoyé par Accelo le 24/10/2017

Hi Jessica,

Thank you for your feedback! You are not alone in asking for more reporting. Luckily we are looking to release a beta integration with PowerBI within the next few weeks. While we also work to improve our native reporting, having a dedicated BI tool that connects directly to Accelo will be key in providing detailed reports.

Kind regards,

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