Accelo

Software de automação para todas as empresas de serviços profissionais.

4,4 /5 (136 avaliações) Escreva uma avaliação!

Resumo do Accelo

O que é o Accelo?

O Accelo combina as principais necessidades de vendas, gestão de projetos, adiantamentos, tíquetes de serviço e colaboração em uma plataforma para empresas de serviços de pequeno a médio porte; e facilita atribuir trabalho, acompanhar o andamento, ver orçamentos e lucratividade em tempo real. O Accelo ajuda você a obter visibilidade do desempenho de toda a empresa para que possa entregar facilmente o trabalho que os clientes apreciam.

Módulos.

Clientes e contatos: Um banco de dados de clientes avançado e fácil de usar, que permite ver toda a correspondência, vendas, trabalho e faturas com os clientes, de maneira rápida e fácil.

Vendas e marketing: Comercialize para clientes potenciais e clientes existentes e depois gerencie as vendas e o processo de proposta. Rápido, fácil de usar e projetado para vendas de serviços profissionais.

Empregos e projetos: Rastreamento de trabalho com recursos completos e gestão de projetos, desenvolvido para lidar com a flexibilidade necessária aos profissionais de serviços. Gerencie projetos, orçamentos, tempo e tarefas com confiança e facilidade, tudo em um só lugar.

Problemas e serviço: Ofereça um excelente serviço e suporte com um sistema integrado que permite que você veja o contexto completo do relacionamento com o cliente.

Contratos e adiantamentos: Você tem adiantamentos ou contratos de serviço com clientes? Reduza os problemas de faturamento e geração de relatórios com o módulo Contratos e adiantamentos, que vincula automaticamente trabalho e quadros de horários aos contratos.

Faturas e pagamentos: Crie faturas com facilidade a partir de trabalhos, ordens de serviço, contratos e quadros de horários e seja pago pelo trabalho que você realmente faz! Você também pode sincronizar faturas com o pacote contábil principal instantaneamente.

Tarefas, agendamento e quadros de horários: Ajudando você a fazer as coisas, o Accelo integrou rastreamento de tarefas, agendamento de projetos e quadros de horários, tudo o que a equipe precisa para gerenciar tempo, trabalho e prazos.

E-mail, notas e colaboração: O Accelo armazena automaticamente e-mails, documentos, anotações de reuniões e mais diretamente na venda, projeto, problema de serviço ou registro do cliente, para que você possa encontrar facilmente informações importantes.

Portal do cliente: Forneça aos clientes acesso sem interrupção em tempo real às informações dos próprios projetos, contratos, serviços e contas para melhorar a transparência, os níveis de serviço e ajude os clientes a se ajudarem.

Campanhas de marketing direto por e-mail: Envie campanhas de e-mail para seus clientes diretamente do Accelo.

Resumo do Accelo

Preços

A partir de
US$ 39,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do Accelo

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, Alemanha
Idiomas
Inglês

Mídias

Activity Stream
Company Dashboard
Sale Dashboard
Project Dashboard
Sales
Sale Overview
Project Overview
Inbox
Task Board
Captura de tela do Accelo: Activity Stream Captura de tela do Accelo: Company Dashboard Captura de tela do Accelo: Sale Dashboard Captura de tela do Accelo: Project Dashboard Captura de tela do Accelo: Sales Captura de tela do Accelo: Sale Overview Captura de tela do Accelo: Project Overview Captura de tela do Accelo: Inbox Captura de tela do Accelo: Task Board

Accelo - Avaliações

Accelo - Avaliações

Classificação geral
4,4
/
5
Excelente
79

Muito bom
45

Regular
7

Ruim
2

Péssimo
3

Relação qualidade/preço
4,3
Recursos
4,4
Praticidade
4,1
Suporte ao cliente
4,4
91% dos usuários recomendam este app
Meredith C.

The Best CRM!

We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.


Traduzir com Google
James G.

Opitimized and Automated our Workflow

Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.


Traduzir com Google
Daniel D.

Run away! Terrible quality updates and the worst customer service. False advertising of...

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!


Traduzir com Google
Christine S.

Product Analyzer

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.


Traduzir com Google
Susie S.

Game Changer for our Professional Services Company

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).


Traduzir com Google
Meredith C.
Setor: Serviços financeiros
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

The Best CRM!

Usado Diariamente durante 6 a 12 meses
Avaliado em 06/11/2019
Fonte da avaliação: Capterra

We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Vantagens

Ease of use, completely customizable, thoughtful and useful features!

Desvantagens

I wish I would have found it so much earlier than I did!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

James G.
Setor: Recursos Humanos
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Opitimized and Automated our Workflow

Usado Diariamente durante Mais de dois anos
Avaliado em 11/09/2020
Fonte da avaliação: Capterra

Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.

Vantagens

We switched to Accelo after using other inferior products for 18 years. We have been pleased with the front-to-back automation that is now seamlessly running critical portions of our business.

With Accelo, we have been able to place several business functions on one platform, where before, we had to use several products to accomplish the same thing - with little or no automation. We are now more automated and productive. Our team loves the product!

With the current COVID pandemic, we have found ourselves having to do more with less. To meet these new challenges, we are taking full advantage of Accelo's Expert Services Program and have partnered with an Accelo Implementation Manager. The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.

Desvantagens

We love the software. As others have stated, we wish that we had been using it years ago.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Daniel D.
Traduzido para o Português
Traduzido para o Português

Run away! Terrible quality updates and the worst customer service. False advertising of integrations

Avaliado em 15/10/2016
Fonte da avaliação: Capterra

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!

Traduzido para o Português

Resposta do Accelo

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Christine S.
Setor: Arquitetura e planejamento
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Product Analyzer

Usado Outro durante Avaliação gratuita
Avaliado em 07/05/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Susie S.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Game Changer for our Professional Services Company

Usado Diariamente durante 6 a 12 meses
Avaliado em 12/02/2020
Fonte da avaliação: Capterra

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).

Vantagens

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.

Desvantagens

The integration with QuickBooks Online needs some additional features.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,5/10
Baseado em 136 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Accelo

Preço do Accelo

A partir de
US$ 39,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4,3/5
Baseado em 136 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Accelo

Recursos do Accelo

API
Acompanhamento de atividades
Controle de tarefas
Controle do tempo do projeto
Ferramentas de colaboração
Gestão de projetos
Gestão de tarefas
Gráficos de Gantt
Integração de terceiros
Interface para arrastar e soltar
Monitoramento do progresso
Múltiplos projetos
Notificações automáticas
Painel de atividades
Planejamento de projetos
Planejamento de tarefas
Priorizar
Projeções
Rastreamento do projeto
Relatórios e estatística
Recursos
4,4/5
Baseado em 136 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Perguntas frequentes sobre o Accelo

Perguntas frequentes sobre o Accelo

Abaixo estão algumas perguntas frequentes sobre o Accelo.

P: Que tipo de planos o Accelo oferece?

O Accelo oferece os seguintes planos de pagamento:

A partir de: US$ 39,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do Accelo?

Não temos informações sobre os recursos do Accelo.

P: Quem costuma usar o Accelo?

Os clientes habituais do Accelo são:

Pequenas empresas, Administrações públicas, Sem fins lucrativos, Autônomos, Empresas de médio porte

P: Em que idioma o Accelo está?

O Accelo está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Accelo oferece?

O Accelo tem os seguintes planos de preços:

Assinatura

P: O Accelo é compatível com disponíveis móveis?

O Accelo é compatível com os seguintes dispositivos:

Android, iPhone

P: O Accelo se integra com quais outros aplicativos?

O Accelo se integra com os seguintes aplicativos:

Campaign Monitor, Continuum Fortify, HubSpot CRM, HubSpot Marketing Hub, Mailchimp, QuickBooks Online, QuickBooks Online Advanced, SharpSpring, Stripe, Xero

P: Que nível de suporte o Accelo oferece?

O Accelo oferece as seguintes opções de suporte:

FAQs, Fórum, Suporte online, Suporte por telefone, Tutoriais em vídeo, Base de conhecimento