Accelo: Project Management Software
Accelo: Project Management Software review
Accelo Quick Info
What is Accelo?
A strong project management software that offers an ERP approach to smaller and mid size businesses
Accelo is a work management platform that we honestly think has done a really good job of offering a true off the shelf experience, ready to go for users who want a little more than a project management tool but don’t have to think about how to set it up.
This is what we call the modern ERP or mini. And it is a great way for professionals to collaborate to work together.
The use of tasks, tickets, projects and the likes cement a point of difference from some other providers that tend to stick purely in Portfolio and Project.
We like the approach to having the mini ERP. Because this is really what work management is about. It’s the modern ERP, all collaborating while using shared information and data sources.
Having an ITIL background, we appreciate that you need systems to manage both projects and customers, but also internal issues, day to day tasks and requests. And you would not necessarily have to put those tasks into a project. It’s why one of the core pillars of any business is operations
Accelo makes a good stab at offering this off the shelf. Something as simple as separating projects into tickets, or having tasks without the need of a project, really is such a nice logical way of managing work to many users.
The interface is quite simple and easy to use and navigate.
From here you can go into the main menus.
Companies, an area with company contacts and assets. Sales where you can check all sales information and quotes.
Projects where you can see all the project and milestone information, as well as timesheets and streams. Tickets, where you can view the status of existing tickets.
Retainers, an area is where you can see all the ongoing retainers and periods they cover.
Work where you can see tasks and activities.
Billing where you can delve into invoices, expenses, purchases and materials.
Reports, where you can see your dashboards and reports.
Accelo also shines in the development space. The API is well supported. The interface allows app registration and the range of webhooks is vast. There is also integration to top 3rd party systems, as well as Zapier for everything else.
With a complex, yet simple interface. And a strong off the shelf ERP feel. Accelo encompasses the meaning of work management, and for that, we would recommend it for both organisations that want just one product. But also organisations that need integration, whether small or large, but without the overly complex backend architecture.
Have a look at the Total Software Info research. We have compiled this review of Accelo project management software, check if this is the project management software for you!
Accelo Best Features
What is Accelo?
A strong project management software that offers an ERP approach to smaller and mid size businesses
Accelo is a work management platform that we honestly think has done a really good job of offering a true off the shelf experience, ready to go for users who want a little more than a project management tool but don’t have to think about how to set it up.
This is what we call the modern ERP or mini. And it is a great way for professionals to collaborate to work together.
The use of tasks, tickets, projects and the likes cement a point of difference from some other providers that tend to stick purely in Portfolio and Project.
We like the approach to having the mini ERP. Because this is really what work management is about. It’s the modern ERP, all collaborating while using shared information and data sources.
Having an ITIL background, we appreciate that you need systems to manage both projects and customers, but also internal issues, day to day tasks and requests. And you would not necessarily have to put those tasks into a project. It’s why one of the core pillars of any business is operations
Accelo makes a good stab at offering this off the shelf. Something as simple as separating projects into tickets, or having tasks without the need of a project, really is such a nice logical way of managing work to many users.
The interface is quite simple and easy to use and navigate.
From here you can go into the main menus.
Companies, an area with company contacts and assets. Sales where you can check all sales information and quotes.
Projects where you can see all the project and milestone information, as well as timesheets and streams. Tickets, where you can view the status of existing tickets.
Retainers, an area is where you can see all the ongoing retainers and periods they cover.
Work where you can see tasks and activities.
Billing where you can delve into invoices, expenses, purchases and materials.
Reports, where you can see your dashboards and reports.
Accelo also shines in the development space. The API is well supported. The interface allows app registration and the range of webhooks is vast. There is also integration to top 3rd party systems, as well as Zapier for everything else.
With a complex, yet simple interface. And a strong off the shelf ERP feel. Accelo encompasses the meaning of work management, and for that, we would recommend it for both organisations that want just one product. But also organisations that need integration, whether small or large, but without the overly complex backend architecture.
Have a look at the Total Software Info research. We have compiled this review of Accelo project management software, check if this is the project management software for you!
Accelo Pricing Info
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Accelo Company Overview
Accelo Frequently Asked Questions
Customer Type:
SMS and Mid Market
Industry Type:
Sales Information Technology Other: Accounting
Accelo has the following user interface customizations:
The interface is an off the shelf layout, so you generally work within the Accelo UI. This is actually quite a good thing when you appreciate it.
You can go into global preferences and update the Look and Feel section. Options available let you update your company logo, set a custom primary and secondary colour.
Accelo has the following workflow customizations:
You can use triggers with certain types of activities like tasks. Triggers are a great way for you to automate workflow when a request is received or status changes. A key part of any workflow automation offering and Accelo delivers here.
Accelo has the following report customizations:
There is a good range of reports covering the main areas of Accelo.
The main reports cover:
Client Management
Finance & Accounting
Project Management
Retainer Management
Sales
Task Management
Ticket Management
Time & Expenses
Does Accelo support creation of new objects:
Objects can be created such as Contact, Client, or Staff Member.
Accelo has the following native integrations available:
Accelo has a healthy range of integrations native to it from the 3rd party offerings as well as Zapier. And it shows commitment to integration with the way Accelo has good app registering processes built into the user interface. There are many options available for integration with Accelo to support work management.
Google Calendar
Gusto
HubSpot
Jira
Kaseya
Mailchimp
N-able
NinjaRMM
Practice Ignition
QuickBooks
Salesforce
Wordstream
Xero
Below we have our info of API options for Accelo
API Auth Methods:
OAuth2|API Key|Access Token
API WSDL Support:HTTP|SOAP|JSON
API Objects Accessible:There are 2 APIs to use with Accelo. The Form API and RESTful API within Accelo.
As mentioned in the coding section, we can see Accelo's commitment to developing and offering a very comprehensive API reference. There is a strong capability within their development team.
The Form API supports the following methods
Company
Contact
Request
Sale
Project
Ticket
Retainer
And the Full RESTful API supports the following main endpoints:
Activities
Addresses
Affiliations
Assets
Companies
Contacts
Contracts (Retainers)
Contributors
Divisions
Expenses
Extensions (Custom Fields)
Filters
Groups
Holidays (Beta)
Invoices
Issues (Tickets)
Jobs (Projects)
Ledgers
Milestones
Object Budgets
Object Schedules
Payments
Profiles
Progressions
Prospects (Sales)
Purchases
Quotes
Rates
Referrals
Requests
Resources (Attachments)
Segmentations
Signoffs
Skills
Staff
Statuses
Tags
Tasks
Taxes
Time Externals
Timers
User
Webhooks
API Cost:Free/Part of Existing Subscription
API Version:1
You can also have a good read of theAPI Documentation Here
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