Manage everything from prospect to close in one simple place with smart automation that gives you a 360 degree view of your business, so you and your team can make better decisions with confidence.
* Automate your operations, workflows, and admin work
* Timesheet across your business, automatically
* Understand your most valuable client relationships
* Forecast team utilization and profitability
* Create invoices knowing billable time is accurate
* Track all your client emails with a shared team inbox
* Run your sales process, track opportunities, and send quotes for projects
* Easily manage ongoing projects or service contracts with auto-billing
* Integrate with Google Apps, Outlook, Xero, JIRA, Zapier, and more!
Focus on your clients while Accelo takes care of the rest.
Sign up for a free trial and see how Accelo can help you be even more successful.
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. The great thing is we are not even using all of the functionality so I know that as we grow there are more features in Accelo we might be able to leverage to help us.
This is a really great tool for businesses and agency. It allows you to set specific dates, times and budgets with each tasks. Then it auto-schedules time on your calendar for tasks assigned to you.
Accelo allows us to incredibly easily track activity. This means staff actually do it and therefore we can now see for the first time profitability across employees, retainers, tickets, projects. Soon we will move our CRM over and realise even more benefit. Love using Accelo.
Accelo is great. Runs the wold for us.
Accelo really rocks, taking us to the next level.
Google doesn't seem to allow me to edit this review. I would like to give an update that I've given Accelo (formerly AffinityLive) another go and the product is much improved. They have continued to streamline the overall flow and the features, while ever expanding, seem to work better. I haven't gone through everything again, but given the chance to edit this review, I'd change my 2 stars to 4. The reason it wouldn't get 5 stars is that it's sluggish to use. If you watch their (nicely done) tutorial videos, you'll see what I mean. I would recommend giving this product a try.
System was ok, not brilliant, used it for a few years. All went smoothly, until end of account. Falsely claimed we owed an extra month, then over 6 months later somehow managed to force through multiple charges on a cancelled credit card, even after finally admitting they were in the wrong. Extremely dodgy company, extreme caution advised when dealing with them.
Hey Ken, sorry for the rocky experiences. I'd love to share some more about the Quickbooks issues we've faced (they turned off an API on us because their own code was corrupting things - rewriting things in a weekend was not fun) but that doesn't excuse the lack of support. Since your frustrations we've 3x'ed the client success team and this week we released a whole new product, Accelo, building on the (hard won) lessons of the last few years of building AffinityLive. If you want to have another look we've got the resources to look after you (and everyone else) properly now - building an ambitious tech company as a bootstrapper isn't fun sometimes :-(
I Really Want to Like AffinityLive I've wanted to use AffinityLive since March of 2013. The features list is perfect for our 8 person agency. I've always been especially interested in the retainers functionality since they are a majority of our revenue and tracking them can be difficult. In our first attempt using it, we burned through the trial period and spent a few months with a paid account trying to make it work. The workflow at that time was cumbersome and time consuming. We ended up cancelling the subscription and stuck with our old systems. After receiving many emails stating improvements had been made, I decided to give it another go last summer. I requested a new trial, which was quickly granted. The system had definitely improved and the workflow was much better; however, I soon found a bug with the QuickBooks import functionality. The bug was a show stopper. I reported the issue to support and quickly received a response saying that they found the problem, but their developers were too busy working on new functionality to fix it. That was a red flag for me - it would seem that supporting existing functionality should be more important than adding new features. I was a bit disappointed, but decide to wait it and see if the problem would be fixed. I could then give it another shot. Fast Forward to a few weeks ago. It had been 8 months since I reported the issue with the QuickBooks import. I emailed the support person who I had worked with before asking if the issue had been resolved. I received no response after a week. I then emailed their general support asking the same question. Another week passed and still no response. AffinityLive looks promising, but if they keep piling on features without fixing bugs and responding to support requests how can we use it? I'm giving it two stars. I'd give it 5 if they properly supported it and fixed the outstanding bugs.
We've used Affinity Live for quite some time now in a range of use cases (I can't believe I haven't written a review here before!), and sometimes we've ventured off to use other tools where some areas of the software weren't so well developed in years gone by, but we keep coming back. The team at Affinity Live are responsive to feature requests, bug reports and support requests and are both helpful and friendly. There are clear product development roadmaps, so you know what is on the horizon and you can get an idea of where things are going. The software itself has come on leaps and bounds and once you really get your head around all the things it can do, it cuts out hours and hours of needless time wasted trying to juggle between multiple disconnected systems. I absolutely couldn't recommend it highly enough whether you're a small one-man-band or a multi-national, it will save you time, money and will restore your managers' sanity with the great time tracking, resource scheduling and project management features. Thank you guys, you're doing a great job, keep it up!
Since we use AffinityLive our profit doubled! One of the best programs on the market and very suitable for webdesign agencies.