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Accelo (formerly AffinityLive)

Started by Xero API -   in App Reviews |CRM

4.7 out of 5 stars
 
Based on 3 user ratings
If you are a user of Xero and Accelo, tell us how you are getting on and your experience so far. Any tips?

About Accelo


Accelo's smart technology platform streamlines your work into one integrated system with CRM, Projects, Service, and Retainers, check out Accelo.

Tip

Remember if you have questions or need assistance with Accelo, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Accelo support centre or this page for information on connecting Accelo to Xero.

Can't rave enough about Affinity Live, fantastic integration with email - centralises all your emails with a contact - massive time saver - no more double ups that can annoy those precious customers we all have.
 

Gayle Buchanan  

Amazing!!! So much to love and probably still scratching the surface of PSA. Automated triggers and notifications is like gaining a personal assistant that never sleeps, takes time off or breaks. Frequently see business using separate CRM, Workflow Management, Support ticketing systems, time tracking etc. Affinitylive puts all these together under 1 efficient interface integrated with Xero. Neat that you can quickly see what a client owes without leaving Affinitylive.
 

Jennifer Waugh  

So far I am impressed with how AffinityLive and XERO. I am not yet full speed, but can feel the power of these two working together. I have also put the apps side-by-side on y andriod phone, and love the accessibility.

Two queries for other users:
-XERO doesn't seem to pull contacts in from AffinityLive, which is pretty important for me. It seems to work the other way okay, I can see Xero in AffinityLive. Am I missing something?
- In AffinityLive the income accounts have reconciled with Xero nicely in the 'Account ledgers', but the expense accounts did not in 'Expense Types'. It would make life easier to just import the Xero expense accounts. Again, am I missing something?

Thanks.
 

Adrian Makeham-Kirchner  

Hi There,

I'm evaluating Affinity Live and interested if there is any integration with Xero for expenses. Either way would be great: importing expenses from Xero and attaching to projects or the other way around.

Thx
 

Peter Petrovics  

This is a review thread for Affinity Live, Peter. You can only post here once so you'll probably have more luck posting in the Using Xero Add-ons topic, or contacting Affinity Live Support.
 

Matt Oldfield (Community Manager)