Accelo

Automation software for all Professional Service Businesses

About Accelo

Accelo combines the key needs of your sales, project management, retainers, service tickets, and collaboration in one platform for small to medium sized service businesses; and then makes it easy to assign work, track progress, see budgets and profitability in real time. Accelo helps you to gain visibility into the performance of your entire business so that you can easily deliver the work your clients love.

<strong>Modules</strong>

<strong>Clients & Contacts:</strong> A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.

<strong>Sales & Marketing:</strong> Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.

<strong>Jobs & Projects:</strong> Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.

<strong>Issues & Service:</strong> Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship.

<strong>Contracts & Retainers:</strong> Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.

<strong>Invoices & Payments:</strong> Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.

<strong>Tasks, Scheduling & Timesheets:</strong> Helping you get things done, Accelo has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines.

<strong>Email, Notes & Collaboration:</strong> Accelo automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info.

<strong>Client Portal:</strong> Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.

<strong>Direct Email Marketing Campaigns:</strong> Send email campaigns to your clients directly from within Accelo.

Pricing starting from:

USD 120.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Accelo

Accelo offers fully integrated solutions for Sales + Project Management + Billing designed specifically for client-facing businesses. From sales opportunities to invoicing, and all the steps in between; Accelo ensures that your work is effectively managed.

Automatic Email Tracking

Are critical sales & project emails scattered in multiple inboxes? Accelo automatically captures all client emails, storing them centrally where your whole team can find & use them.

Powerful Workflow & Business Processes

No two clients or projects are the same, but without a system & processes, things can go very wrong. Accelo gives you a powerful, flexible & easy to use tool to bring order to chaos.

Google Apps & Exchange Integration

With Accelo, you can sync your contacts, appointments, tasks and more with Google Apps or Exchange, so you and your team can keep using the tools they are familiar with.

Dynamic Scheduling & Timesheets

Still juggling team and project schedules in Excel? Accelo updates schedules automatically when estimates or deadlines change.

Social Integrations

There are many more ways for your team to work with clients these days. Accelo is integrated with Twitter & LinkedIn, allowing you to use social platforms to deliver great service.

Secure & Easy to Use

All access to Accelo is encrypted, so you can be confident your information and access is safe and secure. Being browser based, Accelo is also very easy to use.

Real Time Reporting

As a real-time, collaborative environment, you can instantly see business performance across clients, projects, teams and more, either through dashboards or detailed analytical exports.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, Ireland, New Zealand, United States

Supported Languages

English

Pricing starting from:

USD 120.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Accelo Software - Activity Stream
Accelo Software - Company Dashboard
Accelo Software - Sale Dashboard
Accelo Software - Project Dashboard
Accelo Software - Sales
Accelo Software - Project Overview
Accelo Software - Inbox
Accelo Software - Task Board
Accelo Software - Sale Overview
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Accelo video Accelo Software - Activity Stream Accelo Software - Company Dashboard Accelo Software - Sale Dashboard Accelo Software - Project Dashboard Accelo Software - Sales Accelo Software - Project Overview Accelo Software - Inbox Accelo Software - Task Board Accelo Software - Sale Overview

Features

Total features of Accelo: 202

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Attendance Tracking
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Capacity Management
  • Change Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Configuration Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Credit Card Processing
  • Customer Database
  • Customer Support
  • Customisable Branding
  • Customisable Dashboard
  • Customisable Invoices
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email-to-Task Conversion
  • Employee Activity Monitoring
  • Employee Management
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Help Desk Management
  • Hourly Billing
  • Import Tasks
  • Inbox Management
  • Incident Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Issue Management
  • Issue Tracking
  • Kanban Board
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Maintenance Scheduling
  • Marketing Automation
  • Meeting Management
  • Milestone Tracking
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Multiple Projects
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Role-Based Permissions
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tax Management
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Skills Tracking
  • Social Media Integration
  • Status Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Tagging
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Template Management
  • Territory Management
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Clock
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Vendor Management
  • Workflow Configuration
  • Workflow Management

Alternatives

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HubSpot Sales Hub

4.5
#3 Alternative to Accelo
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Wrike

4.2
#4 Alternative to Accelo
Wrike is a collaboration & project management tool that helps users manage projects from start to finish, providing...

Reviews

Overall rating

4.5 /5
(140)
Value for Money
4.3/5
Features
4.4/5
Ease of Use
4.1/5
Customer Support
4.4/5

Already have Accelo?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 140
Meredith C. Meredith C.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Best CRM!

Reviewed on 06/11/2019

We've centralized several different services into a single place with Accelo streamlining our work...

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

Pros

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

Cons

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

Alternatives Considered

Thryv and HubSpot CRM

Reasons for Choosing Accelo

Accelo has everything in one place, it's actually made my job easier.

Switched From

Insightly

Reasons for Switching to Accelo

Services offered
James G. James G.
Overall rating
  • Industry: Human Resources
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Opitimized and Automated our Workflow

Reviewed on 11/09/2020

Automated our business process from sale, to project, to billing. All of our team can interface...

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.

Pros

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.

Cons

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

Alternatives Considered

monday.com, WorkflowMax, Easy Projects, Scoro and Smartsheet

Reasons for Choosing Accelo

We switched from our previous project management software (Quickbase), due to Accelo's ease of use, workflow automation - which runs our business. Cost was also important - we saved money by switching.

Switched From

Quickbase

Reasons for Switching to Accelo

Functionality, Cost, Customer Reviews, User Interface, Team buy-in, Integrations with other software, Automation, and It was the PERFECT FIT for our business
Keyana K. Keyana K.
Overall rating
  • Industry: Internet
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Accelo is packed with features and customizations, but still falls short

Reviewed on 25/04/2018

Pros

The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.

Cons

The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.

Response from Accelo

Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync.

When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work.

The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things

Christine S. Christine S.
Overall rating
  • Industry: Architecture & Planning
  • Company size: 2-10 Employees
  • Used for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Product Analyzer

Reviewed on 07/05/2019

I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any...

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.

Pros

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.

Cons

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.

Alternatives Considered

Wrike and Mavenlink

Reasons for Switching to Accelo

I researched over 20 and demoed 4 products and brought all 4 to the table with pros and cons that I found with each of them. Mavenlink I thought was overpriced compared to the others. I also felt they weren't as helpful or agreeable to help while I was demoing. Wrike was okay, but they started to shy on giving me time to work with the product. A big factor in my decision making was who was the most customer/user firendly. Who wanted me to really like their product. I wasn't buy for me, I was researching for someone else. I gave that information up front. and the 2 I ended up taking to the client was Liquid Planner and Accelo. We set up online demos for the client to see and ask their own questions. That day, Accelo performed the better demo and the client went with them.
Susie S. Susie S.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game Changer for our Professional Services Company

Reviewed on 12/02/2020

The implementation support was excellent. They really worked with us to configure Accelo to meet...

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).

Pros

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.

Cons

The integration with QuickBooks Online needs some additional features.

Showing 5 reviews of 140 Read all reviews

Accelo FAQs

Below are some frequently asked questions for Accelo.

Accelo offers the following pricing plans:

  • Starting from: USD 120.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Accelo Plans start at $120.00 Per Month (on an Annual Contract) for Plus, and $195.00 Per Month (on an Annual Contract) for Premium. Plans include 5 Licenses which are used for various Accelo Products: Sales & Quotes, Projects, Tickets, Retainers, Billing, and Reports. Additional Licenses: Sales & Quotes: - Plus: $24.00 Per Month (on an Annual Contract) - Premium: $39.00 Per Month (on an Annual Contract) Projects: - Plus: $24.00 Per Month (on an Annual Contract) - Premium: $39.00 Per Month (on an Annual Contract) Tickets: - Plus: $24.00 Per Month (on an Annual Contract) - Premium: $39.00 Per Month (on an Annual Contract) Retainers: - Plus: $24.00 Per Month (on an Annual Contract) - Premium: $39.00 Per Month (on an Annual Contract) Billing: - Plus: $24.00 Per Month (on an Annual Contract) - Premium: $39.00 Per Month (on an Annual Contract) Reports: - Plus & Premium: $12.00 Per Month (on an Annual Contract) Start with a Free 14 Day Trial. No credit card. No commitments.

Accelo has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

Accelo supports the following languages:

English

Accelo supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Accelo integrates with the following applications:

Authorize.Net, BrightGauge, ConnectWise Fortify, Continuum, Expensify, Google Analytics, Google Calendar, Google Drive, Google Workspace, Gusto, HubSpot CRM, Jira, Kaseya VSA, Mailchimp, Microsoft 365, Microsoft Outlook, Microsoft Power BI, NinjaOne (formerly NinjaRMM), PayPal, Practice Ignition, QuickBooks Online Advanced, Quickbooks Online, Salesforce Sales Cloud, Stripe, Twitter, WordStream Social Ads Software, Xero, Zapier, Zendesk

Accelo offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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