Accelo

Accelo

Automation software for all Professional Service Businesses

4.3/5 (108 reviews)

Accelo Overview

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.

Modules

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

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

Jobs & Projects: 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.

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

Contracts & Retainers: 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.

Invoices & Payments: 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.

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

Email, Notes & Collaboration: 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.

Client Portal: 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.

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

Pricing

Starting from
USD 39.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Germany, United Kingdom, United States

Supported Languages

English

Accelo Reviews

Overall rating
4.3/5
90% positive reviews
59
Excellent
38
Very good
7
Average
2
Poor
2
Terrible
Tom B.

Scale Your Business

Used Daily for 1+ year
Reviewed on 18/09/2019
Review Source: Capterra

Business scaling
Quality control
Task management
Utilisation
Transparency for clients
Cost management

Pros

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.

We are forecasting for hiring new resources based on the system data, conducting price reviews and making lots and lots of continuous process tweaks with the confidence that Accelo is our living process documentation via the templates.

Also, with the detail in the project plans is something we are able to leverage in the sales process to show prospects we have robust processes that will ensure the best quality content creation.

Cons

There are still some more features we would love to see in the future which would help us automate more and reduce admin but the revamp on the community ideas page gives great confidence to everyone at Digital 22 that if it will benefit enough people then there is a good chance we will see these and more great updates in the near future.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Verified Reviewer

Full of functions which provides compliexity

Used Other for Free Trial
Reviewed on 15/02/2019
Review Source: Capterra

They have tried to satisfy so many requirements in enterprises. This became their system complicated and difficult to work.

Pros

1. It Supports a comprehensive variety of activities in an enterprise including CRM, Sales, Projects, Tickets & Requests, Contracts & Retainers, Tasks & Activities (Operations)
2. There are good API’s for integration with other systems.
3. It seems that they have published their API code in GitHub, so programmers can join and improve their API Code.
4. There is good integration with Google including google contact and google calendar
5. Very good Setting for “Module Titles” so a variety of users can customize the application based on their own industry and literature
6. Supporting the concepts of “Default Billable Rate” and “Default Cost Rate” for any user is really nice for having a costing system and evaluate the profitability of every customer.
7. A task can be against so many concepts including Project, Period, Ticket, Sales, which provide great flexibility for software.
8. The Idea of Task Board is really nice and this is a very good tool for monitoring tasks and keep them in mind
9. Mentioning about their blog is good for creating loyalty

Cons

1. They tried to have a good responsive web application, but they were not fully successful in this case. Some of the icons on the upper toolbar will not accessible when the size of browser is in its minimum width. Alternatively, when the “List of Activities” is open and I change the width of browser, some of the texts will be override on each other.
2. Defining tasks is not very user friendly. For example when we want to define a new task and we don’t enter anything in the textbox of “Search Accelo for Company or Work” the Error Message is “Against field is required” this is right that the empty field is marked by a red box, but it is not very clear and user cannot guess which is the “Against Field”; because even there is no tooltip for it.
3. Some of the Help Videos are not updated based on the last version of the application. For example, a Video about timesheet just shows Weekly Timesheet and not Daily Timesheet which it seems that this menu has been added recently.
4. Application Setting is really complicated and full of different options for everything. Learning this comprehensive setting is difficult. It was better; there would be a “Search” to find whatever an administrator is looking for it.
5. A task can be assigned just to one person. It means that there is no common task for team members.

Rating breakdown

Ease of Use

Likelihood to recommend

6.0/10
Chad F.

Customized Agency CRM with lots of ongoing Changes but might not be best fit

Used Daily for 1+ year
Reviewed on 18/09/2017
Review Source: Capterra

ordering and keeping track of our client base - with specific notes and stream or history of conversations and emails with each of them attached.
Easy tracking of support or maintenance tickets and conversion to invoices from a few simple filters.

Pros

We transitioned away from an Excel Spreadsheet to Accelo and the transition was amazing. Just forcing us to cleanup our accounts in order to transition saved us thousands in internal errors, missed billing etc.
Accelo keeps you organized and has a wealth of options that you can take advantage of depending on the package you select with them.
For us the most useful things were 2 way integration with QuickBooks Online - and being able to track time on tickets and tasks in Accelo then fairly easily filter and convert those completed tickets into invoices within QuickBooks.
We liked how easy it was to enter time on a ticket and we loved being able to filter on staff for customized time periods in order to see hours worked by project for billing purposes.
Overall this is a robust CRM software that helps you keep track of your clients all in one place, make detailed notes on your relationship with them, track your historical conversations with them and integrate with your Accounting software.

Cons

Our biggest issues with Accelo were integration and Price:
At first everything worked fine but after a provincial PST increase we had to create a new Combined tax rate in QBO and it stopped working with Accelo. Customer Service chased this down for months but we never got a reolution - just updates that they were working with QBO on this. After several months of not being able to push invoices through - it became clear we needed another solution.
Secondly was the price. That was just too high for us in the end. We found other software that was not as robust, but fit our needs better, integrated with QBO more reliably and charged us a flat rate rather than a per employee rate - which makes MUCH more sense for us.
One last thing we didn't like that they may have already updated was that filters were not able to be saved. We'd have a staff meeting and load up a page with 3 or more filtering specifications then click something and the results of the filter were lost. We'd have to go through all the steps to get back there again. Same thing next week. It would be nice to be able to customize your filter selections and save them so you can run the same evaluations or reports repeatedly and easily.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

4.0/10
Christine S.

Product Analyzer

Used Other for Free Trial
Reviewed on 07/05/2019
Review Source: 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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jessica W.

An excellent all-rounder

Reviewed on 02/11/2016
Review Source: Capterra

In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team.
I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go.
Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well.
When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool.
The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track.
Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

Response from Accelo

Hi Jessica,

Thank you for your feedback! You are not alone in asking for more reporting. Luckily we are looking to release a beta integration with PowerBI within the next few weeks. While we also work to improve our native reporting, having a dedicated BI tool that connects directly to Accelo will be key in providing detailed reports.

Kind regards,

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Accelo Pricing

Starting from
USD 39.00/month
Pricing options
Free Trial
Subscription
Value for money

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users

Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Accelo Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Drag & Drop Interface
  • Gantt Charts
  • Multiple Projects
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Projections
  • Task Management
  • Task Planning
  • Task Tracking
  • Third Party Integration
  • Timesheets

  • Prioritizing
  • Project Tracking

Additional information for Accelo

Key features of Accelo

  • Activity & performance reporting
  • Automatic email capture
  • CRM & client database
  • Contracts & retainers module with renewable templates
  • Custom workflow & business processes
  • Direct email marketing campaigns
  • Email Integration
  • Expenses module
  • Gantt-charts & forecasting
  • Google Apps integration
  • Invoices & payments module
  • Issue, tickets and support module
  • Project management
  • Scheduling and calendar sync
  • Shared calendar, address book, and tasks
  • Task Scheduling
  • Task and time tracking
  • Ticket Management
  • Time-billing & worklog
  • Timesheet reporting
  • Xero, Quickbooks & Saasu Accounting Integrations

Benefits

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.

Accelo FAQs

Below are some frequently asked questions for Accelo.

Q. What type of pricing plans does Accelo offer?

Accelo offers the following pricing plans:

Starting from: USD 39.00/month

Pricing model: Subscription

Free Trial: Available

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users

Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Q. What are the main features of Accelo?

Accelo offers the following features:

  • Activity & performance reporting
  • Automatic email capture
  • CRM & client database
  • Contracts & retainers module with renewable templates
  • Custom workflow & business processes
  • Direct email marketing campaigns
  • Email Integration
  • Expenses module
  • Gantt-charts & forecasting
  • Google Apps integration
  • Invoices & payments module
  • Issue, tickets and support module
  • Project management
  • Scheduling and calendar sync
  • Shared calendar, address book, and tasks
  • Task Scheduling
  • Task and time tracking
  • Ticket Management
  • Time-billing & worklog
  • Timesheet reporting
  • Xero, Quickbooks & Saasu Accounting Integrations

Q. Who are the typical users of Accelo?

Accelo has the following typical customers:

Freelancers, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Accelo support?

Accelo supports the following languages:

English

Q. What type of pricing plans does Accelo offer?

Accelo has the following pricing plans:

Subscription

Q. Does Accelo support mobile devices?

Accelo supports the following devices:

Android, iPhone

Q. What other apps does Accelo integrate with?

Accelo integrates with the following applications:

Campaign Monitor, HubSpot CRM, HubSpot Marketing, Mailchimp, QuickBooks, QuickBooks Online, Saasu, SharpSpring, Stripe, Xero

Q. What level of support does Accelo offer?

Accelo offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials