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:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Accelo

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

Andorra, Austria, Australia, Belgium, Canada and 25 others, Switzerland, Germany, Denmark, Spain, Finland, Faroe Islands, France, United Kingdom, Gibraltar, Greenland, Ireland, Iceland, Italy, Liechtenstein, Luxembourg, Monaco, Netherlands, Norway, New Zealand, Portugal, Sweden, Svalbard & Jan Mayen, San Marino, United States, South Africa

Supported Languages

English

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Accelo

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: 169

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • 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/Reminder System
  • Campaign Management
  • Capacity Management
  • Change Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Configuration Management
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Support
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dunning Management
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Employee Activity Monitoring
  • Employee Management
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • 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
  • Internal Chat Integration
  • 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
  • Multi-Currency
  • Multiple Projects
  • Online Invoicing
  • Online Payments
  • 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
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Reimbursement Management
  • Remote Access/Control
  • Remote Support Software
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline 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
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Territory Management
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • 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
  • Workflow Configuration
  • Workflow Management

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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?

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Showing 5 reviews of 140
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

HubSpot CRM and Thryv

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.
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

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

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
Daniel D.
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Run away! Terrible quality updates and the worst customer service. False advertising of...

Reviewed on 15/10/2016

The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and...

The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos.
We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks....
We we're flat out refused any demo despite it being advertised on their site.
The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start.
The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage).

Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund....

Staff have no idea about their own product as it changes so drastically so often.

A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us.

We organised an export of most of our data (about 10 different exports required) but had missed the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention.

The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law.

The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs!

We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!

Response from Accelo

Daniel was obviously quite upset when he wrote this review. Unfortunately, it didn't represent reality at the time or since.

Daniel's claim re: continuing to charge him and take payment after cancellation is mistaken, which he subsequently admitted:
"My apologies, we're using Xero and it had lined up a debit with Accelo instead of the correct payment."

Daniel's claim re: the CEO issuing threats is also mistaken. The only one making threats in the interaction between Daniel and Accelo was Daniel - he threatened to take legal action by specific deadlines if we didn't change our website: "Please remove the false advertising within 2 weeks.. or I will lodge my original claim with fair trading". We politely declined to modify our speech to fit with his (incorrect) opinions and reminded him that as a US company we have rights to free speech.

While it is a shame that Accelo wasn't able to help Daniel's business, this review is not fair or accurate by the reviewers private admissions.

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.
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: US$39.00/month
  • Pricing model: Subscription
  • Free Trial: Available

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, Eventbrite, Expensify, Google Analytics, Google Calendar, Google Drive, Google Workspace, Gusto, HubSpot CRM, Jira, Kaseya VSA, Mailchimp, Microsoft 365, Microsoft Outlook, Microsoft Power BI, NinjaRMM, PayPal, Practice Ignition, QuickBooks Online Advanced, Quickbooks Online, Salesforce Sales Cloud, SharpSpring, Stripe, Twitter, Typeform, Xero, Zapier, Zendesk

Accelo offers the following support options:

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

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