About Accelo

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
Accelo Software - PSA Platform - Transform the way you manage your client work
Accelo Software - CRM - Communicate, track and engage with leads and clients
Accelo Software - Sales - Create, cultivate & convert leads into relationships
Accelo Software - Projects - Plan, manage & collaborate on client deliverables
Accelo Software - Tickets - Submit, monitor & complete ad-hoc work requests
Accelo Software - Retainers - Set up and track ongoing contracts for recurring work
Accelo video
Accelo Software - PSA Platform - Transform the way you manage your client work - thumbnail
Accelo Software - CRM - Communicate, track and engage with leads and clients - thumbnail
Accelo Software - Sales - Create, cultivate & convert leads into relationships - thumbnail
Accelo Software - Projects - Plan, manage & collaborate on client deliverables - thumbnail
Accelo Software - Tickets - Submit, monitor & complete ad-hoc work requests - thumbnail

Accelo pricing

Accelo does not have a free version but does offer a free trial. Accelo paid version starts at US$24.00/month.

Starting Price:
US$24.00/month
Free Version:
No
Free trial:
Yes

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Accelo Reviews

Feature rating

Value for Money
4.3
Functionality
4.4
Ease of Use
4.1
Customer Support
4.4
5 reviews of 149 View all reviews
Rob
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 02/11/2016

Ongoing clever innovation keeps this product fresh

Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.

Pros

I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business.
I also like the user community engagement and level of communication to keep informed on product development.

Cons

It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.

Anna
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
4
Features
3
Ease of Use
5
Customer Support
4

4
Reviewed on 18/04/2020

The most cost-effective tool for managing large scale projects.

Accelo is a service that has allowed me to achieve very important objectives for our organization, its integration to CRM system is excellent for us to manage different projects, its agility and productivity is what has allowed us to obtain very favorable results in the last years. It offers a very customizable system to use effectively in the problems that users require to solve, I have several years using this software and it has given me an extraordinary experience, it is available at a very accessible price for everyone, it really is an excellent software and I recommend it very much.

Pros

I love working with Accelo because it is a very accessible service for my company, its high performance allows us to manage projects with high performance and my team loves it because of how convenient it is, the tool is available to access from Windows and Android. One factor that makes this software ideal for anyone even without technical knowledge is that it has excellent training available for inexperienced people, its high customization and its wide interface make an excellent experience that motivates people to want to work with this software every day at all times.

Cons

The software has constant updates which is an advantage and disadvantage at the same time to work, the main advantage is that it keeps all your system updated to the most innovative technology and the disadvantage is that for people to adapt to the software makes this very challenging because of the constant changes that are seen.

Keyana
  • Industry: Internet
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
5
Customer Support
3

3
Reviewed on 25/04/2018

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

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

Replied 29/08/2019
Jan
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 25/09/2018

Valuable for Management Consultancy with Distinct Lines of Business

Pros

- we loved the idea of a fully integrated professional service system. TImesheeting, project management, and business development (prospecting) follow-up, and project cost tracking were essential for us.
- we use everything in Accelo except 'ticketing'.
- we were initially attracted as well by the invoicing and the project profitability features.
- time sheeting, project cost tracking, business development (opportunity funnel) and basic project management work very well for us. The team - including external contractors - use the system externally, and it greatly streamlines our weekly All Hands review meetings.

- We have consultants with extensie experience with Salesforce and Work, and they comment this is much better suited to our 'professional services' application.

Cons

- the proposal/ quoting functionality has been a disappointment. We wish there was better functionality to impot text, 'view' andedit and modigy layout, due to the nature of professional services work. The quoting/ prosposal module is probably fine if you are quoting 'canned' services like web design packaging, or system configuration / maintenance, but not for much else.

Dave
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 02/11/2016

Excellent tool for a Marketing Agency looking to get hold of productivity

We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking.

We use Accelo for the following:
Contract Management
Project Management
Professional Service Automation
CRM

Pros

Before we used Accelo, time spent on work was gathered via a rather ugly Outlook task list workaround, which was neither practical nor scaleable. Accelo's project and retainer scheduling functionality allows us to book-in large projects much more easily than before, and also ensures that time is tracked more accurately, allowing senior management to find true profitability of projects and marketing services.

Cons

Of course there are a few elements of Accelo that could be improved, but one of the benefits of working with Accelo is that they listen to their clients. I am constantly in touch with Geoff and the team to offer ideas and help with beta testing, which makes me feel like a valued customer.

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