Accelo is used by professional service businesses to manage their client work. The cloud-based platform manages client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, and resourcing. With an emphasis on time and money, the client work management platform gives a holistic view of up-to-date business data and financial performance. It presents client communications, activities and work centralized in a single platform, so users know…
$24
per month per user
Keap
Score 8.3 out of 10
N/A
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
$129
per month
Pricing
Accelo
Keap
Editions & Modules
Plus
$24
per month per user / per product
Premium
$39
per month per user / per product
Pro
$129.00
per month
Max
$199.00
per month
Offerings
Pricing Offerings
Accelo
Keap
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
No setup fee
Additional Details
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.
All plans awith 1 user and 500 contacts. The price is $30.00 for each additional user.
Accelo is a system that can do it all. It's extremely sophisticated. Depending on the sophistication of your organization, or specifically the abilities of the people you put in charge of the implementation, it can almost be too sophisticated. It all just depends on your situation. The more you use it, the more data you give it, the more you'll be able to see and do. It's incredibly powerful. But it's definitely not a tool that would be appropriate for smaller boutique type organizations that have only basic needs.
If you are starting a business and need to create your initial list with automations, keap works really good. Better than Mailchimp for example. But after you start collecting mails, the CRM included, works as stated. The CRM is great and features a pipeline where you can count on. The idea of having a phone line to receive call, works only in the states and this feature should be extend worldwide. Clients are everywhere. Also having more languages available other than english, will be a plus. One thing thow. Keap do not work well when trying to comunicate in other language than english.
More articles and videos on how to use the various functions of Keap
Having representatives designated to certain regions or companies for a point of contact when help is needed
More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.
OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)
Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.
I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.
The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.
Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other tools.
Systeme IO is a great software with a much lower cost, but it isn't nearly as robust and it doesn't meet HIPAA standards which are essential to our business. Go High Level on the other hand is a powerful software that is limited by design and oversimplified. It really just cuts the legs out from under the business in an effort to sell white labels and avoid asking users to invest in themselves. We've tried several other automation and CRM platforms as well but none of them offer as much functionality as Keap and ultimately we would be spending way more time and money to make the multitude of services work together the way we need than we are going all in on Keap.
You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.
I recently created a FB ads funnel with Keap that brought a 2.29 ROI. That's right - with some simple automation, I was able to more than double my money. #happyentrepreneur
Keap's automation has made my business SUSTAINABLE. So if I'm on vacation, or out sick, or just busy with a new project, Keap insures that I'm staying on top of everything.
Keap has allowed me to sell and deliver programs priced from 99 cents to $10k, fill 100+ person events, launch books, fill a retreat in Belize, deliver a podcast, create a thriving membership site and generate enough profit that I don't have to do anything else to support myself and my family.
