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Accelo

Accelo

Overview

What is Accelo?

Accelo provides cloud-based Professional Services Automation (PSA) software designed to unify and streamline client, project, resource, and financial management for service-based businesses. By centralizing operations into a single, intuitive platform, Accelo eliminates the need for fragmented tools, delivering a comprehensive…

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Learn from top reviewers

A good tool if you want a lot of integrated features, and are OK with not used best-of-breed

Rating: 8 out of 10
July 17, 2023
IncentivizedVetted ReviewVerified User
After attempting broader use of Accelo, we have settled into using it as our main CRM and support tool. Client data and interactions are recorded here, along with support tick...
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Ryan Freeman
C-Level Executive - Corporate
President
Strider Inc.
Accelo5 years of experience

Easy Presentation Solution and Great Ability on Multiple Services Automation and very Simple to use.

Rating: 9 out of 10
March 23, 2022
IncentivizedVetted ReviewVerified User
Effective scheduling product which has multiple functional features and the customization of the Accelo features is easy and the configuration of the Accelo dashboard is quick...
Continue reading
Johnson Martins
Engineer - Information Technology
.NET Software Engineer
JFrog
Accelo2 years of experience

Accelo brings sophistication and power to your team and your business

Rating: 9 out of 10
April 23, 2020
IncentivizedVetted ReviewVerified User
We made the switch to Accelo to consolidate a few different platforms into one, and to enhance our overall capabilities as it related to CRM, project management, time tracking...
Continue reading
Charles Fashana, MBA
C-Level Executive - Marketing
COO (Chief Operating Officer)
19 IDEAS
Accelo1 year of experience

GREAT Time Management, AWFUL Email Platform

Rating: 3 out of 10
January 18, 2020
IncentivizedVetted ReviewVerified User
Everyone in our organization is using Accelo. The software was meant to be best used to hold all of our clients and their retainers in one place and to integrate those retaine...
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Verified user
Manager
Accelo2 years of experience

Accelo - A great solution for SMB

Rating: 7 out of 10
December 5, 2018
IncentivizedVetted ReviewVerified User
We use Accelo to run our client portal, ticket system, project management system, retainer system and our billing system. It works well in many areas to give us organizational...
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Chris Osterhout
Executive - Professional Services
Vice President of Business Strategy
WSOL
Accelo3 years of experience
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Pricing

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Accelo

Accelo

N/A
Unavailable

What is Accelo?

Accelo provides cloud-based Professional Services Automation (PSA) software designed to unify and streamline client, project, resource, and financial management for service-based businesses. By centralizing operations into a single, intuitive platform, Accelo eliminates the need for fragmented…

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.accelo.com/pricing/?utm_sou…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Accelo?

Accelo provides cloud-based Professional Services Automation (PSA) software designed to unify and streamline client, project, resource, and financial management for service-based businesses. By centralizing operations into a single, intuitive platform, Accelo eliminates the need for fragmented tools, delivering a comprehensive solution that improves efficiency, transparency, and collaboration across teams.

Serving industries such as consulting, engineering, architecture, IT services, and marketing, Accelo helps professional service firms optimize operations and scale profitably. Its platform integrates the entire quote-to-cash lifecycle, enabling businesses to seamlessly manage client relationships, track projects and resources, and automate financial workflows.

With tools for CRM, project tracking, automated retainer management, scheduling, invoicing, and real-time analytics, Accelo empowers organizations to align teams, improve resource utilization, and make data-driven decisions. Built for businesses aiming to enhance operational efficiency and profitability, Accelo offers a fully configurable solution to meet the unique needs of professional service providers.

Accelo Features

  • Supported: Utilization Dashboard
  • Supported: Profitability Dashboard
  • Supported: Client Portal
  • Supported: Collaborative Inbox

Accelo Screenshots

Screenshot of the PSA / Platform - a client profileScreenshot of the included CRM functionality, used to communicate, track and engage with leads and clientsScreenshot of the Sales interface, providing lead management functionalityScreenshot of quote creation, where users can compose, modify and send professional work proposalsScreenshot of projects, the interface to plan, manage and collaborate on client deliverablesScreenshot of ticket generation, where users can submit, monitor and complete ad-hoc work requestsScreenshot of retainers, the interface used to set up and track ongoing contracts for recurring workScreenshot of the billing interface, used to create, send and sync invoices for billable timeScreenshot of an example report. Users can generate, analyze and interpret core business metricsScreenshot of the client portal, used to provide clients with secure access to work progress and updatesScreenshot of the mobile apps, where users can work and log time on the go with iOS and Android appsScreenshot of some of the available integrations. These help connect, streamline and enhance critical business applications

Accelo Integrations

Accelo Competitors

Accelo Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish

Accelo Downloadables

Frequently Asked Questions

Zoho Projects, Scoro, and Wrike are common alternatives for Accelo.

Reviewers rate Support Rating highest, with a score of 8.2.

The most common users of Accelo are from Small Businesses (1-50 employees).

Accelo Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)70%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-5 of 8)

Accelo brings sophistication and power to your team and your business

Rating: 9 out of 10
Incentivized
April 23, 2020
CF
Charles Fashana, MBA
COO (Chief Operating Officer)
19 IDEAS (Marketing & Advertising, 11-50 employees)
Vetted Review
Verified User
Accelo
1 year of experience
View profile
Use Cases and Deployment Scope
We made the switch to Accelo to consolidate a few different platforms into one, and to enhance our overall capabilities as it related to CRM, project management, time tracking, capacity planning, business development, and financial reporting. We were very inefficient in our processes, using systems that were no longer meeting our growing needs, and missing out on a number of opportunities to improve and grow our business. The migration to Accelo was done across our entire company. While our various groups use the system differently, it does cater to the differing needs we have. We are only six months into being live with the system, but it is going very well. We're hoping to more fully integrate in the coming six months—specifically focusing on better use of the sales, invoicing and ticketing functionality.
Pros
  • Complete end-to-end project management.
  • Job planning, budgeting, and time allocations.
  • Integrations to G-Suite for email and calendar sync/visibility.
  • Connecting clients to companies to projects and keeping a sightline of the broader relationships.
  • Easy task management and schedule views.
  • Seemingly limitless customization options for preferences, notifications, groups, permissions, etc.
Cons
  • While much of the data you will be looking for is there and within the system, it's not always easy to find, and the export functions are terrible.
  • Moving/reallocating tasks, meetings, or time entries is very cumbersome and in some cases not available.
  • Views of time sheet reports and different types of reporting for unbillable/agency time vs billable client time are not great.
  • Not able to have multiple assignees on tasks that are shared.
Likelihood to Recommend
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.

Easy Presentation Solution and Great Ability on Multiple Services Automation and very Simple to use.

Rating: 9 out of 10
Incentivized
March 23, 2022
JM
Johnson Martins
.NET Software Engineer
JFrog (Computer Software, 501-1000 employees)
Vetted Review
Verified User
Accelo
2 years of experience
View profile
Use Cases and Deployment Scope
Effective scheduling product which has multiple functional features and the customization of the Accelo features is easy and the configuration of the Accelo dashboard is quick. This platform connects multiple clients to different professional services and also the ability to plan and manage project workflow, Accelo is the best and very easy system for data analytics and services Automation capability is nice.
Pros
  • Multiple services management system and easy to use.
  • Accurate presentation solution.
  • Easy to create reports.
Cons
  • Accelo is excellent on the adaptation to its deep functionalities.
  • Managing multiple project is very challenging.
  • Not easy to collect multiple reports across platforms.
Likelihood to Recommend
The best services management, easy operations reporting, and data analytics features from Accelo are impressive and easy on data visualization and workflow management software. Accelo was very helpful in collaboration and easy to collect feedback from integrated platforms and the scheduling ability is very unique. The Automation tools are also cost-effective and the ability to manage time through Accelo is perfect.

Accelo Review

Rating: 5 out of 10
Incentivized
April 03, 2018
Verified User
Professional in Marketing
Computer & Network Security Company, 51-200 employees
Vetted Review
Verified User
Accelo
2 years of experience
Use Cases and Deployment Scope
We use this as our CRM tool for my company. It is being used by both the Sales and Marketing department. It was supposed to allow both departments to track and make notes on prospected clients/targets and doing everything in real time.
Pros
  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy
Cons
  • Difficult to upload targets
  • Not easy to modify a target
  • When uploading targets you can not attach them to tags until after they are uploaded.
  • When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
Likelihood to Recommend
If you are looking for a basic CRM this tool would work. It has lots of room to grow.

Accelo - A great solution for SMB

Rating: 7 out of 10
Incentivized
December 05, 2018
CO
Chris Osterhout
Vice President of Business Strategy
WSOL (Internet, 11-50 employees)
Vetted Review
Verified User
Accelo
3 years of experience
View profile
Use Cases and Deployment Scope
We use Accelo to run our client portal, ticket system, project management system, retainer system and our billing system. It works well in many areas to give us organizational insights that we did not have historically.
Pros
  • Retainer Management - I am not sure we could run retainers effectively without it.
  • Hour Logging and Tracking.
  • Customer Email Tracking.
Cons
  • The client portal needs to be improved. It does not have the same user interface as we have within Accelo and we get a lot of client complaints about it.
  • It needs more executive-style reporting and the ability to create your own reports and filters.
  • It needs to be faster. With all of the things Accelo is doing to give you all the data, it is kind of slow compared to other systems in the browser.
Likelihood to Recommend
It is really well suited for organizations that need to have a lot of tools but don't want a bunch of data silos.

Our organization uses HubSpot as our CRM so we don't necessarily use the CRM portion of Accelo the way it is designed. Mainly because it isn't as agile as HubSpot from a CRM perspective.

AffinityLive launches our business forward

Rating: 10 out of 10
November 11, 2015
BO
Brendon O'Sullivan
Managing Director
Bos Web Systems (Information Technology and Services, 11-50 employees)
Vetted Review
Verified User
Accelo
1 year of experience
Pros
  • After 15 years in business, we have finally found the holy grail of CRM's (and more) in AffinityLive in that it is incredibly flexible, and customisable to the needs of any SMB.
  • Well priced and feature-rich, we now have a consolidated and SaaS based business management solution that drives all area's of our company.
Cons
  • While powerful and extensible, the flexibility that AffinityLive offers will require initial effort and time to be configured.
Likelihood to Recommend
Affinitylive is a continually evolving product based on customer feedback and User demand - the Affinitylive team is doing amazing work.
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