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What is Accelo?

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…

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Recent Reviews

TrustRadius Insights

Accelo has proven to be an invaluable tool for businesses seeking to consolidate and streamline their operations. Users have reported that …
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Accelo at-a-glance

8 out of 10
February 18, 2020
Accelo was used to consolidate sales data entry in my previous position at a former company. Accelo eliminated a tremendous amount of …
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Accelo Review

5 out of 10
April 03, 2018
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 …
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Popular Features

View all 17 features
  • Task Management (6)
  • Budget and Expense Management (6)
  • Email integration (6)
  • Scheduling (6)

Reviewer Pros & Cons

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per month per user / per product



per month per user / per product

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit…


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

Starting price (does not include set up fee)

  • $24 per month per user
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Product Demos

Accelo Assistant Drive Demo

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Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Avg 7.5

Professional Services Automation

Features that support professional services organizations

Avg 7.4
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Product Details

What is Accelo?

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 where things are without having to ask for a status update.

Accelo streamlines workflows to increase efficiency across the business and so that teams have enhanced visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing automation, Accelo helps managers to deliver projects on-time and within budget. Accelo's up-to-date and secure analytics helps leaders to make smart decisions that ensure the growth and prosperity of the business.

Accelo Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Email integration
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Change request and Case Management
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Invoicing
  • Supported: Project & financial reporting
  • Supported: Integration with accounting software

Additional Features

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

Accelo Screenshots

Screenshot of PSA / Platform - Transform the way you manage client workScreenshot of CRM - Communicate, track and engage with leads and clientsScreenshot of Sales - Create, cultivate & convert leads into relationshipsScreenshot of Quotes - Compose, modify & send professional work proposalsScreenshot of Projects - Plan, manage & collaborate on client deliverablesScreenshot of Tickets - Submit, monitor & complete ad-hoc work requestsScreenshot of Retainers - Set up and track ongoing contracts for recurring workScreenshot of Billing - Create, send and sync invoices for your billable timeScreenshot of Reports - Generate, analyze and interpret core business metricsScreenshot of Client Portal - Provide clients with secure access to work progress and updatesScreenshot of Mobile Apps - Work and log time on the go with iOS and Android appsScreenshot of Integrations - Connect, streamline and enhance critical business applications

Accelo Technical Details

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

Frequently Asked Questions

Accelo starts at $24.

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

Reviewers rate Task Management and Timesheet Tracking highest, with a score of 9.2.

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

Accelo Customer Size Distribution

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


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Accelo has proven to be an invaluable tool for businesses seeking to consolidate and streamline their operations. Users have reported that Accelo has enhanced their capabilities in various areas, such as CRM, project management, time tracking, capacity planning, business development, and financial reporting. With the ability to cater to the differing needs of various groups within the company, Accelo has successfully migrated multiple platforms into one cohesive system.

One of the notable use cases of Accelo is its effectiveness in project scheduling. Users have found it to be a reliable tool with multiple functional features and easy customization options. The planning and management of project workflows within Accelo have made it the preferred system for data analytics and service automation. Additionally, Accelo serves as a versatile platform for running a client portal, ticket system, project management system, retainer system, and billing system, providing users with valuable organizational insights.

Furthermore, Accelo's capabilities extend beyond project management. It is also utilized as a CRM tool by both Sales and Marketing departments. Real-time tracking and note-taking on prospective clients are made possible through Accelo's user-friendly interface. This has eliminated a significant amount of manual data entry for leads and potential clients while saving time and increasing efficiency.

Overall, users have found Accelo to be a valuable asset for consolidating platforms, enhancing workflow management, improving client relationship management, and optimizing project scheduling. Its versatility and ease of use make it an appealing choice for businesses looking to streamline their operations across various departments.

  • Intuitive User Interface: Users have consistently praised the intuitive and user-friendly interface of <Product>, making task management and schedule views effortless.
  • Extensive Customization Options: Users appreciate the wide range of customization options available in <Product>, including preferences, notifications, groups, and permissions. This allows them to personalize the software according to their specific needs.
  • Seamless Integration with G Suite: The integration of <Product> with G Suite has received high praise from users due to its seamless syncing and visibility of emails and calendars. Some users mentioned that it would be even better if the software recognized contacts with multiple email addresses.

Difficult to find data: Users have expressed difficulty in finding the specific data they need within the system. Some users have mentioned that the search functionality is not intuitive and does not always yield accurate results.

Terrible export functions: The export functions of the system have been widely criticized by users. Several reviewers have mentioned that exporting data from the system is a cumbersome process and it often leads to errors or inconsistent formatting.

Cumbersome task management: Moving or reallocating tasks, meetings, or time entries is described as cumbersome and sometimes not even available by multiple reviewers. Some users feel frustrated with the lack of flexibility in managing their tasks and schedules efficiently within the system.

Attribute Ratings


(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Chris Osterhout | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified 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 insights that we did not have historically.
  • Retainer Management - I am not sure we could run retainers effectively without it.
  • Hour Logging and Tracking.
  • Customer Email Tracking.
  • 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.
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.
Project Management (13)
Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Support for Agile Methodology
Support for Waterfall Methodology
Email integration
Mobile Access
Timesheet Tracking
Change request and Case Management
Budget and Expense Management
Professional Services Automation (4)
Project & financial reporting
Integration with accounting software
  • It substantially reduced the number of systems we use to run our business.
  • It reduced the need to train our staff on a variety of platforms.
  • It gave us the ability to have a client-facing portal that directly integrates with our backend systems.
We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.
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