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Accelo

Accelo

Overview

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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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...
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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

Accelo at-a-glance

Rating: 8 out of 10
February 18, 2020
IncentivizedVetted ReviewVerified User
Accelo was used to consolidate sales data entry in my previous position at a former company. Accelo eliminated a tremendous amount of man-hours by allowing our sales team to s...
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Verified user
Representative
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

Accelo Review

Rating: 5 out of 10
April 3, 2018
IncentivizedVetted ReviewVerified User
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 p...
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Verified user
Professional
Accelo2 years of experience

AffinityLive launches our business forward

Rating: 10 out of 10
November 11, 2015
Vetted ReviewVerified User
Continue reading
Brendon O'Sullivan
Director - Customer Service
Managing Director
Bos Web Systems
Accelo1 year of experience
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Pricing

View all pricing

Plus

$24

Cloud
per month per user / per product

Premium

$39

Cloud
per month per user / per product

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

Starting price (does not include set up fee)

  • $24 per month per user
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Product Demos

Accelo Assistant Drive Demo

YouTube
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Features

Project Management

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

7.6
Avg 7.6

Professional Services Automation

Features that support professional services organizations

7.8
Avg 7.5
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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 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

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

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

View all alternatives
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Reviews and Ratings

(31)

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.

Reviews

(1-8 of 8)
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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
Incentivized
July 17, 2023
RF
Ryan Freeman
President
Strider Inc. (Marketing and Advertising, 1-10 employees)
Vetted Review
Verified User
Accelo
5 years of experience
View profile
Pros and Cons
  • Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address.
  • Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk.
  • Support is reasonably good, usually prompt and responsive.
  • Constant development - lots of updates, just not often to areas that we use.

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
Pros and Cons
  • 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.

Accelo at-a-glance

Rating: 8 out of 10
Incentivized
February 18, 2020
Verified User
Vetted Review
Verified User
Accelo
1 year of experience
Pros and Cons
  • Automatically imported emails/appointments
  • Eliminated arduous data entry

GREAT Time Management, AWFUL Email Platform

Rating: 3 out of 10
Incentivized
January 18, 2020
Verified User
Vetted Review
Verified User
Accelo
2 years of experience
Pros and Cons
  • Timing Client Work: You are able to better manage your time on your clients.
  • Housing Client Info in one Area: You can view all you need for any given client in one area.

Accelo Review

Rating: 5 out of 10
Incentivized
April 03, 2018
Verified User
Vetted Review
Verified User
Accelo
2 years of experience
Pros and Cons
  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy

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 and Cons
  • 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.
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