Accelo

Accelo

Score 8.8 out of 10
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...

Read more

Recent Reviews

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 …
Continue reading

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 …
Continue reading
Read all reviews

Popular Features

View all 17 features
  • Task Management (6)
    9.2
    92%
  • Budget and Expense Management (6)
    8.6
    86%
  • Email integration (6)
    7.2
    72%
  • Scheduling (6)
    6.7
    67%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Accelo, and make your voice heard!

Return to navigation

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
Return to navigation

Features

Project Management

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

7.6Avg 7.8

Professional Services Automation

Features that support professional services organizations

7.8Avg 7.7
Return to navigation

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

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

Comparisons

View all alternatives
Return to navigation

Reviews

(1-8 of 8)
Companies can't remove reviews or game the system. Here's why
Johnson Martins | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Multiple services management system and easy to use.
  • Accurate presentation solution.
  • Easy to create reports.
  • Accelo is excellent on the adaptation to its deep functionalities.
  • Managing multiple project is very challenging.
  • Not easy to collect multiple reports across platforms.
Charles Fashana, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
  • 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.
Score 3 out of 10
Vetted Review
Verified User
  • 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.
  • Email Errors: Countless issues with missed emails, scraped links, screenshots not going through, images/colors/hyperlinks all being stripped from emails.
  • Ease of Email: You can't just "send an email" to anyone. The email address HAS to be linked to an account (client). First, you must add an email address to a client before you can send an email. This is painful when you're trying to communicate with sources like Google and having to create many different 'companies' to add emails to the company before emailing them.
Ryan Freeman | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
  • 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.
  • Cumbersome processes - feels like tasks take longer than they should.
  • We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
  • Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.
Chris Osterhout | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • 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.
April 03, 2018

Accelo Review

Score 5 out of 10
Vetted Review
Verified User
  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy
  • 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.
Brendon O'Sullivan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
  • While powerful and extensible, the flexibility that AffinityLive offers will require initial effort and time to be configured.
Return to navigation