Accelo CRM Pricing, Features, Reviews & Comparison of Alternatives

Accelo CRM Reviews

Accelo CRM

More than just a CRM

4.5/5 (26 reviews)
4,421     3,438

Keep on top of your key accounts & opportunities effortlessly

Accelo gives you a shared, smart client database your whole team can access, making it easy for account managers to instantly see everything that’s going on with a client account.

By synchronizing with your Google Apps, Outlook or Office365 account, Accelo brings your critical client activity into one place without changing the way you work.

Streamline your sales & marketing process

Accelo lets you set up your sale process in a way that works best for your business. Automate reminders, tasks and notifications to make sure that important details like contracts and proposals aren't forgotten. The sales team will save time with automation and your entire business benefits from having a consistent, transparent sale process that is easy to configure and improve.

A CRM the whole team can use

Succeeding in professional services means working as a team, and the best salespeople and account managers involve their colleagues well before a contract is signed. Accelo makes it easy to bring your non-sales colleagues in on deals, assign tasks and automatically track email conversations - and unlike other CRM software, Accelo lets you collaborate with team members for free.
www.accelo.com

Accelo CRM Reviews (26)

Latest reviews

 Professional services automation tool

Our business moved to Accelo about a year ago and allowed us to combine several software tools into a single PSA tool. There are a lot of great features and I love how everything is integrated. It is a significant lift to integrate into an organization but will bring together parts of your ...

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Reviewed 10th of January by Ben Threadgill

 

 Worthy Software

There are some issues with the overall functionality of Accelo. Sure the features present work in such a way that are really helpful in tracking utilization, but it misses the mark when it comes to reporting. Want to do a simple-ish report and add columns? Too bad. All that being said the UI ...

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Reviewed 7th of December, 2016 by Jacob Moore

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Accelo CRM Screenshots (9)

Accelo CRM screenshot: Project DashboardAccelo CRM screenshot: Activity StreamAccelo CRM screenshot: List SalesAccelo CRM screenshot: Sale DashboardAccelo CRM screenshot: Company DashboardAccelo CRM screenshot: Sale OverviewAccelo CRM screenshot: InboxAccelo CRM screenshot: Project OverviewAccelo CRM screenshot: Task Board

Security and privacy

Encryption

No
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Specifications

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, Linux, Mac, Windows, Web-based, Windows Phone, Mobile Web App
Supported Countries
Australia, Canada, Europe, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Accelo CRM Pricing

Starting from: $16.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Plans start at $16 per user, per month. Sign up for a free full feature trial today! Our team is standing by to help you streamline and simplify your business.

Competitors Pricing

Zoho CRM

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

JobNimbus

Starting from: $25.00
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Apptivo CRM

Starting from: $10.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

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Key Features of Accelo CRM

  • Seamless Gmail and Outlook/Office365 integrations
  • Smart & shared address book
  • Synchronized calendar & schedules
  • Powerful search & filtering
  • Track opportunities, pipeline & conversions
  • Customer relationship management
  • Task tracking and management
  • Task boards
  • Gmail gadget
  • Sales triggers & reminders
  • Custom fields, lists & categories
  • Forecasts, reports & dashboards
  • Custom sales types and processes
  • Quote Roller integration
  • Record notes, schedule meetings & calls
  • Integrated, automated work logs
  • Automatic email attachment storage
  • Calendar & task synchronization with Google Apps & Microsoft
  • Instant financial and pipeline reporting
  • Powerful team collaboration

Benefits

Accelo is not your ordinary CRM solution. It's centered around client relationships - the kinds of relationships that power a professional business. It was built by former agency owners, for agencies. The combined feedback of thousands of professional service businesses around the world have made the product what it is today. Born in the cloud, you’ll have your client information with you wherever you are. Accelo combines the simple and powerful tools that are good for your business, your team and for your clients.

Alternatives to Accelo CRM

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Ben Threadgill

Professional services automation tool

10/01/2017

Our business moved to Accelo about a year ago and allowed us to combine several software tools into a single PSA tool. There are a lot of great features and I love how everything is integrated. It is a significant lift to integrate into an organization but will bring together parts of your business that was not possible with separate tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jacob Moore

Worthy Software

07/12/2016

There are some issues with the overall functionality of Accelo. Sure the features present work in such a way that are really helpful in tracking utilization, but it misses the mark when it comes to reporting. Want to do a simple-ish report and add columns? Too bad. All that being said the UI and client portal make for a compelling and worthy software.

Pros

Ease of use

Cons

Poor reporting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Chen Alon

Full One Stop Shop for your business

16/11/2016

The integration with Google Apps emails, the automatic capturing of emails, the relation to the relevant client and the stream view which shows you a full timeline history with your client. Also, it is giving really useful tools to manage an agency. The task / tickets management lacks a lot more intuitive UI. The JIRA integration needs more improvements and better synchronization (planned to get improvements on Q4 2016 as per Accelo roadmap). A bit of slow performance because most of the UI actions are required a whole page refresh (planned to get improvements on Q4 2016 as per Accelo roadmap).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kasper Prentow

The perfect tool for an IT service company

07/11/2016

The best feature is the automatic email capture and the ability to free text search anything. It would be nice if Accelo had a clearer design line.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Accelo CRM

Accelo has all the features we need to run all our business processes including handling of tickets, projects, time tracking, ressource scheduling, contact synchronisation and much more. So by adopting Accelo we have gone a much better overview of our business as well as we are saving a lot of time every day.

Source: Capterra
Helpful?   Yes   No
Read more
David Jones

Simply brilliant

02/11/2016

Accelo has become integral to the way I run my business. We use it for every aspect of our process, from logging a new client on the system to invoicing and reporting. Accelo allows me to keep a track of everything happening in my business. It's made me more aware of the time we spend on different tasks which has resulted in us being able to improve efficiency.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jessica Wynne

An excellent all-rounder

02/11/2016

In our business we can have a long sales cycle, we also have consulting work, training, software we resell, support level agreements, adhoc support tickets, and we have larger project work as well. It is a lot to manage with a small team. I tested many software solutions before we chose Accelo. Many packages were great in one area of our business but couldn't transition work as required. That is what really attracted me to Accelo. In Accelo you can start with a sale, migrate it to a project or a support ticket or a support ticket to a project. The system has the flexibility to work with the systems you are already used to and at the depth you want to go. Accelo is a great all-rounder for a small business. It also integrates with the major accounting packages to ensure the tail end is taken care of as well. When it comes to support, I've found the Accelo team to be supportive, encouraging and tuned in to their customers. The software is also evolved and improved regularly to respond to customer needs and to fine tune functionality in this worthwhile tool. The time tracking functionality in the tool is excellent, and one of the features which sold me on the tool. I love the integration with outlook as well, creating that audit trail for future reference. In some ways though I think activities should come through with an aggregate cost, to simplify reporting to clients - sometimes too much information is a bad thing. It also takes longer than I would like to complete a time sheet and sometimes time is missed because work hasn't been approved. Also as updates are always happening, the time isn't static and this can be an issue when auditing time spent against an invoice down the track. Customer facing reports/dashboards are also sourly lacking in the tool and my number one frustration right now. When a client calls me up and says how is my SLA tracking. I want to be able to produce a report which gives them the 5 key pieces of data they are after on the spot and send it to them, or at the very least screenshot it - at the moment we will export a detailed list of the support tickets and projects in progress for a client into excel, aggregate and manipulate the data manually and a create a dashboard front page which we then send them. It's a lot of work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Accelo CRM

Inconsistencies in practices between employees (in terms of tracking time, logging work, quoting and invoicing; lack of visibility over past history vs current year data; audit trails; risk management; and cost of sales tracking.

Source: Capterra
Helpful?   Yes   No
Read more
Rob Laidlaw

Ongoing clever innovation keeps this product fresh

02/11/2016

I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM & sales capability, I also get job/task tracking, project management, support ticketing, and billing! There is integration with key third party apps so I rarely have to go anywhere else to run the business. I also like the user community engagement and level of communication to keep informed on product development. It is hard to dislike anything given all the recent improvements, but next I'd like to see a payroll feature, so either I can export timesheet data to a third party application or run a payroll process within Accelo.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Accelo CRM

Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client. This saves time and cost... In the past we had to re-enter the contact details from a CRM, after the lead became a client, into a Project Management system, for service delivery, then into a Support tool, to manage ongoing work. A single license with Accelo was cheaper, than other software systems combined.

Source: Capterra
Helpful?   Yes   No
Read more
Dave Jameson

Excellent tool for a Marketing Agency looking to get hold of productivity

02/11/2016

Before we used Accelo, time spent on work was gathered via a rather ugly Outlook task list workaround, which was neither practical nor scaleable. Accelo's project and retainer scheduling functionality allows us to book-in large projects much more easily than before, and also ensures that time is tracked more accurately, allowing senior management to find true profitability of projects and marketing services. Of course there are a few elements of Accelo that could be improved, but one of the benefits of working with Accelo is that they listen to their clients. I am constantly in touch with Geoff and the team to offer ideas and help with beta testing, which makes me feel like a valued customer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Accelo CRM

We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking.

Source: Capterra
Helpful?   Yes   No
Read more
Craig Harman

Most feature packed project management tool we could find

02/11/2016

With Accelo everything is all in the one place: CRM, Email Communication, Project Management, Support Ticketing, Invoicing, Retainers, etc. and it also integrates with our other tools (Xero, MailChimp) and when there isn't an integration there is the API which covers 90% of the product. It's the only product we found that did everything well. Interface is clean and easy to use (although has a bit of a learning curve - mostly due to the HUGE amount of features and multiple ways to get things done). Support is responsive and when something doesn't work they are quick to rectify. The automatic scheduling is a little inflexible and favours distributing work across multiple work days rather than in one solid block. The API doesn't cover retainers. We have almost 800 subscriptions from a previous product that we can't import. The product is pretty expensive when compared to competitors - even for all the functions it provides. Reports are limited to what is provided and filtering of tables. Would be great to be able to build more complicated reports across different record types. Xero integration is great but doesn't track custom columns in invoices.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Accelo CRM

Our whole business now runs on Accelo. From sales leads (CRM) through to project management and invoicing. We are now able to track projects through one system from lead to completion and measure profitability and manage staff time.

Source: Capterra
Helpful?   Yes   No
Read more
Thijs Raman

Accelo is a must try tool when managing projects

02/11/2016

The best part is you can easily log work without losing time. Afterwards you have a clear overview per project and you can review were you are spending too much time and are losing money. I currently miss the ability to easily share timelines with customers. a website were you can see the progress and deadliness would be great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Accelo CRM

By using this tools we are able to optimize our internal processes and improve our pricing were needed.

Source: Capterra
Helpful?   Yes   No
Read more

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