Accelo Features & Capabilities

Accelo

Trello

Clockify

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

Access Controls/Permissions

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Activity/News Feed

Agile Methodologies

Alerts/Notifications

Approval Process Control

Approval Workflow

Assignment Management

Attendance Tracking

Batch Processing

Billable Items Tracking

Billing & Invoicing

Billing Portal

Budget Management

Budgeting/Forecasting

Business Process Automation

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Logging

Campaign Analytics

Campaign Management

Capacity Management

Change Management

Change Order Management

Client Management

Client Portal

Client Tracking

Collaboration Tools

Commenting/Notes

Commission Management

Communication Management

Compliance Tracking

Configuration Management

Contact Database

Contact Management

Contingency Billing

Contract/License Management

Cost-to-Completion Tracking

Credit Card Processing

Customer Database

Customer Segmentation

Customizable Branding

Customizable Dashboard

Customizable Fields

Customizable Invoices

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Visualization

Deadline Management

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dunning Management

Electronic Payments

Email Management

Email Marketing

Email Templates

Email Tracking

Email-to-Task Conversion

Employee Activity Monitoring

Estimating

Event Triggered Actions

Expense Claims

Expense Tracking

File Management

File Sharing

File Transfer

Financial Analysis

Financial Management

Financial Reporting

For AEC Industry

For Real Estate

For Sales Teams/Organizations

For Small Businesses

Forecasting

Gantt/Timeline View

Graphical Workflow Editor

Help Desk Management

Hourly Billing

Inbox Management

Incident Management

Interaction Tracking

Internal Chat Integration

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Issue Management

Issue Tracking

IT Asset Tracking

Bitrix24

monday.com

Wrike

NetSuite

CloudBlue PSA

Avaza

Teamogy

Ravetree

Smartsheet

Kantata

Firm360

Scoro

Accelo is one of the most systematic and organized application. I opted for the free trial and was very much pleased with what it offered. It a system or strategy that helped me managing client interactions, dealing with future and current customers, optimizing and systematizing relationships between them. It is a cloud-based CRM platform, which allows me to stay connected with the client information whenever and from wherever. All the requirements to satisfy a client could be done online through the AffinityLive application. It also integrates nicely with other applications such as Google related applications (Google Mail, Contacts, and Calendar). The user interface is easy to use and navigate. Glad I came across it. I am so relieved all the work is done easily with this.

One stop Solution

Valuable for Management Consultancy with Distinct Lines of Business

A Wonderful Project Management Software!

Hi Shahidul, thank you for taking the time to leave a review! We're so glad to hear that Accelo's unique features are helping your team manage schedules and track results. Thank you again for your feedback!

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.

Ongoing clever innovation keeps this product fresh

Accelo is a service that has allowed me to achieve very important objectives for our organization, its integration to CRM system is excellent for us to manage different projects, its agility and productivity is what has allowed us to obtain very favorable results in the last years. It offers a very customizable system to use effectively in the problems that users require to solve, I have several years using this software and it has given me an extraordinary experience, it is available at a very accessible price for everyone, it really is an excellent software and I recommend it very much.

The most cost-effective tool for managing large scale projects.

We are solving many problems with Accelo, from project scheduling and timesheeting through to sales forecasting and email tracking.

We use Accelo for the following:
Contract Management
Project Management
Professional Service Automation
CRM

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

Great to create projects, managed services agreements, invoicing, cost models, quotations.  Great overall product.

Great product for startups

We are a small company without a dedicated business development of sales team. Accelo really helps with keeping on top of new leads and following them through to project setup and delivery. As the Principal in this it has allowed me to be much more in touch of when leads are being neglected or projects are stagnating.
In addition, the time keeping functions allow us to bull approximately 10% more hours, just by keeping better logs

Great solution for bringing all of our prospect and project management together

Accelo is a decent platform that aims high in their feature set, but with mediocre results. We were attracted by the number of integrations available, but some of those have since been removed.

I am encouraged by the pace of development, so it's quite possible these features will grow in maturity in the near future.

Good At Lots, Not Great At Anything

Thanks for your review, Ryan. Since you posted it we've been working very very hard with dozens of people in our design, development, QA and other product teams to make the product great. And we're going to keep working on making it better.

The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos.
We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks....
We we're flat out refused any demo despite it being advertised on their site.
The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start. 
The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage).

Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund....

Staff have no idea about their own product as it changes so drastically so often.

A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us.

We organised an export of most of our data (about 10 different exports required) but had missed  the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention.

The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law.

The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs!

We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!

Run away! Terrible quality updates and the worst customer service. False advertising of integrations

Daniel was obviously quite upset when he wrote this review. Unfortunately, it didn't represent reality at the time or since.

Daniel's claim re: continuing to charge him and take payment after cancellation is mistaken, which he subsequently admitted:
"My apologies, we're using Xero and it had lined up a debit with Accelo instead of the correct payment."

Daniel's claim re: the CEO issuing threats is also mistaken. The only one making threats in the interaction between Daniel and Accelo was Daniel - he threatened to take legal action by specific deadlines if we didn't change our website: "Please remove the false advertising within 2 weeks.. or I will lodge my original claim with fair trading". We politely declined to modify our speech to fit with his (incorrect) opinions and reminded him that as a US company we have rights to free speech. 

While it is a shame that Accelo wasn't able to help Daniel's business, this review is not fair or accurate by the reviewers private admissions.

I GIVE THIS QUALIFICATION TO ACCELO CAUSE COMPARE TO OTHER SOLUTIONS IN THE MARKET IS VERY DIFFICULT TO DEPLOY WHEN YOU DONT PAY WITH THE DIRECT VENDOR THE SERVICES. I BELIVE THAT THERES OTHERS TOOL´S MORE INTUITIVE OUT THER

COMPLICATED COMPARE TO ANOTHER SOLUTIONS OUT THERE

Thanks for your feedback, Daniel. It certainly is a balance to strike when deciding whether to build a product which has more power and complexity vs keeping it simple but resulting in people having to use many products to do their job or run their business.

While most technology companies choose the later path - do less, be easier, and make it the responsibility of the user/business owner to try and make sense of multiple systems - we've chosen to go the other direction, with a focus on giving businesses a powerful product to run their business. Since no two businesses are the same, this usually also means more configuration/setup (since it is designed to really run all the client work in your business).

As much as we'd love to have a product which was truly self-serve and didn't require implementation, configuration & training for our clients to be really successful, the reality is that services (from Accelo or one of our partners) are necessary for most businesses to be successful

THE Project Management Tool to Use

Business clarity on tasks and requirements and deadlines are definitely my favourite. I love the platform a lot, but as a small business (1st  year of operation), it's by far my biggest expense after rent (and not much between the two figures). Perhaps my set up isn't correct with user admins, but the #1 priority is for timesheets, and for that, everyone seems to need the most expensive option. Honestly, I'm at a point where I have to review other platforms because of the cost, but I really don't want to because I do honestly believe in what Accelo can do and if using all the right features, I know will be integral for the business to grow.

Flexible, customisable, easy to use

I'm a total fangirl of this product; it makes me better at my job. I've actually weighed whether to switch jobs based on the fact that I wouldn't use it daily, it's that good! 

I love Accelo

Overall, I like using Accelo and will continue to use it. I hope expand how we use it and explore new areas of the tool.

Lots of Potential

We receive regular updates from the Accelo team about their ongoing development to enhance their platform. It is encouraging to see their commitment to investing in their product. 

Accelo Helps Our Digital Marketing Agency Stay Accurate and Efficient

Great product, have been using it for nearly 2 years now

Great Product

I liked a lot in general, but is a big issue the reports deficit and the lack of data to export

Filters and Reports

In general, working with Accelo has been a good experience for us. It has become the nerve center for our team, facilitating better communication and increased output. The adaptability of the platform and its emphasis on developing teamwork are ideal for our kind of teamwork in the office.

Improved team collaboration and productivity

Hi Kelly, thank you for taking the time to share you feedback. We are thrilled to hear that Accelo has helped foster a collaborative team environment and has improved productivity and efficiency in your project delivery. 

We also appreciate your honest feedback about the mobile app experience, and we're thrilled to share that our team is currently working on a new Accelo mobile app to help teams manage their work on the go. You can find more about this new app (currently in beta), on our blog: https://www.accelo.com/resources/blog/explore-the-new-releases-in-our-mobile-app-beta/

Thanks again for your great feedback and for taking the time to leave a review!

Accelo has fantastic templates that enable us have a certain degree of uniformity and standards throughout the firm. We can also monitor ongoing projects in real time, enhancing your total project management skills. It is now simpler to keep track of projects, manage timesheets and contact databases, link appropriate teams, and transfer work. We primarily use Accelo for client invoicing, but it also serves as a contact resource management database, and all sales possibilities are documented.

The best project coordination tool I've ever used, keeps our teams aligned.

Hi Nicholas, thank you for sharing your thoughtful and detailed review of Accelo! We are delighted to hear that the platform has helped your team with project coordination and more efficient project management. We appreciate your feedback on areas where we can improve, and your comments on the benefits of using Accelo are valuable to us. Thank you for choosing Accelo for your project management needs and thank you again for leaving a review!

The ecosystem incorporates both email and task management, and time tracking and payment can be done with minimal effort. This isn't advertised anywhere else that I've looked. All of my project, sales, invoicing, billing, and client communication needs to be managed in one central location. I am just starting started, but Accelo has already proven invaluable in helping me manage my workload and delegate responsibilities.

Report editing and client portal accessibility

Hi Maddie, thank you for your review! We're thrilled to see the multiple ways you've been able to use our platform to simplify your business operations. We appreciate your feedback about the initial learning curve and the importance of setting up tasks correctly for billing. Your insights are valuable in helping us improve the user experience. 

We're delighted that Accelo has become an essential tool for managing your workload, projects, invoicing and client communication all in one place. If you ever have any questions or suggestions, please feel free to reach out. We're here to support you in your journey with Accelo!

Superb system that's both feature-rich and simple to navigate. Accelo contributes to the smooth running of business processes. The various features and the low monthly cost make for an excellent value. Accelo is the easiest and most effective data analytics & service platform available. Capability for automation is a plus.

An intuitive, multi-service management system

Hi Krishna, thank you for your review! We're so glad to hear about your positive experiences with Accelo's scheduling, time management and reporting tools and we're thrilled that the platform has provided a solution to help keep your business processes running smoothly. Thank you again for taking the time to share your feedback!

Accelo is used to manage the whole project lifecycle, from creating tasks and allocating them to team members to tracking time and expenses. This program is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks. When used together with other applications, such as Xero, Salesforce's sales cloud, PayPal, MailChimp, and social media platforms, it allows for optimal project growth.

Accelo is the perfect tool for our projects

Business scaling
Quality control
Task management
Utilisation
Transparency for clients
Cost management

Scale Your Business

Excellent Management Tool for Manage Project

Thanks Kevin for the great feedback! We'd love for you to share any additional information on the usability or your ideal experience when it comes to searching or completing work, within our Ideas Forum (ideas.accelo.com). We have some exciting integrations in the pipeline - so stay tuned. Thanks for being a part of the Accelo community.

Accelo screenshot: Client Management: Maximize client engagement, satisfaction, and visibility with an all-in-one platform built to manage leads, quotes, and client interactions seamlessly. 

Accelo screenshot: Project Management: Streamline project lifecycles and enhance collaboration with purpose-built tracking of projects, time, expenses, tasks, and materials.

Accelo screenshot: Resource Management: Enhance the efficiency and delivery of projects using skills-based scheduling, utilization insights, and resource planning solutions.

Accelo screenshot: Financial Management: Remove financial friction from your operations with integrated invoicing, billing, retainer management, and payment processing.

Accelo screenshot: Business Intelligence: Unlock actionable insights about your customers across every project stage with helpful analytics for complete operational visibility.

Accelo screenshot: Integrations: Sync business systems and client communications to amplify productivity and reporting to streamline your operations.

Accelo Features

Features Summary

Screenshots

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Reviewers who mentioned features said: