Accelo provides you and your team with a single, easy to use and integrated system to manage the work you do for clients. Best for teams five or more. Accelo is not your ordinary software solution. 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 business with you wherever you are. Accelo combines the simple and powerful tools that are good for your business, team and clients.
Modules
Clients & Contacts: A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.
Sales & Marketing: Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.
Jobs & Projects: Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.
Issues & Service: Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship.
Contracts & Retainers: Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.
Invoices & Payments: Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.
Tasks, Scheduling & Timesheets: Helping you get things done, Accelo has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines.
Email, Notes & Collaboration: Accelo automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info.
Client Portal: Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.
Direct Email Marketing Campaigns: Send email campaigns to your clients directly from within Accelo.
Ongoing clever innovation keeps this product fresh
Used daily for 2+ years
Reviewed 2016-11-02
Review Source: GetApp
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.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.
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.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.
Pros 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.
Cons 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.
Most feature packed project management tool we could find
Used daily for 6-12 months
Reviewed 2016-11-02
Review Source: GetApp
We did an exhaustive search for a project management system, considering both all-in-one and separate integrated applications. Nothing else even came close to the features offered by Accelo. We were able to run our entire business using the software.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.
We did an exhaustive search for a project management system, considering both all-in-one and separate integrated applications. Nothing else even came close to the features offered by Accelo. We were able to run our entire business using the software.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.
Pros 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.
Cons 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, sum result columns, etc.
Xero integration is great but doesn't track custom columns in invoices.
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.The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly.
The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.
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.The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly.
The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.
Pros The platform has a number of serviceable solutions that integrate well with each other, and with Google Apps / Gmail. The onboarding options are helpful and support staff are very friendly.
The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.
Cons Unorthodox vocabulary, modules operate differently from class leaders, so the learning curve is significant and that can impair adoption across a team.
None of the modules can reasonably be called best-of-breed - but most are still useful.
- The Ticket system is a far cry from Zendesk, but still good enough.
- The quote feature doesn't stack up to Quote Roller, so we still use QR for sales proposals. Accelo used to support integration with Quote Roller, but no longer does.
- We tried to get by with their Project Management tool, but everyone gave up. Now we use JIRA for major projects.
- We have multiple businesses operating in different currencies, so we reply on Xero for accounting, and Freshbooks for invoicing.
This is a classic situation where a software company promises the moon on their website, yet then does not deliver. We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn'.The idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.
This is a classic situation where a software company promises the moon on their website, yet then does not deliver. We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn'.The idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.
Pros The idea of a fully integrated professional service system is attractive. Yet there is no delivery on the promises.
Cons - Does not do what it says on the box
- The offering is convoluted and they offer no training
- Staff are rude when you ask for support
- Consistent bugs erode what little value that remains
Response from Accelo
Hey there, really sorry to hear about your less than stellar experience with us. It’s definitely not something we take lightly. That said, the issues you’re describing aren’t any we’ve run into with prior or current clients.
We never experience data losses, and all of our data is backed up on a daily basis. Users can of course delete their own data (and sometimes do so inadvertently), and recovering from backups does incur a cost for engineering time that some folks don't want to spend.
Bugs are a fact of life for any software product, and we're no different. Our clients tell us that we're the most responsive and transparent company they have ever dealt with; we often turn around bug fixes within a day (since we ship code multiple times a day), and we're very transparent with our fixes and improvements (www.accelo.com/resources/updates). Unfortunately, we're not perfect and we do have bugs, but we endeavor to be as responsive as possible to address them.
Additionally, we provide extensive, free email-based support with an average response time of under 4 hours during Q1 of 2016. We also provide extensive implementation and training services, but since these are tailored to your requirements and delivered one-on-one, they have a cost; choosing not to buy these services is of course the user's choice, but that choosing not to read the manual or get driving lessons doesn't mean it is the car's fault when you crash it ;).
Lastly, part of the appeal of Accelo is how robust its modules are. No other PSA software on the market offers as fully-integrated of a suite as Accelo. That said, we don’t claim that Accelo is a perfect fit for every business, which is why we offer a free 2 week trial to test it yourself.
Again, I apologize if this was not the experience you had, and guarantee that if you were to give Accelo another chance we would work tirelessly to deliver you a much better user experience.
I couldn't function without Accelo, but it still drives me crazy!
Used daily for 1-2 years
Reviewed 2018-07-24
Review Source: GetApp
It has so many features that it's light years ahead of anything else I've tried and I've been through dozens of programs. I'm probably using 10% of the features yet it's still indispensable. I love how I can set different rates for different clients, even the same clients but for different projects. I can fairly easily track my time and send invoices.
It has so many features that it's light years ahead of anything else I've tried and I've been through dozens of programs. I'm probably using 10% of the features yet it's still indispensable. I love how I can set different rates for different clients, even the same clients but for different projects. I can fairly easily track my time and send invoices.
Pros It has so many features that it's light years ahead of anything else I've tried and I've been through dozens of programs. I'm probably using 10% of the features yet it's still indispensable. I love how I can set different rates for different clients, even the same clients but for different projects. I can fairly easily track my time and send invoices.
Cons That said, Accelo is so utterly confusing, that if you don't already have a complex management system that you're converting from, and is one which you already mastered, you can get very easily overwhelmed by the differences between Retainers, Tickets, Projects. You can attempt to just use one of them and see how it works for you, but then certain items won't be billable if not set up with the correct item. I wish they had templates set-up already designed for different industries, where they had instructions of how to setup and perform specific processes for your needs. Then a guide to stages to go to the next complexity of tools. I feel like I can't move forward for fear of breaking the 10% I'm able to use properly (or improperly). Support is very poor and only available via email. It can take a day for a response and I find myself having a week long back and forth on something that would take just a few minutes via phone.
Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $16 per user/month.
ServOps plus: $39 per user/month (billed monthly) or $34 per user/month (billed annually).
ServeOps Premium: $79 per user/month (billed monthly) or $69 per user/month (billed annually).
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.
Accelo offers fully integrated solutions for Sales + Project Management + Billing designed specifically for client-facing businesses. From sales opportunities to invoicing, and all the steps in between; Accelo ensures that your work is effectively managed.
Automatic Email Tracking
Are critical sales & project emails scattered in multiple inboxes? Accelo automatically captures all client emails, storing them centrally where your whole team can find & use them.
Powerful Workflow & Business Processes
No two clients or projects are the same, but without a system & processes, things can go very wrong. Accelo gives you a powerful, flexible & easy to use tool to bring order to chaos.
Google Apps & Exchange Integration
With Accelo, you can sync your contacts, appointments, tasks and more with Google Apps or Exchange, so you and your team can keep using the tools they are familiar with.
Dynamic Scheduling & Timesheets
Still juggling team and project schedules in Excel? Accelo updates schedules automatically when estimates or deadlines change.
Social Integrations
There are many more ways for your team to work with clients these days. Accelo is integrated with Twitter & LinkedIn, allowing you to use social platforms to deliver great service.
Secure & Easy to Use
All access to Accelo is encrypted, so you can be confident your information and access is safe and secure. Being browser based, Accelo is also very easy to use.
Real Time Reporting
As a real-time, collaborative environment, you can instantly see business performance across clients, projects, teams and more, either through dashboards or detailed analytical exports.
FAQs for Accelo
Below are some frequently asked questions for Accelo.
Q. What type of pricing plans does Accelo offer?
Accelo has the following pricing plans:
Starting from: $16.00/month Pricing model: Subscription Free Trial: Available (No Credit Card required)
Q. Who are the typical users of Accelo?
Accelo has the following typical customers:
Freelancers, Mid Size Business, Non Profits, Public Administrations, Small Business
Q. What languages does Accelo support?
Accelo supports the following languages:
English
Q. Does Accelo support mobile devices?
Accelo supports the following devices:
Android, iPhone
Q. Does Accelo offer an API?
Yes, Accelo has an API available for use.
Q. What other apps does Accelo integrate with?
Accelo integrates with the following applications:
Twitter, Xero, MailChimp, Zendesk, JIRA Software, Yammer, Dropbox, Quote Roller, Authorize.net, QuickBooks Online, HubSpot Marketing, Salesforce Sales Cloud, GitHub, Saasu, Microsoft Office 365, Box, G Suite, Google Drive, Campaign Monitor, Wufoo, Stripe, Kaseya VSA, SolarWinds Network Performance Monitor, PayPal, Intercom, Microsoft Outlook, Google Calendar, Eventbrite, Slack, Typeform, Zapier, QuickBooks, SharpSpring, Continuum, Airtable
Q. What level of support does Accelo offer?
Accelo offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
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