Accelo Pricing, Features, Reviews & Comparison of Alternatives

Accelo

Automation software for all Professional Service Businesses

4.43/5 (134 reviews)

Accelo overview

What is Accelo?

Accelo combines the key needs of your sales, project management, retainers, service tickets, and collaboration in one platform for small to medium sized service businesses; and then makes it easy to assign work, track progress, see budgets and profitability in real time. Accelo helps you to gain visibility into the performance of your entire business so that you can easily deliver the work your clients love.

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.
www.accelo.com

Pricing

Starting from
$39/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, Germany

Supported languages

English
Accelo screenshot: Activity StreamIntroducing AcceloAccelo screenshot: Company DashboardAccelo screenshot: Sale DashboardAccelo screenshot: Project DashboardAccelo screenshot: SalesAccelo screenshot: Sale OverviewAccelo screenshot: Project OverviewAccelo screenshot: InboxAccelo screenshot: Task Board

Accelo reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.4
  4.1
  4.4
Meredith Casey

The Best CRM!

Used daily for 6-12 months
Reviewed 2019-11-06
Review Source: Capterra

We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Pros
Ease of use, completely customizable, thoughtful and useful features!

Cons
I wish I would have found it so much earlier than I did!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Christine Schofield

Product Analyzer

Used occasionally for free trial
Reviewed 2019-05-07
Review Source: Capterra

I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.

Pros
I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.

Cons
I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Keyana Kutney

Accelo is packed with features and customizations, but still falls short

Used daily for 2+ years
Reviewed 2018-04-25
Review Source: Capterra

Pros
The UI is actually not so bad; it's bright and modern, and menu options are well-placed. (That is, most items are located exactly where you'd think they should be.) This is extremely helpful when building complex projects within the platform. Even novices are comfortable using Accelo after about a week, in most cases.

Cons
The sync with QuickBooks Online is awesome in theory, as my company requires that connection for invoices that are attached to projects within Accelo. However, that sync tends to break more often than it should. This is typically an issue when modifying ledger items and our chart of accounts in QuickBooks Online... Which, we HAVE to make the changes in QBO first, rather than the other way around. As a company with MANY products and services offerings that are updated around the beginning of every year, this is generally a nightmare.

Response from Accelo


Hi Keyana, thanks for your review, and sorry for the headache/frustration around keeping QBO and Accelo in sync.

When we set out to build the accounting integration we wanted to make sure that invoices created in Accelo would sync automatically into QBO (and Xero). The challenge with achieving this of course is that we have to fit in *exactly* with the API requirements and options/fields that are required fields in these powerful platforms. While we have admin features on our side to refresh/update things like items and ledger codes, we know that having to remember to keep the two products in sync from an admin perspective is a pain when it doesn't work.

The good news is that we're well over half way rebuilding our integration to support webhooks and automatic streaming/updating of changes from QBO (and Xero) into Accelo. This has the potential downside that a change made in your accounting system will confuse someone working in Accelo, but we think it is worth it to automate things

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Anna Greenwood

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

Used weekly for 1-2 years
Reviewed 2020-04-18
Review Source: Capterra

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.

Pros
I love working with Accelo because it is a very accessible service for my company, its high performance allows us to manage projects with high performance and my team loves it because of how convenient it is, the tool is available to access from Windows and Android. One factor that makes this software ideal for anyone even without technical knowledge is that it has excellent training available for inexperienced people, its high customization and its wide interface make an excellent experience that motivates people to want to work with this software every day at all times.

Cons
The software has constant updates which is an advantage and disadvantage at the same time to work, the main advantage is that it keeps all your system updated to the most innovative technology and the disadvantage is that for people to adapt to the software makes this very challenging because of the constant changes that are seen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Susie Schade

Game Changer for our Professional Services Company

Used daily for 6-12 months
Reviewed 2020-02-12
Review Source: Capterra

The implementation support was excellent. They really worked with us to configure Accelo to meet our business needs. The tool meets 90-95% of our needs, and they continue to improve upon it. Their support team is one of the best we have seen (we have used many products over the years).

Pros
Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform. The tool is quite user-friendly if set up properly for your business.

Cons
The integration with QuickBooks Online needs some additional features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Accelo pricing

Starting from
$39/month
Pricing options
Subscription
Free trial
View Pricing Plans

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users

Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
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 features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
Task Management
Task Planning
Task Tracking
Third Party Integration

Prioritizing (142 other apps)
Project Tracking (138 other apps)
Reporting & Statistics (127 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Accelo

Key features of Accelo

  • Google Apps integration
  • CRM & client database
  • Project management
  • Time-billing & worklog
  • Invoices & payments module
  • Task and time tracking
  • Xero, Quickbooks & Saasu Accounting Integrations
  • Direct email marketing campaigns
  • Custom workflow & business processes
  • Shared calendar, address book, and tasks
  • Activity & performance reporting
  • Automatic email capture
  • Gantt-charts & forecasting
  • Issue, tickets and support module
  • Contracts & retainers module with renewable templates
  • Scheduling and calendar sync
  • Timesheet reporting
  • Expenses module
  • Email Integration
  • Task Scheduling
  • Ticket Management
View All Features

Benefits

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.