Accelo Features

Accelo

Automation software for all Professional Service Businesses

4.37/5 (27 reviews)

Accelo Feature Summary

  • 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

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

API (151 other apps)
Activity Dashboard (95 other apps)
Activity Tracking (87 other apps)
Automatic Notifications (96 other apps)
Collaboration Tools (114 other apps)
Collaborative Workspace (84 other apps)
Commenting (89 other apps)
Drag & Drop Interface (92 other apps)
Gantt Charts (82 other apps)
Prioritizing (113 other apps)
Progress Tracking (84 other apps)
Project Management (121 other apps)
Project Planning (112 other apps)
Project Time Tracking (127 other apps)
Project Tracking (82 other apps)
Projections (291 other apps)
Task Management (85 other apps)
Task Tracking (102 other apps)
Third Party Integration (97 other apps)
Timesheets (94 other apps)

Competitor Feature Comparison

API
Access Control
Accounting Integration
Action Item Tracking
Activity Dashboard
Activity Tracking
Actual Costing
Agile Development
Approval Process Control
Asset Management
Assignment Management
Audit Trail
Automated Billing
Automated Scheduling
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budgeting
Bug Tracking
Business Intelligence
Business Process Control
CRM Integration
Campaign Scheduling
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Configuration Management
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Customizable Billing
Customizable Reporting
Data Import/Export
Data Visualization
Deadline Tracking
Drag & Drop Interface
Email Integration
Email Templates
Estimating
Event Triggered Actions
Event Triggered Email
Expense Claims
Expense Tracking
File Transfer
Financial Analysis
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
IT / Software Projects
Incident Management
Invoice Management
Invoice Processing
Lead Assignment
Lead Distribution
Mobile Integration
Multiple Billing Rates
Multiple Projects
Performance Reports
Planning Tools
Prioritizing
Professional Services Automation
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Projections
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Updates
Reporting & Statistics
Resource Allocation
Resource Management
Sales Forecasting
Self Service Portal
Service Level Management
Status Reporting
Task Management
Task Planning
Task Tracking
Third Party Integration
Time & Attendance Tracking
Time & Expense Tracking
Time / Task Reporting
Time Tracking by Client
Timer
Timesheets
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API
Access Control
Accounting Integration
Action Item Tracking
Activity Dashboard
Activity Tracking
Actual Costing
Agile Development
Approval Process Control
Asset Management
Assignment Management
Audit Trail
Automated Billing
Automated Scheduling
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budgeting
Bug Tracking
Business Intelligence
Business Process Control
CRM Integration
Campaign Scheduling
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Configuration Management
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Customizable Billing
Customizable Reporting
Data Import/Export
Data Visualization
Deadline Tracking
Drag & Drop Interface
Email Integration
Email Templates
Estimating
Event Triggered Actions
Event Triggered Email
Expense Claims
Expense Tracking
File Transfer
Financial Analysis
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
IT / Software Projects
Incident Management
Invoice Management
Invoice Processing
Lead Assignment
Lead Distribution
Mobile Integration
Multiple Billing Rates
Multiple Projects
Performance Reports
Planning Tools
Prioritizing
Professional Services Automation
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Projections
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Updates
Reporting & Statistics
Resource Allocation
Resource Management
Sales Forecasting
Self Service Portal
Service Level Management
Status Reporting
Task Management
Task Planning
Task Tracking
Third Party Integration
Time & Attendance Tracking
Time & Expense Tracking
Time / Task Reporting
Time Tracking by Client
Timer
Timesheets
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API
Access Control
Accounting Integration
Action Item Tracking
Activity Dashboard
Activity Tracking
Actual Costing
Agile Development
Approval Process Control
Asset Management
Assignment Management
Audit Trail
Automated Billing
Automated Scheduling
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budgeting
Bug Tracking
Business Intelligence
Business Process Control
CRM Integration
Campaign Scheduling
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Configuration Management
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Customizable Billing
Customizable Reporting
Data Import/Export
Data Visualization
Deadline Tracking
Drag & Drop Interface
Email Integration
Email Templates
Estimating
Event Triggered Actions
Event Triggered Email
Expense Claims
Expense Tracking
File Transfer
Financial Analysis
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
IT / Software Projects
Incident Management
Invoice Management
Invoice Processing
Lead Assignment
Lead Distribution
Mobile Integration
Multiple Billing Rates
Multiple Projects
Performance Reports
Planning Tools
Prioritizing
Professional Services Automation
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Projections
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Updates
Reporting & Statistics
Resource Allocation
Resource Management
Sales Forecasting
Self Service Portal
Service Level Management
Status Reporting
Task Management
Task Planning
Task Tracking
Third Party Integration
Time & Attendance Tracking
Time & Expense Tracking
Time / Task Reporting
Time Tracking by Client
Timer
Timesheets
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Mobile apps

iOS App


13 reviews

See all iOS Apps

Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Accelo Feature Reviews

19 reviewers had the following to say about Accelo's features:

Mark James

Verified Reviewer

Great tool!

2018-03-20

Pros

The dashboard options allow us to plan our day accordingly, it have helped me with greater efficiency.

Cons

Implementing the software for your project isn't easy, therefore assistance is needed, therefore the accelo team was able to help us with that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Rob Laidlaw

Verified Reviewer

Ongoing clever innovation keeps this product fresh

2016-11-02

Accelo solves the problem of double handling data when progressing clients from sales to work in progress and maintaining ongoing work for that client.

Pros

There is integration with key third party apps so I rarely have to go anywhere else to run the business.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Accelo

Definitely consider engaging a consultant to assist with the implementation planning and delivery to ensure you get the best of the Accelo, and that it is customised to your business as closely as possible. Accelo can provide this service directly or you can reach out to one of their partners for help. Trying to do it alone, without the right knowledge or expertise can lead to slow adoption and failure to realise the full benefits.

Source: GetApp
Helpful?   Yes   No
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Kasper Prentow

Verified Reviewer

The perfect IT tool for any IT service company

2016-11-04

We use Accelo to handle all of our workflows and tasks : time tracking, issue handling, project handling, crm, knowledge base and more.

Pros

Covers all operations in a professional service company. Automatically archive emails on contacts, issues, projects.

Cons

Design is a bit cluttered and inconsistent

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Accelo

When starting up be sure to use Accelo support to help you setup up your system using best practices. The system is very feature rich, so setting it up on your own can be rather complicated.

Source: GetApp
Helpful?   Yes   No
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Dave Jameson

Verified Reviewer

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

2016-11-02

We use Accelo for the following: Contract Management Project Management Professional Service Automation CRM

Pros

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.

Cons

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Accelo

Accelo is a growing community, and it is really great to be part of it at this stage, so that you can influence a very flexible roadmap.

Source: GetApp
Helpful?   Yes   No
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Jan Burwell

Verified Reviewer

Valuable for Management Consultancy with Distinct Lines of Business

2018-09-25

Pros

- We have consultants with extensie experience with Salesforce and Work, and they comment this is much better suited to our 'professional services' application.

Cons

The quoting/ prosposal module is probably fine if you are quoting 'canned' services like web design packaging, or system configuration / maintenance, but not for much else.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, myself only employees)
Verified Reviewer

Excellent app

2018-01-09

Pros

I use this to keep track of tasks I need to complete monthly for my bookkeeping clients.

Cons

Would like it if the retainer automatically created a new project each time it renews.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Craig Harman

Verified Reviewer

Most feature packed project management tool we could find

2016-11-02

We did an exhaustive search for a project management system, considering both all-in-one and separate integrated applications.

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Accelo

Make use of the free trial and really invest the time in using it. Because there are so many features (and so many ways to do the same thing) it can be a little overwhelming at first but once you work out your preferred way of doing things (and in some cases the way accelo is doing things!) the product is powerful and easy to use.

Source: GetApp
Helpful?   Yes   No
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Anonymous
Owner, President (Marketing and Advertising company, 1-10 employees)
Verified Reviewer

Beware of what you're getting into

2017-11-03

Pros

I think because it is trying to be so many things, it is lacking in most all of those areas and the user experience and overall feature set is quite cumbersome and falls below expectations for the money.

Cons

The tool is overly complicated and lacks what you would consider basic features in so many ways.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: GetApp
Helpful?   Yes   No

Response from Accelo


Hi there,

I'm sorry to hear that you have had a negative experience with Accelo so far. We offer support via email or over the phone, we are happy to offer any help needed in configuring Accelo to best fit your needs.

Feel free to reach out to us: support@accelo.com

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David Jones

Verified Reviewer

Best all round CRM, Project Management and Invoicing software.

2016-11-02

Having tried a couple of platforms previously, I've found that Accelo is the best all round solution if you require an end to end CRM and Project Management.

Pros

Abundant with features, slick user interface, iOS app available which syncs with the online software, integration with all the popular software platforms like Xero, Gmail, Google Calendar etc.

Cons

No cons to report for Accelo.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Accelo

If you're looking for a platform that will help you stay organised and keep a track of every aspect of your business, from the time you and your team spend on projects to managing leads and invoicing, Accelo is by far and away the best option.

Source: GetApp
Helpful?   Yes   No
Read more
Kasper Prentow

Excellent choice for professional service companies

2012-12-02

We use it to time track, control issues and projects, keep track of all communication with customers and suppliers - well basically all operations needed to run a professional service company like ours.

Source: GetApp
Helpful?   Yes   No
Read more
Molly Walker

Cohesive View of our Customers

2012-11-29

Affinity Live has helped us bring all of our contacts, sales and projects together into one system rather than a variety of time logging tools, separate contact systems, even excel files with critical information that was not tracked to the project.

Source: GetApp
Helpful?   Yes   No
Read more
Ryan Freeman

Verified Reviewer

Good At Lots, Not Great At Anything

2016-11-01

Accelo is a decent platform that aims high in their feature set, but with mediocre results.

Pros

The Retainer tool does a decent job of managing recurring tasks and commitments once you figure out how to use it.

Cons

- We tried to get by with their Project Management tool, but everyone gave up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Accelo

Invest heavily in team training and use the support options as much as possible to get your team to buy in.

Source: GetApp
Helpful?   Yes   No
Read more
Joshua Klar

Verified Reviewer

I couldn't function without Accelo, but it still drives me crazy!

2018-07-24

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Loris Dane

Verified Reviewer

One stop Solution

2016-11-04

The user interface is easy to use and navigate.

Pros

It helps accumulate everything at one place be it CRM, Email, Project Management, Support Ticketing etc.

Cons

So new ones take some time in getting handy with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Will Goodall

Verified Reviewer

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

2016-11-01

Accelo really helps with keeping on top of new leads and following them through to project setup and delivery.

Pros

Having all of our leads and project management in one place allows us to follow through relationships with prospective and current clients, right from the initial contact to project delivery and follow up.

Cons

The learning curve is quite high and on boarding new employees takes some time. This just needs the procedures set up but it does take resources in a small company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Accelo

If you have the time to put into setting Accelo up with all your processes it is well worth the effort and makes things run very smoothly.

Source: GetApp
Helpful?   Yes   No
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Stephen Calogera

Verified Reviewer

Great Value For the Money

2015-10-28

I also thought the tickets were a bit clunky, and didn't like the fact that it was very difficult to bill flat-rate projects. Other than that, the benefit of having billing, retainers, projects, clients, tickets, etc under a single roof is phenomenal.

Pros

Everything under one roof, great value, and great support.

Cons

Very cluttered interface, runs slow, and not enough control over invoice format.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)
Verified Reviewer

Best PSA for Small Growing Busineses

2016-03-04

We're a digital marketing agency and before using Accelo we used multiple applications to manage projects, sales, support request etc.

Pros

This allows us to see just how much time is being spent on projects, task, and customer interactions.

Cons

There is a small learning curve and while you can use it "right out the box", it has taken us a couple of weeks to really get our processes into their system. The moble app could be better also.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Colin Scattergood, PMP

Verified Reviewer

Very good solution for all in one CRM and PSA

2017-04-26

Pros

The best part about Accelo is the across the board integration. We always struggled with a) getting everyone on the same page and b) having info in far too many places.

Cons

There is basic dashboard reporting (and VERY good excel exports) but its not customizable very much at all.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Elena W Gatens

Verified Reviewer

Once you learn it everything is great

2018-01-18

Pros

The best part is the mobile application, everyone is always traveling so this helps streamline everything.

Cons

It took awhile to set everything up and have everyone learn the system. This caused a bit of a slow down, but was worth it.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more