Accelo

Accelo

Automation software for all Professional Service Businesses

4.4/5 (131 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.

Accelo Overview

Pricing

Starting from
US$39.00/month

Pricing options

Free Trial
Subscription
Value for money

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

Devices
Business size
S M L
Markets
Australia, Canada, Europe, Germany, United Kingdom, United States
Supported Languages
English

Screenshots

Accelo screenshot: Activity Stream
Accelo screenshot: Activity Stream Accelo screenshot: Company Dashboard Accelo screenshot: Sale Dashboard Accelo screenshot: Project Dashboard Accelo screenshot: Sales Accelo screenshot: Project Overview Accelo screenshot: Inbox Accelo screenshot: Task Board Accelo screenshot: Sale Overview

Accelo Reviews

Accelo Reviews

Overall rating
4.4
/
5 131 reviews
Excellent
77

Very good
42

Average
7

Poor
2

Terrible
3

Value for Money
4.3
Features
4.4
Ease of Use
4.1
Customer Support
4.4
91% recommended this app
Rob L.

Ongoing clever innovation keeps this product fresh

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.


Tom B.

Scale Your Business

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


Verified Reviewer

THE Project Management Tool to Use


Meredith C.

The Best CRM!

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


Keyana K.

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


Rob L.
Industry: Information Technology & Services
Company size: 2-10 Employees

Ongoing clever innovation keeps this product fresh

Used Daily for 2+ years
Reviewed on 2/11/2016
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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tom B.
Industry: Marketing & Advertising
Company size: 13-50 Employees

Scale Your Business

Used Daily for 1+ year
Reviewed on 18/9/2019
Review Source: Capterra

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

Pros

We are able to fully process our business with the detailed project plans, scheduling and capacity tracking which gives us very detailed and accurate forecasting for capacities.

The whole business now trusts the reliability of the system and the data in it so much that we report daily on the state of play with task management and capacities to move resources around which helps us deliver work quicker for our clients.

We are forecasting for hiring new resources based on the system data, conducting price reviews and making lots and lots of continuous process tweaks with the confidence that Accelo is our living process documentation via the templates.

Also, with the detail in the project plans is something we are able to leverage in the sales process to show prospects we have robust processes that will ensure the best quality content creation.

Cons

There are still some more features we would love to see in the future which would help us automate more and reduce admin but the revamp on the community ideas page gives great confidence to everyone at Digital 22 that if it will benefit enough people then there is a good chance we will see these and more great updates in the near future.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Hospitality
Company size: 201-500 Employees

THE Project Management Tool to Use

Used Daily for 2+ years
Reviewed on 26/4/2019
Review Source: Capterra

Pros

It is easy to create new projects in minutes with saved project templates. The gant chart view makes it easy to adjust timelines and due dates. You can alert teammates when their task is ready to start, and the task dashboard makes it easy for you to view your tasks for the day/week.

Cons

The schedule view is not useful as is. Currently the schedule view will show how many hours of work you have for a given day. 1) You need to have a time set for the task in order to see this properly listed in the schedule view, 2) If you have a task that takes 3 hours, but you have it spread over 3 days it allocates 1 hour per day on the schedule view. If it's day 3, and that task had not been identified as started and no time logged it should show 3 hours of work on that day - but instead it still shows the 1 hour. If that logic were set properly it would make this schedule view much more useful.

There is also a major issue with setting project schedules, you need to be sure to lock-in the dates otherwise your project dates keep adjusting until you start. It can really screw things up if you don't have that set right away.

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

Meredith C.
Industry: Financial Services
Company size: 2-10 Employees

The Best CRM!

Used Daily for 6-12 months
Reviewed on 6/11/2019
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
Customer Support

Likelihood to recommend: 10.0/10

Keyana K.
Industry: Internet
Company size: 13-50 Employees

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

Used Daily for 2+ years
Reviewed on 25/4/2018
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
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8.5/10
Based on 131 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Accelo Pricing

Accelo Pricing

Starting from
US$39.00/month
Free Trial
Subscription
Value for money

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.

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.

Value for Money
4.3/5
Based on 131 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Accelo Features

Accelo Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritising
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Tracking
Third Party Integration
Timesheets
Features
4.4/5
Based on 131 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Accelo

Additional information for Accelo

Key features of Accelo

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

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.

Accelo FAQs

Accelo FAQs

Below are some frequently asked questions for Accelo.

Q. What type of pricing plans does Accelo offer?

Accelo offers the following pricing plans:

Starting from: US$39.00/month

Pricing model: Subscription

Free Trial: Available

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.

Q. What are the main features of Accelo?

Accelo offers the following features:

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

Q. Who are the typical users of Accelo?

Accelo has the following typical customers:

Freelancers, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Accelo support?

Accelo supports the following languages:

English

Q. What type of pricing plans does Accelo offer?

Accelo has the following pricing plans:

Subscription

Q. Does Accelo support mobile devices?

Accelo supports the following devices:

Android, iPhone

Q. What other apps does Accelo integrate with?

Accelo integrates with the following applications:

Campaign Monitor, HubSpot CRM, HubSpot Marketing, Mailchimp, QuickBooks, QuickBooks Online, Saasu, SharpSpring, Stripe, Xero

Q. What level of support does Accelo offer?

Accelo offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials