About Accelo

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
Accelo Software - PSA Platform - Transform the way you manage your client work
Accelo Software - CRM - Communicate, track and engage with leads and clients
Accelo Software - Sales - Create, cultivate & convert leads into relationships
Accelo Software - Projects - Plan, manage & collaborate on client deliverables
Accelo Software - Tickets - Submit, monitor & complete ad-hoc work requests
Accelo Software - Retainers - Set up and track ongoing contracts for recurring work
Accelo video
Accelo Software - PSA Platform - Transform the way you manage your client work - thumbnail
Accelo Software - CRM - Communicate, track and engage with leads and clients - thumbnail
Accelo Software - Sales - Create, cultivate & convert leads into relationships - thumbnail
Accelo Software - Projects - Plan, manage & collaborate on client deliverables - thumbnail
Accelo Software - Tickets - Submit, monitor & complete ad-hoc work requests - thumbnail

Accelo pricing

Accelo does not have a free version but does offer a free trial. Accelo paid version starts at US$24.00/month.

Starting Price:
US$24.00/month
Free Version:
No
Free trial:
Yes

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Accelo Reviews

Feature rating

Value for Money
4.3
Functionality
4.4
Ease of Use
4.1
Customer Support
4.4
5 reviews of 155 View all reviews
Rob
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 2/11/2016

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.

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.

Denise
  • Industry: Marketing & Advertising
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
4

4
Reviewed on 17/7/2022

Accelo is the perfect tool for our projects

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.

Pros

I appreciate how flexible it is, since we are able to make changes to things like invoicing, branding, reports, and marketing campaign templates. It offers a full invoicing section where we can make our own invoices and modify existing ones, as well as invoice online and connect to Xero. The Gantt chart allows us to see the status of each work and the amount of time it takes in real time, and it makes it easy to create, assign, and track tasks for team members.

Cons

All of the software's modules have received glowing recommendations from the many departments that have used them. This is because the software is user-friendly and straightforward, easily adjusting to the specific requirements of each business and each project.

Keyana
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
5
Customer Support
3

3
Reviewed on 25/4/2018

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

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

Replied 29/8/2019
Jessica
  • Industry: Computer Software
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
4

4
Reviewed on 29/5/2022

Helps me stay on top of things and simplify my workload

Accelo helps me keep track of existing projects and give assignments to the right people. What I like most about it is how easy it is to see what the current status is at any given time. Having access to our company's email is a benefit to us as well, since we use the email integration.

Pros

One of the nicest features is the ability to attach email threads to specific clients or projects inside a company. In our previous program, we had to duplicate task lists and pray we didn't mess anything up by not being able to create project templates.

Cons

To have a good overview of the billing dashboard, you presently have to rely on the usage of filters, which isn't enough. At a glance, I'd want to know if an invoice has been delivered, received, and paid. The mobile app comes in second, but it falls well short of the online version in terms of functionality and is in desperate need of some love and care.

Susie
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 12/2/2020

Game Changer for our Professional Services Company

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.

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