What is Accelo?
Accelo is a cloud-based client work management platform that streamlines client and service operations. The software provides a centralized hub for managing projects, nurturing sales pipelines, forecasting growth, and enhancing customer relationships. It offers a comprehensive suite of tools to help users manage all aspects of their client work, from lead generation to final payment.
The award-winning solution features robust reporting capabilities, allowing users to gain complete visibility into their projects, finances, and client interactions. With its user-friendly interface, easy implementation, and flexible customization options, Accelo software is a highly accessible and scalable solution that can meet the needs of organizations of all sizes.
What is Accelo Best For?
Accelo project management software is best known for its automated triggers feature, which streamlines the management of recurring contracts and provides an efficient solution for the tracking of retainers and ongoing services. This feature not only optimizes workflow efficiency but also reduces manual tasks, freeing up valuable time for more important work.
In addition to this, Accelo also stands out for its email-tracking capabilities, offering a two-way sync with popular platforms, such as Google Apps, Office 365, and Exchange. This enables users to track emails in real time and access important information from their inboxes, without the need to switch between multiple applications.
Accelo software offers two subscription plans for its cloud-based client work management platform, designed to meet the varying needs of businesses.
The Plus plan is priced at $24 per user, per month, with a minimum requirement of 5 users. This plan includes a range of features to manage client relationships, including a client and contact database, tasks and checklists, client activity feed, timesheets and timers, and synchronization of tasks, emails, and calendars. Additionally, it allows for customization through custom fields.
The Aceelo pricing premium plan, priced at $39 per user, per month—also requiring a minimum of 5 users—is the most popular choice among businesses that require advanced features and functionalities. In addition to the Accelo features included in the Plus plan, the Premium plan offers scheduling and resource management, rules and triggers, templates, and approvals, custom statuses and workflows, a client portal, branded workspace, expense tracking, and enhanced security options. Accelo cost free trials are also available for both plans, so users can determine which plan best fits their needs.
Not sure which Accelo pricing plan is the best fit for your business? Get a customized pricing guide for your organization by clicking the "Get Pricing" button now!
The software seamlessly integrates with several industry-leading applications, such as:
- Microsoft Outlook
- QuickBooks Online Advanced
- Google Workspace
- Salesforce Sales Cloud
- Zendesk Suite
- HubSpot CRM
How does Accelo Software Work?
Accelo software streamlines and simplifies client work management for businesses by bringing all tasks, projects, and client interactions into a shared workspace. Here's how users can get started with Accelo:
- Sign up for a free trial or subscribe to one of Accelo's plans
- Set up your account by providing basic information, including company and user information
- Use the Google Single Sign-On (SSO) for G Suite or Google account
- Connect to your email and calendar to automatically capture relevant data and events
- Customize the workspace with custom fields and branding options
- Import existing client and project data
- Start managing projects, sales pipelines, and client work from one centralized hub
- Take advantage of the comprehensive suite of features, including task management, timesheets, client activity feed, and more.
To learn more about the Accelo software functionality, click the ‘Watch Demo’ button.
Who is Accelo For?
Accelo project management is designed to cater to the needs of professional service businesses of all sizes. With its robust feature set and user-friendly interface, it provides a comprehensive solution for businesses looking to improve their client operations.
Here are some typical businesses and professionals who can benefit from using Accelo:
- Project management and consulting firms
- Marketing and advertising agencies
- IT and technology service providers
- Accounting and finance companies
- Creative agencies and designers
- Event planning and production companies
Accelo Ticket Dashboard streamlines and optimizes small, reactive client engagements through its user-friendly and efficient service-tracking platform. This tool features a real-time reporting engine, enabling users to make informed decisions based on data insights.
The Retainer Management feature streamlines the management of ongoing services and contracts. It provides the flexibility and automation necessary to track retainer tasks, either by hours or budget, and maintains a clear record of all communications between users and clients, including notes and emails. This feature helps users effectively manage their retainers and ensure their business operations run smoothly.
Accelo software offers a comprehensive project management solution that streamlines project planning and organization. Its intuitive drag-and-drop Gantt charts empower users to effectively manage budgets and project deliverables. The platform also offers a variety of time-tracking features, including task-based time tracking, email timing, a mobile timer, and automated time-tracking sheets, making the time-tracking process effortless and stress-free.
CRM and Client Database
Accelo software offers a robust CRM and client database system that enables users to collaborate and share client information in real time. This feature provides a seamless and intelligent way for users to view and access client work, promoting efficiency and effective collaboration.
How is Accelo Different from Other Software?
Some of the key features that set Accelo project management tool apart from other similar products include:
Sales Quoting Capability: Accelo client work management software features a built-in sales quoting capability that enables users to establish and maintain strong customer relationships. The software updates itself in real-time as customer representatives interact with clients, providing an overhead view of customer activity that is not available in other solutions.
Intelligent Business Process Management: The program drives business processes intelligently by providing alerts when processes deviate from the established course and by forecasting future outcomes. This unique feature is designed to help users stay on track and achieve their business goals.
Seamless Integrations: Accelo's seamless integration with popular business applications, including customer support, project management, and sales modules, sets it apart from other solutions. This provides real-time access to financial, client, and project snapshots.
Is Accelo Right for You?
Accelo is a popular software solution among professional services businesses, garnering praise from users for its extensive range of features. It's scalable, making it suitable for businesses of all sizes, and implements robust security protocols to protect sensitive information. With features such as CRM, time and expense tracking, project management, and resource management, it has the potential to optimize your client service processes.
Book a call with one of our experts to assess if Accelo software is suitable for your professional service business.
Accelo Software Pricing Breakdown
Minimum 5 users
Minimum 5 users
What’s included(Suitable for small businesses)
What’s included(Ideal for large teams)
- Tasks & Checklists
- Client Activity
- Timesheets & Timers
- Client & Contact Database
- Custom Fields
- Task, Email & Calendar Sync
- Everything in Essentials plan, plus
- Scheduling & Resource Management
- Custom Statuses & Workflows
- Client Portal
- Templates & Approvals
- Materials & Expenses
- Enhanced Security (2FA, SSO)
- Branded Workspace
Visual Workflow Management
Process Modeling & Designing
Real Time Reporting
- Accessibility: Users can access Accelo from their mobile devices, giving them the freedom to work from anywhere.
- Integration with Third-Party Applications: Accelo integrates with several third-party applications, including PayPal and Mailchimp, to streamline workflows.
- Billing Automation: Accelo automates billing, generating accurate invoices and leaving less room for human error.
- Steep Learning Curve: Navigating between the clients, projects, and work is challenging initially as it takes time to understand the user interface.
- Technical Issues: Some users have reported experiencing glitches in the application.