What Is Accelo?
Accelo is a cloud-based professional services automation platform that helps organizations manage their entire client work lifecycle. The software provides customizable products to streamline key processes like sales, project management, time tracking, ticketing, billing, and reporting.
It offers a centralized system to boost productivity, bring transparency to operations, and improve profitability. The software helps professional service businesses gain a holistic view of clients, projects, and finances to accomplish more in less time.
What Is Accelo Best For?
The software is known for providing a complete suite of client work management tools within a single platform. Businesses can use it to generate proposals, plan projects, collaborate with clients and teams, track time, generate invoices, and get insights. Integrating these critical workflows ensures greater efficiency and visibility.
A professional service business can choose from two individual modules or get the bundle package:
- Plus: $30/user/month (per module, minimum five users)
- Premium: $49/user/month (per module, minimum five users)
- Bundle Plan: $99/user/month (all modules included, minimum three users)
Accelo software cost is flexible to suit the different types and sizes of businesses. Request a custom quote now!.
Users can connect Accelo with various third-party applications, including:
How Does Accelo Work?
Log in and navigate the dashboard of the Accelo project management tool using the following steps:
- Start capturing new leads and opportunities by adding contacts and creating quotes or proposals in the 'Sales' module
- Plan and manage projects by defining scope, assigning tasks, and tracking time and expenses using the 'Projects' feature
- Resolve client support tickets seamlessly by logging new tickets, tracking updates, and automating workflows with the 'Tickets' module
- Set up recurring services and bill clients automatically with standardized packages and templates in the 'Retainers' module
- Use the 'Billing' module and generate invoices with captured time and expenses across all billable work
- Analyze business performance and create reports using integrated analytics and reporting features
Watch an Accelo demo to learn more about the software's different features.
Who Is Accelo For?
Accelo software is an ideal customer relationship management software for small to medium businesses (SMBs). It is a flexible solution for professional services companies (with under 100 employees) in various industries and sectors, such as information technology (IT), accounting and bookkeeping, consulting, architecture, and engineering.
The platform can also benefit the following sectors and industries:
Some key features of this software are:
Users can systematize the entire sales process with automation and notifications to increase coordination. This approach makes it easy to convert accepted quotes into projects and seamlessly incorporate sales information into proposals.
Successfully plan, manage, track, and deliver profitable client work on time and within budget through real-time project statuses. The module provides a central location for task management and informs the team of all client and project information.
Empower your support team to easily manage reactive client support activities and consistently deliver stellar services. It enables the team to quickly self-assign, track time spent, and easily access key client information remotely to improve billing accuracy.
Manage recurring client service delivery and track ongoing work. This feature helps sustain growth and increase profitability as users deliver recurring work on time without outrunning budgets.
Automatically capture detailed client work information to generate accurate invoices. The module logs all billable time spent on client emails, meetings, and work to capture the true time and value of services delivered.
Harness all client data through an integrated business intelligence platform to track performance and profitability. The reports provide deep contextual insights through reliable data and foster forecasting and preparation for the future.
Is Accelo Right For You?
Accelo is the ideal management software for businesses seeking streamlined processes, enhanced productivity, and improved project collaboration. It simplifies task handling and client communication with its project management feature.
Additionally, Accelo prioritizes security and compliance, protecting sensitive data through encryption and adhering to industry regulations like GDPR and CCPA.
We recommend reading Accelo reviews to see what existing users say about the tool. You can also contact Software Finder at (661) 384-7070 for more information.
Accelo Pricing Plans
Minimum 5 users
Minimum 5 users
All modules included
Minimum 3 users
- Client and Contact Database
- Tasks and Checklists
- Client Activity Feed
- Timesheets and Timers
- Task, Email and Calendar Sync
- Custom Fields
Everything in Plus and:
- Resource Management
- Rules and Triggers
- Templates and Approvals
- Custom Statuses and Workflows
- Client Portal
- Branded Workspace
- Materials and Expenses
- Enhanced Security (2FA, SSO)
Disclaimer: The pricing is subject to change.