Who Uses Accelo?

Any professional service organization that serves clients and bills for time. Accelo streamlines all client service processes in one place, managing team schedules and projects.

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.

Accelo Details

Accelo

https://www.accelo.com/

Founded 2011

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • Live Online
  • Webinars
  • Documentation
Accelo video
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Accelo pricing overview

Accelo has a free version and offers a free trial. Accelo paid version starts at $39.00/month.


Starting Price

$39.00/month

Free Version

Yes

Free Trial

Yes

Accelo Features

  • Campaign Management
  • Collaboration
  • Document Management
  • File Sharing
  • Project Management
  • Task Management
  • Time Tracking

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  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator

View full list of Billing and Invoicing Software

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Purchasing
  • Scheduling
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

View full list of Business Management Software

  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quotes/Proposals
  • Sales Pipeline Management
  • Scheduling

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  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of Customer Relationship Management Software

  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

View full list of Lead Management Software

  • Backup and Recovery
  • Billing & Invoicing
  • CRM
  • Dashboard
  • Help Desk
  • Issue Management
  • Live Chat
  • Patch Management
  • Project Management
  • Remote Access
  • Scheduling

View full list of MSP Software

  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

  • Billing & Invoicing
  • CRM
  • Client Portal
  • Collaboration Tools
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

View full list of Professional Services Automation Software

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

View full list of Project Management Software

  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Gantt Charts
  • Kanban Board
  • Milestone Tracking
  • Percent-Complete Tracking
  • Prioritization
  • Status Tracking
  • Time & Expense Tracking

View full list of Project Tracking Software

  • Collaboration
  • Electronic Signature
  • Employee Activity Monitoring
  • Live Chat
  • Meeting Management
  • Remote Access
  • Remote Support
  • Softphone
  • Task Management
  • Time Zone Tracking
  • Video Chat
  • Web Conferencing

View full list of Remote Work Software

  • Capacity Management
  • Collaboration Tools
  • Drag & Drop
  • Forecasting
  • Reporting/Project Tracking
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Utilization Reporting

View full list of Resource Management Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of Small Business CRM Software

  • Collaboration Tools
  • Create Subtasks
  • Gamification
  • Gantt/Timeline View
  • Mobile Access
  • Percent-Complete Tracking
  • Recurring Task Management
  • Reporting/Analytics
  • Spreadsheet View
  • Task Board View
  • Time Tracking
  • To-Do List View

View full list of Task Management Software

  • Activity Tracking
  • Billing & Invoicing
  • Expense Tracking
  • Project Tracking
  • Reimbursement Management
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project

View full list of Time and Expense Software

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Accelo Reviews

Showing 5 of 136 reviews

Overall
4.4/5
Ease of Use
4.1/5
Customer Service
4.4/5
Features
4.4/5
Value for Money
4.3/5
Meredith C.
COO
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 06/11/2019

"The Best CRM!"

Comments: 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!

  • Reviewer Source 
  • Reviewed on 06/11/2019
James G.
President
Human Resources, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/09/2020

"Opitimized and Automated our Workflow"

Comments: Automated our business process from sale, to project, to billing. All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.

Pros: We switched to Accelo after using other inferior products for 18 years. We have been pleased with the front-to-back automation that is now seamlessly running critical portions of our business. With Accelo, we have been able to place several business functions on one platform, where before, we had to use several products to accomplish the same thing - with little or no automation. We are now more automated and productive. Our team loves the product! With the current COVID pandemic, we have found ourselves having to do more with less. To meet these new challenges, we are taking full advantage of Accelo's Expert Services Program and have partnered with an Accelo Implementation Manager. The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.

Cons: We love the software. As others have stated, we wish that we had been using it years ago.

  • Reviewer Source 
  • Reviewed on 11/09/2020
Daniel D.
  • Overall Rating
    2/5
  • Ease of Use
    1/5
  • Features & Functionality
    3/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 15/10/2016

"Run away! Terrible quality updates and the worst customer service. False advertising of integrations"

Comments: The first reason we chose AffinityLive, now Accelo due to what was a great set of tutorials and video demos.
We requested a live demo as they offer on their site however we we're keen to do a live demo and paid for a single subscription for a month so we could start trialling it until our request for a demo was requested. The front line tech I spoke to said I was ineligable for a demo as I had already purchased the product. The training videos are ancient or totally missing large parts of the product as they update so much so frequently its almost a new product every few weeks....
We we're flat out refused any demo despite it being advertised on their site.
The actual product was nothing like the demo video so a live demo really would have helped us get off to a flying start.
The second reason we committed to an early purchase in good faith that a live demo would be provided, was because it advertised integrations with Kaseya and Maxfocus that I was later told by both those businesses and staff at Accelo no longer worked. They are still advertised on the page despite my multiple complaints about the false advertising (Maxfocus has been Logic now for 6 months and they still advertise the integration on their homepage).
Our account manager spoke to us three times in 14 months. Once when we had complaints about the lack of a demo which he also refused and then again to help us cancel our subscription, then one more time when they took a payment a month after we had cancelled our subscription and requested a refund.... Staff have no idea about their own product as it changes so drastically so often. A huge billing overhaul left us unable to invoice for three weeks! This was the final straw for us. We organised an export of most of our data (about 10 different exports required) but had missed the time on projects, we requested a copy of this data but they had deleted it all just three weeks later and were unable/unwilling to provide any policy document on data retention. The CEO is the rudest person I've ever spoken to. All sorts of threats about the first amendment despite me being Australian, them having an Australian office and being bound by Australian consumer law. The product is useless out of the box unless you purchase every premium and module they have. We were paying around $450AU each month for 2 techs! We're now using Atera at $89 per tech with integrated RMM with unlimited endpoints! Staff are amazing! couldnt be happier!

Vendor Response

by Accelo on 29/08/2019

Daniel was obviously quite upset when he wrote this review. Unfortunately, it didn't represent reality at the time or since.

Daniel's claim re: continuing to charge him and take payment after cancellation is mistaken, which he subsequently admitted:
"My apologies, we're using Xero and it had lined up a debit with Accelo instead of the correct payment."

Daniel's claim re: the CEO issuing threats is also mistaken. The only one making threats in the interaction between Daniel and Accelo was Daniel - he threatened to take legal action by specific deadlines if we didn't change our website: "Please remove the false advertising within 2 weeks.. or I will lodge my original claim with fair trading". We politely declined to modify our speech to fit with his (incorrect) opinions and reminded him that as a US company we have rights to free speech.

While it is a shame that Accelo wasn't able to help Daniel's business, this review is not fair or accurate by the reviewers private admissions.

  • Reviewer Source 
  • Reviewed on 15/10/2016
Christine S.
Finance Manager/IT manager
Architecture & Planning, 2-10 Employees
Used the Software for: Free Trial
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 07/05/2019

"Product Analyzer"

Comments: I enjoyed working with both the Tech and Sales reps. The tech rep was awesome in answering any questions I had at any one time. We did several webinars where the tech and I worked through questions/issues I was having. They have great learning videos, and although I wasn't a part of it, they had a good setup and training program for the end user I was recommending them to. Not once was I told that I was asking too much and would need to purchase before getting answers.

Pros: I loved the analytics of this product. I was demoing several products for a client that was looking for a PM software that handled a lot of their issues. This software fit the bill. They let me demo it for over 2 months, as I also had a full time job at the time that interfered with my daily testing/playing time with it.

Cons: I pick up new software fairly easy. I did have a major learning curve with this software. But once I got over that it was smooth sailing from there on out.

  • Reviewer Source 
  • Reviewed on 07/05/2019
Susie S.
President & CEO
Accounting, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 12/02/2020

"Game Changer for our Professional Services Company"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 12/02/2020