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Accelo Review

Accelo
Our score: 8.6 User satisfaction: 94%

What is Accelo?

Accelo is a cloud-based software that combines the simple and powerful tools for professional services so businesses can keep deals flowing, get projects going, and make staff and clients happy without being hampered by poor quality systems, manual processes, and inadequate tools that limit business growth overall.

Accelo was initially developed as an internal system for a fast-growing professional service to help manage sales, projects, service and billing. Since then, it has expanded its capabilities to include CRM, project management, and client services, making it a multifaceted solution for businesses so they are more capable of providing professional services to staff and clients alike.

Overview of Accelo Benefits

Accelo provides a CRM platform that effortlessly creates, cultivates, and nurtures professional client relationships. This CRM updates itself everytime someone in the company interacts with a client, saving time and providing the account owner oversight of what is going on and easily manage high-value relationships. It can also intelligently drive business processes, provide alerts if things are going off track, make forecasts, and ensure that the business stays focused on its goals.

For projects, Accelo provides a powerful project management tool that lets users manage projects against budgets, schedules, and resources in real time with the ability to respond to changes without being overwhelmed by processes needed to be done due to these changes. Users doing recurring tasks or ongoing services benefit from the platform as well with a dynamic platform that allows for forecasting of schedules and billing needs while automatically adjusting based on any changes to the project plan. The billing process is streamlined as well, saving time and effort as well.

Accelo offers the most complete and flexible business service management software for professionals who are serious about providing and earning from high-level client service with a streamlined service management experience. It provides a simple ticketing process and intelligent driving of business processes that make for efficient and exemplary client service.

Overview of Accelo Features

  • Process automation
  • Sales module
  • Team scheduling
  • Client records
  • Synchronization
  • Timers
  • Mobile app
  • Automated notifications
  • Quotes
  • Project planning
  • Project tracking
  • Project collaboration
  • Activity stream
  • Task management
  • Time tracking
  • Expenses
  • Invoicing
  • Client portal
  • Issues dashboard
  • Integrations

Accelo Position In Our Categories

Because businesses have distinctive business wants, it is practical they avoid paying for an all-encompassing, ”best” solution. Nonetheless, it is hard to come across such a software product even among recognizable software systems.
The reasonable thing to undertake is to tabulate the numerous essential aspects that entail investigation like essential features, pricing, skill capability of staff, organizational size, etc. Next, you must do the research systematically. Have a look at some Accelo evaluations and check out each of the software products in your list in detail. Such well-rounded research can make sure you take out poorly fit software solutions and buy the system which meets all the aspects you require company requires to realize efficiency.

Position of Accelo in our main categories:

TOP 5

Accelo is one of the top 5 Contract Lifecycle Management Software products

TOP 100

Accelo is one of the 100 CRM Software products

TOP 100

Accelo is one of the top 100 Project Management Software products

Accelo is also listed in the following subcategories:

Organizations have unique wants and requirements and no software solution can be perfect in such a situation. It is futile to try to find an ideal out-of-the-box software system that meets all your business wants. The intelligent thing to do would be to customize the solution for your special requirements, worker skill levels, budget, and other elements. For these reasons, do not hasten and invest in well-publicized leading applications. Though these may be widely used, they may not be the best fit for your specific needs. Do your research, look into each short-listed platform in detail, read a few Accelo Professional Services Automation Software - PSA reviews, call the maker for clarifications, and finally choose the application that offers what you need.

How Much Does Accelo Cost?

Accelo Pricing Plans:

Free Trial

Sales Plus

$19/user/month

Sales Premium

$39/user/month

Projects Plus

$19/user/month

Projects Premium

$39/user/month

Service Plus

$19/user/month

Service Premium

$39/user/month

Retainers Plus

$19/user/month

Retainers Premium

$39/user/month

ServOps Plus

$39/user/month

ServOps Premium

$79/user/month

Accelo offers various products you can mix and match and choose from. There’s also a free trial available which you can get by signing up in Accelo. For the products, here are its pricing details:

Sales

Sales Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Client Portal
  • Email Campaigns
  • Quotes
  • Smart CRM & Email Tracking
  • Sales Tracking
  • Tasks, Notes & Attachments

Sales Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Sales Plus Features
  • Automated Triggers and Notifications
  • Customized Business Processes
  • Team Scheduling
  • Unlimited Custom Sale Types

Projects

Projects Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Client Database & Email Tracking
  • Client Portal
  • Client Signoffs & Approvals
  • Project Management
  • Tasks, Notes & Attachments
  • Time Billing & Invoicing

Projects Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Projects Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Projects Types

Service

Service Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Client Database
  • Client Portal
  • Client Signoffs & Approvals
  • Email Tracking
  • Service & Issue Tracking
  • Tasks, Notes & Attachments
  • Time Billing & Invoicing

Service Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Service Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Issue Types

Retainers

Retainers Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Contract & Retainer Tracking
  • Client Database
  • Client Portal
  • Client Signoffs & Approvals
  • Email Tracking
  • Tasks, Notes & Attachments
  • Time Billing & Invoicing

Retainers Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Retainers Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Retainer Types

ServOps (includes all products above in one)

ServOps Plus – $34/user/month (billed annually) or $39/user month-to-month

  • All Plus Plan Features of Sales, Projects, Service, and Retainers Products

ServOps Premium – $69/user/month (billed annually) or $79/user month-to-month

  • All ServOps Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Sale, Project, Ticket and Retainer Types

User Satisfaction

Positive Social Media Mentions 53
Negative Social Media Mentions 3

We realize that when you make a decision to buy Professional Services Automation Software - PSA it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Accelo reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Accelo. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Accelo Comparisons

Accelo user reviews

Providing tremendous benefits for our small accounting firm

Read full review >
Olga
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2018 Company Size: 1-10 Employees Industry: Logistics and Supply

Everything we need is all in one place

Read full review >
Jen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.04.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

Helping standardize workflows on tax work

Read full review >
Kara
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.03.2018 Company Size: 1-10 Employees Industry: N/A

A fully integrated system that we use to to almost its full potential

Read full review >
Edith
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.02.2018 Company Size: 11-50 Employees Industry: Management Consulting

A single software that does the work of 3-4 applications

Read full review >
Jean
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.02.2018 Company Size: 1-10 Employees Industry: Computer Software

What are Accelo pricing details?

Accelo Pricing Plans:

Free Trial

Sales Plus

$19/user/month

Sales Premium

$39/user/month

Projects Plus

$19/user/month

Projects Premium

$39/user/month

Service Plus

$19/user/month

Service Premium

$39/user/month

Retainers Plus

$19/user/month

Retainers Premium

$39/user/month

ServOps Plus

$39/user/month

ServOps Premium

$79/user/month

Accelo offers various products you can mix and match and choose from. There’s also a free trial available which you can get by signing up in Accelo. For the products, here are its pricing details:

Sales

Sales Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Client Portal
  • Email Campaigns
  • Quotes
  • Smart CRM & Email Tracking
  • Sales Tracking
  • Tasks, Notes & Attachments

Sales Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Sales Plus Features
  • Automated Triggers and Notifications
  • Customized Business Processes
  • Team Scheduling
  • Unlimited Custom Sale Types

Projects

Projects Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Client Database & Email Tracking
  • Client Portal
  • Client Signoffs & Approvals
  • Project Management
  • Tasks, Notes & Attachments
  • Time Billing & Invoicing

Projects Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Projects Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Projects Types

Service

Service Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Client Database
  • Client Portal
  • Client Signoffs & Approvals
  • Email Tracking
  • Service & Issue Tracking
  • Tasks, Notes & Attachments
  • Time Billing & Invoicing

Service Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Service Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Issue Types

Retainers

Retainers Plus – $16/user/month (billed annually) or $19/user month-to-month

  • Contract & Retainer Tracking
  • Client Database
  • Client Portal
  • Client Signoffs & Approvals
  • Email Tracking
  • Tasks, Notes & Attachments
  • Time Billing & Invoicing

Retainers Premium – $34/user/month (billed annually) or $39/user month-to-month

  • All Retainers Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Retainer Types

ServOps (includes all products above in one)

ServOps Plus – $34/user/month (billed annually) or $39/user month-to-month

  • All Plus Plan Features of Sales, Projects, Service, and Retainers Products

ServOps Premium – $69/user/month (billed annually) or $79/user month-to-month

  • All ServOps Plus Features
  • Automated Triggers & Notifications
  • Customized Business Processes
  • Expenses
  • Team Scheduling
  • Unlimited Custom Sale, Project, Ticket and Retainer Types

What integrations are available for Accelo?

Accelo integrates with the following business systems and applications:

  • Office 365
  • Google for Work
  • Salesforce
  • MailChimp
  • QuickBooks
  • Xero
  • Authorize.net
  • PayPal
  • JIRA
  • Stripe
  • Campaign Monitor
  • Zapier

Accelo average rating:

Average score
5/5 (7 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Olga

PROS: We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight but highly customizable, making it a perfect solution for small, midsize or large organizations.

CONS: Regarding training all users in our organization, it was more on our end. I understand that since Accelo is a customized system, training does not fully rest on the shoulders of its team. However, hopefully they will find ways to support teams who are not adept at adult learning/change management/user training.

Reviewed 1 year ago

Read full review >

The least favorable review

Olga

PROS: We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight but highly customizable, making it a perfect solution for small, midsize or large organizations.

CONS: Regarding training all users in our organization, it was more on our end. I understand that since Accelo is a customized system, training does not fully rest on the shoulders of its team. However, hopefully they will find ways to support teams who are not adept at adult learning/change management/user training.

Reviewed 1 year ago

Read full review >

More reviews from 7 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Providing tremendous benefits for our small accounting firm

Read full review >
Olga
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2018 Company Size: 1-10 Employees Industry: Logistics and Supply

PROS: We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight but highly customizable, making it a perfect solution for small, midsize or large organizations.

CONS: Regarding training all users in our organization, it was more on our end. I understand that since Accelo is a customized system, training does not fully rest on the shoulders of its team. However, hopefully they will find ways to support teams who are not adept at adult learning/change management/user training.

What do you think about this review? Great Poor

Everything we need is all in one place

Read full review >
Jen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.04.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: With Accelo everything is all in one place: CRM, Email, Project Management, Support Ticketing, Invoicing, etc. It also integrates well with our other tools (Xero, MailChimp). Even when there isn't an integration there is the API which covers 90% of the product. Interface is clean and easy to use, although it has a bit of a learning curve. Support is also responsive whenever we need help.

CONS: The automatic scheduling is a little inflexible and favours distributing work across multiple work days rather than in one solid block. Also, the API doesn't cover retainers. Because of this, we have almost 800 subscriptions from a previous product that we can't import. The product is pretty expensive when compared to competitors - even for all the functions it proviides It would also be great to be able to build more complicated reports across the different record types.

What do you think about this review? Great Poor

Helping standardize workflows on tax work

Read full review >
Kara
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.03.2018 Company Size: 1-10 Employees Industry: N/A

PROS: Accelo has helped our firm standardize our workflow on tax work through its project feature or retainer custom workflows. It has also automated some tasks that would have usually required a manual follow up. It provided us a better client communication via a self-help portal that can provide file/current engagement viiews. The wonderful integration with Office 365 must be noted as well.

CONS: Syncing with QuickBooks desktop and online works but is not a true bi-directional sync for customer information and invoice changes. However, it seems to be based on a limitation from an Intuit API perspective, so here's hoping true bi-direction sync will be possible in the future for customer information and invoices. While Office 365 works great with Accelo, Outlook Tasks are another story. Though this may be an issue on Outlook"s API.

What do you think about this review? Great Poor

A fully integrated system that we use to to almost its full potential

Read full review >
Edith
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.02.2018 Company Size: 11-50 Employees Industry: Management Consulting

PROS: We appreciate Accelo's fully integrated consulting practice management system. In fact, it is so fully featured that we may be months from using it to its fullest after using it for a year. We find the seamless integration of sales opportunity to billable project or retainer to be the most impressive feature for us. Also, it has helped make integrated communications and time tracking a breeze especially when connected with Office 365.

CONS: It can be overwhelming at times. Perhaps turning off some features for users would be helpful upon onboarding so that they can focus on what's important, without being distracted by what is possible.

What do you think about this review? Great Poor

A single software that does the work of 3-4 applications

Read full review >
Jean
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.02.2018 Company Size: 1-10 Employees Industry: Computer Software

PROS: Accelo does what used to take 3-4 different apps to accomplish. I can create client listings, store important files and communicate with clients, as well as create and manage projects, assign tasks, and create tickets to better serve my clients.I don't have to bounce between applications anymore. Having all these capabilities in one place saves me time and makes keeping my clients happy much easier than before.

CONS: The learning curve is a bit steep. Managinjg how to create tasks, manage projects, and communicate with clients can be a little daunting at first. Fortunately, they have easy to follow tutorials and excellent support people who is ready to help guide you through the process of setting everything up and streamline the experience.

What do you think about this review? Great Poor

Brilliant software

Read full review >
Sandy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.01.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: I really like the fact that you can have all of your management features under one roof. Accelo is so helpful to be able to have all of the core "mechanics" together. I also like that there are multiple ways to get the information you are looking for and manage the incoming, as well as outgoing information.

CONS: I dislike the client area. It's not quite at the caliber of the rest of the system. It would be awesome to be able to have clients log in to their area and see hours that have been used overall, or approximate billing for the month/usage at a glance instead of only task by task. It would also be great to be able to assign a task to a client so we can keep tabs on what is still required from them and keep the flow in check.

What do you think about this review? Great Poor

Does many capabilities of various software at a lower price

Read full review >
Susie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.12.2017 Company Size: 1-10 Employees Industry: Information Technology and Services

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 as well. There is effective integration with key third party apps so I rarely have to go anywhere else to run the business. The user community engagement and level of communication has been helpful in keeping me informed on product development.

CONS: It is hard to dislike anything I would like to see a payroll feature included in the future. That way, I can either export timesheet data to a third party application or run a payroll process within the system.

What do you think about this review? Great Poor
Reviewed By Louie Andre
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