Price

$16

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Accelo REVIEW

PSA Software

10 user reviews
USER SATISFACTION 94%
OUR SCORE 8.6

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

  • Automation and processes
  • Team scheduling
  • Client records
  • Tracking/sync
  • Mobile app
  • Automated notifications
  • Quotes
  • Project planning
  • Project tracking
  • Task management
  • Time tracking
  • Project collaboration
  • Expenses
  • Invoicing
  • Client portal
  • Issues dashboard

Accelo Position In Our Categories

Position of Accelo in our main categories:

5

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

100

Accelo is one of the top 100 CRM Software products

50

Accelo is one of the top 50 Project Management Software products

5

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

100

Accelo is one of the top 100
CRM Software products

50

Accelo is one of the top 50
Project Management Software products


Accelo is also listed in the following subcategories:

Category:Position:Category:Position:
Professional Services Automation Software - PSA#9
Category:Position:
Professional Services Automation Software - PSA#9

It's essential to keep in mind that hardly any software in the Contract Lifecycle Management Software category is an ideal solution able to match all the needs of different company types, sizes and industries. It may be a good idea to read a few Accelo reviews first as certain solutions can excel exclusively in a very narrow group of applications or be designed with a very specific industry in mind. Others may work with an intention of being easy and intuitive and as a result lack advanced functions welcomed by more experienced users. There are also apps that support a wide group of users and give you a powerful feature set, but that usually comes at a higher cost of such a solution. Be certain that you're aware of your requirements so that you choose a software that has specifically the elements you look for.

How Much Does Accelo Cost?

Accelo Pricing Plans:

Accelo offers two payment plans for SMB and enterprise pricing users. Give the details a look and select your plan:

Plus – $16/user/month

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

Premium – $34/user/month

  • Smart CRM & Email Tracking
  • Sales Tracking
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Team Scheduling
  • Quotes
  • Unlimited Custom Sale Types
  • Customized Business Processes
  • Automated Triggers & Notifications

User Satisfaction

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.

POSITIVE SOCIAL MENTIONS

53

NEGATIVE SOCIAL MENTIONS

3

Video

Technical details

Devices Supported
  • Android
  • iPhone/iPad
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are Accelo pricing details?

Accelo Pricing Plans:

Accelo offers two payment plans for SMB and enterprise pricing users. Give the details a look and select your plan:

Plus – $16/user/month

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

Premium – $34/user/month

  • Smart CRM & Email Tracking
  • Sales Tracking
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Team Scheduling
  • Quotes
  • Unlimited Custom Sale Types
  • Customized Business Processes
  • Automated Triggers & Notifications

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

User reviews


User reviews in total: 10

8
2
0
0
0

Average Rating:

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The most favorable review

Olga

3 months ago


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.

The least favorable review

Herbert

4 months ago


Pros:
As a manager of projects and teams, I like the granularity Accelo affords me. I can create a big bucket of work and leave it as a milestone, or I can specify the nitty gritty of a project implementation. I also like that the software allows me to create a task and give it a budget using a variety of methods like time or dollars. It's complex, but it serves my needs for a tool that can keep it things straight, especially that I have many clients. The steep learning curve is worth it. Tech support has been great as well.

Cons:
If your business uses odd billing structures like ours does, some kludging will be required. For instance, we make a quote and then bill time up to that maximum. Clients are only billed for time incurred. TSo its "recurring" projects don't really fit us, because we don't really have a straight retainer model. My other minor gripe is that the project plan editing tool is clunky and cumbersome compared to other Gantt tools I've used that feature a better UX. Our training sessions were poorly structured and ineffective, so we've had to largely figure out how to operate the tool on our own.

Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
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,...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
As a manager of projects and teams, I like the granularity Accelo affords me. I can create a big bucket of work and leave it as a milestone, or I can specify the nitty...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
I like that Accelo combines almost all facets of my business in one application. Not only do I get CRM...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
With Accelo, I can manage my own tickets while also being able to track my teams progress as well. The automation features has really helped us cut down on time spent on...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
Accelo allows all of my work to be fed into me online with everything i need in one place such as task descriptions, timeframes, attachments, correspondences,...



What do you think about this review? Great Poor

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