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Accelo REVIEW

PSA Software

9 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

  • 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

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 100 CRM Software products

500

Accelo is one of the top 500 Project Management Software products

5

Accelo is one of the 5
Contract Lifecycle Management Software products

100

Accelo is one of the 100
CRM Software products

500

Accelo is one of the 500
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

Every company has different wants and requires a system that can be customized for their size, kind of staff members and customers, and the particular industry they are in. For these reasons, no platform can proffer perfect tools out-of-the-box. When you try to find a software app, first be sure what you require it for. Read some Accelo reviews and ask yourself do you need basic features or do you want complex tools? Are there any industry-specific features that you are searching for? Get the answers to these questions to help your search. There are plenty of factors that you need to mull over and these include your finances, particular business needs, your organization size, integration requirements etc. Take your time, check out a few free trials, and finally choose the system that provides all that you require to improve your organization competence and productivity.

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

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
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

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

User reviews


User reviews in total: 9

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Average Rating:

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The most favorable review

Olga

2 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

10 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 2 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 3 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
Published 7 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 8 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 9 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 9 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 10 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 10 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 11 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

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