Accelo

Automation software for all Professional Service Businesses

4.4 /5 (137 reviews) Write a Review!

Accelo Overview

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.

Modules

Clients & Contacts: A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.

Sales & Marketing: Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.

Jobs & Projects: Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.

Issues & Service: Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship.

Contracts & Retainers: Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.

Invoices & Payments: Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.

Tasks, Scheduling & Timesheets: Helping you get things done, Accelo has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines.

Email, Notes & Collaboration: Accelo automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info.

Client Portal: Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.

Direct Email Marketing Campaigns: Send email campaigns to your clients directly from within Accelo.

Accelo Overview

Pricing

Starting from
US$39.00/month

Pricing options

Free Trial
Subscription
Value for money

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users

Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.


Accelo Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, Germany
Supported Languages
English

Media

Activity Stream
Company Dashboard
Sale Dashboard
Project Dashboard
Sales
Sale Overview
Project Overview
Inbox
Task Board
Accelo screenshot: Activity Stream Accelo screenshot: Company Dashboard Accelo screenshot: Sale Dashboard Accelo screenshot: Project Dashboard Accelo screenshot: Sales Accelo screenshot: Sale Overview Accelo screenshot: Project Overview Accelo screenshot: Inbox Accelo screenshot: Task Board

Accelo Reviews

Accelo Reviews

Overall rating
4.4
/
5
Excellent
80

Very good
45

Average
7

Poor
2

Terrible
3

Value for Money
4.3
Features
4.4
Ease of Use
4.1
Customer Support
4.4
91% recommended this app
Meredith C.

The Best CRM!

We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.


James G.

Opitimized and Automated our Workflow

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.


Daniel D.

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

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!


Christine S.

Product Analyzer

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.


Susie S.

Game Changer for our Professional Services Company

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).


Meredith C.
Industry: Financial Services
Company size: 2-10 Employees

The Best CRM!

Used Daily for 6-12 months
Reviewed on 6/11/2019
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

James G.
Industry: Human Resources
Company size: 2-10 Employees

Opitimized and Automated our Workflow

Used Daily for 2+ years
Reviewed on 11/09/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Daniel D.

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

Reviewed on 15/10/2016
Review Source: Capterra

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!

Response from Accelo

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Christine S.
Industry: Architecture & Planning
Company size: 2-10 Employees

Product Analyzer

Used Other for Free Trial
Reviewed on 7/05/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Susie S.
Industry: Accounting
Company size: 2-10 Employees

Game Changer for our Professional Services Company

Used Daily for 6-12 months
Reviewed on 12/02/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.5/10
Based on 137 user ratings
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Accelo Pricing

Accelo Pricing

Starting from
US$39.00/month
Free Trial
Subscription
Value for money

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users

Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users

Sales: $39 per user/month (billed monthly)
Projects: $39 per user/month (billed monthly)
Retainers: $39 per user/month (billed monthly)
Service: $39 per user/month (billed monthly)
ServOps: $79 per user/month (billed monthly)
Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Value for Money
4.3/5
Based on 137 user ratings
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Accelo Features

Accelo Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritising
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
4.4/5
Based on 137 user ratings
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Categories

Additional information for Accelo

Additional information for Accelo

Key features of Accelo

  • Activity & performance reporting
  • Automatic email capture
  • CRM & client database
  • Contracts & retainers module with renewable templates
  • Custom workflow & business processes
  • Direct email marketing campaigns
  • Email Integration
  • Expenses module
  • Gantt-charts & forecasting
  • Google Apps integration
  • Invoices & payments module
  • Issue, tickets and support module
  • Project management
  • Scheduling and calendar sync
  • Shared calendar, address book, and tasks
  • Task Scheduling
  • Task and time tracking
  • Ticket Management
  • Time-billing & worklog
  • Timesheet reporting
  • Xero, Quickbooks & Saasu Accounting Integrations

Benefits

Accelo offers fully integrated solutions for Sales + Project Management + Billing designed specifically for client-facing businesses. From sales opportunities to invoicing, and all the steps in between; Accelo ensures that your work is effectively managed.

Automatic Email Tracking

Are critical sales & project emails scattered in multiple inboxes? Accelo automatically captures all client emails, storing them centrally where your whole team can find & use them.

Powerful Workflow & Business Processes

No two clients or projects are the same, but without a system & processes, things can go very wrong. Accelo gives you a powerful, flexible & easy to use tool to bring order to chaos.

Google Apps & Exchange Integration

With Accelo, you can sync your contacts, appointments, tasks and more with Google Apps or Exchange, so you and your team can keep using the tools they are familiar with.

Dynamic Scheduling & Timesheets

Still juggling team and project schedules in Excel? Accelo updates schedules automatically when estimates or deadlines change.

Social Integrations

There are many more ways for your team to work with clients these days. Accelo is integrated with Twitter & LinkedIn, allowing you to use social platforms to deliver great service.

Secure & Easy to Use

All access to Accelo is encrypted, so you can be confident your information and access is safe and secure. Being browser based, Accelo is also very easy to use.

Real Time Reporting

As a real-time, collaborative environment, you can instantly see business performance across clients, projects, teams and more, either through dashboards or detailed analytical exports.

Accelo FAQs

Accelo FAQs

Below are some frequently asked questions for Accelo.

Q. What type of pricing plans does Accelo offer?

Accelo offers the following pricing plans:

Starting from: US$39.00/month

Pricing model: Subscription

Free Trial: Available

Users can mix and match different products (sales, projects, service, retainers) or get it all with ServOps. Plans start at $39 per user/month. Minimum 5 users Sales: $39 per user/month (billed monthly) Projects: $39 per user/month (billed monthly) Retainers: $39 per user/month (billed monthly) Service: $39 per user/month (billed monthly) ServOps: $79 per user/month (billed monthly) Try Accelo free. No credit card required, no software to install. There are no setup or cancellation fees. Our team is ready to help you strengthen and simplify your business.

Q. What are the main features of Accelo?

Accelo offers the following features:

  • Activity & performance reporting
  • Automatic email capture
  • CRM & client database
  • Contracts & retainers module with renewable templates
  • Custom workflow & business processes
  • Direct email marketing campaigns
  • Email Integration
  • Expenses module
  • Gantt-charts & forecasting
  • Google Apps integration
  • Invoices & payments module
  • Issue, tickets and support module
  • Project management
  • Scheduling and calendar sync
  • Shared calendar, address book, and tasks
  • Task Scheduling
  • Task and time tracking
  • Ticket Management
  • Time-billing & worklog
  • Timesheet reporting
  • Xero, Quickbooks & Saasu Accounting Integrations

Q. Who are the typical users of Accelo?

Accelo has the following typical customers:

Small Business, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Accelo support?

Accelo supports the following languages:

English

Q. What type of pricing plans does Accelo offer?

Accelo has the following pricing plans:

Subscription

Q. Does Accelo support mobile devices?

Accelo supports the following devices:

Android, iPhone

Q. What other apps does Accelo integrate with?

Accelo integrates with the following applications:

Campaign Monitor, Continuum Fortify, HubSpot CRM, HubSpot Marketing Hub, Mailchimp, QuickBooks Online, QuickBooks Online Advanced, SharpSpring, Stripe, Xero

Q. What level of support does Accelo offer?

Accelo offers the following support options:

FAQs, Forum, Online Support, Phone Support, Video Tutorials, Knowledge Base