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Why We Recommend Accelo

We Recommend Accelo because it has been transformative for our operations. Its user-friendly interface and...

What Is Accelo?

Accelo is a cloud-based platform that automates professional services, including sales, project management, time tracking, reporting, ticketing, and billing. It functions as a unified solution designed to improve efficiency, clarity, and revenue for professional service firms. With customizable features, it offers a comprehensive view of clients, projects, and finances, allowing organizations to accomplish more in less time. Tailored for small to medium businesses across industries, Accelo delivers a complete suite of client work management tools in one platform, improving efficiency and visibility in project and client relationship management.

What Is Accelo Best For?

A key highlight of Accelo is its ability to seamlessly unify essential workflows, allowing users to draft proposals, manage projects, engage with clients and teams, track time accurately, issue invoices, and access insightful analytics. By centralizing these essential functions, Accelo ensures greater efficiency and visibility for businesses of all sizes.

Accelo Pricing

Accelo provides flexible pricing plans to meet the needs of professional services businesses.

The plans are as follows:

  • Professional : Custom pricing
  • Business: Custom pricing
  • Advanced: Custom pricing
To find the right plan for your specific requirements, get custom Accelo Pricing

Accelo Integrations

The software seamlessly integrates with the following:

  • HubSpot
  • PayPal
  • Google Workspace
  • Microsoft 365
  • Jira

How Does Accelo Work?

Setting up Accelo is a straightforward process that enables you to efficiently optimize your professional services operations. Here’s a step-by-step guide to get started:

  • Access the platform and navigate the dashboard to effectively manage your projects 
  • Capture new leads and opportunities, add contacts, and create quotes or proposals within the 'Sales' module to initiate client interactions 
  • Utilize the 'Projects' feature to plan and manage projects by defining the scope, assigning tasks, and monitoring time and expenses 
  • Resolve client support tickets by logging new tickets, tracking updates, and automating workflows through the 'Tickets' module 
  • Automate client billing with standardized packages and templates available in the 'Retainers' module to set up recurring services 
  • Create invoices by capturing time and expenses for all billable work using the 'Billing' module 
  • Analyze your business performance and create insightful reports using integrated analytics features
Explore an Accelo Demo to get a thorough overview of its features and functionality.

Who Is Accelo For?

The software is used by the following:

  • Consulting firms 
  • Architecture firms 
  • Engineering teams 
  • Nonprofits 
  • Retail businesses 
  • Construction companies

Is Accelo Right For You?

Accelo is an advanced business automation platform providing customizable solutions to optimize workflows and increase productivity for small to medium-sized businesses and professional services firms. It includes features for sales, project management, time tracking, and billing, all within a unified system that drives efficiency, transparency, and profitability.
Ideal for businesses seeking to simplify processes, enhance productivity, and improve project collaboration, the platform prioritizes security, compliance, and adherence to industry regulations such as GDPR. Its scalability and strong focus on security make it a suitable choice for businesses in search of a seamless and secure professional services automation solution. Trusted by thousands of professional services teams worldwide, Accelo's user-friendly interface and award-winning features can effectively transform your business operations.

Not sure if Accelo is the right fit for your business? Reach out to us at (315) 215-3447 for expert advice and assistance in making a well-informed decision.

Accelo Features

Accelo simplifies workflows and boosts productivity by automating key processes such as sales, project management, time tracking, ticketing, billing, and reporting. Eliminate manual tasks with streamlined processes designed to save time and improve efficiency

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The software provides a centralized platform to oversee the entire client work lifecycle, offering customizable tools to enhance and streamline operations. From generating proposals to tracking time and generating invoices, Accelo ensures a holistic view of clients, projects, and finances for more effective management

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The platform's robust project management feature allows businesses to plan and manage projects effectively. Define project scope, assign tasks, track time and expenses, and automate workflows to ensure project success and timely delivery

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Accelo provides financial insight dashboards that offer a clear overview of financial performance. From capturing time logs and expenses to generating invoices and analyzing business reports, it empowers businesses to make informed financial decisions for improved profitability

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By offering a comprehensive set of tools, it helps businesses effectively manage customer interactions, track leads, and maintain strong relationships. It helps teams track leads through the entire sales pipeline, ensuring no opportunity is overlooked

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Accelo Pricing

Professional

Custom Pricing
What's Included
  • Client Quote Management

  • Client Invoices & Payments

  • Time Logs, Timers & Timesheets

  • Client Project Management

  • Financial Insight Dashboards

  • Client Sales Management

Business

Custom Pricing
What's Included
  • All Professional features, plus:

  • Client Retainer Management

  • Unlimited Client Portal Users

  • Shared Request Inbox

  • Time Approvals for Billing

  • Expenses & Materials

  • Client Ticket Management

Advanced

Custom Pricing
What's Included
  • All Business features, plus:

  • Smart Scheduling & Utilization

  • Advanced Custom Workflows

  • Client Asset Management

  • Adaptive Project Scheduling

  • Advanced Triggers & Automation

  • Advanced Reporting Users

Accelo Reviews

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Frequently Asked Questions

Yes, Accelo software provides an API.

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