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- Accounting
- Architecture & Planning
- Computer Software
- Engineering/Management Services
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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
Sales Management
Convert leads into relationships
- Track deals and opportunities
- Develop detailed project plans
- Send quotes and proposals
Project Management
Manage client deliverables
- Automate tasks and workflows
- Monitor progress and budgets
- Allocate resources with data
Ticket Management
Complete ad-hoc work requests
- Triage requests in a shared inbox
- Assign tickets based on workload
- Log time spent on client support
Retainer Management
Automate recurring contracts
- Set up prepaid or postpaid contracts
- Oversee retainer budget usage
- Attach work and time to retainers
Invoice and Billing Management
Get paid for billable time
- Customize invoice templates
- Batch and automate billing
- Sync with accounting software
Reports and Dashboards
Analyze core business metrics
- Access true business intelligence
- Review profitability and performance
- Offer company-wide visibility
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Features
Learn more about Accelo features that set it apart from the competition. Discover how its unique tools and capabilities enhance your processes.
Budgeting Tracking
Capacity Tracking
Cost Tracking
Portfolio Budgeting
Project Budgeting
Risk Analysis
ROI and Forecasting
Time Tracking
Workload Capacity
Communication
Discussions
Document Collaboration
Employee Online Status
File Sharing
Instant Messaging
Project Conversations
Tagging
Notifications
Email Notifications
In-App Notifications
Live Notifications
Status Updates
Platform
Custom Fields
Customizable Forms
Customizable Templates
Multi-Language Support
Sections & Columns
Start Dates/Due Dates
Portfolios
Portfolio Coordination
What-If Scenarios
Workflows
Project Planning
Advanced Project Management Features
Collaborative Project Planning
Gantt Charts / Project Mapping
Kanban Board
Milestones
Progress Monitoring
Resource Management
Scheduling
Reporting
Detailed Graphs
Expense Reports
Portfolio Reports
Real-Time Analytics
Real-Time Reporting
Resource Workload Reports
Timesheet Reports
Tasks Management
Idea Management
Subtasks
Task Creation & Assignment
Task Prioritization
To-Do Lists
Team Management
Agile Teams
Comment-Only projects
Comments
Dependencies
Guest Access
Permissions
Teams & Followers
Views
Activity Feed
Calendar View
Files View
My Inbox
My Tasks
Timeline View
Pricing
Learn more about Accelo's pricing options, cost, and plans so you can make a well-informed, business-wise decision on the best software to use for organization.
Accelo offers flexible plans that scale with your professional services business. Explore all the pricing packages at accelo.com/pricing.
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Alternatives
Not a match? Find software alternatives that better suit your needs and compare them to discover the one that's right for you.
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