What is Accelo?

Accelo is an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance.

Who Uses Accelo?

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably.

Where can Accelo be deployed?

Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Accelo
  • Located in San Francisco, US
  • Founded in 2011
  • Phone Support
  • Chat

Countries available

Australia, Canada, Ireland, New Zealand, United Kingdom and 1 others

Languages

English

About the vendor

  • Accelo
  • Located in San Francisco, US
  • Founded in 2011
  • Phone Support
  • Chat

Countries available

Australia, Canada, Ireland, New Zealand, United Kingdom and 1 others

Languages

English

Accelo videos and images

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Compare Accelo pricing with similar products

US$24.00/month
Free Version
Free Trial
US$50.00/month
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US$50.00/month
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N/A
Free Version
Free Trial

Features of Accelo

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Batch Processing
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Capacity Management
  • Change Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Database
  • Customisable Branding
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email-to-Task Conversion
  • Employee Management
  • Estimating
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Import Tasks
  • Incident Management
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Processing
  • Issue Management
  • Kanban Board
  • Knowledge Base Management
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Percent-Complete Tracking
  • Performance Metrics
  • Personalisation
  • Portfolio Management
  • Prioritisation
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Tracking
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Recurring Tasks
  • Reimbursement Management
  • Remote Access/Control
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Sales Approval
  • Sales Pipeline Management
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Skills Tracking
  • Social Media Integration
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Utilisation Reporting
  • Vendor Management
  • Workflow Configuration
  • Workflow Management

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Reviews of Accelo

Average score

Overall
4.5
Ease of Use
4.1
Customer Service
4.4
Features
4.4
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Meredith C.
Meredith C.
COO in US
Verified LinkedIn User
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

The Best CRM!

5 3 years ago

Comments: 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!

James G.
President in US
Human Resources, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Opitimized and Automated our Workflow

5 2 years ago

Comments: 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.

Michelle T.
Director in New Zealand
Consumer Goods, 2-10 Employees
Used the Software for: Free Trial
Reviewer Source

Hidden Charge - US$800 charge when you want to sign up

5 last month New

Comments: Customer service took long to come back when we wanted to proceed with plan. The non-upfront US$800 hidden charge - were were shocked when told of this.It wasn't mentioned anywhere on the website. this has created a very positive experience and turned it into a very negative one.

Pros:

We enjoyed it a lot during trial and was about to sign up. The monthly rate advertised did not mention there is a initial start up US$800 fee and you are forced to speak to a consultant and pay this fee to get started. You can't sign up direclty like other SAAS. Big warning. wasted a lot of our time. Should have brought this up to us upfront.

Cons:

The non-upfront US$800 hidden charge - were were shocked when told of this.It wasn't mentioned anywhere on the website.

Daniel D.
Australia
Used the Software for: Not provided
Reviewer Source

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

2 6 years ago

Comments: 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!

Accelo Response

3 years ago

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.

Kevin H.
Senior Software Engineer in US
Computer Software, 501-1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent Management Tool for Manage Project

5 4 months ago

Pros:

It's capacity to handle various activities with various customers, and even house various tasks with a similar customer. This permits me to follow how much work I've finished with every customer on a granular level, versus the time dispensed for the task.

Cons:

That would most likely be the manner in which I need to look for authoritative errands when I really want them. Since they're not relegated 100% of the time to me I actually need to pull them up on the inquiry bar. Additionally, I think that it is unwieldy to deal with every one of the new windows that accelo opens when I make a period passage.

Accelo Response

last month

Thanks Kevin for the great feedback! We'd love for you to share any additional information on the usability or your ideal experience when it comes to searching or completing work, within our Ideas Forum (ideas.accelo.com). We have some exciting integrations in the pipeline - so stay tuned. Thanks for being a part of the Accelo community.