Accelo

An end-to-end client work management platform to boost profitability, improve efficiency and streamline operations for your professional services business.

Who Uses This Software?

Professional services organizations looking for one system to manage their business from quote to cash. Accelo streamlines all client service processes in one place, helping you win the work, do the work and bill for the work.

Customers
  • Small/Medium Businesses
Industries
  • Accounting
  • Architecture & Planning
  • Computer Software
  • Engineering/Management Services
  • Marketing and Advertising
Deployment
  • Mobile Application
  • Self-Hosted Cloud-based
Platforms
  • Mac
  • Windows
Browsers
  • Apple Safari
  • Google Chrome
Training
  • Documentation
  • Live Online
  • Webinars
Support
  • Business Hours
  • Live Online
  • Online Community

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
Features

Learn more about Accelo features that set it apart from the competition. Discover how its unique tools and capabilities enhance your processes.

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.

Compare

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