ACCELO

What is ACCELO?

ACCELO is a Professional Service Automation (PSA) software designed to help professional services organizations run their businesses more effectively and efficiently. The software enables users to organize, automate, and manage client projects, staff time, and finances. It provides an all-in-one platform to streamline business operations, from contact and proposal management to time tracking, expense management, resource scheduling, invoicing and accounting, project scope and tracking, procurement, CRM, reporting, and more. The user-friendly interface and customizable dashboards increase productivity, and customizable processes make it suitable for a wide range of services businesses. The software also supports integrations with other third-party systems in order to further streamline business operations.

ACCELO Features

  • Customization
  • Workflow Capability
  • User, Role, and Access Management
  • Performance and Reliability
  • Output Document Generation
  • CRM Integration
  • Integration API
  • Performance and Reliability
  • Scalability
  • Reporting and Dashboards
  • Reporting
  • APIs / Integration
  • Internationalization
  • Performance and Reliability
  • Mobile User Support
  • Reporting & Dashboards
  • API & Integrations
  • Data Import & Export Tools
  • Workflow Capability
  • Notifications
  • Customization
  • Scalability
  • Data Security
  • Performance & Reliability
  • User, Role, and Access Management
  • APIs
  • Internationalization
  • Performance and Reliability
  • Mobile
  • Contact & Account Management
  • Partner Relationship Mgmt. (PRM)
  • Opportunity & Pipeline Mgmt.
  • Task / Activity Management
  • Territory & Quota Management
  • Desktop Integration
  • Product & Price List Management
  • Quote & Order Management
  • Customer Contract Management
  • Email Marketing
  • Campaign Management
  • Lead Management
  • Marketing ROI Analytics
  • Case Management
  • Customer Support Portal
  • Knowledge Base
  • Call Center Features
  • Support Analytics
  • Data Import & Export Tools
  • Integration APIs
  • Breadth of Partner Applications
  • Front Office
  • Back Office
  • External data
  • Accounting
  • Payments
  • ERP
  • Social Collaboration Features
  • Social Network Integration
  • Mobile User Support
  • Reporting
  • Dashboards
  • Forecasting
  • Pricing Flexibility
  • Discounting
  • Approval Workflow
  • Renewals
  • Grouping
  • Version Control
  • Quote Document Generation
  • Document Customization
  • Ordering
  • Contracts
  • Configuration Ease of Admin
  • Workflow Management
  • Document Admin
  • Mobile User Support
  • Ease of Completing Timesheets
  • Tracking Time to Project/Task
  • Billable Time Rate Management
  • Invoice Creation and Delivery
  • Electronic Payments
  • Project Accounting / Revenue Recognition
  • Time Tracking
  • Business Tool Integration
  • Workflow
  • Automated Reminders
  • User, Role, and Access Management
  • Standard Integrations
  • Workflow
  • Access Management
  • Permissions
  • Procedures
  • Remote Work
  • Creation & Assignment
  • Due Dates
  • Task Prioritization
  • To-Do Lists
  • Dependecies
  • Drag & Drop
  • Recurring Tasks
  • Planning
  • Project Map
  • GANTT
  • Calendar View
  • Views
  • Project Budgeting
  • Issue Tracking
  • Templates
  • Time & Expense
  • Methodologies
  • Resource Definiton
  • Capacity
  • Scheduling
  • Definition
  • Allocation
  • Optimization
  • Baselining / KPIs
  • Resource Allocation
  • Dashboards
  • Customer Health Scores
  • Customer Monitoring
  • Customer Profiles
  • Playbooks
  • Customer Segments
  • Product Engagement
  • Surveys
  • Upsell Opportunities
  • Custom Triggers
  • Contract Creation
  • Contract Templates
  • Contract Editing
  • Contract Attachments
  • Contract Collaboration
  • Approval Process
  • Notifications & Reminders
  • Contract Database
  • Integrations / APIs
  • Reporting & Dashboards
  • Data Sourcing
  • Exporting & Sharing Data
  • Multi-Device Data Visualization
  • Interactive Dashboards
  • Data Segmentation
  • Lead Scoring
  • Opportunity Scoring
  • Risk Analysis
  • Live Forecasting
  • Live Pipeline Management
  • Sales Gamification
  • Account-Based Analytics
  • Activity Tracking
  • Portfolio Types
  • Planning
  • Alignment
  • Portfolio Mix
  • Portfolio Definition
  • Portfolio Performance
  • Risk
  • Portfolio Mix
  • Dependencies
  • Priorities
  • Lean Management
  • Project Planning
  • Project Tracking
  • Resource Definition
  • Resource Management
  • Task Management
  • Planning
  • Visibility
  • Integration
  • Data Consolidation
  • Visualizations
  • Performance
  • Risk Analysis
  • Resource Definiton
  • Capacity
  • Scheduling
  • Performance
  • Forecasting
  • Corrections
  • Versioning
  • File Request
  • Feedback
  • Billing and Invoicing
  • Instant Messaging
  • Project Management
  • Analytics
  • Time Tracking
  • Mobile Application
  • Creation & Assignment
  • Due Dates
  • Drag & Drop
  • Task Prioritization
  • To-Do Lists
  • Dependecies
  • Recurring Tasks
  • Customer Profiles
  • Sales
  • Marketing
  • Client Portal
  • Revenue Recognition
  • Invoice Management
  • Payments
  • Project Accounting
  • Budget Tracking
  • Forecasting
  • Reporting
  • KPIs
  • Workflows
  • Customization
  • Data repository
  • Task Prioritization
  • Dependecies
  • Planning
  • Views
  • Scheduling
  • Dashboards
  • Resource Allocation
  • Workspace
  • Configuration
  • Insights
  • Communication Channels
  • Document Management
  • Collaboration
  • Project Budgeting
  • Time & Expense
  • Profitability
  • Discussions
  • External
  • File Sharing
  • Notes
  • Search
  • Versioning
  • Custom Views
  • Followers
  • User Management
  • Calendars
  • Public Sharing
  • Alignment
  • Accountability
  • Connectivity
  • Templates
  • Digital Billing
  • Recurring Billing
  • Consolidation
  • Batch Invoicing
  • Management

ACCELO Pricing

Plus
$24.00
  • Client & Contacts Database
  • Microsoft 365 and Google Contact Synchronization
  • Microsoft 365 and Google Calendar Synchronization
  • Tasks & Checklists
  • Task Boards
  • Client Email Sync
  • Client Activity Feed
  • Smart Timesheets
  • Desktop & Mobile Timers
  • Files & Attachments
  • Client Requests & Shared Inbox
  • Client Asset Database
  • Custom Fields & Tags
  • iOS and Android Apps
  • Standard Security (Encryption)
  • Community Support
  • Email Support (3 Business Days)
  • _
  • Product Licenses include:
  • _
  • Sales & Quotes (Plus)
  • Projects (Plus)
  • Tickets (Plus)
  • Retainers (Plus)
  • Billing (Plus)
  • Reports ($12.00)
Premium
$39.00
  • Dynamic Resource Scheduling
  • Scheduling & Workload Dashboard
  • Profitability & Utilization Dashboards
  • Resource Booking
  • Rules & Triggers
  • Activity Templates
  • Work Templates
  • Approvals
  • Signoffs
  • Client Portal
  • Divisions
  • Custom Statuses & Workflows
  • Materials & Expenses
  • Formulas & Calculated Fields
  • Branded Workspace
  • Email Support (2 Business Days)
  • _
  • Product Licenses include:
  • _
  • Sales & Quotes (Premium)
  • Projects (Premium)
  • Tickets (Premium)
  • Retainers (Premium)
  • Billing (Premium)
  • Reports ($12.00)

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