WorkflowMax vs Accelo

WorkflowMax vs. Accelo: Why choose Accelo over WorkflowMax?

Choose a platform that pairs perfectly with Xero and brings additional functionality so your team can perform every stage of client work. 

Trusted by thousands of professional services businesses worldwide

Link sales to the full client journey

Knowing a contact's full history enables you to provide your highest-quality services. Track each interaction from prospect to payment — and beyond — with Accelo.

Find all your key data in one place

Accelo automatically pulls essential metrics into live dashboards. You get accurate and complete real-time reports about your sales, projects, utilization and more.

Trust unparalleled support and resources

Leave doubt and team confusion behind. Work side-by-side with our platform experts to optimize your workflows and implement change management strategies.

With Accelo, your team can...

Create, cultivate and convert leads into relationships

Keep track of your new deals and opportunities, create accurate timelines, budget and estimates and send proposals for review and approval.

Plan, manage and collaborate on client deliverables

Take client work to the next level with greater control, collaboration and automation to ensure your projects remain on-time and within budget.

Submit, monitor and complete ad-hoc work requests

Efficiently manage and collaborate on client queries, work request and change orders within a centralized support queue and shared inbox.

Set up and track ongoing contracts for recurring work

Plan, manage and deliver recurring client service with confidence, maximizing your profitability, improving retention and increasing lifetime value.

Create, send and sync invoices for your billable time

Accelerate your billing and time to payment with automatic invoicing pulling accurate billable time from your team's logged client work.

Generate, analyze and interpret your core business metrics

Make data-driven decisions with accurate business intelligence that reflects your team's time, performance, utilization, revenue and profitability.

Get a complete client work management solution with Accelo

Comparing Accelo vs. WorkflowMax

 

Accelo

WorkflowMax

CRM
Sales
Quotes
Project Management
Task Management
Time Tracking
Scheduling
Limited view of capacity
Tickets
Requires third-party integration ($)
Retainers
Recurring projects
Billing
Reports
Automation
Client Portal
Invite guests to projects

Seamless integrations with leading platforms

Frequently Asked Questions

Why should we consider Accelo for our client work management?

Unlike basic project management software, Accelo is designed to completely manage your client work. Use a single platform for your CRM, quotes, projects, tasks, retainers, timesheets, billing and reporting, plus a portal for your clients.

What kinds of businesses use Accelo?

Accelo is best for professional services businesses across many different industries including agencies, consultants, accountants, lawyers, engineers and more. Company size ranges from five-person teams up to hundreds of employees — Accelo scales with your business.

What is Accelo’s pricing?

Accelo offers five pricing plans that scale with your business, from a self-serve plan for managing client information, tasks and communication all the way to the Elite tier, which includes all quote-to-cash features, premium support and more.

Can we try Accelo before signing up?

Yes! Start a 7-day trial or sign up for a demo to get more specific questions and use cases answered.

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