Deliver projects through a combination of traditional and agile methodologies to stay on time and within budget
Project Milestones & Tasks
Plan and deliver projects that match the way you work, with hierarchical milestones, tasks and checklists
Record Notes & Schedule Meetings
Record notes, email colleagues, scheduling meetings and more with all knowledge tracked within the project
Automated Project Time Logging
Make accurate time tracking a breeze with smart timesheets and timers integrated into projects, milestones and tasks
Custom Project Fields and Dates
Customize your projects to track the information that matters to your team so key details are always easily accessible
Advanced Search, Filtering & Saved Lists
Create customized, dynamic lists of projects based on status, dates, custom fields and real-time financial forecasts
Advanced Project Dependencies
Create powerful dependencies including start before, start after and work-day offsets that take into account weekends and holidays
Dynamic Project Scheduling
Create project schedules based on fixed dates, adaptive scheduling and automated rules
Interactive Gantt Chart Planning
See project plans and dependencies in an interactive Gantt chart view to make adjusting milestone & task duration a breeze
Fixed, Variable & Mixed Budgets
Create budgets for projects, milestones and individual tasks that match the way you work and bill your client work
Defined & Role-based Billable Rates
Add flexibility to quote creation with billable rates defined by project, milestone or task, role-based billable rates, or individual billable rate cards
Real-Time Budget & Timeline Tracking
See project budget usage in real-time and adjust timelines automatically as work is delayed and completed
Forecast Budget, Profitability & Timeline
Forecast project budgets, profitability and completion dates in real-time to ensure client work is delivered on-time, profitably
Allocate Time & Value to Retainers
Route hours and value done on a client project to a client's Retainer (Billing and Retainer products purchase required)
Invoice Based on Budget or Progress
Invoice projects based on a percentage of your budget or actual progress basis (Billing product purchase required)
Resource Scheduling & Booking
Book or schedule staff to work on projects, and automatically adjust schedules as the project progresses so you can see real-time utilization
Project Triggers & Notifications
Get constant monitoring on all of your projects with triggers that automate actions and notifications when projects run late or over budget
Project Plan Templates
Save time with templatized project plans including milestones, tasks, budgets, durations, dependencies, assignments and more
Project Time Approvals
Approve time logged against client projects to ensure accurate and seamless billing
Project Client Signoffs
Create signoff requests for clients to review, comment on and approve or reject digital project deliverables
Custom Project Statuses & Workflows
Systemize the way you work by customizing your business processes, workflows and statuses
Project Rate Cards
Easily customize and adjust the amount charged for client work on a per project basis
Project Materials & Expenses
Track non-time project costs, such as materials and expenses, to view your client work profitability in real-time
Centrally track all tickets and client service requests to ensure your support team never let a client down
Ticket Tasks
Create and manage tasks against a ticket to make collaboration with colleagues and follow up with clients easy
Automated Ticket Time Logging
Make accurate time tracking a breeze with smart timesheets and timers integrated into tickets and tasks
Ticket Activity
Easily create and track all ticket notes, emails, meetings and more centrally to ensure your team has all the right information
Custom Ticket Fields & Dates
Customize your tickets to track the information that matters to your team so key details are always easily accessible
Advanced Search, Filtering & Saved Lists
Create customized, dynamic lists of Tickets based on status, deadlines, custom fields and even real-time financial information
Custom Categories & Resolutions
Customize the categories of tickets you get from clients, as well as the resolutions, to accelerate service by your team
Fixed, Variable & Mixed Budgets
Define ticket budgets with maximum flexibility to match the way you price, deliver and get paid for your client work
Defined & Role-based Billable Rates
Set flexible billable rates defined by ticket or task, role-based or individual billable rate cards
Forecast Budget, Profitability & Timeline
Track and forecast ticket budgets and profitability in real-time as client tickets are being worked on
Ticket Age & Time Spent Tracking
Record the time spent supporting clients to understand your velocity and time-cost of reactive client work delivery
Allocate Time & Value to Retainers
Route hours and value done on client tickets to a client's Retainer (Billing and Retainer products purchase required)
Invoice Based on Budget or Progress
Invoice tickets based on a percentage of your budget or actual progress basis (Billing product purchase required)
Resource Scheduling & Booking
Book or schedule users to work on tickets and tasks, and automatically adapt their schedules as they complete tasks so you can see real-time utilization
Tickets Triggers & Notifications
Get constant monitoring on all your tickets with automatic actions and notifications when issues occur
Ticket Client Signoffs
Create signoff requests for clients to review, comment on and approve or reject digital ticket deliverables
Custom Ticket Statuses & Workflows
Systemize the way you manage tickets by customizing your business processes, workflows and statuses
Ticket Materials & Expenses
Track non-time costs in tickets, such as materials and expenses, to view your client work profitability in real-time
Centrally track all sales opportunities for new and existing clients to ensure you never miss an opportunity
Sales Tasks
Create and manage tasks against a sale to make collaboration with colleagues and follow up with clients easy
Sales Activity
Easily create and centrally track all sales notes, emails and meetings to prevent key information from being siloed
Custom Sale Fields & Dates
Customize your sales to track the information that matters to your team so key details are always easily accessible
Advanced Search, Filtering & Saved Lists
Create customized, dynamic lists of sales based on status, dates, custom fields and real-time pipeline forecasts
Quotes Creation & Sending
Create branded and detailed quotes, including rates, hours and durations, and publish to PDF or for online approval
Interactive Gantt Chart Quoting
Edit plans and dependencies for a quote in an interactive Gantt chart view to make adjusting milestones and task durations a breeze
Fixed, Variable & Mixed Quotes
Create quotes for projects, milestones and individual tasks that match the way you sell and bill your client work
Defined & Role-based Billable Rates
Flexible quote creation with billable rates defined by project, milestone or task, role-based billable rates or individual billable rate cards
Real-time Value & Pipeline Tracking
Track the value, probability and pipeline value of all of your sales opportunities and forecast future revenue weighted by probability
Sales Velocity & Time Spent Tracking
Record the time you and your team spend winning business to understand your velocity and time-cost of winning new business
Quote Templates
Save time with templatized quotes and project plans including milestones, tasks, budgets, durations, dependencies, assignments and more
1 Template
Unlimited
Convert Quotes to Projects
Convert an accepted quote into a project with just two clicks, ensuring your project plans match what your quote promises (Projects product purchase required)
Resource Scheduling & Booking
Book or schedule staff to work on sales and quotes, and update schedules automatically as they complete tasks so you can see real-time utilization
Sales Triggers & Notifications
Get constant monitoring on all of your sales with triggers that automate actions and notifications when something is missed
Custom Sale Statuses & Workflows
Systemize the way you sell by customizing your business processes, workflows and statuses
Quote Materials
Include non-time materials in quotes, including costs, prices and margin, so you can see the true profitability of quoted client work
Create and send PDF invoices to clients to represent your brand and accelerate payments
Create & Send Purchases
Create and send branded PDFs on purchases associated to client work and to track costs with vendors
Invoice for Services
Include service line items on invoices to detail the work you've done for clients
Invoice with Work Logs
Include detailed work logs grouped by team member, work type or date so clients can see what it being billed
Invoice Statements
Automatically email clients with a weekly statement of outstanding and paid invoices
Invoice Payment Reminders
Automatically email clients a payment reminder for outstanding invoices on their due date
Invoice Payments
Record client payments to accurately track outstanding balances and report on client payment terms
Purchase Payments
Record your payments on vendor purchases to ensure accurate reporting of purchases and unpaid liabilities
Online Credit-Card Payments
Accept credit card payments through Accelo's payment interface (required Stripe or Authorize.net account)
Xero Integration
Bi-directional integration with Xero to automatically sync customer data, invoices and payments between your Accelo and Xero accounts
QuickBooks Online Integration
Bi-directional integration with Quickbooks Online to automatically sync customer data, invoices and payments between your Accelo and Xero accounts
Bulk Client Invoicing
Save time by creating client invoices in bulk based on client work budget, status or progress
Invoice Templates
Create and customize client invoices with templates for consistency and easy reuse
1 Template
Unlimited
Purchase Templates
Create and customize the layout of your vendor purchases with templates for consistency and easy reuse
1 Template
Unlimited
Invoice for Materials and Expenses
Include non-time materials and expenses on invoices to detail the value of delivered work
Customized Client Terms & Tax
Streamline billing with customized payment terms, tax rates, invoice recipients and more on a per-client basis
Invoices on Projects
Create invoices based on a percentage of project budget or actual progress with line items reflecting the project plan (Projects and Billing products purchase required)
Purchases on Projects
Create purchases of materials and expenses from projects to ensure you're tracking project profitability accurately (Projects product purchase required)
Invoices on Tickets
Create invoices based on a percentage of ticket budget or actual progress with line items reflecting the ticket tasks (Tickets and Billing products purchase required)
Purchases on Tickets
Create purchases of materials and expenses from tickets to ensure you're tracking ticket profitability accurately (Tickets product purchase required)
Invoices on Retainers
Create invoices for your recurring client work with line items reflecting the retainer tasks (Retainers and Billing products purchase required)
Purchases on Retainers
Create purchases of materials and expenses from retainers to ensure you're tracking retainer profitability accurately (Retainers product purchase required)
Identify clients you may be over or under servicing with insights into the time you're spending on them and the value of that work
Client Profitability - Budget, Current & Forecast
Review the profitability of your projects, tickets and retainers based on the work that's been logged to date and upcoming, scheduled work
Client Revenue
Track the revenue generated by your clients, and see who your best clients really are
Client Assets
Stay on top of your assets and see how often they're being used as part of your projects, tickets and retainers
Task Budget Analysis
Monitor your team's usage of their task budgets, and analyze root causes from staff members, clients, services and more
Task Overdue Report
Keep track of tasks that are overdue, and investigate how they're affecting your budgets and profitability
Team Member Performance Dashboard
Identify your top performers by tracking your team's time entries, their cost and billable value all from a single dashboard
Billable Time and Value Analysis
Track the biggest contributors to your team's time entries, the value they represent, from the clients they're working for to the types of services being provided
Missing Time
Increase your billable hours by easily identifying and following up with staff who haven't logged their time
Financials - Revenue Analysis
Dive deep into your revenue sources, from clients to services provided
Financials - Revenue Forecast
Forecast client revenue and drill down to see where that revenue is expected to come from
Financials - Invoices & Receivables
Streamline your accounts receivable and stay on top of overdue invoices
Financials - Time to Pay
Streamline your cash flow with insights to how long it takes to actually get paid
Financials - Purchases
Stay on top of your accounts payable by tracking which purchases have been made, and what still needs to be paid
Financials - Materials
Monitor your profit and margins across all of your material sales to keep on target
Financials - Expenses
Stay in control of your expense approval and reimbursement workflow
Task on Projects, Tickets & Retainers
Keep track of all your team's project, tickets and retainer work from individual product dashboards (Projects, Tickets or Retainers product purchase required)
Sales by Client
Understand your client mix, the types of sales being made and their value fluctuate over time (Sales & Quotes product purchase required)
Sales Pipeline
Support your sales team by monitoring your current sales pipeline's stages, probability to close, expected close date, potential and weighted value. (Sales & Quotes product purchase required)
Sales Activity
Set effective KPIs for client outreach by using your past successes as a benchmark, and monitor your team's progress towards (Sales & Quotes product purchase required)
Projects by Client
Simplify your account review process by monitoring all of your client's projects from a single dashboard (Projects product purchase required)
Project Work in Progress
Improve the profitability and timeliness of your projects and mitigate issues by monitoring their current and forecast budgets, time estimates and due dates (Projects product purchase required)
Project Profitability
Easily track the profitability of all your projects from a single, simple dashboard
Project Budgets and Deadlines
Simplify your project review process using a single, detailed overview of your projects' current and forecast budgets and deadlines (Projects product purchase required)
Planned vs Actual
Measure the accuracy of your project estimates by tracking the work your team planned to perform and comparing it to what was actually done (Projects product purchase required)
Open Tickets & Requests
Stay on top of all your support requests with this simple dashboard (Tickets product purchase required)
Overdue Tickets
Reduce the impact of overages by quickly identifying overdue tickets and taking immediate action (Tickets product purchase required)
Time to Respond & Resolve
Monitor these vital KPIs across all of the work you're doing, and investigate root causes from clients served to types of services provided (Tickets product purchase required)
Retainers by Client
Simplify your account review process by monitoring all of your client's retainers from a single dashboard. (Retainers product purchase required)
Retainer Revenue Forecast
Improve the accuracy of your budgets with accurate forecasts of future recurring client revenue (Retainers product purchase required)
Expiring Retainers
Improve your renewal rates by identifying retainers coming up for renewal, and beginning the renewal process early. (Retainers product purchase required)