Flexible plans that scale with your professional services business

All prices listed in USD
 
Professional
Quote-to-cash for profitable professional service firms
$50/ User / Month
Minimum 5 Users
Start a Trial
What's included:
  • Client Project Management
  • Client Sales Management
  • Client Quote Management
  • Time Logs, Timers & Timesheets
  • Client Invoices & Payments
  • Financial Insight Dashboards
 
Business
Manage all types of client work with power and collaboration
$70/ User / Month
Minimum 5 Users
Start a Trial
Everything in Professional, plus:
  • Client Retainer Management
  • Client Ticket Management
  • Shared Request Inbox
  • Expenses & Materials
  • Time Approvals for Billing
  • Unlimited Client Portal Users
 
Advanced
Powerful automation to scale your business profitably
$90/ User / Month
Minimum 10 Users
Start a Trial
Everything in Business, plus:
  • Advanced Custom Workflows
  • Advanced Triggers & Automation
  • Smart Scheduling & Utilization
  • Adaptive Project Scheduling
  • Client Asset Management
  • 3 Advanced Reporting Users
 
Elite
Tailored platform to fit the unique needs of larger firms
Contact Us
Minimum 20 Users
Talk to Sales
Everything in Advanced, plus:
  • Role-Based Users from $39/mth
  • Divisions Module
  • Unlimited Collaborator Users
  • SAML / Enterprise SSO
  • Premium Support with SLAs
  • Dedicated Account Manager
 

Feature Comparison

Core
$20 / User / Month
Minimum 3 Users
Request Access
Professional
$50 / User / Month
Minimum 5 Users
Start a Trial
Business
$70 / User / Month
Minimum 5 Users
Start a Trial
Advanced
$90 / User / Month
Minimum 10 Users
Start a Trial
Elite
Contact Us
Minimum 20 Users
Talk to Sales
Client Relationship Management
Contact Relationship Management
Client and Contact Communication Stream
Client Task Management
Client Files and Attachments
Custom Lists of Clients and Contacts
Custom Fields on Clients and Contacts
-
Custom Categories for Clients and Contacts
-
Client and Contact Statuses
-
Custom Client and Contact Workflows
-
-
-
Custom Client and Contact Triggers
-
-
-
Relationship Privacy and Confidentiality
-
Client Messages and Emails
Client Meetings, Events and Appointments
Client Divisions and Multi-Identity
-
-
-
-
Sales Opportunity Management
-
Sales Communication Stream
-
Sales Task Management
-
Sales Files and Attachments
-
Sales Messages and Emails
-
Sales Meetings, Events and Appointments
-
Custom Lists of Sales
-
Custom Fields on Sales
-
Custom Sale Statuses and Status History
-
Triggers and Automation on Sales
-
Standard
Standard
Custom
Custom
Multiple Sale Types and Configurations
-
-
-
Custom Sale Workflows and Progressions
-
-
-
Sales Pipeline Reports and Exports
-
Quote Creation and Sending
-
Client Quote Approval
-
Quote to Project Conversion
-
Quote Templates
-
Project Portfolio Management
-
Project Milestones & Heirarchy
-
Milestone and Task Management
-
Milestone and Task Durations
-
Milestone and Task Dependencies
-
Project Gantt Chart and Schedule
-
Project Templates
-
Role, User and Defined Time Budgets
-
Material and Expense Budgets
-
Live Earned Value Reporting
-
Live Financial Forecasting
-
Project Communication Stream
-
Project Files and Attachments
-
Project Messages and Emails
-
Project Meetings, Events and Appointments
-
Custom Lists of Projects
-
Custom Fields on Projects
-
Standard
Standard
Standard
Standard
Triggers and Automation on Projects
-
-
-
Multiple Project Types and Configurations
-
-
-
Custom Project Statuses and Status History
-
-
-
Custom Project Workflows and Progressions
-
-
-
Project Materials (Cost, Revenue and Profit)
-
-
Project Expense Tracking and Billing
-
-
Adaptive Project Dates & Scheduling
-
-
-
Ticket Management
-
-
Ticket Communication Stream
-
-
Ticket Task Management
-
-
Ticket Files & Attachments
-
-
Ticket Messages & Emails
-
-
Ticket Meetings, Events & Appointments
-
-
Custom Lists of Tickets
-
-
Custom Fields on Tickets
-
-
Ticket Profitability Reporting
-
-
Ticket Management
-
-
Triggers and Automation on Tickets
-
-
Standard
Standard
Standard
Multiple Ticket Types and Configurations
-
-
-
Custom Ticket Statuses and Status History
-
-
-
Custom Ticket Workflows and Progressions
-
-
-
Ticket Materials (Cost, Revenue and Profit)
-
-
Ticket Expense Tracking and Billing
-
-
Retainer Management
-
-
Retainer Communication Stream
-
-
Retainer Task Management
-
-
Live Earned Value Reporting
-
-
Live Profitability Reporting
-
-
Live Financial Forecasting
-
-
Retainer Files & Attachments
-
-
Retainer Messages & Emails
-
-
Retainer Meetings, Events & Appointments
-
-
Custom Lists of Retainers
-
-
Custom Fields on Retainers
-
-
Triggers and Automation on Retainers
-
-
Retainer Period Auto-Renewal
-
-
Standard
Custom
Custom
Retainer Period Auto-Invoicing
-
-
Multiple Retainer Types and Configurations
-
-
Custom Retainer Statuses & History
-
-
-
Custom Retainer Workflows & Progressions
-
-
-
Retainer Materials (Cost, Revenue and Profit)
-
-
Retainer Expense Tracking and Billing
-
-
Invoice Creation and Sending
-
Partial Invoicing
-
Bulk/Batch Invoicing
-
Customized Invoice Templates
-
Automatic Late Invoice Reminders
-
Automatic Oustanding Invoice Statements
-
Online Payment Acceptance (one time)
-
Stored/Automated Payments (ongoing)
-
Multiple Billable Rates
-
Multiple Cost Rates
-
-
Purchase Creation & Sending
-
-
Materials List
-
-
Expense Types List
-
-
Time Tracking on Messages and Emails
-
Time Tracking on Work Logs and Calls
-
Advanced Time Rounding Rules
-
Persistent Timers/Stopwatch with Warnings
-
Daily & Weekly Timesheets
-
Time Approval on Work
-
-
Task Management
Custom Task Lists/Tables
Task Boards (Assignee, Deadline, Status)
Task Time Budgets
Task Value Budgets
-
Task Start and Due Dates
Task Durations
Task Checklists
Task Priorities
Task Tags
Task Files and Attachments
Task Messages and Emails
Task Meetings, Events and Appointments
Custom Task Statuses and Status History
-
-
-
Shared Client Requests Inboxes
-
-
Requests via Email Alias
-
-
Requests via Client Portal
-
-
Custom Reply/Sender Email Addresses
-
-
Request Conversions
-
-
Request Conversion Automation/Triggers
-
-
Custom List Export Reports
Client Work Dashboards
-
Client Work Insights Dashboards
-
Schedule Dashboard
-
-
-
Utilization Dashboard
-
-
-
Advanced Reporting
-
-
1 Included
3 Included
Unlimited
Activity Dashboard
-
-
-
User-based Scheduling View
-
-
-
Work-based Scheduling View
-
-
-
Team Scheduling
-
-
-
Client Asset Management
-
-
-
Asset Communication Stream
-
-
-
Asset Files and Attachments
-
-
-
Asset Messages and Emails
-
-
-
Asset Meetings, Events and Appointments
-
-
-
Multiple Asset Types and Configurations
-
-
-
Custom Lists of Assets
-
-
-
Custom Fields on Assets
-
-
-
Unlimited Client Divisions
-
-
-
-
User/Staff Division Memberships
-
-
-
-
Custom Division Identities and Signatures
-
-
-
-
Custom Division Billable and Cost Rates
-
-
-
-
Included / Minimum Professional Users
3
5
5
10
20
Granular User Permission Management
Granular Group Permission Management
Variable Price Contractor Licenses
-
-
Unlimited Free Collaborator Licenses
-
-
-
-
Single-Sign On (Google, Microsoft)
Single-Sign On (Xero, QBO)
-
Single-Sign On (SAML, Okta, OneLogin, etc)
-
-
-
-
Multi-factor Authentication (MFA)
Enforced Multi-Factor Authentication
-
-
-
Strong Password Policies
-
-
-
Free Sandbox Account
-
-
-
-
Google Workspace
 
 
 
 
 
- Address Book Sync
- Task Sync
- Incoming Email Sync
- Outgoing Email Sync
- Calendar Sync
Microsoft 365
 
 
 
 
 
- Address Book Sync
- Task Sync
- Incoming Email Sync
- Outgoing Email Sync
- Calendar Sync
HubSpot
 
 
 
 
 
- Client & Contact Sync
-
- Sale Events
-
- Project Events
-
- Ticket Events
-
-
- Retainer Events
-
-
Mailchimp
 
 
 
 
 
- Contact / Audience Sync
-
Xero
 
 
 
 
 
- Client / Contact Import (from Xero)
-
- Invoice Push & Sync
-
- Payments (from Accelo) Push & Sync
-
- Purchase (as Bill) Push & Sync
-
-
- Invoice Import (from Xero)
-
- Contact Import (from Xero)
-
- Ledger & Account Code Import
-
- Item Import
-
- Tax Code Import
-
- Tracking Category Sync
-
-
-
QuickBooks Online
 
 
 
 
 
- Client / Contact Import (from QBO)
-
- Invoice Push & Sync
-
- Payments (from Accelo) Push & Sync
-
- Purchase (as Bill) Push & Sync
-
-
- Invoice Import (from QBO)
-
- Contact Import (from QBO)
-
- Item & Account Code Import
-
- Tax Code Import
-

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Frequently Asked Questions

​​What types of businesses use Accelo?

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

How does your setup and onboarding work?

We offer a structured implementation program to help you navigate your transition to Accelo. This includes guided account setup and end-user training, as well as consultative services to map workflows that reflect your operational processes. We also have a more customized Expert Services program to help you tackle challenges that are unique to your business.

What support options are available?

Our support resources include email, a user community, help guides, webinars, video tutorials, live chat and phone and video conferencing. Accelo's global Support team is available 24/6 and boasts a 97% CSAT average.

Is Accelo GDPR-compliant?

Yes. Read how we’ve kept our Terms of Service updated to comply with EU and UK regulations

If I have another question, who can I talk to?

Reach out any time by submitting a chat in the bottom right-hand corner of this page or schedule a demo to speak with our Sales team.

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Tailored to your business All questions answered
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