Flexible plans that scale with your professional services business
Annual
Monthly
Save 25% with Annual Billing
A LA CARTE
Mix and match the modules you need.
- Client and Contact Database
- Tasks and Checklists
- Client Activity Feed
- Timesheets and Timers
- Task, Email and Calendar Sync
- Custom Fields
- Scheduling and Resource Management
- Rules and Triggers
- Templates and Approvals
- Custom Statuses and Workflows
- Client Portal
- Branded Workspace
- Divisions
- Materials and Expenses
- Enhanced Security (2FA, SSO)
Plus
$24/user
/month
/month
Per module
Minimum 5 users
Minimum 5 users
Premium
$39/user
/month
/month
Per module
Minimum 5 users
Minimum 5 users
MOST POPULAR
Consolidate tools and streamline operations with a powerful quote-to-cash platform.
Bundle
$89/user
/month
/month
All modules included
Minimum 3 users
Minimum 3 users
Sales
Create, cultivate and convert leads into relationships
Projects
Plan, manage and collaborate on client deliverables
Tickets
Submit, monitor and complete ad-hoc work requests
Retainers
Set up and track ongoing contracts for recurring work
Billing
Create, send and sync invoices for your billable time
A LA CARTE
Mix and match the modules you need.
Plus
$24/user
/month
/month
Per module
Minimum 5 users
Minimum 5 users
- Client and Contact Database
- Tasks and Checklists
- Client Activity Feed
- Timesheets and Timers
- Task, Email and Calendar Sync
- Custom Fields
Premium
$39/user
/month
/month
Per module
Minimum 5 users
Minimum 5 users
- Client and Contact Database
- Tasks and Checklists
- Client Activity Feed
- Timesheets and Timers
- Task, Email and Calendar Sync
- Custom Fields
- Scheduling and Resource Management
- Rules and Triggers
- Templates and Approvals
- Custom Statuses and Workflows
- Client Portal
- Branded Workspace
- Divisions
- Materials and Expenses
- Enhanced Security (2FA, SSO)
MOST POPULAR
Consolidate tools and streamline operations with a powerful quote-to-cash platform.
Bundle
$89/user
/month
/month
All modules included
Minimum 3 users
Minimum 3 users
Sales
Create, cultivate and convert leads into relationships
Projects
Plan, manage and collaborate on client deliverables
Tickets
Submit, monitor and complete ad-hoc work requests
Retainers
Set up and track ongoing contracts for recurring work
Billing
Create, send and sync invoices for your billable time
Choose the modules you need to manage your client work
Sales
Module Overview
Systemize the entire sales and quoting process with automations and notifications to make sales practice consistent, identify missed opportunities, and increase team coordination to ensure successful delivery of client work
- Easily convert an accepted quote into a project with just two clicks
- Seamlessly incorporate sales information into a proposal for accurate project scoping and proper hand-off to service teams
Projects
Module Overview
Successfully plan, manage, track and deliver profitable client work on-time and within budget through real-time project statuses, proper resource utilization, accurate budget details, and clear team and client communications
- Centralize all client and project information in a single location to keep the team informed and projects on track
- Leverage the full power of Accelo's client work management platform to easily generate reports and invoices based on projects and milestones
Tickets
Module Overview
Empower the support team to manage reactive client support activities with ease and consistently deliver on stellar services to build stronger client relationship without overinvesting and draining resources
- Easily convert email requests into tickets and filter into a shared inbox, allowing support to quickly self assign, track time spent, and improve billing accuracy
- Remotely access key client information, such as client projects and communications, in real-time
Retainers
Module Overview
With a dedicated product to manage ongoing client service delivery, Accelo makes it easy to templatize, track and deliver recurring work on-time and within budget, giving your business strong ongoing relationships and predictable revenue.
- Effectively manage recurring client work with other ad-hoc client projects to ensure sustainable business growth
- Analyze repeatable work to identify the most important, profitable clients
Billing
Module Overview
Automatically capture detailed and important client work information to the invoice and integrate with the most popular accounting softwares to ensure accurate billing, avoid back and forth with the client and expedite the payment process
- Automatically log time spent on client emails, meetings and work to capture all billable hours
- Generate a detailed invoice capturing all client activity and showing the true time and value of your service
Reports
Module Overview
Harness all client data with an integrated, powerful business intelligence platform to track and measure business performance and profitability while forecasting and preparing for the future without needing another tool
- Integrate teams, clients, and work into a single platform to easily access the most up-to-date information
- Foster deep and contextual insights through reliable and trustworthy data
You Are In Expert Hands
Our experienced consultants are here to help you navigate even the most complex situations and accelerate your success
Professional Services
Accelo offers a selection of packages tailored to meet your unique business needs. Our experts will work with you to optimize your platform experience.
True Partnership
Accelo will be your trusted partner and provide you with knowledge, best practices and insights you need to run your business.
Client Support
Our technical support team offers 24x6 support through the self-service help center, email, chat and phone. Receieve assistance when you need it.