The Client Work Management Platform for Growing Business

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Why choose Accelo?

Run your professional service business with unparalleled visibility and control.

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Plus
$24
month/user
Starting at $120/month for your business

  • Client & Contact Database
  • Tasks & Checklists
  • Client Activity Feed
  • Timesheets & Timers
  • Task, Email & Calendar Sync
  • Custom Fields
Premium
$39
month/user
Starting at $195/month for your business

Everything in Plus Plan in addition to

  • Scheduling & Resource Management
  • Rules & Triggers
  • Templates & Approvals
  • Custom Statuses & Workflows
  • Client Portal
  • Branded Workspace
  • Divisions
  • Materials & Expenses
  • Enhanced Security (2FA,SSO)
Build the Solution that Fits Your Business
  • Sales & Quotes
  • Projects
  • Tickets
  • Retainers
  • Billing
  • Reports

Sales & Quotes

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
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Projects

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
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Tickets

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
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Retainers

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
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Billing

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
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Reports

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
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Client Work Management
Client & Contacts Database
Get a smart, shared database of your clients and contacts relationships, accessible by your team from anywhere
Microsoft 365 and Google Contact Synchronization
Bi-directional sync with Microsoft 365 contacts and Google contacts to keep your whole team's address books up to date
Microsoft 365 and Google Calendar Synchronization
Sync client meetings and appointments between Accelo and Microsoft 365 or Google Calendar to see workload and availability
Tasks & Checklists
Manage, assign and track tasks and checklists to make sure your team doesn't miss anything
Task Boards
Easily track and manage tasks via assignment, deadline and status through drag-and-drop Kanban boards
Client Email Sync
Automatically import sent and received client emails for a full view of client interaction and team visibility
Client Activity Feed
Stream of all client emails, meetings, notes and other client work events in real-time for client service transparency
Smart Timesheets
Automatically populate individual and team timesheets with client work interactions and tasks, making it easy to track time and work done
Web & Mobile Timers
Use cross-platform smart timers to easily track time while doing client work
Files & Attachments
Upload and automatically capture from emails all of your important client work files and attachments for easy access
Client Requests & Shared Inbox
Manage client requests with a shared client request inbox to make sure you don't miss anything
Client Asset Database
Track and manage client assets, such as devices, entities or resources, in one central, client-linked database
Custom Fields & Tags
Capture client information and store them against custom objects; create tags to easily categorize and report on client work
Dynamic Resource Scheduling
Dynamically measure and forecast workload and team resource utilization as work is tasked, estimated and completed
Scheduling & Workload Dashboard
View real-time team schedules and workloads through an interactive dashboard to see how much each team member is being utilized
Profitability & Utilization Dashboards
See the cost of your staff, their utilization and how profitable the work they are doing is in real time
Resource Booking
Book or schedule team members to do client work at specific dates and times, with automatic sync with Office 365 or Google Calendar
Rules & Triggers
Define and configure business processes to perform specific actions automatically in the background
Activity Templates
Create templates for emails and activities to save time and improve the consistency of client communication
Work Templates
Create templates for client work objects including quotes, project plans and more to maximize repeatability and save time
Approvals
Approve time and expenses on client work to ensure accurate, seamless and detailed billing
Signoffs
Create signoff requests for clients to review, comment and approve or reject digital work
Client Portal
Deliver a high degree of collaboration and transparency by giving clients access to their own projects, contracts, services and account
Divisions
Create multiple business identities and create customized billing rate cards by client
Custom Statuses & Workflows
Systemize the way you and your team work by customizing your business processes, workflows and statuses
Materials & Expenses
Track non-time costs, such as materials and expenses, to view your client work profitability in real-time
Formulas & Calculated Fields
Perform calculations dynamically update on custom fields to deliver higher-level logic and powerful reporting
Workspace & Support
iOS and Android Apps
Use powerful, location-aware mobile apps to easily track, perform, review and record the work you do on-the-go
Branded Workspace
Customize the colors and logo of your workspace to match the identity of your business
Standard Security (Encryption)
Keep all interactions and data in Accelo encrypted between your users and servers via TLS 1.2 and all data encrypted at rest
Enhanced Security (2FA, SSO)
Increase your security with two-factor authentication (2FA) and single-sign-on (SSO) via Google Workspace or Azure AD
Community Support
Engage with our product experts for advice and network with other Accelo users via our client-only community platform
Email Support
Email our support team with your support requests to resolve your issues
3 Business Days
2 Business Days
Chat & Phone Support
Live phone and chat support to troubleshoot your technical issues 24x6 with the Accelo-rated support package
Contractors
Grant temperatory Accelo access to contractors and seasonal professionals to view and log the work they are assigned
Product: Sales & Quotes
Sales Opportunity Management
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
Product: Projects
Adaptive Project Management
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
Product: Tickets
Client Ticket Management
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
Product: Retainers
Client Retainer Management
Deliver ongoing work for clients with a purpose-built retainers product to empower your teams and to stay on-time and within budget
Recurring Tasks
Plan and deliver recurring work through smart tasks and checklists so your team never misses an important detail
Record Notes & Schedule Meetings
Record notes, email colleagues, scheduling meetings and more with all knowledge tracked in the retainer itself
Automated Retainer Time Logging
Make accurate time tracking a breeze with smart timesheets and timers integrated into retainers and tasks
Custom Project Fields & Dates
Customize your retainers 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 retainers based on status, dates, custom fields, and real-time financial forecasts
Smart Task Scheduling
Schedule recurring tasks to start or be due to complete based on the dates of retainer periods to deliver client work
Fixed, Variable & Mixed Budgets
Create budgets for retainers and individual tasks that match the way you work and bill your client work
Defined & Role-based Billable Rates
Set flexible billable rates by retainer or task, role-based billable rates, or individual billable rate cards
Real-Time Budget Tracking
See retainer budget usage in real-time as work is done against the retainer or any linked projects or tickets
Forecast Budget & Profitability
Forecast retainer budgets and profitability in real-time as client retainers and tasks are worked on by your team
Allocate Time & Value from Projects
Route hours and value done on a client project to a retainer (Projects product purchase required)
Allocate Time & Value from Tickets
Route hours and value done on a client ticket to a retainer (Tickets product purchase required)
Invoice based on Budget or Progress
Invoice retainers 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 retainers and tasks, and automatically adjust schedules as work is done so you can see real-time utilization
Retainer Triggers & Notifications
Get constant monitoring on all your retainers with automatic actions and notifications when issues occur
Retainer Time Approvals
Approve time logged against recurring client work to ensure accurate and seamless billing
Custom Retainer Statuses & Workflows
Systemize the way you work by customizing your business processes, workflows and statuses
Multiple Retainer Templates
Create multiple task, budget and duration templates to make it easy to create standardized recurring client work
Retainer Materials
Track non-time costs, such as materials and expenses, to see true profitability of client retainers
Automated Retainer Billing
Create and send invoices for recurring work with the Billing product whenever a retainer automatically renews
Product: Billing
Create & Send Invoices
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 QuickBooks Online 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)
Product: Reports
Client Work - Time & Value
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 projects, 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 (Projects product purchase required)
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)

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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.

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