Flexible plans that scale with your professional services business

Professional

Quote-to-cash for profitable professional service firms
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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 projects with power and collaboration
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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
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Everything in Business, plus:
Advanced Custom Workflows
Advanced Triggers & Automation
Smart Scheduling & Utilization
Adaptive Project Scheduling
Client Asset Management
Advanced Reporting Users

Elite

Tailored platform to fit the unique needs of larger firms
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Everything in Advanced, plus:
Role-Based User Pricing
Divisions Module
Unlimited Collaborator Users
SAML / Enterprise SSO
Premium Support with SLAs
Dedicated Account Manager
See Feature Comparison

Feature Comparison

Professional
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Business
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Advanced
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Elite
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Clients and Contacts
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
Relationship Privacy and Confidentiality
Client Messages and Emails
Client Meetings, Events and Appointments
Custom Client and Contact Triggers
Custom Client and Contact Workflows
Client Divisions and Multi-Identity
Sales
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
Sales Pipeline Reports and Exports
Triggers and Automation on Sales
Standard
Standard
Custom
Custom
Multiple Sale Types and Configurations
Custom Sale Workflows and Progressions
Quotes
Quote Creation and Sending
Client Quote Approval
Quote to Project Conversion
Quote Templates
Projects
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
Project Expense Tracking and Billing
Project Materials (Cost, Revenue and Profit)
Triggers and Automation on Projects
Multiple Project Types and Configurations
Custom Project Statuses and Status History
Custom Project Workflows and Progressions
Adaptive Project Dates & Scheduling
Tickets
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
Ticket Materials (Cost, Revenue and Profit)
Ticket Expense Tracking and Billing
Triggers and Automation on Tickets
Standard
Standard
Standard
Multiple Ticket Types and Configurations
Custom Ticket Statuses and Status History
Custom Ticket Workflows and Progressions
Retainers
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-Invoicing
Multiple Retainer Types and Configurations
Retainer Materials (Cost, Revenue and Profit)
Retainer Expense Tracking and Billing
Retainer Period Auto-Renewal
Standard
Custom
Custom
Custom Retainer Statuses & History
Custom Retainer Workflows & Progressions
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
Timesheets
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
Tasks
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
Requests
Shared Client Requests Inboxes
Requests via Email Alias
Requests via Client Portal
Custom Reply/Sender Email Addresses
Request Conversions
Request Conversion Automation/Triggers
Reports
Custom List Export Reports
Client Work Dashboards
Client Work Insights Dashboards
Advanced Reporting
Schedule Dashboard
Utilization Dashboard
Scheduling and Utilization
Activity Dashboard
User-based Scheduling View
Work-based Scheduling View
Team Scheduling
Assets
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
Divisions
Unlimited Client Divisions
User/Staff Division Memberships
Custom Division Identities and Signatures
Custom Division Billable and Cost Rates
Users and Security
Granular User Permission Management
Granular Group Permission Management
Single-Sign On (Google, Microsoft)
Single-Sign On (Xero, QBO)
Multi-factor Authentication (MFA)
Variable Price Contractor Licenses
Enforced Multi-Factor Authentication
Strong Password Policies
Unlimited Free Collaborator Licenses
Single-Sign On (SAML, Okta, OneLogin, etc)
Free Sandbox Account
Integrations
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
Invoice Import (from Xero)
Contact Import (from Xero)
Ledger & Account Code Import
Item Import
Tax Code Import
Purchase (as Bill) Push & Sync
Tracking Category Sync
QuickBooks Online
Client / Contact Import (from QBO)
Invoice Push & Sync
Payments (from Accelo) Push & Sync
Invoice Import (from QBO)
Contact Import (from QBO)
Item & Account Code Import
Tax Code Import
Purchase (as Bill) Push & Sync

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Marc Avila
CEO and Founder
$156,000
reduced overhead
8,000
hours saved
“Accelo has definitely paid for itself. Just the increase in fixing some of the pricing problems with our retainers — that alone pays for it. It's paid for itself many times over.”
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