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Accelo
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Accelo

Overview
Synopsis

Accelo CRM is the only sales and marketing platform built specifically for professionals. By focusing on your needs, CRM skips the complexity and clunkiness common in other CRM products to help you focus on important client relationships.

Category

Contract Lifecycle Management Software

Features

Automation & Processes
Team Scheduling
Client Records
Team Inbox
Tracking / Sync
Automated Notifications PREMIUM
Mobile App
Quotes
Issues Dashboard
Activity Tracking
Usage Tracking
Track tasks done on retainers by budget or by hours.
Custom Retainers
Flexibly set up allowance types and rollover.
Communications Tracking
Automatically track all relevant emails, notes & more.
Client Portal
Automatic Recurring Tasks
Tickets & Project Connection
Automated Notifications
T&M, Fixed, or Hybrid billing
Automated Timesheets
Unlimited Types & Templates

License

Proprietary

Price

PLUS :
Growing teams that need more
$16
per user per month (billed annually)
$19/user/month (billed monthly)

PREMIUM:
Maximum flexibility & automation
$34
per user per month (billed annually)
$39/user/month (billed monthly)

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Website
Company

Accelo

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.7
8.7
Features & Functionality
8.6
8.8
Advanced Features
8.7
8.7
Integration
8.8
8.6
Performance
8.6
8.8
Customer Support
8.8
8.7
Implementation
8.3
Renew & Recommend
8.0
Bottom Line

With powerful technology, the platform almost entirely eliminates data entry, automatically importing all of your emails and appointments with clients into a CRM that grows and learns as you grow.

8.7
Editor Rating
8.6
Aggregated User Rating
2 ratings
You have rated this

Accelo CRM is the only sales and marketing platform built specifically for professionals. By focusing on the needs, CRM skips the complexity and clunkiness common in other CRM products to help one focus on important client relationships.

With powerful technology, the platform almost entirely eliminates data entry, automatically importing all of the emails and appointments with clients into a CRM that grows and learns as one grow.

Accelo is the Smarter CRM that lets users focus on their clients while it takes care of the little details.Accelo is the most complete professional services automation solution on the market. Stop using cumbersome tools that don’t integrate to run each part of the service business. Switch to Accelo and experience a fresh way to run the entire business, service, and client operations with one cloud-based app.

Accelo lets user manage and automate mission-critical business tasks so one can focus on more important things. The Accelo's cloud-based PSA software was tailored specifically for professional services. It’s never been this easy to leverage enterprise-level business automation, CRM, project management, client billing, and time tracking for the service business. Get complete 360 degree client, project, and financial visibility on any device. Easy team collaboration and powerful reporting let’s the team accomplish more, in less time.

You may like to read: Top Contract Lifecycle Management Software, Top Free Contract Management Software and How to Select the Best Contract Lifecycle Management Software for Your Business

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1 Reviews
  • Brysen
    April 8, 2017 at 5:25 pm

    Connect all the moving parts of your entire business in one cloud-based platform

    Company size

    Medium (50 to 1000)

    User Role

    Executive

    User Industry

    Construction

    Rating
    Ease of use8.2

    Enables you to combine your sales with ticketing, project management and retainers, and allows you to build a seamless experience for your team and clients.

    Features & Functionality8.4

    Advanced Features8

    Integration8.7

    Training 8.7

    Customer Support8.7

    Renew & Recommend8

    ADDITIONAL INFORMATION
    The CRM and shared Client Database provides you with a synchronized and intelligent platform to see client work in real time. The Email Tracking platform provides you with a two-way native sync with Google Apps, Office365, and Exchange. The project platform provides a full project management with Gantt chart planning as well as a real-time budget tracking and collaboration.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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