Accelo
CRM software
Contract management software
CPQ software
Quote-to-cash software
Sales analytics software
Client portal software
Billing software
Professional services automation software
Project and portfolio management software
Project collaboration software
Project management software
Resource management software
Task management software
Work management software
Time tracking software
Quote management software
Accounting & finance software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Accelo
Accelo is a cloud-based professional services automation (PSA) platform that helps service businesses manage the full client lifecycle from sales and quoting through project delivery, time tracking, and billing. It is used by professional services teams such as IT services, agencies, and consultancies that need a single system to coordinate work, people, and financials. The product combines CRM-style pipeline management with project management, resource scheduling, and invoicing in one application, with integrations to common accounting and productivity tools.
End-to-end services workflow
Accelo connects sales opportunities, quotes, projects, tickets, time entries, and invoices in a single workflow. This reduces handoffs between separate CRM, project management, and billing tools and improves traceability from initial request to revenue. For services teams, the unified record helps standardize delivery processes and reporting across client engagements.
Strong time and billing linkage
Time tracking, expenses, and billable work can be captured against projects and service work and then converted into invoices. This supports common services billing models such as time-and-materials and fixed-fee work with change tracking. The tight linkage between work performed and billing artifacts helps reduce missed billables and improves auditability.
Resource and project visibility
Accelo includes scheduling and workload views to plan staffing across projects and ongoing service work. Project plans, tasks, and collaboration features sit alongside client communications and activity history. This combination supports operational visibility for managers who need to balance utilization, delivery timelines, and client commitments.
Not a pure-play CRM
While Accelo includes pipeline and contact management, it is primarily designed for services delivery rather than high-volume sales organizations. Teams that need advanced sales automation, extensive lead management, or highly specialized sales analytics may find gaps compared with dedicated CRM suites. Organizations may still require complementary tools for complex sales processes.
CPQ depth can be limited
Accelo supports quoting and converting quotes into projects and invoices, but it is not a specialized CPQ system for complex product catalogs, configuration rules, and multi-entity pricing. Companies with sophisticated product-based quoting, discount governance, or channel quoting requirements may need additional CPQ functionality. This can increase integration and process complexity.
Implementation and process change effort
Because Accelo spans CRM, project delivery, and billing, implementation typically requires process design, data migration, and role-based configuration. Teams moving from separate tools may need time to standardize workflows and reporting definitions. Smaller organizations may find the breadth of modules more than they need if they only want lightweight task or deal tracking.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Core (Beta) | Request Access / Request Pricing (not published on site) | Manage client details, email & calendar sync, client communication stream, client task management, files & attachments, address book sync, customizable lists & reports. Minimum 3 users (as shown on official pricing page). |
| Professional | Request Pricing (not published on site) | Quote-to-cash management: client project management, client sales management, quote management, time logs/timers/timesheets, client invoices & payments, financial insight dashboards. |
| Business | Request Pricing (not published on site) | Everything in Professional plus client retainer management, client ticket management, shared request inbox, expenses & materials, time approvals for billing, unlimited client portal users. |
| Advanced | Request Pricing (not published on site) | Everything in Business plus advanced custom workflows, advanced triggers & automation, smart scheduling & utilization, adaptive project scheduling, resourcing forecast insights, advanced integration capabilities. |
Notes: The vendor's official "How to Buy" page requires requesting pricing or access; per-user or per-month prices are not published on Accelo's official pricing page.
Seller details
Accelo, Inc.
San Francisco, CA, USA
2011
Private
https://www.accelo.com/
https://x.com/accelo
https://www.linkedin.com/company/accelo/
