Accelo

Accelo is a Service Operations Automation solution built for small-medium sized businesses, agencies, and teams within larger companies.

Accelo looks to help the professional services sector that has been left to make do with little more than manual and error-prone tools like spreadsheets, timesheets and network drives.

Accelo’s cloud-based ServOps software can leverage enterprise-level business automation, sales, project management, client billing, and time tracking for your service business. Get complete 360 degree client, project, and financial visibility on any device.

ServOps

Accelo ServOps includes Sales, Projects, Service and Retainers.

Features

• CRM & Client Database
• Invoicing & Payments
• Email Tracking
• Timesheet Report
• Sales
• Projects
• Services
• Retainers
• Team Scheduling (Premium)

Pricing

• ServOps PLUS starts at $34/user/month
• ServOps PREMIUM starts at $69/user/month

Sales

Accelo Sales is a CRM tool to help eliminate data entry by importing all emails and appointments with clients into the platform.

Features

• Automation & Processes (Premium)
• Team Scheduling (Premium)
• Client Records
• Team Inbox
• Tracking/Sync
• Automated Notifications (Premium)
• Mobile App
• Quotes

Pricing

• Sales PLUS starts at $16/user/month
• Sales PREMIUM starts at $34/user/month

Projects

Combing the key needs of project planning, tracking, and collaboration. Assign work, track progress, and see budgets and profitability.

Features

• Project Planning
• Project Tracking
• Team Scheduling (Premium)
• Task Management
• Time Tracking
• Project Collaboration
• Automation & Processes (Premium)
• Automated Notifications (Premium)
• Expenses (Premium)
• Invoicing

Pricing

• Projects PLUS starts at $16/user/month
• Projects PREMIUM starts at $34/user/month

Service

Accelo Service allows for scalable support ticketing by allowing for client requests, ticket tracking, time and expense logging and integrated billing.

Features

• Automation & Processes (Premium)
• Automated Notifications (Premium)
• Team Inbox
• Client Portal
• Client Records
• Activity Tracking
• Issues Dashboard

Pricing

• Service PLUS starts at $16/user/month
• Service PREMIUM starts at $34/user/month

Retainers

Accelo Retainers allows for contract management through automated billing, recurring tasks and notification triggers.

Features

• Usage Tracking
• Custom Retainers
• Communications Tracking
• Client Portal
• Automatic Recurring Tasks
• Tickets & Project Connection
• Automated Notifications (Premium)
• T&M, Fixed, or Hybrid billing
• Automated Timesheets
• Unlimited Types & Templates (Premium)

Pricing

• Retainers PLUS starts at $16/user/month
• Retainers PREMIUM starts at $34/user/month