Accelo Software

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Accelo is a cloud-based operations management platform for service businesses, integrating CRM, projects, tickets, time & billing, and retainers into one unified system.

Overview

Managing multiple tools for CRM, projects, billing, and time tracking can quickly become messy. Accelo solves that problem by bringing everything into a single, integrated environment. Designed specifically for agencies, consultancies, and professional service providers, it helps streamline operations, automate repetitive work, and provide leadership with clear insight into performance and profitability.

What Is Accelo Software?

Accelo is a service operations automation platform that combines the functionality of CRM, project management, help desk, time & expense tracking, billing, and forecasting. It bridges the gap between client acquisition and project delivery by automating key business workflows — from sales follow-ups and project tasks to invoices and reporting.

With Accelo, teams can manage the entire client journey in one place — ensuring that sales, operations, and finance are perfectly aligned.

Key Features of Accelo

✔️ CRM Integration – Track leads, opportunities, and client communications directly inside Accelo.
✔️ Project Management – Create and manage projects with tasks, milestones, budgets, and Gantt-style progress tracking.
✔️ Ticketing System – Handle internal requests or client support tickets, fully linked to billing and time logs.
✔️ Time & Expense Tracking – Capture every billable hour and cost automatically, ensuring accurate client invoicing.
✔️ Automated Invoicing & Retainers – Manage recurring retainers, generate invoices, and track payments.
✔️ Resource Scheduling – View utilization, availability, and project allocations in real time.
✔️ Automation Rules – Automate status changes, notifications, and task assignments to reduce admin work.
✔️ Reporting & Analytics – Access dashboards showing profitability, client margins, and team performance.
✔️ Integrations & API – Connect with Xero, QuickBooks, Slack, Google Workspace, and Microsoft 365.
✔️ Multi-Office & Multi-Currency Support – Perfect for global teams needing unified data visibility.

Who Should Use Accelo

Accelo is ideal for:

• Agencies needing to track client projects, hours, and billing in one system.
• IT and Managed Service Providers (MSPs) who require integrated ticketing and retainer management.
• Consulting and engineering firms that bill time or fixed projects and need strong forecasting.
• Finance, marketing, and legal teams looking for automation between sales and delivery.
• Companies with distributed teams that want accurate, real-time operational reporting.

Pricing & Plans

Pros & Cons of Accelo

Final Verdict

Accelo is a feature-rich solution that helps professional services teams run their entire business from one hub. It’s a great fit for companies tired of juggling multiple systems for sales, projects, and billing. With strong automation, time tracking, and financial forecasting, Accelo offers both clarity and control. Start with a trial, confirm your workflows, and scale into higher tiers as your firm grows.

FAQs About Accelo