[
Accelo Reviews
](https://www.g2.com/products/accelo/reviews)

[
Accelo Reviews
](https://www.g2.com/products/accelo/reviews)

# Accelo Features

##### 
## Platform (19)

Customization

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

CRM Integration

CRM integration is flexible and easy to maintain

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP Integration

ERP integration is flexible and easy to maintain

Reporting

Access pre-built and custom reports and dashboards.

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

APIs

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Mobile

Allows software to be easily used on multiple mobile devices including phones and tablets.

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##### 
## Sales Force Automation (9)

Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

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##### 
## Marketing Automation (4)

Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

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##### 
## Customer Support (5)

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

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##### 
## Integration (9)

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Front Office

Integrate with CRM, marketing, or customer service software.

Back Office

Provide integration with accounting software and ERP systems.

External data

Connect to external data sources such as databases or BI software.

Accounting

Provide integration with accounting and financial management software

Payments

Integrates with other payments software

ERP

Deliver integrations with accounting modules of ERP systems

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##### 
## Mobile & Social (3)

Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

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##### 
## Reporting & Analytics (3)

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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##### 
## Pricing (4)

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

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##### 
## Quoting (5)

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Version Control

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

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##### 
## Admin (3)

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

Document Management

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

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##### 
## Channels (1)

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

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##### 
## Time Tracking (3)

Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

Tracking Time to Project/Task

Users can easily track time based on task or activity and assign to projects

Billable Time Rate Management

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

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##### 
## Client Invoicing (3)

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Electronic Payments

Accepts electronic payments from clients

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

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##### 
## Mobile Time Tracking (1)

Time Tracking

Allows users to track and enter time spent on project tasks from mobile device.

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##### 
## Administration (10)

Business Tool Integration

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Workflow

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Access Management

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Permissions

Define and manage roles and access rights for the entire system.

Procedures

Maintain procedures for data access and governance.

Remote Work

Allow users to use the system online and on mobile devices.

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##### 
## Tasks (7)

Creation & Assignment

Create and assign tasks for individual users with details and due dates.

Due Dates

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

To-Do Lists

Each user can view their list of tasks to be completed without having access to other tasks.

Dependencies

Define dependencies between tasks and the rules to manage them.

Drag & Drop

Users can move tasks and change dependencies using drag and drop.

Recurring Tasks

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

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##### 
## Projects (11)

Planning

Plan and create work breakdown structure (WBS) based on the scope of the project.

Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

GANTT

Provide visual representations of tasks, dependencies, and progress.

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Views

Create customized project views for internal and external purposes (eg: for customers).

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

Issue Tracking

Track issues at the project or task level, and manage resolutions.

Templates

Provide standards templates that can be customized by users to create new projects.

Critical Path

Automatically calculate the critical path for projects and update it when projects change.

Time & Expense

Track time and expenses associated with projects or tasks.

Methodologies

Support agile and waterfall project management methodologies.

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##### 
## Resource Management (6)

Resource Definiton

Create human and material resources and categorize them based on skills and other criteria.

Capacity

Monitor capacity in real time to track resource use and identify bottlenecks.

Scheduling

Allocate resources by matching capacity and demand, by project, team, or department.

Definition

Identify human and material resources and assign them to projects and portfolios.

Allocation

Resources can be allocated and reallocated across multiple projects and portfolios.

Optimization

Improve resource utilization across various projects and portfolios.

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##### 
## Project Monitoring (3)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboards

Deliver dashboards that display project data and KPIs in real time.

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##### 
## Contract Management Platform Features (10)

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

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##### 
## Data Sourcing (5)

Data Sourcing

Compiles data from a breadth of either internal or external sources.

Exporting & Sharing Data

Enables user to communicate data by securely exporting and sharing it.

Multi-Device Data Visualization

Allows users to view data visualizations on several devices.

Interactive Dashboards

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Data Segmentation

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

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##### 
## Predictive Analytics (4)

Lead Scoring

Provides scores or rankings of each prospect based on the data provided.

Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Risk Analysis

Warns sales teams of accounts that may be at risk of being lost.

Live Forecasting

Provides live customer data so that sales organizations forecasts stay current.

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##### 
## Sales Management (4)

Live Pipeline Management

Updates every time a change is made enabling users to trace a deal through the pipeline.

Sales Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

Account-Based Analytics

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Activity Tracking

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

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##### 
## Portfolio Management (8)

Portfolio Types

Define multiple types of portfolios for projects, programs, and services.

Planning

Plan activities and tasks across various portfolios or programs.

Alignment

Align different kinds of portfolios with business and financial goals.

Portfolio Mix

Create the optimal mix of portfolios to achieve operational and financial goals.

Portfolio Definition

Define multiple types of portfolios for projects, programs, and services.

Portfolio Performance

Monitor the performance of different types of portfolios and programs.

Risk

Identify risks that may negatively impact the performance of a portfolio of projects.

Portfolio Mix

Create the optimal mix of portfolios to achieve operational and financial goals.

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##### 
## Project Management (11)

Dependencies

Manage dependencies between projects from one or multiple portfolios.

Priorities

Assign priorities for projects that are part of portfolios.

Lean Management

Include lean project management features and best practices.

Project Planning

Generate plans that define tha main activities and resources needed for a project

Project Tracking

Monitor the progress or all tasks and activities that are part of a project

Resource Definition

Contains library of skills and resources to allow project managers to find and assign to projects.

Resource Management

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Task Management

Include features to create, assign, and manage tasks.

Planning

Deliver project plans that can be customized by users.

Visibility

Provide visibility into collaborative processes accross the company

Integration

Provide integration with task management and project management software.

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##### 
## Data & Analytics (4)

Data Consolidation

Consolidate project and portfolio data from separate sources.

Visualizations

Provide custom project and portfolio monitoring visualizations.

Performance

Monitor the performance of different types of portfolios.

Risk Analysis

Perform risk analysis at the portfolio or project level.

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##### 
## Customer Requirements (3)

Quoting

Ability to create custom quotes based on customer requirements.

Configuration

Allows users to configure products and revise quotes accordingly.

Pricing

Provide standard pricing options that can be customized by customer.

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##### 
## Contracts (3)

Creation

Deliver standard contract templates that can be modified by users.

Negotiation

Track contract changes made by all parties during negotiation.

Execution

Implement the final version of the contract, including SLAs.

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##### 
## Revenue (3)

Invoicing

Monitor invoices and payments per product, customer, or contract.

Matching

Match invoices with sales orders, quotes, and contracts.

Recognition

Perform revenue recognition to ensure that pricing or payment terms are accurate.

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##### 
## Planning (3)

Resource Definiton

Create human and material resources and categorize them based on skills and other criteria.

Capacity

Monitor capacity in real time to track resource use and identify bottlenecks.

Scheduling

Allocate resources by matching capacity and demand, by project, team, or department.

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##### 
## Optimization (3)

Performance

Monitor the performance of each resource by project, portfolio, or resource type.

Forecasting

Provide demand-driven forecasts to prepare and plan for future projects.

Corrections

Identify misutilizations and provide suggestions to improve planning and scheduling.

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##### 
## Content (3)

Versioning

Stores different versions of a document.

File Request

Allows businesses to request files from clients.

Feedback

Allows businesses to solicit feedback on projects or documents from clients.

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##### 
## Collaboration (6)

Billing and Invoicing

Provides billing and invoicing within the application.

Instant Messaging

Provides internal and/or external instant messaging capability.

Project Management

Offer project management features like task creation and tracking within the application.

Analytics

Offer analytics concerning productivity or client engagement.

Time Tracking

Allows businesses to track time spent on projects within the application.

Mobile Application

Provides a mobile application.

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##### 
## Task Creation (3)

Creation & Assignment

Create and assign tasks for individual users with details and due dates.

Due Dates

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Drag & Drop

Users can move tasks and change dependencies using drag and drop.

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##### 
## Task Management (4)

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

To-Do Lists

Each user can view their list of tasks to be completed without having access to other tasks.

Dependencies

Define dependencies between tasks and the rules to manage them.

Recurring Tasks

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

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##### 
## Customer Management (4)

Customer Profiles

Maintains a central repository of customer information and communications.

Sales

Identify sales opportunities and manage leads pipelines by customer or region.

Marketing

Create and manage marketing campaigns and track their performance

Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

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##### 
## Accounting (5)

Revenue Recognition

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Invoice Management

Ability to create and send electronic invoices, including templates that can be customized/branded.

Payments

Accepts multiple types of payments from clients and match with invoices.

Project Accounting

Deliver features to track and manage costs and revenues by project.

Budget Tracking

Enables accountants and project managers to track and manage budgets.

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##### 
## Analytics (3)

Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Reporting

Access pre-built and custom reports and dashboards that can be configured by users.

KPIs

Include business and financial KPIs that are specific to project and portfolio management .

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##### 
## Automation (3)

Workflows

Provide standard workflows that can be used accross the company.

Customization

Allow administrators to configure workflows and processes.

Data repository

Deliver a single data repository for all project information.

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##### 
## Project management (6)

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

Dependencies

Define dependencies between tasks and the rules to manage them.

Planning

Plan and create work breakdown structure (WBS) based on the scope of the project.

Views

Create customized project views for internal and external purposes (eg: for customers).

Scheduling

Allocate resources by matching capacity and demand, by project, team, or department.

Dashboards

Deliver dashboards that display project data and KPIs in real time.

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##### 
## Workload (4)

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Workspace

Define customizable workspace for teams, departments, and external users.

Configuration

Provide drag and drop options to configure workspaces.

Insights

Monitor work accross the company and analyze performance.

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##### 
## Communication & Collaboration (3)

Communication Channels

Support multiple channels for internal and external communications.

Document Management

Allow users to share and collaborate on documents and files.

Collaboration

Help users meet, share workspaces, and collaborate on tasks.

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##### 
## Cost Management (3)

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

Time & Expense

Track time and expenses associated with projects or tasks.

Profitability

Monitor project proftability by team or department.

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##### 
## Communication (2)

Discussions

Ability to involve multiple users in public or private discussions

External

Allow external users to use chat and discussions

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##### 
## Content & Documents (4)

File Sharing

Documents can be shared between users and teams

Notes

User can share notes with colleagues or external users

Search

Help users find documents and other types of content

Versioning

Keep track of document versions and related changes

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##### 
## Controls (5)

Custom Views

Create personalized project views for collaboration

Followers

Allow users to follow tasks which are not assigned to them

User Management

Define and manage users access to documents and collaboration features

Calendars

Manage private and shared calendars and associated events

Public Sharing

Make project views available for the public.

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##### 
## Remote Collaboration (3)

Alignment

Align remote employees with their colleagues and external users

Accountability

Define and track responsabilities for remote users

Connectivity

Allow users to connect to tools that they use remotely

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##### 
## Bill Generation (3)

Templates

Provide standard invoice templates that can be customized by users

Digital Billing

Ability to convert invoices to digital formats such as PDF

Recurring Billing

Automatically generates invoices at pre-defined time intervals

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##### 
## Bill Processing (3)

Consolidation

Allow users to consolidate multiple invoices into one

Batch Invoicing

Ability to create multiple types of invoices

Management

Manage invoicing for different types of products or services

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##### 
## Generative AI (13)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Strategy - Project and Portfolio Management (10)

Simulation

Simulate the outcomes of various business case scenarios and mix of projects

Tracking

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Planning

Create plans to implement activities to achieve strategic objectives

Objectives

Define strategic objectives related to project and portfolio management

Visiblity

Provide a 360 view of all projects and portfolios and their corresponding strategies

Alignment

Align project and portfolios with the strategic objectives of the company

Risk Management

Mitigate risks related to projects and portfolios that may impact strategic objectives

Implementation

Deploy strategic planning to project and portfolio management activities

Optimization

Help with continuous improvement and to adapt to strategy updates and market changes

Prioritization

Assign priorities to projects and portfolios based on strategic objectives

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##### 
## Generative AI - cpq (3)

Dynamic Quoting

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Dynamic Pricing

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Personalized Sale Recommendations

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

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##### 
## Artificial Intelligence - Professional Services Automation (3)

Predictive Forecasting

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Smart task suggestions

Gives task and resource allocation suggestions based on project context.

Automated workflows

Automates time-tracking, invoicing, and expense reporting.

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##### 
## Agentic AI - Project Management (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Contract Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - CRM (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Sales Analytics (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Work Management (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### 
## Agentic AI - Project Collaboration (2)

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

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##### 
## Agentic AI - Billing (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Professional Services Automation (2)

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[To-Do Lists](/glossary/to-do-lists)

To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list.

[Document Management](/glossary/document-management-definition)

Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.

[Policy Compliance Management](/glossary/policy-compliance-management)

Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.

[File Sharing](/glossary/file-sharing-definition)

Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.

[Approval Workflow](/glossary/approval-workflow-definition)

Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

[Case Management](/glossary/case-management)

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

Accelo Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4cc322df33703f7fe84d33fd8e75e65f/scoro.png "Product Avatar Image")

Scoro

4.5/5

(495)

[
Compare Now
](https://www.g2.com/compare/accelo-vs-scoro)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image")

Kantata Professional...

4.2/5

(1,512)

[
Compare Now
](https://www.g2.com/compare/accelo-vs-kantata-professional-services-automation-formerly-mavenlink-kimble)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4d53e4b7f3e04a9956085d9ac0f5aafb/bigtime.png "Product Avatar Image")

BigTime

4.5/5

(1,693)

[
Compare Now
](https://www.g2.com/compare/accelo-vs-bigtime)

##### Categories on G2

[
Work Management
](https://www.g2.com/categories/work-management)[
Project Collaboration
](https://www.g2.com/categories/project-collaboration)[
Project Management
](https://www.g2.com/categories/project-management)

[
CRM
](https://www.g2.com/categories/crm)[
Sales Analytics
](https://www.g2.com/categories/sales-analytics)[
Time Tracking
](https://www.g2.com/categories/time-tracking-software)[
Task Management
](https://www.g2.com/categories/task-management-software)[
Project and Portfolio Management
](https://www.g2.com/categories/project-and-portfolio-management)[
Billing
](https://www.g2.com/categories/billing)[
Contract Management
](https://www.g2.com/categories/contract-management)[
Professional Services Automation
](https://www.g2.com/categories/professional-services-automation)[
Resource Management
](https://www.g2.com/categories/resource-management)[
CPQ
](https://www.g2.com/categories/cpq)[
Client Portal
](https://www.g2.com/categories/client-portal)[
Quote-to-Cash
](https://www.g2.com/categories/quote-to-cash)

Show More

##### Explore More

[
Most reliable SAP store for enterprise solutions
](https://www.g2.com/discussions/most-reliable-sap-store-for-enterprise-solutions)[
Best VDR solutions for mergers and acquisitions
](https://www.g2.com/discussions/best-vdr-solutions-for-mergers-and-acquisitions)[
Best experience management software for small businesses
](https://www.g2.com/discussions/best-experience-management-software-for-small-businesses)

[
Affordable field service software options
](https://www.g2.com/discussions/what-are-the-most-affordable-field-service-tools-right-now)[
Best software for tracking construction resource allocation
](https://www.g2.com/discussions/best-software-for-tracking-construction-resource-allocation)[
Pros and Cons Details
](https://www.g2.com/products/accelo/reviews?qs=pros-and-cons)

Show More

[
Most reliable SAP store for enterprise solutions
](https://www.g2.com/discussions/most-reliable-sap-store-for-enterprise-solutions)[
Best VDR solutions for mergers and acquisitions
](https://www.g2.com/discussions/best-vdr-solutions-for-mergers-and-acquisitions)[
Best experience management software for small businesses
](https://www.g2.com/discussions/best-experience-management-software-for-small-businesses)

[
Affordable field service software options
](https://www.g2.com/discussions/what-are-the-most-affordable-field-service-tools-right-now)[
Best software for tracking construction resource allocation
](https://www.g2.com/discussions/best-software-for-tracking-construction-resource-allocation)[
Pros and Cons Details
](https://www.g2.com/products/accelo/reviews?qs=pros-and-cons)