Accelo Features
Platform (19)
Customization
Based on 98 Accelo reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 98 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 102 Accelo reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Based on 103 Accelo reviews and verified by the G2 Product R&D team. 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. 79 reviewers of Accelo have provided feedback on this feature.
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. This feature was mentioned in 89 Accelo reviews.
APIs / Integration
Based on 82 Accelo reviews. 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. This feature was mentioned in 70 Accelo reviews.
Performance and Reliability
As reported in 91 Accelo reviews. 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
As reported in 79 Accelo reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
APIs
Based on 84 Accelo reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Based on 67 Accelo reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 100 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 89 Accelo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets.
Sales Force Automation (9)
Contact & Account Management
Based on 155 Accelo reviews and verified by the G2 Product R&D team. 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 This feature was mentioned in 114 Accelo reviews.
Opportunity & Pipeline Mgmt.
Based on 146 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 169 Accelo reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 72 Accelo reviews. 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. 96 reviewers of Accelo have provided feedback on this feature.
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. 79 reviewers of Accelo have provided feedback on this feature.
Quote & Order Management
Based on 129 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 133 Accelo reviews and verified by the G2 Product R&D team. 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.
Marketing Automation (4)
Email Marketing
Based on 103 Accelo reviews. 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
As reported in 113 Accelo reviews. 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
Based on 135 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 101 Accelo reviews. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Based on 140 Accelo reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Based on 130 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 125 Accelo reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 66 Accelo reviews.
Support Analytics
Based on 115 Accelo reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (9)
Data Import & Export Tools
Based on 85 Accelo reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 79 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 76 Accelo reviews and verified by the G2 Product R&D team. 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. 24 reviewers of Accelo have provided feedback on this feature.
Back Office
Provide integration with accounting software and ERP systems. This feature was mentioned in 26 Accelo reviews.
External data
Connect to external data sources such as databases or BI software. 25 reviewers of Accelo have provided feedback on this feature.
Accounting
As reported in 25 Accelo reviews. Provide integration with accounting and financial management software
Payments
Integrates with other payments software 25 reviewers of Accelo have provided feedback on this feature.
ERP
Based on 23 Accelo reviews. Deliver integrations with accounting modules of ERP systems
Mobile & Social (3)
Social Collaboration Features
Based on 105 Accelo reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 94 Accelo reviews.
Mobile User Support
Based on 121 Accelo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
Based on 161 Accelo reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 169 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 138 Accelo reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
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
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
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
Channels (1)
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet)
Time Tracking (3)
Ease of Completing Timesheets
Based on 44 Accelo reviews. 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 45 reviewers of Accelo have provided feedback on this feature.
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 44 Accelo reviews.
Client Invoicing (3)
Invoice Creation and Delivery
Based on 99 Accelo reviews. 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 76 reviewers of Accelo have provided feedback on this feature.
Project Accounting / Revenue Recognition
As reported in 92 Accelo reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device. 38 reviewers of Accelo have provided feedback on this feature.
Administration (10)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 86 reviewers of Accelo have provided feedback on this feature.
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer This feature was mentioned in 92 Accelo reviews.
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets This feature was mentioned in 90 Accelo reviews.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 91 Accelo reviews.
Standard Integrations
Based on 92 Accelo reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 100 Accelo reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Based on 94 Accelo reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 28 Accelo reviews.
Procedures
Maintain procedures for data access and governance. This feature was mentioned in 26 Accelo reviews.
Remote Work
Based on 26 Accelo reviews. Allow users to use the system online and on mobile devices.
Tasks (7)
Creation & Assignment
Based on 207 Accelo reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 206 Accelo reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 175 Accelo reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 187 Accelo reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
As reported in 150 Accelo reviews. Define dependencies between tasks and the rules to manage them.
Drag & Drop
Based on 176 Accelo reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Based on 190 Accelo reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (10)
Planning
Based on 188 Accelo reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Based on 185 Accelo reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 158 Accelo reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Calendar View
Based on 184 Accelo reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Based on 173 Accelo reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Based on 174 Accelo reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 136 Accelo reviews.
Templates
Based on 176 Accelo reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Time & Expense
Based on 194 Accelo reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Based on 143 Accelo reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Based on 144 Accelo reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 158 Accelo reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 175 Accelo reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Definition
As reported in 19 Accelo reviews. Identify human and material resources and assign them to projects and portfolios.
Allocation
As reported in 18 Accelo reviews. Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
As reported in 18 Accelo reviews. Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Based on 145 Accelo reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Based on 162 Accelo reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 180 Accelo reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.
Contract Management Platform Features (10)
Contract Creation
Based on 135 Accelo reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Based on 130 Accelo reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Based on 129 Accelo reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Based on 128 Accelo reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Based on 115 Accelo reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Based on 129 Accelo reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Based on 141 Accelo reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 125 Accelo reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
Based on 110 Accelo reviews and verified by the G2 Product R&D team. 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
Based on 136 Accelo reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources. 11 reviewers of Accelo have provided feedback on this feature.
Exporting & Sharing Data
Based on 10 Accelo reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Allows users to view data visualizations on several devices. This feature was mentioned in 10 Accelo reviews.
Interactive Dashboards
Based on 12 Accelo reviews. 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. 11 reviewers of Accelo have provided feedback on this feature.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided. 11 reviewers of Accelo have provided feedback on this feature.
Opportunity Scoring
As reported in 11 Accelo reviews. 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. This feature was mentioned in 11 Accelo reviews.
Live Forecasting
Based on 13 Accelo reviews. Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 14 Accelo reviews.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards. 11 reviewers of Accelo have provided feedback on this feature.
Account-Based Analytics
As reported in 14 Accelo reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Based on 13 Accelo reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Portfolio Management (8)
Portfolio Types
As reported in 19 Accelo reviews. Define multiple types of portfolios for projects, programs, and services.
Planning
As reported in 18 Accelo reviews. Plan activities and tasks across various portfolios or programs.
Alignment
As reported in 16 Accelo reviews. Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. This feature was mentioned in 16 Accelo reviews.
Portfolio Definition
Based on 74 Accelo reviews. Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs. This feature was mentioned in 75 Accelo reviews.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 73 Accelo reviews.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. This feature was mentioned in 73 Accelo reviews.
Project Management (11)
Dependencies
Manage dependencies between projects from one or multiple portfolios. This feature was mentioned in 18 Accelo reviews.
Priorities
Assign priorities for projects that are part of portfolios. This feature was mentioned in 18 Accelo reviews.
Lean Management
Based on 17 Accelo reviews. Include lean project management features and best practices.
Project Planning
Based on 106 Accelo reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project
Project Tracking
Based on 108 Accelo reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Based on 94 Accelo reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Based on 95 Accelo reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 15 Accelo reviews.
Planning
Based on 14 Accelo reviews. Deliver project plans that can be customized by users.
Visibility
As reported in 14 Accelo reviews. Provide visibility into collaborative processes accross the company
Integration
Based on 14 Accelo reviews. Provide integration with task management and project management software.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources. This feature was mentioned in 18 Accelo reviews.
Visualizations
Provide custom project and portfolio monitoring visualizations. 18 reviewers of Accelo have provided feedback on this feature.
Performance
Based on 18 Accelo reviews. Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level. This feature was mentioned in 18 Accelo reviews.
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.
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.
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.
Planning (3)
Resource Definiton
As reported in 10 Accelo reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 12 Accelo reviews. 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. 11 reviewers of Accelo have provided feedback on this feature.
Optimization (3)
Performance
Based on 12 Accelo reviews. Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects. 11 reviewers of Accelo have provided feedback on this feature.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling. This feature was mentioned in 10 Accelo reviews.
Content (3)
Versioning
Based on 94 Accelo reviews. Stores different versions of a document.
File Request
Allows businesses to request files from clients. 96 reviewers of Accelo have provided feedback on this feature.
Feedback
As reported in 100 Accelo reviews. Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
As reported in 110 Accelo reviews. Provides billing and invoicing within the application.
Instant Messaging
Based on 89 Accelo reviews. Provides internal and/or external instant messaging capability.
Project Management
Based on 130 Accelo reviews. Offer project management features like task creation and tracking within the application.
Analytics
As reported in 118 Accelo reviews. Offer analytics concerning productivity or client engagement.
Time Tracking
Based on 132 Accelo reviews. Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application. 106 reviewers of Accelo have provided feedback on this feature.
Task Creation (3)
Creation & Assignment
Create and assign tasks for individual users with details and due dates. 27 reviewers of Accelo have provided feedback on this feature.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates). 29 reviewers of Accelo have provided feedback on this feature.
Drag & Drop
As reported in 26 Accelo reviews. Users can move tasks and change dependencies using drag and drop.
Task Management (4)
Task Prioritization
As reported in 25 Accelo reviews. 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. 27 reviewers of Accelo have provided feedback on this feature.
Dependencies
As reported in 25 Accelo reviews. Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals. This feature was mentioned in 25 Accelo reviews.
Customer Management (4)
Customer Profiles
Based on 104 Accelo reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.
Sales
Based on 92 Accelo reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance This feature was mentioned in 75 Accelo reviews.
Client Portal
Based on 92 Accelo reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable. 89 reviewers of Accelo have provided feedback on this feature.
Invoice Management
Based on 99 Accelo reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Based on 81 Accelo reviews and verified by the G2 Product R&D team. Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Based on 88 Accelo reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project.
Budget Tracking
Based on 93 Accelo reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.
Analytics (3)
Forecasting
Based on 83 Accelo reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Based on 93 Accelo reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Based on 80 Accelo reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management .
Automation (3)
Workflows
Based on 25 Accelo reviews. Provide standard workflows that can be used accross the company.
Customization
As reported in 27 Accelo reviews. Allow administrators to configure workflows and processes.
Data repository
As reported in 26 Accelo reviews. Deliver a single data repository for all project information.
Project management (6)
Task Prioritization
As reported in 28 Accelo reviews. Set priority levels on tasks so individuals can organize their work.
Dependencies
Based on 27 Accelo reviews. 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. This feature was mentioned in 26 Accelo reviews.
Views
Create customized project views for internal and external purposes (eg: for customers). This feature was mentioned in 26 Accelo reviews.
Scheduling
As reported in 26 Accelo reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Dashboards
Based on 27 Accelo reviews. Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Based on 29 Accelo reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Based on 26 Accelo reviews. Define customizable workspace for teams, departments, and external users.
Configuration
Based on 26 Accelo reviews. Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance. 26 reviewers of Accelo have provided feedback on this feature.
Communication & Collaboration (3)
Communication Channels
As reported in 25 Accelo reviews. Support multiple channels for internal and external communications.
Document Management
As reported in 26 Accelo reviews. Allow users to share and collaborate on documents and files.
Collaboration
Based on 27 Accelo reviews. Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. 25 reviewers of Accelo have provided feedback on this feature.
Time & Expense
As reported in 27 Accelo reviews. Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department. This feature was mentioned in 25 Accelo reviews.
Communication (2)
Discussions
Based on 16 Accelo reviews. Ability to involve multiple users in public or private discussions
External
Based on 15 Accelo reviews. Allow external users to use chat and discussions
Content & Documents (4)
File Sharing
Based on 14 Accelo reviews. Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users This feature was mentioned in 15 Accelo reviews.
Search
As reported in 16 Accelo reviews. Help users find documents and other types of content
Versioning
Keep track of document versions and related changes 15 reviewers of Accelo have provided feedback on this feature.
Controls (5)
Custom Views
Based on 15 Accelo reviews. Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them 14 reviewers of Accelo have provided feedback on this feature.
User Management
Based on 15 Accelo reviews. Define and manage users access to documents and collaboration features
Calendars
As reported in 15 Accelo reviews. Manage private and shared calendars and associated events
Public Sharing
As reported in 15 Accelo reviews. Make project views available for the public.
Remote Collaboration (3)
Alignment
Align remote employees with their colleagues and external users 15 reviewers of Accelo have provided feedback on this feature.
Accountability
Based on 16 Accelo reviews. Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely 16 reviewers of Accelo have provided feedback on this feature.
Bill Generation (3)
Templates
Provide standard invoice templates that can be customized by users 25 reviewers of Accelo have provided feedback on this feature.
Digital Billing
Ability to convert invoices to digital formats such as PDF This feature was mentioned in 23 Accelo reviews.
Recurring Billing
Based on 23 Accelo reviews. Automatically generates invoices at pre-defined time intervals
Bill Processing (3)
Consolidation
Allow users to consolidate multiple invoices into one 23 reviewers of Accelo have provided feedback on this feature.
Batch Invoicing
Ability to create multiple types of invoices 24 reviewers of Accelo have provided feedback on this feature.
Management
As reported in 24 Accelo reviews. Manage invoicing for different types of products or services
Generative AI (13)
AI Text Generation
Allows users to generate text based on a text prompt. 11 reviewers of Accelo have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 11 Accelo reviews.
AI Text Generation
Allows users to generate text based on a text prompt. 13 reviewers of Accelo have provided feedback on this feature.
AI Text Generation
As reported in 14 Accelo reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 14 reviewers of Accelo have provided feedback on this feature.
AI Text Generation
As reported in 11 Accelo reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 10 Accelo reviews.
AI Text Generation
Based on 26 Accelo reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 25 Accelo reviews.
AI Text Generation
As reported in 19 Accelo reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 19 Accelo reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 19 Accelo reviews.
AI Text Summarization
As reported in 19 Accelo reviews. Condenses long documents or text into a brief summary.
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects 14 reviewers of Accelo have provided feedback on this feature.
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios 13 reviewers of Accelo have provided feedback on this feature.
Planning
Create plans to implement activities to achieve strategic objectives This feature was mentioned in 13 Accelo reviews.
Objectives
As reported in 13 Accelo reviews. Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies 13 reviewers of Accelo have provided feedback on this feature.
Alignment
Based on 13 Accelo reviews. Align project and portfolios with the strategic objectives of the company
Risk Management
As reported in 13 Accelo reviews. Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities This feature was mentioned in 13 Accelo reviews.
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes This feature was mentioned in 13 Accelo reviews.
Prioritization
Based on 13 Accelo reviews. Assign priorities to projects and portfolios based on strategic objectives
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
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.
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
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
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
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
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
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Technology Glossary Features
View definitions of the features and discover new technology terms.
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.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.
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.
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.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.





