---
title: Accelo Reviews
meta_title: 'Accelo Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 685 reviews by the users' company size, role or industry
  to find out how Accelo works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 685
  scale: '5'
date_modified: '2026-07-18'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---

# Accelo Reviews
**Vendor:** Accelo  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 685
## About Accelo
Most PSA platforms tell you what happened. Accelo tells you what&#39;s coming. Professional services firms running on disconnected tools are making critical decisions on data that&#39;s always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they&#39;ve already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what&#39;s coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there&#39;s still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo&#39;s AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform&#39;s recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.



## Accelo Pros & Cons
**What users like:**

- Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. (34 reviews)
- Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. (29 reviews)
- Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. (26 reviews)
- Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. (24 reviews)
- Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. (24 reviews)
- Users value the **automation features** of Accelo, which significantly reduce administrative tasks and enhance productivity. (23 reviews)
- Users value the **time-saving automation** of Accelo, which simplifies operations and enhances productivity without constant app switching. (23 reviews)
- Users value the **seamless integrations** of Accelo, effectively connecting sales, project management, and billing on one platform. (21 reviews)
- Project Tracking (20 reviews)
- Users value the **seamless team collaboration** in Accelo, enhancing growth and efficiency across all company levels. (19 reviews)

**What users dislike:**

- Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. (20 reviews)
- Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. (19 reviews)
- Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. (16 reviews)
- Users find Accelo&#39;s **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. (12 reviews)
- Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. (12 reviews)
- Steep Learning Curve (12 reviews)
- Users find Accelo&#39;s interface **not intuitive** , leading to confusion and a steep learning curve for new users. (11 reviews)
- Complex Usability (10 reviews)
- Limited Functionality (10 reviews)
- Glitches (8 reviews)

## Accelo Reviews
  ### 1. Accelo brings sophistication and power to the sales team.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Prashanthi R. | Developer, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2020

**What do you like best about Accelo?**

This software maintains a complete project management from beginning to end, being quite useful when it comes to planning an idea and then executing it successfully, since Accelo offers these options, with work schedules, budgets and assignments, which is a of the functions which I like the most, also that it connects clients with companies with specific views, highlighting that it takes into account a vision of the broadest and most convenient relationships for each individual.

**What do you dislike about Accelo?**

Since it has a large part of the data that is sought in this software in general, it is not always easy to find, which means that it can delay the labor work in medium magnitudes, critically highlighting that its export functions are terrible, because it needs an update to eliminate the obsolete shipping system, not excluding that you cannot have multiple assigned in tasks that are shared and the schedule view could be more consistent.

**Recommendations to others considering Accelo:**

It is highly recommended that its main use is as a basic crm, decent as a support table, Accelo is suitable for organizations that need to have multiple tools but at the same time do not want a large amount of accumulated data, since it has the option of decide how you want to classify this essential information, because the more it is used, the more informative it offers, this software is extremely sophisticated, and complex, because it can suffice with everything at once.

**What problems is Accelo solving and how is that benefiting you?**

Accelo is used in my company to consolidate a sales data entry, this software eliminated an enormous amount of work hours, by allowing our team that is in charge of the company's income, giving access to import and enter information for potential customers, we use this system to keep all our users and their retainers in one place and to integrate these containers against the registration time, mentioning that it is also very useful since we use it as our main crm and support tool.

  ### 2. Great solution for task management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Engin O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 23, 2020

**What do you like best about Accelo?**

To be able to manage everything related to the business: clients, contacts, projects, tasks, time tracking, financing, customer relationship.

**What do you dislike about Accelo?**

Mobile application is not perfect compared to their powerful web application.

**What problems is Accelo solving and how is that benefiting you?**

We do a lot of different marketing campaigns with our customers. Before Accelo, it was a mess to manage all those little requests from clients and track the campaigns. Thanks to Accelo, now we are able to deal with all our clients from the single platform. It's a powerful platform when you move all your business activity to Accelo. Especially, customer wide email feature is key component for us to deliver fast response to our clients.

  ### 3. Great system for businesses to keep track of what is going on

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy H. | President and Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

Keeping track of payroll, tickets, and projects is awesome in Accelo. Not having to double enter invoices and purchases as they auto-sync with Xero. And the biggest integration with google g-suite means we don't miss emails from clients.

**What do you dislike about Accelo?**

It is sometimes difficult to figure out how workflows work for our team.

**Recommendations to others considering Accelo:**

Do your due diligence, try a trial and list out pros and cons that you need.

**What problems is Accelo solving and how is that benefiting you?**

Keeping track of payroll, automated invoicing, syncing with bookkeeping Xero, and generally keeping the team on top of customer support. Since implementing Accelo we have been able to keep up with customer tickets and give a better customer experience overall.

  ### 4. Accelo is a great tool for project management and ticket management.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 13, 2021

**What do you like best about Accelo?**

How ticket is manage and customer always gets new ways to make complaints

**What do you dislike about Accelo?**

To many flows to build not enough built in flows

**What problems is Accelo solving and how is that benefiting you?**

managing customer complaint tickets

  ### 5. Accelo for fast and reliable customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy E. | Business Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 07, 2020

**What do you like best about Accelo?**

The tool gives our team a better chance for automating processes for better service delivery to our customers. The centralized email system ensures clients concerns are addressed and action taken on time since our members can access that information on time.

**What do you dislike about Accelo?**

I have nothing to dislike on this platform. It has been great and our service to customers has been great.

**Recommendations to others considering Accelo:**

Accelo has been our center for quality and timely service delivery to our customers. The platform has been very reliable and I can say that there has been great improvement and our company has grown very fast.

**What problems is Accelo solving and how is that benefiting you?**

We have automated most business processes using this platform for fast and reliable services to our clients. It has great centralized system that gives us an opportunity to save our data  for our customers safe.

  ### 6. Forecast the tool with an AI for better project execution.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 14, 2020

**What do you like best about Accelo?**

Forecast is a tool that is responsible for providing small and medium enterprises a service for the organization, project management, resources and finance as it has an AI that is responsible for reducing everything related to manual labor almost in half, also with this tool that has an easy extraction of data and thus make fundamental decisions within the company that implements it and thus can immediately attack the deficits presented

**What do you dislike about Accelo?**

It is important to emphasize that it is difficult in the time that is being implemented within the organization this tool to achieve some deficiency of execution, however it is important to recommend that they extend the system of integration with some tools that contain similar activities with what can be Trello for example, since in an integration with other tools would provide an important plus to the execution of projects

**Recommendations to others considering Accelo:**

This is an adequate tool to reduce the ad-hoc work and administration. It is ideal if you are starting a small business or you already have one and you present certain deficiencies in the area of organization and administration of financial resources to execute the projects

**What problems is Accelo solving and how is that benefiting you?**

Currently within our company Forecast is running because it contained certain tools very striking that within our organization there was a certain deficit, which mainly came to solve was the management of resources and finance to implement projects, because Forecast has an AI system very intuitive and totally effective giving us the opportunity to reduce our manual labor to over 50% and thus be able to focus on other problems that arise within the company

  ### 7. Supports working life so efficiently 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2019

**What do you like best about Accelo?**

I like been able to be able to see all my daily/weekly tasks and been able to plan for the week ahead. The option to be able to send tasks to others within the team makes this a must for large teams. I am able to go on annual leave and ensure that someone else within the team is able to support my tasks whilst away. 
Whilst been able to keep a track of daily/weekly tasks, I am also able to support team members with their tasks if they become over loaded. 
The guides and support offered via the Accelo website are excellent, always respond to my email messages and the guides are straight forward and easy to understand. 
Accelo is an excellent tool to use if you are looking for a system to use where everything can be kept together

**What do you dislike about Accelo?**

There isn't anything that I dislike about Accelo. I have been a user for just over 12 months and still learning about it each day. 

**What problems is Accelo solving and how is that benefiting you?**

As stated in the things I like about Accelo, I think that the task option is great as anyone can pick anyones tasks up and be able to take them forward if needed. 
We use projects and are able to track who is the next person that needs to complete a task and can pick up the tasks that others may not be able to complete. 

  ### 8. Great ServOps that helps you administrate your entire company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Orlando L. | Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2020

**What do you like best about Accelo?**

I love Accelo for all the usefulness it gives my business, since it allows me to manage almost all the aspect of my company in a single software, from the administrative area to the marketing area, a marvel of software since we have a great variety of tools that allow us to manage all our business in the cloud in one place, this allows us to work more comfortably and from anywhere we are.

**What do you dislike about Accelo?**

Particularly I do not have any type of bad experience with Accelo, since it has given me the opportunity to automate processes in my company and have better control over it thanks to administrative management tools, CRM to name a few, it is so useful that marked a before and after in my business since I greatly facilitate the day-to-day processes.

**Recommendations to others considering Accelo:**

If you are looking for software that allows you to improve the administration and management of your business apart from increasing your sales through email marketing campaigns and follow-up of potential clients, I recommend the use of Accelo, although it has a high cost, this happens through high since, if we compare everything that it can offer us and help us to improve, we will realize that it is an excellent investment for our business and make it grow a lot in a short time.

**What problems is Accelo solving and how is that benefiting you?**

With Accelo we provide solutions to many problems such as project scheduling and timing to sales forecasting and email monitoring. We use Accelo because it allows us to have greater control over our business to the point that we can attract many more customers and follow up on each of them until the sale is finalized or even until we are fully loyal.

  ### 9. Fresh, New, and Powerful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 05, 2021

**What do you like best about Accelo?**

Solution is a modern and fast application to manage your PSA team.  It ticked most of the boxes we were looking for.  As it's a new company they have adopted our suggestions into their roadmap.

**What do you dislike about Accelo?**

Mobile App needs to be redesigned and is not very useful at the moment.

**What problems is Accelo solving and how is that benefiting you?**

Margins, Forecast Resources, Revenue, Timesheets, PMO

  ### 10. Great Project Management and Portfolio Management Application.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2020

**What do you like best about Accelo?**

The Application is a Central location for everything, from CRM, Project Management, Retainers, Tasks & Tickets.

**What do you dislike about Accelo?**

The User interface is bit old school but the team is working on it and there has been constant updates and releases that are taking place.

**Recommendations to others considering Accelo:**

If you are an Agency this is a great tool, it's very useful for you to manage the entire business from a centralized location.

**What problems is Accelo solving and how is that benefiting you?**

We never had the information centralized with Accelo everything is in central location. The communication transparency makes it very easy for us. The integration with XERO is seamless and makes it easy to track the revenue by each account.

  ### 11. Accelo

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2021

**What do you like best about Accelo?**

Email integration and opportunity tracking

**What do you dislike about Accelo?**

Quote system not flexible enough  for physical products/stocked items

**What problems is Accelo solving and how is that benefiting you?**

Communication between team members and central repository for sales documents/customer contact.

  ### 12. Great Management Site!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nahil Z. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 20, 2020

**What do you like best about Accelo?**

I love the Stream feature - showing all emails between clients. I think that helps especially in my business. I also like the time tracking feature and the performance dashboard too - it gets a little friendly competition within our website! My company mainly uses the tasking dropdown and the time tracking and those have been super helpful.

**What do you dislike about Accelo?**

The time tracking can be a little tricky to use - but overall I really like this feature as well. But overall, I don't have any major complaint about Accelo - i think it's a great site. Sometimes my emails do not show up in stream - so its really frustrating.

**What problems is Accelo solving and how is that benefiting you?**

Its a great management tool. We are able to see how our team spends time on specific tasks and if it's profitable to do so.

  ### 13. Great Workflow and Sales Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2020

**What do you like best about Accelo?**

The amount of flexibility and customization really helps with the overall work flow and ability to stay organized. From dissecting tickets to projects to sales funnels helps keep things extremely tidy.

**What do you dislike about Accelo?**

There’s a lot going on with Accelo and it can be busy at times with the functions. The interface can feel very cluttered at certain times, but the information included is crucial.

**Recommendations to others considering Accelo:**

If you or your company is struggling to organize and feel you are missing the ‘cleanliness’ part of your business, Accelo is the tool to help.

**What problems is Accelo solving and how is that benefiting you?**

Understanding the leads journey and from open to close has been great as our business development department is constantly receiving leads. There was a lack of organization in the past which has now been solved with a simple ‘status’ column and rating.

  ### 14. New gen tool for start and scale ups

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2020

**What do you like best about Accelo?**

The combination of project management, resource management, and financial features of the tool. 
No need to have multiple tools to handle the supervision of your projects, staffing of your company or enquire about the profitability of your projects; Forecast does it all.

New features are also brought in at a fast pace by Forecast team which is always nice!

**What do you dislike about Accelo?**

Time registration is a bit complex at first.

**Recommendations to others considering Accelo:**

Go ahead, you'll be pleased!

**What problems is Accelo solving and how is that benefiting you?**

We have gained a clearer view of our resource usage and it helps us handle resource forecasting in a nice and efficient manner.

  ### 15. Easy project management system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shelly B. | Operations Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2021

**What do you like best about Accelo?**

Easy searching for specific project. Easy ticket entry system.

**What do you dislike about Accelo?**

Hard to find access to the team leaderboard

**What problems is Accelo solving and how is that benefiting you?**

Assigning tickets to various team members

  ### 16. Accelo is PERFECT for service based companies with time tracking feature .

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rishabh V. | Software QA Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 14, 2020

**What do you like best about Accelo?**

Accelo User interface is seriously that good like when we started using Accelo , it took maximum 10 days to grab all the things and functionality . Not only this we also trained new employees for using Accelo in some days only . And it is all because of easy navigation . 

Not only this but also now we are able to billing and sales at one place.

I love the feature of integrating Microsoft office , seriously speaking it really helps a lot

**What do you dislike about Accelo?**

Accelo is doing all good but at some points it is at downside like ,Our company has to pay if we need customer support . From my point of view , customer support should be free. Also if you need customer support for free , then only option left for you is via email . Many a times it happens like customers are not able to properly put there issues via email . 

Second thing which I want to put forward is Accelo's constant updation . I mean its good to have updates but Accelo is providing very frequent updates which are sometimes creates problem while working.

The last thing is Accelo need to improve its mobile application .

**Recommendations to others considering Accelo:**

Go for it if you are looking for something which can provide you detailed sales report and if you are looking to manage your time properly

**What problems is Accelo solving and how is that benefiting you?**

My organisation is getting helped with Accelo is CRM / ERP applications . Not only this we are also doing marketing with the help of Accelo

  ### 17. A User Friendly Time and Task Management System

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 20, 2020

**What do you like best about Accelo?**

I enjoy the time tracking feature the most. I like being able to set timers as well as use "daily time sheet" to manage my daily time and see how I divide my time among different clients and internal responsibilities.

**What do you dislike about Accelo?**

I wish the default task screen could be set to a filter rather than "all tasks" and then clicking into the filter. This can often make the platform glitchy and take up extra time.

**Recommendations to others considering Accelo:**

Great for mid to large sized organizations working with a multitude of clients.

**What problems is Accelo solving and how is that benefiting you?**

As a global company with offices on different time zones, the task assigning features have been extremely helpful! We are able to send unfinished tasks at the end of our day to teams starting their day in other parts of the world easily and efficiently.

  ### 18. Comprehensive Service Business Software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 20, 2020

**What do you like best about Accelo?**

Accelo provides powerful insights to our agency business. Clients, projects, retainers, profit margins are all seamlessly connected. There are many ways to customize and make the system work for your business structure. The Accelo team has also been responsive and helpful to our needs.

**What do you dislike about Accelo?**

Project management/task tracking - hard to achieve easy flow for project management without cumbersome number of tasks. Automation for project flow can also be tricky, many areas where errors can be made. Constant review/tweaking of workflows and automation may be needed.

**Recommendations to others considering Accelo:**

Have a clear list of requirements and evaluate/ask questions about building out your requirements and specifics around how to do that.

**What problems is Accelo solving and how is that benefiting you?**

We have gained much clearer transparency into financial health of business. Can make more informed decisions based on the amount of information we have access to.

  ### 19. Great system to increase profitability

**Rating:** 4.5/5.0 stars

**Reviewed by:** Javier F. | Associate Professor, Enterprise (> 1000 emp.)

**Reviewed Date:** November 10, 2020

**What do you like best about Accelo?**

You can try it for free. You can use it from any device and works great! Has configurable business processes and automation to deliver quality service in an instant.

**What do you dislike about Accelo?**

Accelo services eliminates  unnecesary tasks and saves you time. There is nothing I dislike about Accelo. It focuses  on clients and helps you to combine their request to provide better solutions.

**What problems is Accelo solving and how is that benefiting you?**

Is a great SerOps platform with  an integrated service operation automation software. Has a wide variety of tools and features to choose. Helps you manage your entire business in the cloud.

  ### 20. Accelo helps our team to share content automatically

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2020

**What do you like best about Accelo?**

It has the ability to evaluate potential customers, and makes automated publications to get their attention. The program automatically shares information such as files and emails to speed up the process of sharing our content. Campaign and quote management provide accurate information on project results. Accelo has very professional technical assistance, they are quick to answer and clarify all your doubts. It contains a free version with most of its features and also has a free trial.

**What do you dislike about Accelo?**

The program is not easy to learn how to handle all its tools in a short time. Accelo is not as affordable for those companies that are in their first year of operation. The user help videos are not updated properly, sometimes the videos of the last version of the software are still there

**Recommendations to others considering Accelo:**

In your next update you could integrate more software, there is not much variety in the current version. The configuration process of the program can be a bit complicated for users who have never used an automated software like this, so they could simplify that process a bit more

**What problems is Accelo solving and how is that benefiting you?**

Our entire team was able to learn more about Accelo because of the learning videos they provide, the training is optimal and everyone can use the tools with ease. Accelo's automation gives us the option to spend more time with our clients. We make use of almost all of the tools for tracking our projects, tracking status along with tracking hours and expenses. We have been able to use the program from devices such as Android and Macs.

  ### 21. One of the best products out there!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2020

**What do you like best about Accelo?**

Forcast offers a ton of features to take on the biggest projects out there, the expenses section keeps us up to date on where we are in our spending. 

Overall, we run our whole business using the product and ensure that everyone is up to date.

**What do you dislike about Accelo?**

The only downfall, the mobile experience is the only negative I have about the product.

**Recommendations to others considering Accelo:**

Make sure to review all the tutorials before jumping in.

**What problems is Accelo solving and how is that benefiting you?**

Running very complex projects across many organizations, and being able to successfully execute on all of them.

  ### 22. Simply - Made - Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brandon A. | Apprentice/Junior Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

The Accelo system speaks for itself, high class and made easy to use to the highest standard.

What stands out for me is the customer service provided in the background to support users and future users.

**What do you dislike about Accelo?**

At this point, I havent found any part of Accelo to not be usefull.

5 Star Service

**Recommendations to others considering Accelo:**

Read into Accelo and ask the brilliant customer service team any query you may have.

**What problems is Accelo solving and how is that benefiting you?**

Being able to time-keep in a professional manner and have months and months of data all recorded on the one system really saves me time.

  ### 23. Accelo for Consultant Business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 05, 2021

**What do you like best about Accelo?**

It is effortless to use and logical. It is a great way to track projects and also to determine productivity for my team.

**What do you dislike about Accelo?**

I am yet to find any issues with the functionality of Accelo for what I use it for.

**Recommendations to others considering Accelo:**

N/A

**What problems is Accelo solving and how is that benefiting you?**

Keeping call logs, allocating projects and task. Creating SOWs, contracts and billings.

  ### 24. Amazing platform for daily ticketing system and project managment

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2021

**What do you like best about Accelo?**

Especially on projects and tasks assigned to people. able to log your hours and the type of activities

**What do you dislike about Accelo?**

No ticket flag. If users can flag the tickets based on colors, so eyes can catch those colors supposed to be important or urgent.

**Recommendations to others considering Accelo:**

Please bring more integration with other platforms such as WHMCS

**What problems is Accelo solving and how is that benefiting you?**

Projects and daily tasks

  ### 25. The only option  if you run pre-paid retainers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2020

**What do you like best about Accelo?**

We spent a long time looking for a CRM / PSA  that would allow us to manage our sales pipeline, but also most importantly our weekly recurring retainers. It is the retainer module of Accelo that made it stand out to us. It was really the only CRM that gave us the ability to manage our pre-paid recurring retainers effectively.

**What do you dislike about Accelo?**

The user interface isn't the best that is out there. It can be intimidating to new staff, however it is certainly not bad and would still recommend it

**Recommendations to others considering Accelo:**

none

**What problems is Accelo solving and how is that benefiting you?**

We use it is our central platform to manage our business. WE have been able to have clearer view of what is happening in our business with enhance ability to measure staff and see whats happening in our client retainers.

  ### 26. A powerful tool that helps to get more productivity

**Rating:** 4.5/5.0 stars

**Reviewed by:** Robert M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2020

**What do you like best about Accelo?**

I really like the dashboards so you can check easily all your progress during the week.

**What do you dislike about Accelo?**

Sometimes, It´s complicated to navigate directly to some recorded time. I don´t like the automatic timer after clicking on the time entry plus button in a weekly timesheet.

**Recommendations to others considering Accelo:**

Using this tool can be excellent practice for workers because it gives a great perspective of all aspects involving project management. It has a powerful track tool.

**What problems is Accelo solving and how is that benefiting you?**

With Accelo I can have insights into my work progress throughout the week.

  ### 27. Great overall PSA

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 23, 2021

**What do you like best about Accelo?**

Good support, lots of documentation, and a good amount of products that work well together

**What do you dislike about Accelo?**

I’m not able to convert a quote to a project and easily put a down payment against. I can only bill the entire payment unless I create milestones.

**What problems is Accelo solving and how is that benefiting you?**

Integrates with NinjaRMM and allows us to support our customers in a pretty intuitive interface.

  ### 28. Great to manage our entire sales cycle

**Rating:** 4.5/5.0 stars

**Reviewed by:** Raymond C. | Software Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 15, 2020

**What do you like best about Accelo?**

What this software does best is to offer us quite varied functions for our business, but more specifically, it is software that has helped us manage our entire sales cycle, from contact management, follow-up of potential clients, project planning and automated billing. But the most impressive thing is that there is a customer portal function for our customers to collaborate on projects, accept quotes and view invoices.

**What do you dislike about Accelo?**

I consider that this is a fantastic software that will help you increase your sales and create quite efficient sales funnels, however, being such a complete software its use is quite complex and in some cases somewhat tedious, and if we add to this that to be able to use the technical service or customer service you have to pay we will find a software that has a great deficiency and difficulty of use.

**Recommendations to others considering Accelo:**

My only recommendation regarding access is that they take the time to learn how to use it correctly since, if it is quite complex software and that it takes time to master it, I also recommend that we take advantage of the data and analysis that the software gives us since these they will be the ones that guarantee the success of our campaigns and our creation of sales funnels

**What problems is Accelo solving and how is that benefiting you?**

With Accelo I am solving the problem of how to get and attract much more customers since it allows me to create sales funnels that will drive my business to another level since Accelo is a software that accompanies us and helps us throughout the sales process from capturing the client to completing the transaction, without a doubt a software which we can get a lot of benefit from if we use it correctly.

  ### 29. Powerful and Flexible

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew L. | Business Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

It's very flexible. The amount of custom fields and the expansive API open up many, many possibilities. Although I wouldn't say the software is simple to use, for the complexity they do seem to make it relatively easy to build automations.

**What do you dislike about Accelo?**

The mobile app could use significant work. It's not as "sexy" as newer software. Definitely feels like software that was designed 10 years ago and hasn't had a full UX re-design in a long time.

**What problems is Accelo solving and how is that benefiting you?**

We've automated alot of our processes that used to be very mundane, and automated many tasks and workflows. Now, instead of relying on the team to remember what they need to do, or always looking at a procedure, the software prompts the team to do exactly what they need to do.

  ### 30. Sturdy Project/Client Management System

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sam P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

I like the transition from lead to sale/client, it's very intuitive and easy to use. Other sites have you manually convert leads, which it time consuming.

**What do you dislike about Accelo?**

It can be overwhelming with regards to the amount of data it can hold. You need to make sure you structure it in an orderly fashion, as it can easily get out of hand.

**What problems is Accelo solving and how is that benefiting you?**

We benefit from the clarity that Accelo gives. Everyone involved in a project or with a client can see all of the relating correspondence, documents etc. in one place.

  ### 31. Accelo is great to streamline all your processes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 08, 2020

**What do you like best about Accelo?**

Accelo is excellent at evaluating potential customers. It is a reliable software in which most of the services of a company can be centralized, since it provides a great variety of work tools. It is very easy to use and all functions can be customized such as workflow and project details to provide the best service. It has an attractive and modern design that allows to distinguish the main tasks it offers

**What do you dislike about Accelo?**

The mobile application is not as complete as the web application, and sometimes is hard to work from the cell phone. It takes a long time to learn all the tools since they are not perfectly distributed in the control panel. Configuring the whole platform takes time

**Recommendations to others considering Accelo:**

The beta version takes time to update. The software is not that intuitive compared to other softwares of the same style, which makes you lose some time. It is a process to want to send a ticket to support, so they should make that process easier and faster. Enable the option to have the files in PDF format

**What problems is Accelo solving and how is that benefiting you?**

We needed a software that would allow us to streamline all our operations in relation to customer service, so that our staff and our work are in optimal conditions. We use it to connect to the customer in a more complete way and provide them with a profesional work. Accelo helps us because we implement our information in platforms such as the cloud.

  ### 32. All in One business must

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 20, 2020

**What do you like best about Accelo?**

Time tracking, company wide email visibility, organization, tasking, project management.

**What do you dislike about Accelo?**

It takes some time getting used to the platform, there is a lot of utilities at hand. Some of the UI could be more used friendly

**Recommendations to others considering Accelo:**

It is an all-in-one solution for any business or any industry for that matter. I would highly recommend.

**What problems is Accelo solving and how is that benefiting you?**

Time tracking is a huge one for me. I love seeing a breakout of where most of my time is going, so I can focus on the efficiency by trouble shooting the time sucks. Tasking things out to the team is also amazing. So, all of the deliverables completed for a client is conveniently shown in one place. Also, all of the additional filters come in super handy!

  ### 33. Excellent sales and marketing tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cameron B. | Marketing Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 09, 2020

**What do you like best about Accelo?**

We have increased our sales volume since we started using this tool for marketing our products. One thing I really liked with this platform is that it can easily send email campaigns to customers and update them on time on our brand changes.

**What do you dislike about Accelo?**

It has been great improvement all the way and the results are always good on our side.

**Recommendations to others considering Accelo:**

Totally recommendable from my side. Great product which has never failed our organization with great returns.

**What problems is Accelo solving and how is that benefiting you?**

We have had great and very high sales since from the time we started using this tool. I can easily send templates to our esteemed customers with our progress of several processes.

  ### 34. Unify all the tasks and processes of your business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Zaire N. | Graphic Designer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 15, 2020

**What do you like best about Accelo?**

Personally, what I liked most about Accelo is the modernity of its visual environment, the visually pleasing icons and menus that make you want to work on this platform, visually it is very attractive, and can give you a clear image of the different dashboards, which measures your performance in real time and percentage data. Now, talking about the platform itself, you can create tasks, projects, expense requests, and in addition to that, track those requests and set an expiration time, in overall, all the activities of a project manager. But being an software for automation of professional services events, it also includes CRM features within its platform, that is, you can manage tasks of your team as well as activities with your clients. It is the future of project manager software.

**What do you dislike about Accelo?**

This certainly needs more security to access to your account, such as authentication factors, SMS entry codes, etc., any of those security tools that provide more confidence in backing up our data. Also needs more email tracking options, like the sender's IP tracker.

**Recommendations to others considering Accelo:**

It is highly recommended for small and medium-sized companies looking for a complete and robust project manager, without looking for less or more. It is a software that has impressed me with the number of useful features for professional services without the need for any third-party implementation. Its learning curve is quite high and hours of training can be saved for professional use within a company.

**What problems is Accelo solving and how is that benefiting you?**

One of the reasons why Accelo has become our centerpiece for our business management has been that we have been able to save costs on maintaining additional CRM software for our client management. Everything has been successfully integrated into our G-suite, and we have had no problems.

  ### 35. Very easy to use project management tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2021

**What do you like best about Accelo?**

Easy to use. The team have picked it up well.

**What do you dislike about Accelo?**

Would like to have more function on the mobile app. ie ability to upload more than one photo at a time.

**What problems is Accelo solving and how is that benefiting you?**

It gives greater financial visibility over projects.

  ### 36. Manage sales and marketing data easily.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Carolina C. | Logística, Enterprise (> 1000 emp.)

**Reviewed Date:** June 02, 2020

**What do you like best about Accelo?**

The tool, which saves more time and removes barriers, is beneficial for customers because now they can easily update their data without having to search through files for an hour. They can easily manage their accounts and also create a benefits plan and optimize their performance. Now that I plan to place an order with Accelo, my orders are longer and my customers are more satisfied.

**What do you dislike about Accelo?**

I want to have a new contact for each email, so I want it to be easy to manage, and I believe the client portal should be improved, as well as the download of target files and tags.

**Recommendations to others considering Accelo:**

Especially recommended for all types of providers and for those who want to manage repetitive tasks. It is a high-quality product at an affordable price.

**What problems is Accelo solving and how is that benefiting you?**

Accelo is the easiest program to use that has taught me all the ways to manage my time and sales data. Now that I have made a list of clients, I can easily track the percentage they contribute to my business by consulting a good overview and a sales funnel chart. This software has also proven to be the best in terms of automation.

  ### 37. Accelo is a great platform and huge potential. But there are somethings that could be simplified

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2021

**What do you like best about Accelo?**

Accelo progressions and integrations to Google and other web services

**What do you dislike about Accelo?**

The complexity and difficulty to add more info about Clients/Company

**What problems is Accelo solving and how is that benefiting you?**

Keep all client interactions in one place, streamlining data

  ### 38. Great combination of project management and resource/budget management tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2020

**What do you like best about Accelo?**

Different views for different roles: project managers can handle day-to-day operations (and choosing between more classical timeline or tasks list and kanban board); the company can handle the resource allocation and have the big picture. Usually, you need two tools to do that. Forecast has all in one place.

**What do you dislike about Accelo?**

Report section: could be updated (sometimes slow) and customized (possibility to create private reports, to edit current reports)
Kanban board: more detailed and "sw-development" oriented (possibility to use labels, epics, and other features from the Agile world).

**What problems is Accelo solving and how is that benefiting you?**

We always have a complete picture of people allocation. We use Forecast as one of the tools for our data-driven management.

  ### 39. Accelo Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Payton K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 20, 2020

**What do you like best about Accelo?**

I like the integration with Google Calendar and my ability to look at my capacity with my meetings included.

**What do you dislike about Accelo?**

I dislike how sometimes the dates I said a task is due between are not what is actually displayed in my schedule.

**Recommendations to others considering Accelo:**

Ask lots of questions and talk with Accelo support if you need any help.

**What problems is Accelo solving and how is that benefiting you?**

I am soling scheduling issues and Accelo is helping me be more organized.

  ### 40. Very happy with Accelo

**Rating:** 5.0/5.0 stars

**Reviewed by:** Catherine C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2020

**What do you like best about Accelo?**

Ease of use and visibility on everything so team always in sync.

**What do you dislike about Accelo?**

Can't think of anything don't like about Accelo

**What problems is Accelo solving and how is that benefiting you?**

Customization we did when we first onboarded really suits our needs. Incident module just the best. The fact that everyone on the team has visibility to everything makes it so much easier to establish status and provide answers even if prime not available.

  ### 41. Be professional in sales and data Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Helen M. | Imaging Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2020

**What do you like best about Accelo?**

A best ever tool which has saved my time and eradicate the barrier win communicating my clients because now I can easily update them with their relevant data I do not spend hour in searching their folder. I can easily manage the invoices by with I also generate my plan about the profitability and streamline productivity. Now I am having more happy and satisfied customer when it comes to orders within the time because I have scheduled them on Accelo.

**What do you dislike about Accelo?**

I wish they could provide more ease in emails because each email needs a new contact and I think its client portals need to be improved along with uploading the targeted files and their tagging.

**Recommendations to others considering Accelo:**

It is highly recommended to all business types dealing in sales and those who want to manage their repetitive tasks. It is cost effective and quality composed product.

**What problems is Accelo solving and how is that benefiting you?**

Accelo is the most user friendly software which has shown me all possible ways to manage my time and my sales related data. Now I have organized my client list and I can easily chalk out the ratio they are contributing to my business by looking upon the well generated reporting and charts about sales funnel. It has proven to be the best automation software.

  ### 42. Incorporate a system that increases your earnings like Accelo.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 15, 2020

**What do you like best about Accelo?**

The intelligent interface of the latest generation, with customizable options, enables project planning with result monitoring, where business services are provided to quickly streamline work, ensuring stability in the financial system of the organization, achieving excellence in business management with activation values based on foundations and descriptive theory that provides an optimal understanding of the company's programming functions.

**What do you dislike about Accelo?**

Accelo should have more management models to choose from, allowing the organization to find one that best suits its operations, reducing workload, enabling production engines, and boosting productivity. A model selection system would be a significant enhancement to its programmatic feasibility.

**Recommendations to others considering Accelo:**

The goal is to increase the productivity of your organization by equipping your programming with a high-performance programmatic reform. This reform balances the financial operations performed by employees and the team, which are connected to an automated system with digital intelligence from Accelo. This system highly values both the business and financial aspects.

**What problems is Accelo solving and how is that benefiting you?**

I operate a digital service that connects all the company's mobile devices, safeguarding tasks in the cloud, where I know my profits, including sales, projects, services, and business management from a productivity-focused environment, creating a business model that has provided successful services of large-scale sales progression.

  ### 43. Great overall system for marketing agencies

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kevin N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

Accelo has the capacity for everything from tickets, to projects, to recurring work, to billing, to contacts, to tracking time. It's a complete package.

**What do you dislike about Accelo?**

There is very little flexibility when it comes to planning meetings, especially recurring. Also, sometimes glitches with emails getting auto-archived, which is really terrifying.

**What problems is Accelo solving and how is that benefiting you?**

Great place to track time and especially track billable time.

  ### 44. Marketing Technology Consulting Firm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rolly K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2020

**What do you like best about Accelo?**

All communication and tasks in one place so I can see what's happening in real-time across the business

**What do you dislike about Accelo?**

reporting is not great and I can't customize screens

**What problems is Accelo solving and how is that benefiting you?**

streamlining proposal to SoW to signature to project creation to task creation to billing the client. We just stay in Accelo and don't need to bounce around between systems.

  ### 45. Great app for resource and time tracking

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2020

**What do you like best about Accelo?**

The schedule report is great to see resource availability and to be able to plan when specific tasks can be done. This is great for being able to plan projects further out.

**What do you dislike about Accelo?**

I think setting up tasks within a project can be clunky. It's not super intuitive, but once you set up a couple, it gets easier.

**Recommendations to others considering Accelo:**

It's a solid project management tool and works great for project set up and time tracking.

**What problems is Accelo solving and how is that benefiting you?**

We are using it to plan out project timelines and allocate resources appropriately.
We are able to quickly see when resources are over booked or under utilized and can move projects around as needed.

  ### 46. The tool is user-friendly and it is practical!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ariovaldo S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2020

**What do you like best about Accelo?**

It is easy to manage your timesheet as well as projects.

**What do you dislike about Accelo?**

I only have good comments on the platform! With the last update (including visual aspects), Forecast is really good!

**What problems is Accelo solving and how is that benefiting you?**

Timesheet is mandatory in my organization. I can easily create new projects, on the fly, and assign them immediately to my timesheet. There is no need to depend on anybody's help!

  ### 47. Great time management software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheroy M. | Sr. Marketing Technology Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 20, 2020

**What do you like best about Accelo?**

The time management piece. Reminds you of emails you havent logged. Something clearly lacking in other apps

**What do you dislike about Accelo?**

Sometimes it doesn't pick up the emails or takes very long like a day or two to see them in the timesheet

**What problems is Accelo solving and how is that benefiting you?**

Accelo is a one stop shop for all retainers, SOWs and time management

  ### 48. Best software ever

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shazaam M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2020

**What do you like best about Accelo?**

The time management feature is absolutely great. I love how it lets your add the emails you responded to in the timesheet. Sometimes I forget to bill emails and this saves me

**What do you dislike about Accelo?**

I dont like the red tape involved in the setup process

**What problems is Accelo solving and how is that benefiting you?**

Time management, project management, contract management

  ### 49. A good platform that fulfills its function.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lauren M. | IT / Data Analytics Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2020

**What do you like best about Accelo?**

I like it because it is customizable and effective and I love its appearance, it makes it seem simple and fulfills its function correctly, it is a platform that adapts easily and is extremely useful, and has different types of functions that make it seem complete. Sincerely, one of the few tools that we appreciate in our company.

**What do you dislike about Accelo?**

I have not had any problem, it is a very robust application that has what it takes to make users happy, but I would like to see more, that they added new functions, such as printing, editing and email payroll, they would be perfect if I had those functions, on the other hand, I would complain about the board that is somewhat cumbersome.

**Recommendations to others considering Accelo:**

Make a right decision, this is a good system that will simplify the administration and monitoring of projects easily, your business will depend on a good job, so I recommend that you use Accelo that is excellent and adapts to your needs and workflow , I know you will like it from the first moment you try it.

**What problems is Accelo solving and how is that benefiting you?**

It is excellent, greatly improves the quality of work, has been very beneficial, keeps a complete record of customers and saves us a lot of time and money.

  ### 50. Meets requirements of my company.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kevin W. | Marketing Director, Enterprise (> 1000 emp.)

**Reviewed Date:** April 15, 2020

**What do you like best about Accelo?**

Accelo gives you a platform to organize your business processes from the smallest detail, making you more efficient and guaranteeing the quality of your work. You can plan in detail, but it's visualized in real time for each user, answering questions and adapting to your daily workload so everyone can benefit from it and your customers can meet deadlines. We have a cross-process project management system that makes project schedules and costs transparent internally and externally. The system is in use at all stages of the company, from individual operations to project management and cost decisions.

**What do you dislike about Accelo?**

We do not yet have any additional features that could shorten the administration time, but given the number of new features that have been implemented since the launch and their visibility on the road map, I am sure we shall see them in the nearest time.

**Recommendations to others considering Accelo:**

Complete your free process and sign up. Once you start using Axello, it will be difficult to come back.

**What problems is Accelo solving and how is that benefiting you?**

With Accelo, you can keep your team moving and provide your customers with the best possible service. It's easy to update ticket information and assess which team members create tickets or how they solve problems. In this way you can build a knowledge base on how best to sell tickets.


## Accelo Discussions
  - [Is it possible to have a simplified UI for project management?](https://www.g2.com/discussions/is-it-possible-to-have-a-simplified-ui-for-project-management) - 1 comment, 1 upvote
  - [Is there a way to cache or offer of an on-premise client solution that can cache changes until internet connectivity is restored or no longer intermittent.](https://www.g2.com/discussions/is-there-a-way-to-cache-or-offer-of-an-on-premise-client-solution-that-can-cache-changes-until-internet-connectivity-is-restored-or-no-longer-intermittent) - 1 comment, 1 upvote
  - [Power BI Integration and Using the Power BI Client](https://www.g2.com/discussions/50137-power-bi-integration-and-using-the-power-bi-client) - 1 comment, 1 upvote
  - [How do I create quotes that have both an upfront cost and a recurring fee accurately?](https://www.g2.com/discussions/50112-how-do-i-create-quotes-that-have-both-an-upfront-cost-and-a-recurring-fee-accurately) - 1 comment, 1 upvote
  - [Why can&#39;t a deadline easily be changed](https://www.g2.com/discussions/50096-why-can-t-a-deadline-easily-be-changed) - 1 comment, 1 upvote

- [View Accelo pricing details and edition comparison](https://www.g2.com/products/accelo/reviews?page=10&section=pricing&secure%5Bexpires_at%5D=2026-07-31+14%3A02%3A15+-0500&secure%5Bsession_id%5D=5b7707e3-78b9-4d08-a50c-9fd786694a38&secure%5Btoken%5D=0d9792270c37c0b3e4ee2882495c13b15da6dfa22dbd30e8b4604da8087e9dc2&format=llm_user)
## Accelo Integrations
  - [Authorize.net](https://www.g2.com/products/authorize-net/reviews)
  - [Azure DevOps Labs](https://www.g2.com/products/azure-devops-labs/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Continuum](https://www.g2.com/products/continuum-2024-05-22/reviews)
  - [e-conomic](https://www.g2.com/products/visma-e-conomic/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
  - [GitHub](https://www.g2.com/products/github/reviews)
  - [GitLab](https://www.g2.com/products/gitlab/reviews)
  - [GitLab Server CE Community Edition on Ubuntu Server 20.04](https://www.g2.com/products/gitlab-server-ce-community-edition-on-ubuntu-server-20-04/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Gusto](https://www.g2.com/products/gusto/reviews)
  - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [NinjaOne](https://www.g2.com/products/ninjaone/reviews)
  - [Okta](https://www.g2.com/products/okta/reviews)
  - [OneLogin](https://www.g2.com/products/onelogin/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews)
  - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Trello](https://www.g2.com/products/trello/reviews)
  - [Wordstream](https://www.g2.com/products/wordstream-wordstream/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## Accelo Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Drag & Drop
- Recurring Tasks

**Contract Management Platform Features**
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards

**Portfolio Management**
- Portfolio Types
- Planning
- Alignment
- Portfolio Mix

**Customer Requirements**
- Quoting
- Configuration
- Pricing

**Planning**
- Resource Definiton
- Capacity
- Scheduling

**Content**
- Versioning
- File Request
- Feedback

**Task Creation**
- Creation & Assignment
- Due Dates
- Drag & Drop

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Automation**
- Workflows
- Customization
- Data repository

**Communication**
- Discussions
- External

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Pricing**
- Pricing Flexibility
- Discounting
- Approval Workflow
- Renewals

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Project Management**
- Dependencies
- Priorities
- Lean Management

**Contracts**
- Creation
- Negotiation
- Execution

**Optimization**
- Performance
- Forecasting
- Corrections

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application

**Task Management**
- Task Prioritization
- To-Do Lists
- Dependencies
- Recurring Tasks

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management

**Administration**
- Permissions
- Procedures
- Remote Work

**Content & Documents**
- File Sharing
- Notes
- Search
- Versioning

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Resource Management**
- Definition
- Allocation
- Optimization

**Revenue**
- Invoicing
- Matching
- Recognition

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking

**Project management**
- Task Prioritization
- Dependencies
- Planning
- Views
- Scheduling
- Dashboards

**Controls**
- Custom Views
- Followers
- User Management
- Calendars
- Public Sharing

**Integration**
- Accounting
- Payments
- ERP

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Admin**
- Configuration Ease of Admin
- Workflow Management
- Document Management

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Dashboards

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking

**Data & Analytics**
- Data Consolidation
- Visualizations
- Performance
- Risk Analysis

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Workload**
- Resource Allocation
- Workspace
- Configuration
- Insights

**Project Management**
- Task Management
- Planning
- Visibility
- Integration

**Agentic AI - Billing**
- Autonomous Task Execution

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation

**Channels**
- Mobile User Support

**Analytics**
- Forecasting
- Reporting
- KPIs

**Communication & Collaboration**
- Communication Channels
- Document Management
- Collaboration

**Remote Collaboration**
- Alignment
- Accountability
- Connectivity

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Strategy - Project and Portfolio Management**
- Simulation
- Tracking
- Planning
- Objectives
- Visiblity
- Alignment
- Risk Management
- Implementation
- Optimization
- Prioritization

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- CRM Integration
- Integration API
- Scalability
- Reporting and Dashboards
- ERP Integration

**Administration**
- Standard Integrations
- Workflow
- Access Management

**Cost Management**
- Project Budgeting
- Time & Expense
- Profitability

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Mobile Time Tracking**
- Time Tracking

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile

**Integration**
- Front Office
- Back Office
- External data

**Generative AI**
- AI Text Generation

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Agentic AI - Project Collaboration**
- Multi-step Planning
- Cross-system Integration

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- User, Role, and Access Management

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support

**Agentic AI - Work Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

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