Overview

Accelo is a professional services automation platform that unifies client work from quote-to-cash in one system. It combines purpose-built CRM, project management, resource planning, time tracking, ticketing, retainers, invoicing, and reporting so teams can standardize workflows, see real-time profitability, and scale operations. With templates, automation, and deep integrations, Accelo gives service firms a single source of truth across sales, delivery, and finance, reducing manual effort and improving on-time, on-budget outcomes.

Features and Capabilities

• Client & CRM: Purpose-built CRM provides a 360° client view including sales pipelines, engagements, profitability, invoices, and activity history in one place.
• Project Management: Plan with templates, track budgets and timelines, auto-progress tasks, and visualize status to keep projects on schedule and profitable.
• Resource Management: Schedule the right people at the right time, balance workloads, and forecast capacity using real-time utilization and availability.
• Time Tracking: Capture billable and non-billable time from tasks, emails, and meetings; convert activity logs directly into accurate timesheets.
• Tickets & Service Delivery: Centralize client requests in shared inboxes, turn requests into tickets or tasks, and meet SLAs with queues and automation.
• Retainers & Recurring Work: Automate recurring contracts with budgets, periods, rollover rules, and alerts to protect margins and predict revenue.
• Financial Management & Billing: Tie work to budgets, automate invoicing and reminders, monitor overdue balances, and connect payments to projects.
• Payments: Offer streamlined digital payments with automated processing, scheduling, and status updates to accelerate cash flow.
• Dashboards & Reporting: Access live insights across sales, delivery, time, and finance; monitor KPIs and client-level profitability with configurable reports.
• Templates & Automation: Standardize quotes, projects, and workflows; trigger assignments, notifications, and status changes to remove manual steps.
• Integrations & API: Connect email, calendars, accounting, and key apps; sync data bidirectionally to keep operations and finance aligned.
• Mobile & UI Enhancements: Modern UI and mobile experience for on-the-go time capture, approvals, and performance visibility.