﻿Finding the right collection of systems to use for handling quoting and sales, CRM functions,
project management, and billing can be difficult and confusing. Luckily, some professional service
automation solutions aim to combine all of these functions into one system, like Accelo!
Hey everyone, I’m Meredith, and in this video, we’re reviewing Accelo,
a system that claims “to boost productivity and profitability across your service business.”.
If you’re looking for more information about project management software, check out our
website at project-management.com for our list of the best project management tools. Click the
link in the description below to learn more. Accelo bills itself as an “all-in-one system
built for service businesses”, covering every step of the sales cycle from quoting all the
way through to billing. On the front end, users can standardize the sales and quoting process
with custom workflows and notifications. Once a sale is made, the quote info feeds directly into
the project and users can then plan, track, and deliver the project accordingly. Lastly,
Accelo can help generate a detailed, customizable invoice once the project has been completed.
Accelo has two plans available per month, per user, and per product. The major features are
included in the Plus plan while the Premium plan includes additions like resource management,
rules & triggers, a client portal, and enhanced security. The individual products users can choose
from are Sales & Quotes, Projects, Tickets, Retainers, Billing, and Reports. We’ll go
into more detail on these 6 products shortly. Accelo is available on all modern browsers and
on mobile devices for both Android and iOS. As previously mentioned, Accelo has six
products that users can pick and choose from for their company’s specific needs.
Accelo’s Sales & Quotes product uses templates and checklists in order to standardize users’
sales processes, allowing for customization for each company’s unique needs. Once a sale is made,
the details in the quotes automatically get fed into a new project. Accelo Projects has a suite
of features for planning and tracking projects. Schedule dashboards and resource management
features allow users to ensure the right people are assigned to the right projects at the right
times, and task management tools ensure that each step of the project is assigned and completed.
Accelo Tickets provide customer service management features, allowing users to
manage and complete ongoing service for their clients with a lightweight ticketing system.
Accelo Retainer is built specifically to manage recurring client work, allowing users to expand
one-off projects into repeatable opportunities. Accelo’s Billing integrated process syncs
timesheets, materials, and budgets to ensure that billing does not occur in a vacuum and
matches with the actual work that has been completed. Lastly, Accelo Reporting has a
library of turn-key, out of the box reports and dashboards available for users to use immediately,
or to tweak to fit their business’ specific needs. Since quoting, customer info,
project details, and billing are all in one spot, this information is all up-to-date and
integrated into building analytical reports. It’s important to understand the pros and cons
of a software system before committing to a purchase. Here are Accelo’s:
Users speak highly of the fact that Accelo has features relevant to each step of the sales
process, especially the front-to-back automation and connectivity with other apps.
Users also appreciate the level of detail possible with project planning and execution.
However, some users note that the UI and sheer number of features can be overwhelming
and confusing for new users. Also, while Accelo includes many features, some of them don’t seem
as fleshed out as they could be, with users citing the quoting functionality in particular.
It’s best practice to look at a few options before choosing the right software for your business. If
you’re interested in Accelo, you might also want to consider Mavenlink, Odoo, Scoro, or Asana.
That wraps up our review of Accelo! For more information about project management software,
tips, and tricks, visit our website at project-management.com.
If you found this video helpful, please give this video a thumbs up. Be sure to subscribe,
turn on notifications, and I’ll see you next time. Bye!