
Accelo
Complete client work management platform handling quote-to-cash processes for professional services firms, featuring high-grade time tracking, project management, CRM, automated workflows, and integrated billing from prospect identification through final payment collection.
About this tool
Overview
Accelo excels at quote-to-cash management for agencies focused on sales and delivery integration. Accelo positions itself as the complete client work management platform, handling everything from prospect identification through final payment collection.
Features
Time Tracking
- Web Timer: Track time in browser with project and task selection, notes, and descriptions
- Automatic Time Tracking: Background tracking of computer activities
- Mobile Apps: Track time on iOS and Android devices
- Manual Entry: Drag-and-drop interface for retrospective time logging
- Bulk Entry: Enter multiple time entries efficiently
- Multiple Views: Daily, weekly, and monthly timesheet views or spreadsheet format
Project Management
- Sales and delivery integration
- Quote-to-cash workflow automation
- Project templates and milestones
- Resource allocation and scheduling
- Budget tracking and forecasting
Reporting and Analytics
- Tracking reports to monitor productivity and profitability
- Customizable dashboards
- Real-time project status
- Utilization reports
- Revenue forecasting
Automation Capabilities
The platform's strength lies in its ability to automate routine tasks:
- Automated time tracking
- Automatic invoice generation
- Workflow triggers and notifications
- Status updates and client communications
Integration
Connects with:
- Accounting software (QuickBooks, Xero)
- CRM systems
- Email platforms
- Payment gateways
- Other business tools
Target Audience
- Professional services firms
- Consulting agencies
- Marketing and creative agencies
- IT service providers
- Any client-service business requiring end-to-end workflow management
Benefits
- Streamlines quote-to-cash cycle
- Reduces administrative overhead through automation
- Improves profitability visibility
- Enhances client relationship management
- Centralizes all client work in one platform
Pricing
Contact Accelo for customized pricing based on team size and required features.
Surveys
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