See a full history of sales, projects, tasks, tickets, time, invoices and more attached to each client record.
Uniquely built to track retainers
Manage both one-time and recurring work. Automatically invoice for the work your team performs in a retainer period.
The most collaborative ticketing platform
Use an intuitive shared inbox to triage client requests, and set up trigger automations to assign work.
An integrated client billing solution
Your task and project activity are reflected on client invoices, which you can choose to send automatically in bulk.
The simplest way to give clients visibility
Offer easy access to quotes, project progress, ticket status and payment history via the client portal
Marc Avila
CEO and Founder
$156,000
reduced overhead
8,000
hours saved
“Accelo has definitely paid for itself. Just the increase in fixing some of the pricing problems with our retainers — that alone pays for it. It's paid for itself many times over.”
What are the advantages of using Accelo instead of another professional services automation platform?
Accelo offers a wider range of features than other work management solutions. House all client data and key work functions in one hub, from quote to cash. Save money by consolidating your tech stack, and save time when you automate repetitive tasks and allocate resources with a clear view of team capacity. You’ll find that Accelo is the only professional services automation that provides true retainer management beyond recurring tasks.
Is Accelo a CRM?
While Accelo has many of the features of a CRM, including a client database, custom fields and opportunity management, it’s far more powerful than most CRMs. It’s an end-to-end client work management platform.
Is Accelo a PSA?
Accelo does offer professional services automation, including custom triggers and workflows. However, its suite of additional features mean it’s not just a PSA, but a complete solution for client-based businesses to manage all stages of work.
Can we try Accelo before signing up?
To experience the full capability of Accelo, we encourage you to start with a demo of the suite of solutions that will transform the way your team collaborates and manages projects. Our team is committed to answer questions about how the platform will work specifically for your business.
