Accelo
Accelo offers a cloud-based Service Operations Automation platform tailored for professional services, providing tools for managing client work from prospecting to payment and integrating with popular platforms.
Services
Accelo provides a comprehensive suite of products designed to manage client work. Their offerings include modules for Sales, Projects, Tickets, Retainers, Billing, and Reports. These services cover the full spectrum of client work lifecycle, from initial prospecting stages to final payment processes. Accelo supports both traditional and agile methodologies within the same project, adding flexibility for diverse operational styles. Their service delivery also features automated project time logging, custom sales statuses and workflows, project triggers, notifications, and resource scheduling. Additionally, Accelo provides ongoing client service management with flexible service contracts, automated billing, recurring tasks, and notification triggers.
Industries Served
Accelo offers tailored solutions for a variety of industries. These include but are not limited to Agency, Consulting, Information Technology, Managed Service Provider, Accounting and Bookkeeping, Architecture, Engineering, and other Professional Services. Their platform's flexibility and broad functionality enable it to cater to the specific needs and workflows of diverse professional sectors. By integrating with numerous popular platforms and offering industry-specific strategies, Accelo provides a centralized solution designed to enhance efficiency and productivity across multiple industries.
Integrations
Accelo integrates with many popular platforms to streamline workflows and improve data management. Supported integrations include Microsoft 365, Google Workspace, QuickBooks Online, Xero, Salesforce, HubSpot, Mailchimp, Gusto, Jira, NinjaOne, N-able, Kaseya, Continuum, Zapier, Stripe, PayPal, and Authorize.net. These integrations enable seamless data transfer and operational consistency across various business tools, enhancing the overall utility and functionality of Accelo's service offerings.
Platform Features
Accelo's cloud-based Service Operations Automation (ServOps) platform is tailored for professional services. Key features include a centralized platform for managing the full lifecycle of client work, from prospecting to payment. The platform supports automated project time logging, custom sales statuses and workflows, project triggers and notifications, and resource scheduling. It also includes a business intelligence platform to track and measure business performance and profitability. Accelo's platform provides automated billing and detailed invoice templates, bulk client invoicing, and integrations with popular accounting software. Additionally, they offer extensive resources, such as help guides and video tutorials, alongside 24/6 global support and a community forum for customer engagement.
Customer Support and Resources
Accelo provides extensive customer support and educational resources. Their customer service includes 24/6 global support with a 97% satisfaction rate and 99.99% uptime. Accelo also offers a structured implementation program and expert services for account setup, workflow mapping, and end-user training. For ongoing learning, customers have access to help guides, video tutorials, webinars, industry reports, and eBooks. A community forum is available for users to engage with other customers and support engineers, ensuring continuous support and engagement. Additionally, Accelo offers mobile apps for task management, client detail access, and timer management, maintaining full sync with the web app for seamless operation.