Accelo

Accelo is a cloud-based work management platform designed specifically for professional services businesses, including agencies, consultancies, and IT service providers. It unifies the entire client journey—from prospect to payment—into one smart system, helping teams streamline operations, boost productivity, and deliver consistent, high-quality client work.

What sets Accelo apart is its ability to bring together sales, projects, time tracking, billing, and client communications under one roof. By automating repetitive tasks and offering real-time visibility across departments, Accelo enables teams to focus on what truly matters: delivering exceptional service and driving profitability.

Whether you're a small agency looking to get organized or a mid-sized consultancy scaling up, Accelo helps eliminate silos, improve collaboration, and provide actionable insights for smarter decisions.

Key Modules and Features

1. Client Relationship Management (CRM)

Accelo offers a powerful CRM tailored for service-based businesses. It goes beyond simple contact management by giving teams a centralized hub for managing leads, client interactions, communications, and sales pipelines. With automated tracking of emails, meetings, and notes, you get full visibility into each client relationship.

Highlights:

• Sales pipeline with custom stages
• Email sync and automated activity tracking
• Integrated tasks and appointments
• Lead scoring and opportunity management

2. Project Management

The Projects module allows users to plan, track, and manage client projects with ease. It supports budget tracking, resource allocation, milestones, and Gantt-style timelines. Unlike traditional PM tools, Accelo links project data directly with time tracking, invoicing, and client records.

Highlights:

• Task dependencies and milestones
• Resource scheduling
• Gantt charts and timelines
• Budget and profitability tracking

3. Time Tracking

Accelo makes it easy for team members to log time accurately using automatic timers, calendar integration, or manual entries. Time logs are associated directly with projects, clients, or tickets, ensuring seamless invoicing and project analysis.

Highlights:

• Multiple ways to track time (auto, calendar, manual)
• Real-time utilization dashboards
• Time approvals and audit trails
• Billable vs non-billable tracking

4. Ticketing & Support

The Tickets module is ideal for managing client requests, support issues, and technical tasks. It supports SLAs, automated workflows, and assignment rules to ensure requests are resolved promptly.

Highlights:

• Shared team inbox for client support
• SLA tracking and priority tagging
• Task assignment and automation rules
• Time tracking on support tickets

5. Billing & Invoicing

Accelo simplifies the billing process by turning tracked time, project milestones, or retainers into invoices. It integrates with accounting tools like QuickBooks and Xero, helping businesses get paid faster and reduce admin overhead.

Highlights:

• Automatic invoice generation
• Recurring billing and retainers
• Accounting software integrations
• Payment tracking and reminders

6. Retainers Management

The Retainers module helps service providers manage ongoing client contracts with predefined hours or deliverables. It tracks usage against retainer limits and automates renewals and invoicing.

Highlights:

• Recurring work tracking
• Automatic usage reports
• Overage and underuse alerts
• Flexible contract types (hourly, fixed, etc.)

7. Reports & Analytics

Accelo offers real-time dashboards and customizable reports to track business performance. You can monitor team utilization, project health, client profitability, and much more.

Highlights:

• Visual dashboards
• Project, sales, and financial reports
• Utilization and capacity planning
• Custom filters and exports

Integrations

Accelo integrates with a wide range of tools including:

• Gmail, Outlook
• Google Calendar, Microsoft 365
• QuickBooks, Xero
• Slack, Zapier, Mailchimp, HubSpot, and more

Who Uses Accelo?

• Digital & Creative Agencies
• IT Services & MSPs
• Engineering & Architecture Firms
• Consulting Firms
• Legal & Accounting Practices

Conclusion

Accelo is more than just a project management or CRM tool—it’s a comprehensive work management platform that supports the full client lifecycle. By automating routine tasks, centralizing communication, and providing deep operational insights, Accelo empowers service teams to work smarter, deliver better results, and grow their business with confidence.