Accelo: Use-Cases, Insights and Reviews | 2025 Cuspera

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Manage your projects against budgets and resources in real time

Accelo Overview

Accelo is a professional services automation (PSA) software designed to streamline project management for service teams. It covers the entire project lifecycle from quote to cash, providing critical profitability insights. The platform integrates with preferred tools and offers a comprehensive suite of features tailored to enhance business operations. Accelo's unique capability lies in its ability to align workflows with business goals, which helps in saving time and reducing costs. It serves multiple industries, making it versatile for various service-oriented businesses. The software's focus on core business metrics ensures that teams can maximize their operational efficiency and financial outcomes.

Use Cases

Customers recommend Communication Management, Proposal & Quote Management, Engagement Management, as the business use cases that they have been most satisfied with while using Accelo.

Other use cases:

Onboarding
Workflow Management
Contract Management
Collaboration
Forecasting
Contact List Management
Helpdesk Management

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Accelo.

Other priorities:

Increase Sales & Revenue
Scale Best Practices
Improve Internal Communications
Launch New Products
Improve Consistency
Enter New Markets Internationally Or Locally
Manage Risk
Improve Visibility
Improve ROI
Grow Market Share

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Accelo Use-Cases and Business Priorities: Customer Satisfaction Data

Accelo works with different mediums / channels such as E-Mail.

Accelo's features include Ticketing, Templates, Dashboard, etc. and Accelo support capabilities include Chat Support, Phone Support, Email Support, etc. also Accelo analytics capabilities include Analytics, and Custom Reports.

Reviews

"We can now track projects and support tickets neatly while integrating with Campaign Monitor and Quickbooks to streamline our processes." - Karen Gilmore

Accelo, Prism PPM, Xodo Sign (formerly eversign), Legalesign, TaxDome, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Accelo empowers professional service teams with PSA software, managing projects from quote to cash. Profitability insights are unlocked for businesses.

Popular Business Setting

for Accelo

Top Industries

Information Technology and Services
Marketing and Advertising
Computer Software

Popular in

Small Business
Mid Market
Enterprise

Accelo is popular in Information Technology And Services, Marketing And Advertising, and Computer Software and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Accelo Use Cases

What makes Accelo ideal for Communication Management?

Accelo helps manage customer interactions, track communication history, and send emails directly from the system. It also automates email tasks, such as sending templates and reminders. The system requires adding email addresses to customer records before sending emails.

"...Tara Callinan is the Marketing Communications Manager at Accelo, the Service Operations Automation platform for growing businesses and teams...." 5 Ways to Avoid the Negative Effects of Repetition at Work

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How can Accelo enhance your Proposal & Quote Management process?

Accelo provides a straightforward way to create and manage proposals and quotes. The software offers tools to track the progress of proposals from lead to project and includes a budget management feature. While the system allows for customization, some users find the quote functionality lacking in comparison to other tools.

"...Other features include the ability to convert quotes into projects, tracking timesheets for full visibility into employee production, and service and retainers to maintain high process quality. ..." 40+ Best Workflow Tools (Designed for Busy Project Managers)

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How can Accelo optimize your Engagement Management Workflow?

Accelo helps manage client interactions by tracking customer interactions and providing follow-up tools. It helps businesses optimize client relationships by providing time tracking, project management, and business development features. Accelo streamlines processes by automatically sending emails, scheduling meetings, and updating due dates.

"...User engagement community keeps you updated with all the information...." Peer review by Yukti C, Consultant

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Why is Accelo the best choice for Onboarding?

Accelo provides onboarding and training resources to help users learn and utilize the platform effectively. The resources are designed to be comprehensive and cater to users with varying levels of experience. While Accelo offers helpful onboarding options, some users may find the platform overwhelming due to the vast array of features.

"...Implementation Structured program for navigating your transition to Accelo and preparing for long term platform success Consultative services to map workflows that reflect your operational processes Guided account setup for accelerated ramp up and team onboarding End-user training on best practices tailored to your unique account setup Expert Services Customized sessions to help you solve problems or optimize processes that are unique to your business Assistance when you need to tackle challenges and find quick resolutions Detailed account audits to improve and optimize your configuration Advanced end-user training focused on the topics most important to your team ..." Success Services

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What benefits does Accelo offer for Workflow Management?

Accelo provides a system to manage workflows and projects, allowing businesses to customize these processes to fit their needs. The system offers time tracking, issue handling, and project management, along with other features like CRM and knowledge base. While Accelo can be customized, it may not be suitable for businesses with highly variable projects, as it requires a consistent workflow.

"...Unique ability to schedule tasks and activities down to specific times Office 365 and Google Integrations for easy communication and calendar updates Time tracking Software and analysis easy to use Workflow automations..." Peer review by Jennifer B., IT Business Analyst, Computer Software

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38+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Accelo solved their Project Management needs. Cuspera uses 2543 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Karen Gilmore Glo Digital	We can now track projects and support tickets neatly while integrating with Campaign Monitor and Quickbooks to streamline our processes. Testimonial By Karen Gilmore
Margarita Rosas Director of Finance and Performance NY Sun Works	In order to expand the business, we had to grow in our level of organization and be more aggressive. We needed to have better control of what we do, and we didn't have that before Accelo. Testimonial By Margarita Rosas
Jason Lichon Chief Solutions Officer BlueBolt Solutions	The ability to give our customers a view into the work we do for them was by far the most valuable benefit to us Testimonial By Jason Lichon

CUSTOMERS	TESTIMONIALS
Karen Gilmore Glo Digital	We can now track projects and support tickets neatly while integrating with Campaign Monitor and Quickbooks to streamline our processes. Testimonial By Karen Gilmore
Margarita Rosas Director of Finance and Performance NY Sun Works	In order to expand the business, we had to grow in our level of organization and be more aggressive. We needed to have better control of what we do, and we didn't have that before Accelo. Testimonial By Margarita Rosas
Jason Lichon Chief Solutions Officer BlueBolt Solutions	The ability to give our customers a view into the work we do for them was by far the most valuable benefit to us Testimonial By Jason Lichon

Case Studies

Accounting

Case Study Vector Business Solutions

How Accelo Helped Save This Accounting Firm 200+ Hours Per Year

Non-Profit Organization Management

Case Study NY Sun Works

Learn How Accelo Helped This Educational Innovator Increase Efficiency by 20%

Marketing and Advertising

CASE STUDY Big Blue Digital

Big Blue Digital, a digital marketing agency, improved its client retention by 20% and boosted sales by 30% using Accelo.

Marketing and Advertising

Case Study P4 Group

Learn How This Award-Winning Agency Saved 480 Hours A Year With Accelo

Information Technology and Services

Case Study Fluidity

Learn How This IT Consulting Business Doubled Its Monthly Revenue with Accelo

Marketing and Advertising

Case Study 3 Media Web

How This Award-Winning Agency Uses Accelo to Save 20 Hours a Week

Frequently Asked Questions(FAQ)

for Accelo

What is Accelo?

Accelo is a cloud based, fully integrated Professional Services Automation Software. The Service Operations (ServOps) Automation software helps to improve productivity and profitability of services business. Users in the professional service sector - accountants, architects, engineers, designers, consultants, MSPs will benefit from using this softwarae.

Accelo provides the tools and resources that are needed to manage client operations including sales, quotes, projects, tickets, retainers, timesheets, billing, and scheduling all from one place. It helps to prioritize the tasks that are critical to the service industry thereby improving long-time client relationships, nurturing prospective customers, staying competitive in the market.

What is Accelo used for?

Accelo is a Project Management Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Communication Management, Proposal & Quote Management and Engagement Management .