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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

Description

Webvantage streamlines your workflow, fosters collaboration among your team, and equips you with critical information necessary for making urgent decisions through an intuitive web interface. You can set up customized workspaces tailored to various roles within your organization. The Desktop feature enables you to receive Alerts that are systematically recorded and organized by project. You can access different facets of a project through the context-sensitive Options Menu and efficiently manage your schedule with simple drag-and-drop functionality. Effortless time entry is now achievable from any location with just a few clicks on either your web browser or mobile device. Aqua facilitates daily time entry in a weekly format utilizing templates, pulling from your task list, calendar, or by duplicating prior entries. Additionally, you can utilize the ‘stopwatch’ function to monitor and log time based on your activities. With the progress bar, you can easily observe the total hours allocated and the remaining time for your tasks, ensuring you stay on track. This seamless integration of tools not only enhances productivity but also provides a clear overview of your project milestones.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Authorize.Net
Avalara
Beam AI
BrightGauge
COZYROC SSIS+ Suite
Exopen
Expensify
Google Analytics
Gusto
Kindo
Mailchimp
Membrane
Mesh
Motileo
PayPal
Stackreaction
StarfishETL
Vessel
Xero
Zendesk

Integrations

Authorize.Net
Avalara
Beam AI
BrightGauge
COZYROC SSIS+ Suite
Exopen
Expensify
Google Analytics
Gusto
Kindo
Mailchimp
Membrane
Mesh
Motileo
PayPal
Stackreaction
StarfishETL
Vessel
Xero
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Accelo

Founded

2011

Country

United States

Website

www.accelo.com

Vendor Details

Company Name

Advantage Software Company

Founded

1985

Country

United States

Website

www.gotoadvantage.com/web-based-management-software

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Alternatives

Alternatives

CurrentTrack  Reviews

CurrentTrack

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