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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

Some of the largest agencies and advertisers in the world are leveraging SCOPE to enhance the management, pricing, and tracking of their scopes of work and budgets effectively. By centralizing all scopes of work, teams have the ability to view, collaborate on, and approve deliverables, tactics, and budgets from any location. This creates a unified and readily accessible source of truth for all stakeholders involved. Utilizing a single tool for scope management ensures that every team member has a consistent overview of the work being executed and the progress achieved. SCOPE stands out as the sole scoping platform that links agencies and advertisers across various markets. It is uniquely designed for real-time collaboration across different teams, disciplines, markets, and agencies, fostering a cooperative culture aimed at achieving success. From individual offices to a vast, interconnected network of agencies and advertisers, SCOPE provides each group with a singular point of visibility where scopes can be collaboratively worked on, monitored, and assessed. When everyone communicates using the same framework, informed decisions can be made more efficiently. This level of transparency not only builds trust but also paves the way for thorough analysis and continuous improvement in processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ariglad
BrightGauge
Continuum PPM
Exopen
Expensify
HubSpot Customer Platform
Jira
Mailchimp
Membrane
Mesh
PayPal
Peaka
QuickBooks Online
Quickwork
Salesforce
Simplesat
Strategy Overview
Vessel
Xero
Zapier

Integrations

Ariglad
BrightGauge
Continuum PPM
Exopen
Expensify
HubSpot Customer Platform
Jira
Mailchimp
Membrane
Mesh
PayPal
Peaka
QuickBooks Online
Quickwork
Salesforce
Simplesat
Strategy Overview
Vessel
Xero
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$258 per month
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

The Virtu Group

Country

United Kingdom

Website

www.scopebetter.com

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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Alternatives

Alternatives

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