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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Track40 transforms repetitive business processes into standardized workflows that execute consistently every time. Tasks progress through defined stages, where each phase specifies its requirements before allowing the job to advance, ensuring that every transition is thorough. You can set a time limit for each stage, and any delays will be automatically flagged, recorded against your working hours and holidays. Jobs are initiated through forms you create, allowing submitters to receive a tracking link without needing an account. Each board can be viewed as a sortable table, which you can save as a report, and you can store supplier information, price lists, and catalogs within the app to eliminate redundant data entry. Line items are totaled automatically, and all modifications are tracked along with the user responsible for them. Integrate other systems seamlessly using a comprehensive API and signed webhooks, along with available connectors for Zapier and Make. If you are transitioning from Pipefy, the importer facilitates the transfer of boards, cards, comments, and files effortlessly. User roles determine visibility and edit permissions for each participant. The service costs $12 USD per editor monthly, while there is no limit on free viewers. You can test the platform for thirty days without any charges or credit card requirements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Ariglad
Authorize.Net
BrightGauge
COZYROC SSIS+ Suite
Ema
Gusto
Integry
Jira
Kaseya BMS
Membrane
NinjaOne
PayPal
QuickBooks Online
QuickBooks Online Advanced
Quickwork
Simplesat
StarfishETL
Strategy Overview
Vessel
WordStream

Integrations

Ariglad
Authorize.Net
BrightGauge
COZYROC SSIS+ Suite
Ema
Gusto
Integry
Jira
Kaseya BMS
Membrane
NinjaOne
PayPal
QuickBooks Online
QuickBooks Online Advanced
Quickwork
Simplesat
StarfishETL
Strategy Overview
Vessel
WordStream

Pricing Details

Accelo’s pricing is based on your team size and growth goals, and is designed to deliver a clear and quick return on your investment.
Free Trial
Free Version

Pricing Details

$12/month/user
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

Track40

Founded

2024

Country

New Zealand

Website

track40.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

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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