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Accelo is a project management software that enables you to plan, manage and collaborate on your client deliverables. It helps in connecting your projects to different functions like billing, analytics, and sales to help you understand your clients and grow your business. This platform has been designed to address the needs of professional services and ensures profitable and efficient projects. The Accelo System offers a comprehensive automation solution to manage ticket...Read more
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Project Management
Quote Management Generate and manage detailed project estimates, seamlessly transitioning to active projects. Portfolio Management Oversee and prioritize multiple projects to align with strategic business goals. Collaboration Tools Enable team communication and file sharing to enhance project collaboration and productivity. Task Management Create, assign, and track tasks to ensure timely and efficient completion of project activities. Milestone Tracking Define and monitor key milestones to ensure projects stay on track and meet deadlines. Project Planning and Scheduling Plan projects, set schedules, and allocate resources efficiently to meet deadlines. Risk Management Identify, assess, and mitigate potential risks that could impact project success. Cost Management Track and control project costs to ensure budgets are adhered to and financial goals are met. Resource Management
Resource Allocation Assign resources based on availability, skills, and project requirements for optimal efficiency. Utilization Tracking Monitor billable and non-billable time to improve resource productivity and profitability. Capacity Planning Forecast and manage resource demand to prevent overloading or underutilization. Skill Management Maintain a database of skills to match resources effectively to project needs. Financial Management
Profitability Analysis Assess profit margins across projects, clients, and services. Expense Management Track and control expenses to ensure alignment with project budgets. Budgeting And Forecasting Set and manage budgets while predicting financial outcomes based on current trends. Billing and Contract Management
Billing & Invoicing Automate invoicing processes to ensure accurate and timely client billing. Contract Tracking Manage the lifecycle of contracts, including creation, approval, and renewal. Multi-Currency Support Handle international transactions with dynamic exchange rates and currency settings. Time Tracking
Real Time Tracking Track time as tasks are performed for better accuracy and resource planning. Approval Workflows Streamline timesheet and expense approvals with customizable workflows. Timesheet Management Log and track employee work hours with ease, ensuring accurate payroll and billing. Customer Relationship Management (CRM)
Client Management Centralize client information for easy access and efficient relationship management. Sales Pipeline Tracking Visualize and manage the sales process to close deals faster. Proposal Management Create and manage detailed proposals to win new business effectively. Client Communication Manage communication history for consistent and informed interactions with clients. Lead and Opportunity Management Track sales leads and opportunities to convert prospects into clients. Customer Feedback Management Collect and analyze feedback to improve service delivery and client satisfaction. Workflow Automation and Management
Workflow Automation Automate repetitive tasks to save time and improve efficiency. Task Automation  Simplify task assignments and updates with automated processes. Customizable Workflows Design workflows to match specific business needs and processes. SLA Monitoring and Automation Track and automate service-level agreement compliance and reporting. Service Delivery Automation Streamline service operations and ensure consistent delivery. Business Process Modeling Visualize and optimize business processes for better efficiency. Integrations
CRM Integration Sync with external CRM tools to centralize client and project data. API Integration Enable custom integrations and expand software capabilities. Third Party Integrations Connect seamlessly with tools like Slack, QuickBooks, or Salesforce. E-Signature Integration Incorporate electronic signature tools for faster contract approvals. Security and Compliance
Compliance Management Ensure adherence to regulatory standards like GDPR, SOC 2, or ISO. Audit Logs Maintain records of system activities for accountability and compliance. Data Encryption Protect sensitive information with encryption both in transit and at rest. Data Backup and Recovery Safeguard data with regular backups and robust disaster recovery plans. Remote Access Securely access the system from any location or device. Role-Based Access Control (RBAC) Restrict access to sensitive data based on user roles and permissions. AI Capabilities
Resource Forecasting Predict future resource needs using historical data for efficient capacity planning. Optimal Resource Allocation Assign resources intelligently based on skills, availability, and project requirements. Automated Invoicing Streamline billing with AI that verifies details and sends reminders for overdue payments. Project Risk Assessment Identify potential risks proactively using AI insights to ensure successful project delivery. Intelligent Ticket Prioritization Prioritize service tickets using AI to address critical issues promptly. Alerts & Notifications
Custom Workflow Alerts Get notified of important workflow events tailored to your preferences. System Notifications Receive alerts for errors, updates, or critical system activities. Customer Interaction Alerts Stay updated on client interactions and engagement. Workflow Trigger Alerts Get real-time updates when specific workflows are initiated or completed. Analytics and Reporting
Predictive Analytics Forecast future trends and outcomes using historical data. Profitability Analysis Assess profit margins across projects, clients, and services. Dashboards Access real-time visual insights into key metrics and project progress. Workflow Insights Gain actionable insights into workflow efficiencies and bottlenecks. KPI Tracking Monitor key performance indicators to measure success and areas for improvement. Performance Metrics Evaluate team and project performance to optimize productivity. Customizable Reports Generate tailored reports to analyze performance and identify trends. Others
Client Portal Help Desk Management File and Attachment Handling Custom Lists and Fields Privacy Control Status and Progress Tracking Team Scheduling Skills-Based Scheduling Live Profitability Reporting Auto Late Payment Reminders Online Payment Acceptance Purchase Order Management Automated Retainer Management Financial Insights Client Ticket Management Client Asset Management | Brand Name | Accelo, Inc |
| Information | Accelo is a cloud-based client work management platform that supports all aspects of client work, including sales and quoting, project management, ticketing, time tracking, billing, retainers and reporting. |
| Founded Year | 2011 |
| Director/Founders | Christine Higgins, Eamonn Bell, Geoff McQueen, Glenn Fowler |
| Company Size | 101-500 Employees |
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