Accelo

Accelo

(74)
4.3 out of 5 stars

Manage your entire business from one simple place. From prospect to payment, automate your processes and gain the visibility you need to grow your business.

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Accelo Features

Tasks
Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

89%
(Based on 53 reviews)
Due Dates

Set deadlines on tasks.

87%
(Based on 53 reviews)
Task Prioritization

Set priority levels on tasks so individuals can organize their work.

82%
(Based on 48 reviews)
To-Do Lists

Each user can view their list of tasks to be completed.

81%
(Based on 44 reviews)
Customer Information
Customer Health Scores

Provides users a customer-specific score to determine the overall satisfaction of each customer.

Not enough data available

Customer Monitoring

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Not enough data available

Customer Profiles

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Not enough data available

Playbooks

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Not enough data available

Customer Segments

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Not enough data available

Product Engagement

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Not enough data available

Surveys

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Not enough data available

Contract Management Platform Features
Contract Creation

Users can create new contracts within the platform using built-in document creation features.

86%
(Based on 19 reviews)
Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

80%
(Based on 17 reviews)
Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

88%
(Based on 18 reviews)
Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

85%
(Based on 17 reviews)
Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

82%
(Based on 14 reviews)
Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

86%
(Based on 17 reviews)
Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

78%
(Based on 20 reviews)
Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

85%
(Based on 19 reviews)
Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

82%
(Based on 15 reviews)
Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

77%
(Based on 19 reviews)
Collaboration
Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

83%
(Based on 46 reviews)
Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

81%
(Based on 48 reviews)
Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

76%
(Based on 47 reviews)
Predictions
Churn Risk

Calculates the risk that your customers will not renew or continue using your product or service.

Not enough data available

Upsell Opportunities

Discovers and highlights factors that lead to upsell opportunities.

Not enough data available

Custom Triggers

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Not enough data available

Machine Learning

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Not enough data available

Sales
Contact Management

Captures contact information of customers and prospects.

79%
(Based on 5 reviews)
Interaction Tracking

Captures interactions and communications between sales teams and customers.

Not enough data available

Lead Management

Compiles leads and related data while ranking them based on potential conversion rate.

73%
(Based on 5 reviews)
Opportunity Management

Tracks prospects based on their location in the sales pipeline.

Not enough data available

Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

Not enough data available

Projects
Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

76%
(Based on 43 reviews)
Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

80%
(Based on 39 reviews)
Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

n/a
Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

84%
(Based on 45 reviews)
Issue Tracking

Track issues and manage resolutions.

78%
(Based on 35 reviews)
Platform
Reporting & Dashboards

Access pre-built and custom reports and dashboards for viewing

Not enough data available

API & Integrations

The number of sources from which the platform can pull customer data and how well those integrations are supported.

Not enough data available

Data Import & Export Tools

Ability to input, modify, and extract data from the application in bulk through a structured file.

Not enough data available

Workflow Capability

Automates everday customer success functions for more efficient and effective day-to-day processes.

Not enough data available

Notifications

Set alerts for customer actions in order to respond quickly and proactively.

Not enough data available

Customization

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Not enough data available

Scalability

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Not enough data available

Data Security

The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Not enough data available

Performance & Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Marketing
Newsletters

Enables the creation and distribution of marketing newsletters.

Not enough data available

Email Campaigns

Provides tools such as budgeting and calendaring to orchestrate and execute an email campaign.

Not enough data available

Email Tracking

Tracks outgoing emails and enables users see if targets viewed an email.

Not enough data available

Marketing Analytics

Measures the effectiveness of marketing campaigns.

Not enough data available

Social Marketing

Provides functionality to execute marketing campaigns via social channels.

Not enough data available

Client Invoicing
Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

79%
(Based on 22 reviews)
Electronic Payments

Accepts electronic payments from clients

79%
(Based on 8 reviews)
Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

81%
(Based on 20 reviews)
Portfolio Management
Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

78%
(Based on 20 reviews)
Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

76%
(Based on 18 reviews)
What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

72%
(Based on 7 reviews)
Workflow

Automate task approvals processes and handoffs at project milestones.

85%
(Based on 23 reviews)
Request Management

Manage project and change requests in the system, approving or sidelining requests.

84%
(Based on 19 reviews)
Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

84%
(Based on 24 reviews)
ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

77%
(Based on 20 reviews)
Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

n/a
Service
Ticketing

Enables customers to communicate issues via a ticketing system.

79%
(Based on 5 reviews)
Live Support Chat

Enables users to assist customers via live chat.

Not enough data available

Project Resource Mgmt.
Budget Tracking

Enables project managers to track and manage time and expense budgets

86%
(Based on 20 reviews)
Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

83%
(Based on 13 reviews)
Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

71%
(Based on 16 reviews)
Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

79%
(Based on 14 reviews)
Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

77%
(Based on 18 reviews)
Resource Management
Resource Database

Maintain a database of resources that contains employment details, skills and availability.

79%
(Based on 29 reviews)
Resource Allocation

Allocate resources to various projects, phases and tasks.

80%
(Based on 33 reviews)
Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

82%
(Based on 35 reviews)
Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

92%
(Based on 44 reviews)
Platform
Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

76%
(Based on 41 reviews)
Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

69%
(Based on 37 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

87%
(Based on 44 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

79%
(Based on 43 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards.

76%
(Based on 47 reviews)
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

78%
(Based on 44 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

85%
(Based on 52 reviews)
Administration
Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

82%
(Based on 13 reviews)
Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

88%
(Based on 13 reviews)
Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

84%
(Based on 14 reviews)
Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

n/a
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

92%
(Based on 16 reviews)
Platform
Reporting

Access pre-built and custom reports and dashboards.

73%
(Based on 15 reviews)
APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

76%
(Based on 14 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

80%
(Based on 6 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

84%
(Based on 16 reviews)
Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

64%
(Based on 12 reviews)
Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

n/a
Accelo
(74)