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About

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform.

About

A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional Services Businesses (Marketing & Creative Agencies, Consulting, IT, Accounting, Engineering, Architecture)

Audience

Freelancers, Independent professionals, Agencies, and Service-based businesses looking for an integrated platform to automate workflows, improve client communication, and streamline billing and project management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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 Version Not Supported
Free Trial Supported

Pricing

$19/month
Per month (Billed Yearly)
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Accelo
Founded: 2011
United States
www.accelo.com

Company Information

Clientivity
Founded: 2024
United States
clientivity.io

Alternatives

Alternatives

PMEntire

PMEntire

PMEntire Solutions
KEBS

KEBS

KEBS AI
Avaro One

Avaro One

Avaro Technologies Ltd.

Categories

Advertising Agency Supported
AI PSA Supported
CRM Supported
MSP Supported
Project Management Supported
Work Management Supported

Categories

Professional Services Automation Features

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

Advertising Agency Features

Campaign Management Supported
Collaboration Supported
Document Management Not Supported
File Sharing Not Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

MSP Features

Backup Management Not Supported
Billing & Invoicing Supported
CRM Supported
Dashboard Supported
Help Desk Supported
Issue Management Supported
Live Chat Not Supported
Patch Management Not Supported
Privileged Access Management (PAM) Not Supported
Project Management Supported
Remote Access Not Supported
Remote Systems Monitoring Not Supported
Scheduling Supported

Project Management Features

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

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Not Supported
Kanban Supported
Messaging / Discussion Not Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Not Supported
Workflow Management Not Supported

Professional Services Automation Features

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

Integrations

Beam AI Supported
COZYROC SSIS+ Suite Supported
Ema Supported
Google Workspace Supported
HubSpot CRM Supported
Integry Supported
Jira Supported
Kindo Supported
Mailchimp Supported
Microsoft 365 Supported
Motileo Supported
NinjaOne Supported
PayPal Supported
Sage Intacct Supported
Simplesat Supported
StarfishETL Supported
Unifonic Supported
Vessel Supported
Xero Supported
Zapier Supported

Integrations

Beam AI Not Supported
COZYROC SSIS+ Suite Not Supported
Ema Not Supported
Google Workspace Not Supported
HubSpot CRM Not Supported
Integry Not Supported
Jira Not Supported
Kindo Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Motileo Not Supported
NinjaOne Not Supported
PayPal Not Supported
Sage Intacct Not Supported
Simplesat Not Supported
StarfishETL Not Supported
Unifonic Not Supported
Vessel Not Supported
Xero Not Supported
Zapier Not Supported
Claim Accelo and update features and information
Claim Accelo and update features and information
Claim Clientivity and update features and information
Claim Clientivity and update features and information