Accelo Features
What are the features of Accelo?
Tasks
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Drag & Drop
- Recurring Tasks
Projects
- Planning
- Project Map
- Calendar View
- Views
- Project Budgeting
- Templates
- Time & Expense
Resource Management
- Scheduling
Project Monitoring
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Accelo Categories on G2
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Platform
Customization | Based on 91 Accelo reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 79% (Based on 91 reviews) | |
Workflow Capability | Based on 91 Accelo reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 85% (Based on 91 reviews) | |
User, Role, and Access Management | Based on 95 Accelo reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 95 reviews) | |
Performance and Reliability | Based on 96 Accelo reviews and verified by the G2 Product R&D team. 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. | 87% (Based on 96 reviews) | |
Output Document Generation | As reported in 72 Accelo reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 76% (Based on 72 reviews) | |
CRM Integration | CRM integration is flexible and easy to maintain | Not enough data | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems | Not enough data | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers | Not enough data | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data | |
Reporting | Access pre-built and custom reports and dashboards. This feature was mentioned in 81 Accelo reviews. | 81% (Based on 81 reviews) | |
APIs / Integration | Based on 76 Accelo reviews. 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. | 78% (Based on 76 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 65 Accelo reviews. | 80% (Based on 65 reviews) | |
Performance and Reliability | As reported in 83 Accelo reviews. 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. | 89% (Based on 83 reviews) | |
Mobile User Support | Based on 72 Accelo reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 76% (Based on 72 reviews) | |
APIs | Based on 76 Accelo reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. | 84% (Based on 76 reviews) | |
Internationalization | Based on 59 Accelo reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 81% (Based on 59 reviews) | |
Performance and Reliability | Based on 92 Accelo reviews and verified by the G2 Product R&D team. 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. | 91% (Based on 92 reviews) | |
Mobile | Based on 81 Accelo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets. | 78% (Based on 81 reviews) |
Sales Force Automation
Contact & Account Management | Based on 148 Accelo reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 87% (Based on 148 reviews) | |
Partner Relationship Mgmt. (PRM) | Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 107 Accelo reviews. | 82% (Based on 107 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 139 Accelo reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 85% (Based on 139 reviews) | |
Task / Activity Management | Based on 162 Accelo reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 87% (Based on 162 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 66 reviewers of Accelo have provided feedback on this feature. | 77% (Based on 66 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 90 reviewers of Accelo have provided feedback on this feature. | 86% (Based on 90 reviews) | |
Product & Price List Management | Based on 73 Accelo reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 80% (Based on 73 reviews) | |
Quote & Order Management | Based on 124 Accelo reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 80% (Based on 124 reviews) | |
Customer Contract Management | Based on 127 Accelo reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 84% (Based on 127 reviews) |
Marketing Automation
Email Marketing | Based on 97 Accelo reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 74% (Based on 97 reviews) | |
Campaign Management | As reported in 107 Accelo reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 76% (Based on 107 reviews) | |
Lead Management | Based on 129 Accelo reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 81% (Based on 129 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities 95 reviewers of Accelo have provided feedback on this feature. | 76% (Based on 95 reviews) |
Customer Support
Case Management | See feature definition | Based on 134 Accelo reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 85% (Based on 134 reviews) |
Customer Support Portal | Based on 124 Accelo reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 81% (Based on 124 reviews) | |
Knowledge Base | Based on 119 Accelo reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 82% (Based on 119 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 61 Accelo reviews. | 73% (Based on 61 reviews) | |
Support Analytics | Based on 110 Accelo reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 82% (Based on 110 reviews) |
Integration
Data Import & Export Tools | Based on 79 Accelo reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 82% (Based on 79 reviews) | |
Integration APIs | Based on 74 Accelo reviews and verified by the G2 Product R&D team. 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 74 reviews) | |
Breadth of Partner Applications | Based on 71 Accelo reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 73% (Based on 71 reviews) | |
Front Office | Based on 20 Accelo reviews. Integrate with CRM, marketing, or customer service software. | 76% (Based on 20 reviews) | |
Back Office | As reported in 22 Accelo reviews. Provide integration with accounting software and ERP systems. | 75% (Based on 22 reviews) | |
External data | As reported in 21 Accelo reviews. Connect to external data sources such as databases or BI software. | 77% (Based on 21 reviews) | |
Accounting | Provide integration with accounting and financial management software 19 reviewers of Accelo have provided feedback on this feature. | 69% (Based on 19 reviews) | |
Payments | As reported in 19 Accelo reviews. Integrates with other payments software | 64% (Based on 19 reviews) | |
ERP | Based on 17 Accelo reviews. Deliver integrations with accounting modules of ERP systems | 53% (Based on 17 reviews) |
Mobile & Social
Social Collaboration Features | Based on 100 Accelo reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 77% (Based on 100 reviews) | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 89 Accelo reviews. | 76% (Based on 89 reviews) | |
Mobile User Support | Based on 115 Accelo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 77% (Based on 115 reviews) |
Reporting & Analytics
Reporting | Based on 154 Accelo reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 81% (Based on 154 reviews) | |
Dashboards | Based on 162 Accelo reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 82% (Based on 162 reviews) | |
Forecasting | Based on 131 Accelo reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 79% (Based on 131 reviews) |
Pricing
Pricing Flexibility | Ability to support multiple pricing models for one-time, recurring, and other items | Not enough data | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | Not enough data | |
Approval Workflow | See feature definition | Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | Not enough data |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned | Not enough data |
Quoting
Grouping | Ability to easily group items on quotes; apply and manage discounts and pricing by group | Not enough data | |
Version Control | Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | Not enough data | |
Quote Document Generation | Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | Not enough data | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | Not enough data | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts | Not enough data |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic | Not enough data | |
Workflow Management | Easily build and maintain workflows, misc commercial fields, commercial rules | Not enough data | |
Document Management | Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs | Not enough data |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) | Not enough data |
Time Tracking
Ease of Completing Timesheets | As reported in 34 Accelo reviews. Timesheet entry takes little time and is intuitive for new users | 79% (Based on 34 reviews) | |
Tracking Time to Project/Task | Users can easily track time based on task or activity and assign to projects This feature was mentioned in 35 Accelo reviews. | 82% (Based on 35 reviews) | |
Billable Time Rate Management | Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 34 Accelo reviews. | 83% (Based on 34 reviews) |
Client Invoicing
Invoice Creation and Delivery | As reported in 91 Accelo reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | 82% (Based on 91 reviews) | |
Electronic Payments | Accepts electronic payments from clients 69 reviewers of Accelo have provided feedback on this feature. | 82% (Based on 69 reviews) | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 85 reviewers of Accelo have provided feedback on this feature. | 84% (Based on 85 reviews) |
Mobile Time Tracking
Time Tracking | Based on 30 Accelo reviews. Allows users to track and enter time spent on project tasks from mobile device. | 74% (Based on 30 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 80 Accelo reviews. | 80% (Based on 80 reviews) | |
Workflow | Based on 85 Accelo reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | 84% (Based on 85 reviews) | |
Automated Reminders | Based on 82 Accelo reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | 81% (Based on 82 reviews) | |
User, Role, and Access Management | As reported in 84 Accelo reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 84 reviews) | |
Standard Integrations | Based on 85 Accelo reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 85% (Based on 85 reviews) | |
Workflow | Based on 92 Accelo reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. | 87% (Based on 92 reviews) | |
Access Management | Based on 86 Accelo reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | 87% (Based on 86 reviews) | |
Permissions | As reported in 23 Accelo reviews. Define and manage roles and access rights for the entire system. | 80% (Based on 23 reviews) | |
Procedures | As reported in 22 Accelo reviews. Maintain procedures for data access and governance. | 75% (Based on 22 reviews) | |
Remote Work | As reported in 22 Accelo reviews. Allow users to use the system online and on mobile devices. | 83% (Based on 22 reviews) |
Tasks
Creation & Assignment | Based on 197 Accelo reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates. | 88% (Based on 197 reviews) | |
Due Dates | Based on 196 Accelo reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates). | 86% (Based on 196 reviews) | |
Task Prioritization | Set priority levels on tasks so individuals can organize their work. 166 reviewers of Accelo have provided feedback on this feature. | 85% (Based on 166 reviews) | |
To-Do Lists | Based on 178 Accelo reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks. | 83% (Based on 178 reviews) | |
Dependecies | Define dependencies between tasks and the rules to manage them. 141 reviewers of Accelo have provided feedback on this feature. | 84% (Based on 141 reviews) | |
Drag & Drop | Based on 167 Accelo reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop. | 80% (Based on 167 reviews) | |
Recurring Tasks | Based on 181 Accelo reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals. | 79% (Based on 181 reviews) |
Projects
Planning | Based on 179 Accelo reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project. | 87% (Based on 179 reviews) | |
Project Map | Based on 175 Accelo reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | 85% (Based on 175 reviews) | |
GANTT | Based on 149 Accelo reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress. | 83% (Based on 149 reviews) | |
Calendar View | Based on 176 Accelo reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | 85% (Based on 176 reviews) | |
Views | Based on 165 Accelo reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers). | 83% (Based on 165 reviews) | |
Project Budgeting | Based on 166 Accelo reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource. | 85% (Based on 166 reviews) | |
Issue Tracking | Based on 128 Accelo reviews. Track issues at the project or task level, and manage resolutions. | 83% (Based on 128 reviews) | |
Templates | Based on 168 Accelo reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects. | 85% (Based on 168 reviews) | |
Time & Expense | Based on 186 Accelo reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks. | 87% (Based on 186 reviews) | |
Methodologies | Based on 135 Accelo reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies. | 81% (Based on 135 reviews) |
Resource Management
Resource Definiton | Based on 137 Accelo reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria. | 83% (Based on 137 reviews) | |
Capacity | Based on 151 Accelo reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks. | 84% (Based on 151 reviews) | |
Scheduling | Based on 168 Accelo reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department. | 84% (Based on 168 reviews) | |
Definition | Based on 13 Accelo reviews. Identify human and material resources and assign them to projects and portfolios. | 65% (Based on 13 reviews) | |
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. 12 reviewers of Accelo have provided feedback on this feature. | 76% (Based on 12 reviews) | |
Optimization | As reported in 13 Accelo reviews. Improve resource utilization across various projects and portfolios. | 62% (Based on 13 reviews) |
Project Monitoring
Baselining / KPIs | Based on 138 Accelo reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | 82% (Based on 138 reviews) | |
Resource Allocation | Based on 155 Accelo reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly. | 83% (Based on 155 reviews) | |
Dashboards | Based on 173 Accelo reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time. | 83% (Based on 173 reviews) |
Contract Management Platform Features
Contract Creation | Based on 134 Accelo reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features. | 86% (Based on 134 reviews) | |
Contract Templates | Based on 129 Accelo reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 82% (Based on 129 reviews) | |
Contract Editing | Based on 128 Accelo reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 84% (Based on 128 reviews) | |
Contract Attachments | Based on 127 Accelo reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 82% (Based on 127 reviews) | |
Contract Collaboration | Based on 114 Accelo reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 82% (Based on 114 reviews) | |
Approval Process | Based on 128 Accelo reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 83% (Based on 128 reviews) | |
Notifications & Reminders | Based on 140 Accelo reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 84% (Based on 140 reviews) | |
Contract Database | Based on 124 Accelo reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities. | 84% (Based on 124 reviews) | |
Integrations / APIs | Based on 109 Accelo reviews and verified by the G2 Product R&D team. 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. | 84% (Based on 109 reviews) | |
Reporting & Dashboards | Based on 135 Accelo reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 84% (Based on 135 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. | Not enough data | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. | Not enough data | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | Not enough data |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. | Not enough data | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. | Not enough data | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. | Not enough data | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. | Not enough data |
Sales Management
Live Pipeline Management | Based on 10 Accelo reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 80% (Based on 10 reviews) | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. | Not enough data | |
Account-Based Analytics | As reported in 10 Accelo reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 70% (Based on 10 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | Not enough data |
Portfolio Management
Portfolio Types | Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 13 Accelo reviews. | 58% (Based on 13 reviews) | |
Planning | As reported in 12 Accelo reviews. Plan activities and tasks across various portfolios or programs. | 68% (Based on 12 reviews) | |
Alignment | Align different kinds of portfolios with business and financial goals. 11 reviewers of Accelo have provided feedback on this feature. | 68% (Based on 11 reviews) | |
Portfolio Mix | As reported in 11 Accelo reviews. Create the optimal mix of portfolios to achieve operational and financial goals. | 70% (Based on 11 reviews) | |
Portfolio Definition | Based on 66 Accelo reviews. Define multiple types of portfolios for projects, programs, and services. | 82% (Based on 66 reviews) | |
Portfolio Performance | Monitor the performance of different types of portfolios and programs. This feature was mentioned in 67 Accelo reviews. | 83% (Based on 67 reviews) | |
Risk | Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 64 Accelo reviews. | 78% (Based on 64 reviews) | |
Portfolio Mix | Based on 64 Accelo reviews. Create the optimal mix of portfolios to achieve operational and financial goals. | 79% (Based on 64 reviews) |
Project Management
Dependencies | Based on 12 Accelo reviews. Manage dependencies between projects from one or multiple portfolios. | 60% (Based on 12 reviews) | |
Priorities | Assign priorities for projects that are part of portfolios. This feature was mentioned in 12 Accelo reviews. | 64% (Based on 12 reviews) | |
Lean Management | Include lean project management features and best practices. 11 reviewers of Accelo have provided feedback on this feature. | 61% (Based on 11 reviews) | |
Project Planning | Based on 95 Accelo reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project | 88% (Based on 95 reviews) | |
Project Tracking | Based on 97 Accelo reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project | 88% (Based on 97 reviews) | |
Resource Definition | Based on 84 Accelo reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects. | 83% (Based on 84 reviews) | |
Resource Management | Based on 84 Accelo reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. | 85% (Based on 84 reviews) | |
Task Management | Include features to create, assign, and manage tasks. 10 reviewers of Accelo have provided feedback on this feature. | 87% (Based on 10 reviews) | |
Planning | Deliver project plans that can be customized by users. | Not enough data | |
Visibility | Provide visibility into collaborative processes accross the company | Not enough data | |
Integration | Provide integration with task management and project management software. | Not enough data |
Data & Analytics
Data Consolidation | As reported in 12 Accelo reviews. Consolidate project and portfolio data from separate sources. | 69% (Based on 12 reviews) | |
Visualizations | Provide custom project and portfolio monitoring visualizations. This feature was mentioned in 13 Accelo reviews. | 67% (Based on 13 reviews) | |
Performance | Monitor the performance of different types of portfolios. 13 reviewers of Accelo have provided feedback on this feature. | 69% (Based on 13 reviews) | |
Risk Analysis | Based on 12 Accelo reviews. Perform risk analysis at the portfolio or project level. | 53% (Based on 12 reviews) |
Customer Requirements
Quoting | Ability to create custom quotes based on customer requirements. | Not enough data | |
Configuration | Allows users to configure products and revise quotes accordingly. | Not enough data | |
Pricing | Provide standard pricing options that can be customized by customer. | Not enough data |
Contracts
Creation | Deliver standard contract templates that can be modified by users. | Not enough data | |
Negotiation | Track contract changes made by all parties during negotiation. | Not enough data | |
Execution | Implement the final version of the contract, including SLAs. | Not enough data |
Revenue
Invoicing | Monitor invoices and payments per product, customer, or contract. | Not enough data | |
Matching | Match invoices with sales orders, quotes, and contracts. | Not enough data | |
Recognition | Perform revenue recognition to ensure that pricing or payment terms are accurate. | Not enough data |
Planning
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data |
Optimization
Performance | Monitor the performance of each resource by project, portfolio, or resource type. | Not enough data | |
Forecasting | Provide demand-driven forecasts to prepare and plan for future projects. | Not enough data | |
Corrections | Identify misutilizations and provide suggestions to improve planning and scheduling. | Not enough data |
Content
Versioning | As reported in 92 Accelo reviews. Stores different versions of a document. | 80% (Based on 92 reviews) | |
File Request | Based on 94 Accelo reviews. Allows businesses to request files from clients. | 82% (Based on 94 reviews) | |
Feedback | As reported in 98 Accelo reviews. Allows businesses to solicit feedback on projects or documents from clients. | 84% (Based on 98 reviews) |
Collaboration
Billing and Invoicing | Based on 108 Accelo reviews. Provides billing and invoicing within the application. | 88% (Based on 108 reviews) | |
Instant Messaging | Based on 87 Accelo reviews. Provides internal and/or external instant messaging capability. | 77% (Based on 87 reviews) | |
Project Management | As reported in 128 Accelo reviews. Offer project management features like task creation and tracking within the application. | 90% (Based on 128 reviews) | |
Analytics | As reported in 116 Accelo reviews. Offer analytics concerning productivity or client engagement. | 86% (Based on 116 reviews) | |
Time Tracking | Based on 130 Accelo reviews. Allows businesses to track time spent on projects within the application. | 92% (Based on 130 reviews) | |
Mobile Application | Provides a mobile application. This feature was mentioned in 104 Accelo reviews. | 82% (Based on 104 reviews) |
Task Creation
Creation & Assignment | Create and assign tasks for individual users with details and due dates. This feature was mentioned in 20 Accelo reviews. | 84% (Based on 20 reviews) | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). 21 reviewers of Accelo have provided feedback on this feature. | 85% (Based on 21 reviews) | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. 20 reviewers of Accelo have provided feedback on this feature. | 68% (Based on 20 reviews) |
Task Management
Task Prioritization | As reported in 20 Accelo reviews. Set priority levels on tasks so individuals can organize their work. | 75% (Based on 20 reviews) | |
To-Do Lists | See feature definition | As reported in 21 Accelo reviews. Each user can view their list of tasks to be completed without having access to other tasks. | 73% (Based on 21 reviews) |
Dependecies | Define dependencies between tasks and the rules to manage them. 20 reviewers of Accelo have provided feedback on this feature. | 71% (Based on 20 reviews) | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. This feature was mentioned in 20 Accelo reviews. | 67% (Based on 20 reviews) |
Customer Management
Customer Profiles | Based on 93 Accelo reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications. | 88% (Based on 93 reviews) | |
Sales | Based on 82 Accelo reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region. | 86% (Based on 82 reviews) | |
Marketing | Based on 65 Accelo reviews. Create and manage marketing campaigns and track their performance | 77% (Based on 65 reviews) | |
Client Portal | Based on 83 Accelo reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc. | 83% (Based on 83 reviews) |
Accounting
Revenue Recognition | Automate revenue recogniton by project, portfolio, or milestone and deliverable. This feature was mentioned in 79 Accelo reviews. | 83% (Based on 79 reviews) | |
Invoice Management | Based on 89 Accelo reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded. | 84% (Based on 89 reviews) | |
Payments | Based on 72 Accelo reviews and verified by the G2 Product R&D team. Accepts multiple types of payments from clients and match with invoices. | 83% (Based on 72 reviews) | |
Project Accounting | Based on 79 Accelo reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project. | 85% (Based on 79 reviews) | |
Budget Tracking | Based on 84 Accelo reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets. | 86% (Based on 84 reviews) |
Analytics
Forecasting | Based on 75 Accelo reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. | 80% (Based on 75 reviews) | |
Reporting | Based on 85 Accelo reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users. | 84% (Based on 85 reviews) | |
KPIs | Based on 72 Accelo reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management . | 82% (Based on 72 reviews) |
Automation
Workflows | Based on 21 Accelo reviews. Provide standard workflows that can be used accross the company. | 77% (Based on 21 reviews) | |
Customization | Allow administrators to configure workflows and processes. 22 reviewers of Accelo have provided feedback on this feature. | 75% (Based on 22 reviews) | |
Data repository | Based on 22 Accelo reviews. Deliver a single data repository for all project information. | 79% (Based on 22 reviews) |
Project management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 22 Accelo reviews. | 80% (Based on 22 reviews) | |
Dependecies | Define dependencies between tasks and the rules to manage them. 22 reviewers of Accelo have provided feedback on this feature. | 77% (Based on 22 reviews) | |
Planning | As reported in 21 Accelo reviews. Plan and create work breakdown structure (WBS) based on the scope of the project. | 77% (Based on 21 reviews) | |
Views | Create customized project views for internal and external purposes (eg: for customers). This feature was mentioned in 22 Accelo reviews. | 79% (Based on 22 reviews) | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. 21 reviewers of Accelo have provided feedback on this feature. | 73% (Based on 21 reviews) | |
Dashboards | Based on 22 Accelo reviews. Deliver dashboards that display project data and KPIs in real time. | 76% (Based on 22 reviews) |
Workload
Resource Allocation | As reported in 23 Accelo reviews. Monitor resource allocation to identify shortages and adjust accordingly. | 74% (Based on 23 reviews) | |
Workspace | Define customizable workspace for teams, departments, and external users. This feature was mentioned in 22 Accelo reviews. | 77% (Based on 22 reviews) | |
Configuration | As reported in 22 Accelo reviews. Provide drag and drop options to configure workspaces. | 77% (Based on 22 reviews) | |
Insights | Monitor work accross the company and analyze performance. 22 reviewers of Accelo have provided feedback on this feature. | 69% (Based on 22 reviews) |
Communication & Collaboration
Communication Channels | Support multiple channels for internal and external communications. 21 reviewers of Accelo have provided feedback on this feature. | 72% (Based on 21 reviews) | |
Document Management | See feature definition | Based on 22 Accelo reviews. Allow users to share and collaborate on documents and files. | 73% (Based on 22 reviews) |
Collaboration | Help users meet, share workspaces, and collaborate on tasks. This feature was mentioned in 23 Accelo reviews. | 71% (Based on 23 reviews) |
Cost Management
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. 21 reviewers of Accelo have provided feedback on this feature. | 82% (Based on 21 reviews) | |
Time & Expense | As reported in 22 Accelo reviews. Track time and expenses associated with projects or tasks. | 81% (Based on 22 reviews) | |
Profitability | Monitor project proftability by team or department. 21 reviewers of Accelo have provided feedback on this feature. | 79% (Based on 21 reviews) |
Communication
Discussions | Based on 11 Accelo reviews. Ability to involve multiple users in public or private discussions | 70% (Based on 11 reviews) | |
External | Based on 10 Accelo reviews. Allow external users to use chat and discussions | 68% (Based on 10 reviews) |
Content & Documents
File Sharing | See feature definition | Documents can be shared between users and teams | Not enough data |
Notes | As reported in 10 Accelo reviews. User can share notes with colleagues or external users | 72% (Based on 10 reviews) | |
Search | Help users find documents and other types of content 11 reviewers of Accelo have provided feedback on this feature. | 79% (Based on 11 reviews) | |
Versioning | As reported in 10 Accelo reviews. Keep track of document versions and related changes | 60% (Based on 10 reviews) |
Controls
Custom Views | As reported in 10 Accelo reviews. Create personalized project views for collaboration | 70% (Based on 10 reviews) | |
Followers | Allow users to follow tasks which are not assigned to them | Not enough data | |
User Management | Define and manage users access to documents and collaboration features This feature was mentioned in 10 Accelo reviews. | 75% (Based on 10 reviews) | |
Calendars | As reported in 10 Accelo reviews. Manage private and shared calendars and associated events | 73% (Based on 10 reviews) | |
Public Sharing | Make project views available for the public. 10 reviewers of Accelo have provided feedback on this feature. | 67% (Based on 10 reviews) |
Remote Collaboration
Alignment | As reported in 10 Accelo reviews. Align remote employees with their colleagues and external users | 77% (Based on 10 reviews) | |
Accountability | Define and track responsabilities for remote users 11 reviewers of Accelo have provided feedback on this feature. | 79% (Based on 11 reviews) | |
Connectivity | Based on 11 Accelo reviews. Allow users to connect to tools that they use remotely | 79% (Based on 11 reviews) |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users 19 reviewers of Accelo have provided feedback on this feature. | 79% (Based on 19 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF 17 reviewers of Accelo have provided feedback on this feature. | 85% (Based on 17 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 17 Accelo reviews. | 74% (Based on 17 reviews) |
Bill Processing
Consolidation | Based on 17 Accelo reviews. Allow users to consolidate multiple invoices into one | 63% (Based on 17 reviews) | |
Batch Invoicing | Ability to create multiple types of invoices 18 reviewers of Accelo have provided feedback on this feature. | 72% (Based on 18 reviews) | |
Management | Manage invoicing for different types of products or services This feature was mentioned in 18 Accelo reviews. | 69% (Based on 18 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 10 Accelo reviews. | 57% (Based on 10 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. 20 reviewers of Accelo have provided feedback on this feature. | 48% (Based on 20 reviews) | |
AI Text Summarization | Based on 19 Accelo reviews. Condenses long documents or text into a brief summary. | 48% (Based on 19 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 14 Accelo reviews. | 57% (Based on 14 reviews) | |
AI Text Summarization | Based on 14 Accelo reviews. Condenses long documents or text into a brief summary. | 56% (Based on 14 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 15 Accelo reviews. | 57% (Based on 15 reviews) | |
AI Text Summarization | As reported in 15 Accelo reviews. Condenses long documents or text into a brief summary. | 54% (Based on 15 reviews) |
Strategy - Project and Portfolio Management
Simulation | Simulate the outcomes of various business case scenarios and mix of projects | Not enough data | |
Tracking | Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios | Not enough data | |
Planning | Create plans to implement activities to achieve strategic objectives | Not enough data | |
Objectives | Define strategic objectives related to project and portfolio management | Not enough data | |
Visiblity | Provide a 360 view of all projects and portfolios and their corresponding strategies | Not enough data | |
Alignment | Align project and portfolios with the strategic objectives of the company | Not enough data | |
Risk Management | Mitigate risks related to projects and portfolios that may impact strategic objectives | Not enough data | |
Implementation | Deploy strategic planning to project and portfolio management activities | Not enough data | |
Optimization | Help with continuous improvement and to adapt to strategy updates and market changes | Not enough data | |
Prioritization | Assign priorities to projects and portfolios based on strategic objectives | Not enough data |
Generative AI - cpq
Dynamic Quoting | Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior | Not enough data | |
Dynamic Pricing | Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors | Not enough data | |
Personalized Sale Recommendations | Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs | Not enough data |
Artificial Intelligence - Professional Services Automation
Predictive Forecasting | Predicts project profitability, revenue, and resource utilization based on historical data and current trends. | Not enough data | |
Smart task suggestions | Gives task and resource allocation suggestions based on project context. | Not enough data | |
Automated workflows | Automates time-tracking, invoicing, and expense reporting. | Not enough data |
Agentic AI - Project Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Contract Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Project Collaboration
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
