Software Alternatives & Reviews

Accelo VS KBMax

Compare Accelo VS KBMax and see what are their differences

Accelo logo Accelo

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

KBMax logo KBMax

KBMax 3D CPQ solutions is the next generation to configure, visualize, price, quote with interactive 3D visualization and engineering automation. Learn more.
  • Accelo Landing page
    Landing page //
    2023-04-26

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

  • KBMax Landing page
    Landing page //
    2023-05-16

Accelo features and specs

  • Client & Contacts Database: Yes
  • Microsoft 365 and Google Contact Synchronization: Yes
  • Microsoft 365 and Google Calendar Synchronization: Yes
  • Tasks & Checklists: Yes
  • Task Boards: Yes
  • Client Email Sync: Yes
  • Client Activity Feed: Yes
  • Smart Timesheets: Yes
  • Web & Mobile Timers: Yes
  • Files & Attachments: Yes
  • Client Requests & Shared Inbox: Yes
  • Client Asset Database: Yes
  • Custom Fields & Tags: Yes
  • Dynamic Resource Scheduling: Yes
  • Scheduling & Workload Dashboard: Yes
  • Profitability & Utilization Dashboards: Yes
  • Resource Booking: Yes
  • Rules & Triggers: Yes
  • Activity Templates: Yes
  • Work Templates: Yes
  • Approvals: Yes
  • Signoffs: Yes
  • Client Portal: Yes
  • Divisions: Yes
  • Custom Statuses & Workflows: Yes
  • Materials & Expenses: Yes
  • Formulas & Calculated Fields: Yes
  • iOS and Android Apps: Yes
  • Branded Workspace: Yes
  • Standard Security (Encryption): Yes
  • Enhanced Security (2FA, SSO): Yes
  • Community Support: Yes
  • Email Support: Yes
  • Chat & Phone Support: Yes
  • Contractors: Yes
  • Sales Opportunity Management: Yes
  • Sales Tasks: Yes
  • Sales Activity: Yes
  • Custom Sale Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Quotes Creation & Sending: Yes
  • Interactive Gantt Chart Quoting: Yes
  • Fixed, Variable & Mixed Quotes: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-time Value & Pipeline Tracking: Yes
  • Sales Velocity & Time Spent Tracking: Yes
  • Quote Templates: Yes
  • Convert Quotes to Projects: Yes
  • Resource Scheduling & Booking: Yes
  • Sales Triggers & Notifications: Yes
  • Custom Sale Statuses & Workflows: Yes
  • Quote Materials: Yes
  • Adaptive Project Management: Yes
  • Project Milestones & Tasks: Yes
  • Record Notes & Schedule Meetings: Yes
  • Automated Project Time Logging: Yes
  • Custom Project Fields and Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Advanced Project Dependencies: Yes
  • Dynamic Project Scheduling: Yes
  • Interactive Gantt Chart Planning: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-Time Budget & Timeline Tracking: Yes
  • Forecast Budget, Profitability & Timeline: Yes
  • Allocate Time & Value to Retainers: Yes
  • Invoice Based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Project Triggers & Notifications: Yes
  • Project Plan Templates: Yes
  • Project Time Approvals: Yes
  • Project Client Signoffs: Yes
  • Custom Project Statuses & Workflows: Yes
  • Project Rate Cards: Yes
  • Project Materials & Expenses: Yes
  • Client Ticket Management: Yes
  • Ticket Tasks: Yes
  • Automated Ticket Time Logging: Yes
  • Ticket Activity: Yes
  • Custom Ticket Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Custom Categories & Resolutions: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Forecast Budget, Profitability & Timeline: Yes
  • Ticket Age & Time Spent Tracking: Yes
  • Allocate Time & Value to Retainers: Yes
  • Invoice Based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Tickets Triggers & Notifications: Yes
  • Ticket Client Signoffs: Yes
  • Custom Ticket Statuses & Workflows: Yes
  • Ticket Materials & Expenses: Yes
  • Client Retainer Management: Yes
  • Recurring Tasks: Yes
  • Record Notes & Schedule Meetings: Yes
  • Automated Retainer Time Logging: Yes
  • Custom Project Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Smart Task Scheduling: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-Time Budget Tracking: Yes
  • Forecast Budget & Profitability: Yes
  • Allocate Time & Value from Projects: Yes
  • Allocate Time & Value from Tickets: Yes
  • Invoice based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Retainer Triggers & Notifications: Yes
  • Retainer Time Approvals: Yes
  • Custom Retainer Statuses & Workflows: Yes
  • Multiple Retainer Templates: Yes
  • Retainer Materials: Yes
  • Automated Retainer Billing: Yes
  • Create & Send Invoices: Yes
  • Create & Send Purchases: Yes
  • Invoice for Services: Yes
  • Invoice with Work Logs: Yes
  • Invoice Statements: Yes
  • Invoice Payment Reminders: Yes
  • Invoice Payments: Yes
  • Purchase Payments: Yes
  • Online Credit-Card Payments: Yes
  • Xero integration: Yes
  • QuickBooks Online Integration: Yes
  • Bulk Client Invoicing: Yes
  • Invoice Templates: Yes
  • Purchase Templates: Yes
  • Invoice for Materials and Expenses: Yes
  • Customized Client Terms & Tax: Yes
  • Invoices on Projects: Yes
  • Purchases on Projects: Yes
  • Invoices on Tickets: Yes
  • Purchases on Tickets: Yes
  • Invoices on Retainers: Yes
  • Purchases on Retainers: Yes
  • Client Work - Time & Value: Yes
  • Client Profitability - Budget, Current & Forecast: Yes
  • Client Revenue: Yes
  • Client Assets: Yes
  • Task Budget Analysis: Yes
  • Task Overdue Report: Yes
  • Team Member Performance Dashboard: Yes
  • Billable Time and Value Analysis: Yes
  • Missing Time: Yes
  • Financials - Revenue Analysis: Yes
  • Financials - Revenue Forecast: Yes
  • Financials - Invoices & Receivables: Yes
  • Financials - Time to Pay: Yes
  • Financials - Purchases: Yes
  • Financials - Materials: Yes
  • Financials - Expenses: Yes
  • Task on Projects, Tickets & Retainers: Yes
  • Sales by Client: Yes
  • Sales Pipeline: Yes
  • Sales Activity: Yes
  • Projects by Client: Yes
  • Project Work in Progress: Yes
  • Project Profitability: Yes
  • Project Budgets and Deadlines: Yes
  • Planned vs Actual: Yes
  • Open Tickets & Requests: Yes
  • Overdue Tickets: Yes
  • Time to Respond & Resolve: Yes
  • Retainers by Client: Yes
  • Retainer Revenue Forecast: Yes
  • Expiring Retainers: Yes

KBMax features and specs

No features have been listed yet.

Accelo videos

2-Minute Demo

KBMax videos

KBMax + Salesforce Demo: High Technology Products

More videos:

  • Demo - KBMax Demo: Door Configuration
  • Demo - KBMax Demo: High Tech Products

Category Popularity

0-100% (relative to Accelo and KBMax)
Project Management
100 100%
0% 0
Document Automation
0 0%
100% 100
CRM
100 100%
0% 0
eCommerce Tools
0 0%
100% 100

User comments

Share your experience with using Accelo and KBMax. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Accelo and KBMax

Accelo Reviews

  1. Untouchable tool for a business owner

    I cannot imaging my life without Accelo. It drasticly improved my performance and profitability!

    Highly recommend!

    👍 Pros:    Excellent features|Cost&profit management|Easy to use
    👎 Cons:    Pricy

20 PSA Software Tools, Alternatives for MSPs & VARs
1. Accelo (formerly Affinity Live): As of early 2016, Accelo had quietly integrate its PSA platform with Continuum, Kaseya and Logicnow — three well-known providers of RMM software for MSPs. Accelo has a growing focus on IT service providers, though I don’t have a feel for the company’s overall following among MSPs and VARs.

KBMax Reviews

We have no reviews of KBMax yet.
Be the first one to post

Social recommendations and mentions

Based on our record, KBMax seems to be more popular. It has been mentiond 57 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Accelo mentions (0)

We have not tracked any mentions of Accelo yet. Tracking of Accelo recommendations started around Mar 2021.

KBMax mentions (57)

  • KBMax: Integration of Kinetic With CPQ
    KBMax visual setup software is the best answer for firms looking to streamline their sales process. Our application provides seamless integration of Kinetic with CPQ, making it easier than ever to configure, price, and quote items precisely and rapidly. Contact us today at kbmax.com to learn how we can help you take your business to the next level. Source: 10 months ago
  • KBMax CPQ (Configure, Price, Quote)
    KBMax CPQ Configure, Price, Quote is changing the e-commerce market. CPQ can handle complex business rules, 2D and 3D visualization, real-time pricing, CAD automation, and website embedding. With the help of CPQ, you can shorten the sales cycle and more effective production processes. To know more, visit kbmax.com. Source: 11 months ago
  • Configure Price Quote CPQ
    CPQ (configure, price, quote) is a tool that helps businesses streamline sales processes by configuring, pricing, and quoting complex products. It provides sales representatives with the tools to produce customized offers and proposals for the client and also automates the generation of accurate quotes. Visit kbmax.com if you want to use the CPQ system to empower the sales process. Source: 11 months ago
  • KBMax 3D CPQ
    A 3D CPQ solution combines product configuration, pricing, and quoting capabilities with interactive 3D visualization. With the help of 3D CPQ, you can streamline the sales process and produce precise pricing. KBMax provides you best 3D CPQ software that helps to visualize the final product and reduce the risk of quoting errors. Visit kbmax.com for additional information. Source: 11 months ago
  • KBMax 3D CPQ
    KBMax 3D CPQ is a next-generation solution that helps businesses streamline their sales and product configuration processes. With this tool, the customer can virtually see the product, which helps to understand any product better. If you want to know more detail about and to configure, price, quote any product in a 3D manner, visit kbmax.com. Source: about 1 year ago
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What are some alternatives?

When comparing Accelo and KBMax, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Vendavo - Vendavo generates actionable insights that enable businesses to sell more profitably. 

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Pobuca Connect - Connect with your contacts.

Configure One - Configure One CPQ covers your entire sales-to-production process. Configure products, calculate pricing, send quotes to customers, secure an order, and generate engineering documents. All with Configure One.