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Accelo VS PlanStreet

Compare Accelo VS PlanStreet and see what are their differences

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Accelo logo Accelo

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

PlanStreet logo PlanStreet

Case Management Software - Create an Impact with Secure Case Management Solutions | Organize Cases and Programs Request Live Demo Today!
  • 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.

  • PlanStreet Landing page
    Landing page //
    2023-04-07

PlanStreet provides cloud-based case management software solutions for social and human service non-profit organizations. Our user-friendly, customizable interfaces are ideal for health & patient services, reentry programs, homeless management, donor management, child & family services, and affordable housing programs. Our passion is to empower your non-profit team to perform at their highest level by automating processes and giving them access to the information they need when they need it.

Accelo

Website
accelo.com
Pricing URL
Official Accelo Pricing
$ Details
paid Free Trial $24.0 / Monthly (Per User (Minimum 5 Users))
Platforms
Browser Android iOS Web Cloud
Edit details

PlanStreet

Website
planstreetinc.com
Pricing URL
Official PlanStreet Pricing
$ Details
paid $60.0 / Monthly (Billed annually with free support.)
Platforms
Browser Windows Android iOS Chrome OS Mac OSX
Edit details

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

PlanStreet features and specs

  • Client Intake Process: Yes
  • Client Management: Yes
  • Power BI embedded Dashboards: Yes
  • Advanced Form Builder: Yes
  • Power BI integration: Yes
  • Case Notes: Yes
  • Document management: Yes
  • Homeless Management: Yes
  • iOS & Android Apps: Yes
  • Online Form Management: Yes
  • Publish Forms on websites: Yes
  • Client Intake Automation: Yes
  • Budget management: Yes
  • Medical Billing: Yes
  • Online Payments: Yes
  • Donor & Grants Management: Yes
  • Program Needs Assessment: Yes
  • ReEntry Case Management: Yes
  • Food Pantry Management: Yes
  • Transitional Housing Management: Yes
  • Client Portal: Yes
  • Patient Portal: Yes
  • Grant Management: Yes

Accelo videos

+ Add

2-Minute Demo

PlanStreet videos

+ Add

Children and Family Services

More videos:

  • Demo - Client Portal Overview
  • Demo - Homeless Management (HMIS)
  • Demo - Health and Patient Case Management
  • Demo - Mental Health Services Software
  • Demo - Child and Family Services - Case Management
  • Demo - Reentry Case Management
  • Demo - Donor Management

Category Popularity

0-100% (relative to Accelo and PlanStreet)

Accelo

PlanStreet

Project Management
89 89%
Project Management
11% 11
CRM
100 100%
CRM
0% 0
Task Management
88 88%
Task Management
12% 12
Case Management
0 0%
Case Management
100% 100

User comments

Share your experience with using Accelo and PlanStreet. 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 PlanStreet

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.
Source: www.channele2e.com

PlanStreet Reviews

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

What are some alternatives?

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Apricot by Social Solutions - Apricot offers a flexible, easy-to-use solution for everything from case management to donor management to volunteer tracking, and even outcomes management.

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.

Salesforce for Nonprofits - Salesforce.org puts the world’s best technology into the hands of nonprofits and schools so they can create more impact.

Pobuca Connect - Connect with your contacts.

Ravetree - Award-winning work management solution

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