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Salesforce Essentials VS Accelo

Compare Salesforce Essentials VS Accelo and see what are their differences

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Salesforce Essentials logo Salesforce Essentials

Salesforce Essentials is a company that focuses on customer relationship management and eliminates the use of spreadsheets for data analysis.

Accelo logo Accelo

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.
  • Salesforce Essentials Landing page
    Landing page //
    2023-07-10
  • 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.

Salesforce Essentials features and specs

No features have been listed yet.

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

Salesforce Essentials videos

+ Add

Salesforce Essentials Review

More videos:

  • Review - Salesforce Essentials Review: Packed with features
  • Review - Salesforce Essentials vs Professional

Accelo videos

+ Add

2-Minute Demo

Category Popularity

0-100% (relative to Salesforce Essentials and Accelo)

Salesforce Essentials

Accelo

CRM
51 51%
CRM
49% 49
Project Management
0 0%
Project Management
100% 100
Help Desk
100 100%
Help Desk
0% 0
Customer Support
100 100%
Customer Support
0% 0

User comments

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Reviews

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

Salesforce Essentials Reviews

We have no reviews of Salesforce Essentials yet.
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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

What are some alternatives?

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

Freshdesk - Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Salesforce Service Cloud - Service Cloud integrates customer service with social networks and provides a self-service customer portal and knowledge base system.

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.

Zendesk Support - Social Customer Support and Help Desk and Ticketing

Pobuca Connect - Connect with your contacts.

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