Accelo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Content Management
- Document Management
- Lead Management
- Meeting Management
- Performance Management
- Presentation Management
- Proposal Management
- Training Management
Pricing Info
Pricing Info
Contact Eltropy for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
Integrations
Eltropy integrates with the following business systems and applications:
- Salesforce
- Microsoft Dynamics
- iMessage
- Microsoft Outlook
- Dropbox
- Box
- Microsoft SharePoint
- Google Drive
- Microsoft OneDrive
- Docusign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InvenSense, Levanto Financial, GT Nexus, Convergia
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
The Eltropy SaaS platform improves share of wallet, client acquisition and productivity of client-facing teams in banks, financial services, and insurance firms.
Company Email
Contact No.
Company's Address
Eltropy, Inc.
1525 McCarthy Blvd
Milpitas, CA 95035
USA
Eltropy Comparisons
Popular Eltropy Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Process automation
- Sales module
- Team scheduling
- Client records
- Synchronization
- Timers
- Mobile app
- Automated notifications
- Quotes
- Project planning
- Project tracking
- Project collaboration
- Activity stream
- Task management
- Time tracking
- Expenses
- Invoicing
- Client portal
- Issues dashboard
- Integrations
Pricing Info
Accelo offers various products you can mix and match and choose from. There’s also a free trial available which you can get by signing up in Accelo. For the products, here are its pricing details:
Sales
Sales Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Portal
- Email Campaigns
- Quotes
- Smart CRM & Email Tracking
- Sales Tracking
- Tasks, Notes & Attachments
Sales Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Sales Plus Features
- Automated Triggers and Notifications
- Customized Business Processes
- Team Scheduling
- Unlimited Custom Sale Types
Projects
Projects Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database & Email Tracking
- Client Portal
- Client Signoffs & Approvals
- Project Management
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Projects Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Projects Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Projects Types
Service
Service Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Service & Issue Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Service Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Service Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Issue Types
Retainers
Retainers Plus – $16/user/month (billed annually) or $19/user month-to-month
- Contract & Retainer Tracking
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Retainers Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Retainers Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Retainer Types
ServOps (includes all products above in one)
ServOps Plus – $34/user/month (billed annually) or $39/user month-to-month
- All Plus Plan Features of Sales, Projects, Service, and Retainers Products
ServOps Premium – $69/user/month (billed annually) or $79/user month-to-month
- All ServOps Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Sale, Project, Ticket and Retainer Types
Integrations
Accelo integrates with the following business systems and applications:
- Office 365
- Google for Work
- Salesforce
- MailChimp
- QuickBooks
- Xero
- Authorize.net
- PayPal
- JIRA
- Stripe
- Campaign Monitor
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Angie’s List, Relevant, ZirMed
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Accelo is a cloud-based software that combines simple and powerful tools for professional services for businesses. It automates various processes to increase productivity and profitability. It comes with tools for sales, projects, services, retainers, and servops. The platform also integrates with many third-party apps such as G Suite, Office 365, Xero, Quickbooks, and more.
Company Email
Contact No.
Company's Address
530 Howard St, Floor 2
San Francisco, CA, 94105
USA
Accelo Comparisons
Popular Accelo Alternatives
If you are still having second thoughts about which service will be best for your company it might be a sensible idea to take a look at each service’s social metrics. Such metrics are usually a sign of how popular each app is and how extensive is its online presence.For example, if you look at Eltropy LinkedIn account you’ll see that they are followed by 918 people. In case of Accelo the volume of followers on their LinkedIn page is 358.
Page last modified