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AI Agent Tool

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Accelo

Professional services automation platform combining CRM, projects, billing, and retainers for service firms.

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About Accelo

Accelo is a PSA (professional services automation) platform built for agencies, consultancies, IT firms, and managed service providers. It unifies CRM, project management, time tracking, retainer management, billing, and resource planning in one quote-to-cash workflow. AI-assisted time capture automatically logs billable hours and links them directly to invoices. Accelo does not display pricing publicly and requires a custom quote; independent sources report plans ranging from $30 to $90+/user/month depending on module selection.

AI Agent Use Cases

- Integrated CRM and client management with sales pipeline

- Project management with templated task automation and billing milestones

- AI-assisted time tracking that auto-captures billable hours

- Retainer management for recurring service agreements

- Resource planning and team utilization reporting

- Quote-to-invoice workflow with direct billing from tracked time

Available Actions

These are the specific actions that AI agents can perform with this tool

Inputs

companyId

The company ID

firstname

The contact

middlename

The contact

surname

The contact

username

The contact

password

The contact

title

The contact

phone

The contact

email

The contact

Inputs

prospectTypeId

The prospect type ID

affiliationId

The affiliation ID

title

The request title

Inputs

requestTypeId

The request type ID

title

The request title

body

The request body

affiliationId

The affiliation ID

Inputs

contactId

The contact ID

firstname

The contact

middlename

The contact

surname

The contact

username

The contact

password

The contact

title

The contact