Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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FloatFloat is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.
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What is BidBook?
Optimize your bidding, revenue management, and project oversight using BidBook CRM, which effectively nurtures relationships to stimulate demand for new projects. It allows for the submission of proposal estimates and oversees follow-up tasks efficiently. Users can access the estimation queue, work on or upload estimates, and invite vetted suppliers to submit bids for various scopes of work. Furthermore, it facilitates the management of the supplier bidding process alongside the overall budget. The platform also generates comprehensive proposal documentation, encourages team collaboration, and serves as the go-to tool for all incoming bid opportunities. Additionally, it compiles all essential files, drawings, and addendums while delegating bids and estimates to the sales team. Users can monitor project demand, review revenue schedules, and conduct profit analysis, in addition to approving purchase orders and initiating invoices when necessary, ensuring a streamlined workflow throughout the project lifecycle. Ultimately, BidBook CRM enhances overall efficiency and fosters successful project completion.
What is Accelo?
Accelo is an AI-powered Professional Services Automation (PSA) platform designed to help service firms move from operational chaos to profitable, scalable growth.
Professional services businesses face a common set of problems: revenue leaking through untracked hours, projects drifting off scope with no early warning, resource conflicts discovered too late, and financial performance only visible after the damage is done. Accelo is built to solve all of it — in one connected platform.
From initial opportunity to final invoice, Accelo manages the complete client lifecycle. CRM and pipeline tools capture and convert new business. Project management keeps delivery on track with real-time budget and milestone visibility. AI-assisted resource scheduling matches the right people to the right work based on skills, availability, and workload — cutting scheduling time by up to 50%. Automated time capture and smart billing workflows close the gap on revenue leakage, recovering hours that would otherwise go unbilled. And real-time financial dashboards give owners, finance directors, and operations leaders the visibility they need to act before problems become losses.
What sets Accelo apart is its predictive intelligence. While most PSA platforms report on the past, Accelo surfaces risks before they escalate — flagging at-risk projects, predicting completion dates, and identifying margin erosion while there's still time to respond.
Accelo serves consulting, accounting, IT services, engineering, architecture, and marketing firms of all sizes. It integrates with QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more. SaaS delivery means no infrastructure overhead, and most teams are fully up and running in a matter of weeks.
For firms where people are the product, Accelo delivers the operational clarity needed to protect margins, retain clients, and grow with confidence.
Integrations Supported
QuickBooks Online
Salesforce
Ariglad
Beam AI
BrightGauge
Exopen
Google Analytics
Google Workspace
HubSpot Customer Platform
Integry
Integrations Supported
QuickBooks Online
Salesforce
Ariglad
Beam AI
BrightGauge
Exopen
Google Analytics
Google Workspace
HubSpot Customer Platform
Integry
API Availability
Has API
API Availability
Has API
Pricing Information
$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial Offered?
Pricing Information
Accelo’s pricing is based on your team size and growth goals, and is designed to deliver a clear and quick return on your investment.
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
BidBookSoft d/b/a CRM Evangelist
Date Founded
2011
Company Location
United States
Company Website
www.bidbooksoft.com
Company Facts
Organization Name
Accelo
Date Founded
2011
Company Location
United States
Company Website
www.accelo.com
Categories and Features
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Categories and Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
IT Project Management
Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management