5 Best Accelo Alternatives for Agency Management in 2025

Are you frustrated with Accelo’s complicated setup and confusing navigation? You’re not alone. Users on Reddit and industry forums often share the same struggles. 

Some find it hard to use and time-consuming to set up, leading to wasted time and headaches. 

Worse yet, users have reported being stuck in long contracts without refunds, even when the software didn’t meet their needs.

So, if you’re feeling the same way and looking for better options, this guide covers 5 best Accelo alternatives with simpler tools and better pricing.

Let’s explore!

Quick List of Top Accelo Alternatives

• Agency Handy: Best alternative for agencies to manage clients, tasks, and invoicing.
• Flozy: Project management alternative for automation, invoicing, and collaboration.
• SuiteDash: All-in-one platform with CRM, client portals, invoicing, and workflow automation.
• Productive.io: End-to-end management with time tracking, budget control, and project profitability insights.
• Asana: Flexible project management software for task tracking, team collaboration, and workflow efficiency.

Quick Comparison Table of Top Accelo Alternatives

This table provides a concise comparison of the key features offered by the best Accelo alternatives:

Alternatives	Client Management	Project & Task Management	Customizable Forms	Feedback & Approval	Invoicing & Payments
Agency Handy	✔️	✔️	✔️	✔️	✔️
Flozy	✔️	✔️	❌	❌	✔️
SuiteDash	✔️	✔️	✔️	❌	✔️
Productive.io	✔️	✔️	❌	❌	❌
Aligned	✔️	✔️	❌	✔️	❌

Top 5 Accelo Alternatives for Growing Agencies and Businesses

We’ve selected the top Accelo alternatives based on ease of use, flexible workflows, seamless client management, and automated invoicing.

These tools are suitable for growing agencies that want to simplify operations, enhance collaboration, and manage clients more efficiently. Here’s a closer look at each platform.

1. Agency Handy

Agency Handy is, without a doubt, the best Accelo alternative. Its intuitive interface makes onboarding quick and easy. 

You can organize services, create custom intake and order forms, and share them directly with clients or embed them on your website. This simplifies client onboarding and order management.

Unlike Accelo’s rigid setup, Agency Handy centralizes client communication in one secure portal. 

Its CRM tracks every stage of the customer journey, from lead acquisition to invoicing, giving you better visibility and control.

Both platforms support Stripe and PayPal, but Agency Handy also offers Wise and manual banking for more payment flexibility. 

It features visual Kanban boards for task management and flexible multi-package service catalogs.

Agency Handy provides role-based security, real-time dashboards, team collaboration, integrated ticketing, file management, and white-label customization. 

It centralizes workflows and improves client communication, making it the best choice for agencies wanting a simpler alternative to Accelo.

Key Features of Agency Handy

If you’re looking for an Accelo alternative that’s easier to use and more flexible, Agency Handy is worth considering. 

It simplifies client and project management without the complicated setup. You can customize everything to fit your needs, from CRM and task management to automated billing. 

Here’s how Agency Handy makes it simple:

Simple and Organized CRM

Agency Handy’s CRM centralizes all your leads and clients in one dashboard. You can track every stage of the customer journey, from lead acquisition to conversion and invoicing. 

The CRM lets you categorize leads, assign them to team members, and prioritize high-value opportunities. 

Once a lead converts, it automatically becomes a client, with a detailed profile containing all relevant information, including email, company name, location, recent invoices, orders, and tickets.

Fully Customizable Client Portal

Agency Handy allows you to create a fully branded client portal that reflects your business identity. You can customize the portal with your logos, brand colors, and custom domain. 

The portal is secure and user-friendly, enabling clients to access project updates, invoices, files, and communication in one place. 

It also supports branded email communication by configuring SMTP settings. This keeps everything organized and eliminates communication gaps, making the client experience transparent and professional.

Multi Package Service Catalog

You can list unlimited services with up to three packages each, featuring detailed descriptions, pricing tiers, visuals, and trial options. 

Agency Handy lets you group multiple services into packages or hide certain services for exclusive clients. You can also restrict specific payment gateways for different services. 

Once your catalog is ready, you can share it directly with clients or embed it on your website. This helps clients understand your offerings clearly and makes it easier for them to choose the right services.

Custom Forms

Agency Handy offers customizable intake and order forms that help you collect essential project details upfront, such as budgets, goals, and deadlines. 

You can create intake forms using short answers, checkboxes, multiple choices, dates, file attachments, and signature capture. These forms are linked directly to services. 

Order forms can also include add-ons, upsell options, and custom agreements, reducing unnecessary back-and-forth communication.

Visual Task and Workflow Management

Agency Handy simplifies task and project management with visual Kanban boards. You can break down projects into smaller tasks, assign them to team members, and set deadlines. 

It allows you to monitor progress in real time, keeping your team organized and focused on project goals. Each task can include detailed descriptions, attachments, and priority levels. 

Automated reminders help team members meet deadlines, ensuring efficient project execution.

Built-In Invoicing and Payments

Agency Handy automates the invoicing process, saving you time on billing. You can create branded invoices linked to specific clients and orders. 

It supports multiple payment gateways, including Stripe, PayPal, Wise, and manual banking. The system handles recurring payments, split payments, custom discounts, and automated reminders. 

Integrated Ticketing System

Agency Handy includes an integrated ticketing system for managing client support requests. Clients can submit tickets through their portal, which are then logged and prioritized. 

You can assign tickets to team members, track progress, and ensure timely resolution. It maintains detailed communication logs, ensuring transparency and accountability. 

This organized system keeps communication clear and responsive, preventing any client request from slipping through the cracks.

Pros of Agency Handy

• Faster setup with no complex configurations
• Full white-label customization and branded emails
• More flexible payment options, including Wise
• Visual Kanban boards for easy task management
• All-in-one platform for CRM, projects, and billing

Agency Handy Pricing

Agency Handy offers 3 flexible pricing plans to suit different needs. Solopreneur, Teams, and Pro. Each plan is designed to provide the right set of features, whether you’re working solo or managing a growing team:

What Do People Say About Agency Handy?

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Why Should You Use Agency Handy over Accelo?

If you’re wondering whether Agency Handy is a better fit for your agency than Accelo, the answer lies in how it overcomes the very limitations that hold Accelo back. 

Here’s a comparison to help you see why Agency Handy stands out:

Accelo Limitations	How Agency Handy Excels
Complex and Overwhelming Interface	User-friendly interface with quick setup and easy navigation.
No Built-In Service Cataloging	Multi-package service catalogs with trial options and add-ons.
Limited Workflow Customization	Visual Kanban boards and flexible task management tools.
White-Labeling Only on High Tiers	Full white-label customization, including branded emails, on all plans.
Limited Payment Options	Accepts Stripe, PayPal, Wise, and manual banking for more flexibility.

2. Flozy

If you find Accelo complicated and hard to navigate, Flozy is a simpler alternative. It’s designed to make managing clients and projects easier. 

You can set up projects, track tasks, and collaborate with your team without wasting time figuring out complex features. It keeps things simple so you can focus on getting work done.

Flozy also keeps all your communication in one place. It combines CRM, invoicing, client portals, and messaging in a single platform. 

This means you won’t have to switch between different tools to find important updates or conversations. Everything stays organized and easy to access.

With built-in automation for reminders and status updates, Flozy helps you stay on top of tasks without the extra hassle.

However, Flozy falls short in advanced customization and detailed workflow automation, which are important for agencies needing more control over client interactions and project management. 

It’s a good choice for basic workflows but not the most comprehensive solution.

Features of Flozy

Let’s explore the key features of Flozy:

• Task Automation: Flozy automates repetitive tasks like setting reminders and updating task statuses. This saves time and ensures teams stay focused on more critical activities.

• Integrated Invoicing: Create and track invoices directly from the platform without needing third-party apps. Automated reminders also help ensure timely payments.
• Collaborative Tools: Keep teams aligned with real-time updates, file sharing, and progress tracking features. This fosters better communication and minimizes confusion.
• Custom Dashboards: Design personalized dashboards to get a clear overview of projects and workflows. These dashboards make it easy to monitor progress at a glance.

• User-Friendly Interface: Flozy’s simple layout ensures quick onboarding and smooth navigation, even for beginners. It’s designed to minimize the learning curve for teams.

Pros of Using Flozy

• Easier to use with a simpler interface.
• Combines CRM, invoicing, and messaging in one.
• Quick setup without complicated configurations.
• Automates reminders and status updates easily.
• Affordable for small teams and solopreneurs.

Cons of Using Flozy

• Fewer third-party integration choices.
• No support for creating multi-package service catalogs.

Flozy Pricing

Flozy provides two type plans for different team needs:

• Solopreneur Plan ($49/month): Best for freelancers or small teams needing basic task management and automation tools.
• Pro Plan ($89/month): Ideal for growing agencies, offering advanced features like white-labeled portals, custom domains, and more robust automation capabilities.

What Users Say About Flozy

Rating on App Store: 3.3 out of 5

What do users like best about Flozy?

“When starting my business I had to decide whether to use 3-4 apps with 100% functionality or 1 with 75% functionality. Yes, Flozy isn’t perfect but in terms of ease of use and scaling it’s much better to run a business with 1 maybe 2 apps rather than 4+ apps.”

What do users dislike about Flozy?

“Yes Flozy isn’t perfect but in terms of ease of use and scaling it’s much better to run a business with 1 maybe 2 apps rather than 4+ apps.” – AppsHunter

Is Flozy Better Than Accelo?

Flozy is better than Accelo for agencies that value simplicity and automation. 

Its easy-to-use interface and built-in invoicing make it ideal for small teams or freelancers looking to simplify their workflows without the steep learning curve associated with Accelo.

However, Accelo outshines Flozy in areas like advanced reporting, comprehensive project management, and client-facing tools. 

Agencies requiring branded portals or detailed service catalogs would find Accelo more suitable.

3. SuiteDash

SuiteDash is an excellent alternative to Accelo if you want more customization and control over client interactions. 

Unlike Accelo, SuiteDash lets you create white label client portals with your logo, colors, and custom domains, giving your clients a seamless experience. 

Accelo only offers limited branding options on higher-tier plans.

SuiteDash also stands out with its advanced automation workflows. You can set up dynamic triggers for tasks, emails, and notifications based on client actions. 

Accelo’s automation is more rigid and requires detailed configurations.

Another advantage is SuiteDash’s built-in secure file sharing. You can organize documents within client portals, allowing easy access and collaboration. 

Accelo relies on third-party integrations for file management, making it less simplified.

However, SuiteDash can feel overwhelming at first due to its extensive features. The setup process takes time, and it’s not as user-friendly as Accelo’s interface. 

But if you need deep customization and advanced automation, SuiteDash is a strong choice.

Features of SuiteDash

Here are some features of SuiteDash:

• White-Labeled Client Portals: SuiteDash lets you create fully branded client portals that reflect your business identity. These portals make client interactions professional and seamless.

• Dynamic Workflows: Automate repetitive tasks like email follow-ups or project updates with customizable workflows. This reduces manual effort and improves team efficiency.
• Integrated CRM and Project Management: Track client details, manage tasks, and assign responsibilities within one unified platform. It eliminates the need for separate tools.
• Recurring Billing and Invoicing: Easily set up recurring billing schedules and generate branded invoices. This feature helps ensure consistent cash flow and professional financial management.

• File Sharing and Collaboration: Securely upload, share, and collaborate on files with both clients and team members. Everyone stays updated without unnecessary back-and-forth.

Pros of Using SuiteDash

• Combines multiple tools into one unified platform.
• Highly customizable client portals for branding.
• Offers powerful automation features to reduce manual work.

Cons of Using SuiteDash

• Can feel overwhelming for smaller teams or first-time users.
• Initial setup process is time-consuming.

SuiteDash Pricing

SuiteDash offers three pricing tiers for agencies of all sizes:

• Start Plan ($19/month): Best for small teams, offering CRM and basic project management tools.
• Thrive Plan ($49/month): Ideal for mid-sized businesses, with additional marketing automation and client communication tools.
• Pinnacle Plan ($99/month): Designed for larger agencies needing advanced automation, LMS, and secure portals.

What Users Say About SuiteDash

Rating on G2: 4 out of 5

What do you like best about SuiteDash?

I’ve been exploring SuiteDash and found it quite impressive with its comprehensive platform that consolidates billing, project management, and more. The customization features really allow me to make it align with my business style, and I appreciate how intuitive the interface is, making navigation a breeze.

What do you dislike about SuiteDash?

There’s a learning curve to master all its functionalities, and might be a bit much for newcomers. – Mahyar G.

Is SuiteDash Better Than Accelo?

SuiteDash is better than Accelo for agencies seeking an all-in-one solution that combines CRM, invoicing, and automation. Its customization options and bundled tools make it ideal for businesses looking to simplify operations.

However, Accelo excels in detailed reporting and advanced client lifecycle management. If your agency needs more comprehensive data insights or time-tracking tools, Accelo might be a better fit.

4. Productive.io

Productive.io is a great alternative to Accelo if you need detailed project profitability tracking and financial management. 

It provides accurate cost estimates, budget monitoring, and real-time profitability reports for each project. This makes it perfect for agencies that prioritize maximizing profit margins.

It also offers advanced resource scheduling and time tracking. You can assign tasks to team members based on their availability and skills, ensuring balanced workloads. 

Accelo’s resource management is more limited and doesn’t provide the same level of detailed scheduling and utilization insights.

Productive.io also stands out with its integrated sales pipeline. 

You can manage leads, track deals, and forecast revenue within the same platform. In Accelo, CRM and sales management require separate modules, making Productive.io a more simplified option.

However, Productive.io’s heavy focus on financial metrics can feel overwhelming for smaller teams. It’s a better fit for agencies needing deep financial insights and data-driven decision-making.

Features of Productive.io

Here are the key features that make Productive.io a great choice for agencies:

• Time Tracking and Budgeting: Monitor billable hours and expenses, ensuring accurate client billing and budget control. Easily track team hours and project costs in real time.
• Project Profitability Insights: Real-time profitability tracking for data-driven decision-making and resource allocation. Get clear visibility into project margins and financial health.
• Task and Resource Management: Efficiently assign tasks, track progress, and allocate team resources. Optimize team workload and ensure deadlines are met.
• Customizable Dashboards: Visualize project performance, financial metrics, and team productivity in one place. Tailor dashboards to match your specific business needs.
• Third-Party Integrations: Connect with tools like Slack, Google Workspace, and Zapier for enhanced workflow automation. Simplify communication and automate repetitive tasks.

Pros of Using Productive.io

• Combines project management, time tracking, invoicing, and CRM in one platform
• Easier navigation and more intuitive design
• Faster and more responsive customer support
• Regular feature updates based on user feedback
• More flexible and customizable reporting tools

Cons of Using Productive.io

• Steep learning curve for advanced features
• Less customizable invoicing options

Productive.io Pricing

Productive.io offers these pricing tiers:

• Essential Plan: Costs $9 per user per month. It includes budgeting, task management, time tracking, expense management, reporting, and API access.
• Professional Plan: Costs $24 per user per month. It adds invoicing integrations, recurring budgets, team management, advanced reports, rate cards, and billable time approvals.
• Ultimate and Enterprise Plans: Pricing is custom. You need to contact Productive.io for a quote tailored to your business needs.

What Users Say About Productive.io

Rating on G2: 4 out of 5

What do you like best about Productive?

I like how quick and easy it is to use and being able to move around tasks and projects quickly.

What do you dislike about Productive?

I’m still trying to work my way through the platform. Invoicing and budgets are a bit of a challenge, and you’re unable to email a client directly from the forum, so the you can’t see the communication stream connected to the company they’re with. – Tere Anne R.

Is Productive.io Better Than Accelo?

Productive.io is better than Accelo for agencies focused on project profitability and budget management. 

It offers detailed financial insights, time tracking, and expense management in one place, making it easier to track profitability in real time.

However, Accelo is better for agencies needing strong client relationship management and automation. Its built-in CRM and automated workflows simplify client communication and service delivery. 

If you need advanced CRM features and integrated client management, Accelo is the better choice.

5. Aligned

Aligned is a smart alternative to Accelo if you need better collaboration and buyer engagement. 

While Accelo focuses on project management and client relationships, Aligned stands out by bringing teams and clients together in shared workspaces.

Its unique feature, Mutual Action Plans (MAPs), allows real-time collaboration by assigning tasks, setting deadlines, and tracking progress in one place. 

This is especially useful for sales teams handling complex deals. You can keep everyone on the same page, speeding up the sales cycle.

Aligned also offers advanced buyer engagement insights. 

You can see how clients interact with shared files and updates, helping you adjust your approach to close deals faster. The customizable workspaces let you create a more personalized client experience. 

However, Aligned doesn’t include invoicing or advanced project management features. 

It’s great for collaboration and sales alignment but lacks the all-in-one management tools found in platforms like Agency Handy.

Features of Aligned

These are the top features of Aligned that help teams work smarter:

• Mutual Action Plans (MAPs): Align clients and teams with shared action plans. Assign tasks, set deadlines, and track milestones collaboratively for improved accountability.

• Buyer Engagement Insights: Analyze client behavior through detailed engagement metrics. Identify what matters most to your buyers and tailor your approach effectively.
• Customizable Client Workspaces: Create unique workspaces for each project, centralizing communication, updates, and files. These personalized spaces keep everyone aligned.

• Granular Permissions: Control who can access or edit content with flexible permission settings. This feature ensures secure collaboration across teams.
• Real-Time Collaboration: Engage with clients through embedded communication tools, file sharing, and live updates. Keep everyone in sync without switching platforms.

Pros of Using Aligned

• Excellent for buyer engagement and aligning stakeholders.
• Provides actionable analytics to improve client interactions.
• Customizable workspaces enhance client collaboration.

Cons of Using Aligned

• Lacks advanced project and task management features.
• No invoicing or payment capabilities included.

Aligned Pricing

Aligned offers four pricing plans to accommodate various business needs:

• Starter Plan ($0): Perfect for individuals, allowing up to 3 rooms and basic analytics.
• Basic Plan ($29/seat/month): Great for small teams, includes unlimited rooms and task management tools.
• Pro Plan ($49/seat/month): Best for mid-sized teams, with advanced features like Gong integration and 1TB storage.
• Enterprise Plan (Custom Pricing): Ideal for large organizations needing custom workflows, SSO, and dedicated support.

What Users Say About Aligned

Rating on G2: 4 out of 5

What do you like best about Aligned?

Aligned makes it really easy to keep everything in one place, like timelines, documents, and messages, so you don’t have to search everywhere for stuff. I liked how it helps you figure out who’s important in the deal and what they care about. The mutual action plans are cool because they make sure everyone knows what to do and when to do it. It’s also super simple to use, which is great because you don’t have to waste time trying to figure it out. Overall, it’s a really helpful tool that makes working with others so much easier.

What do you dislike about Aligned?

One thing I didn’t like about Aligned is that you can’t really make it look the way you want for your company or clients. It feels like it’s missing some ways to make it more unique or personal. – Daniel M.

Is Aligned Better Than Accelo?

Aligned is better than Accelo for agencies that prioritize buyer engagement and collaboration. Its Mutual Action Plans and analytics tools provide a unique advantage for sales teams working closely with clients.

However, Accelo surpasses Aligned in managing projects, tasks, and client relationships comprehensively. If your agency needs more robust management tools alongside collaboration features, Accelo would be the better fit.

Why Should You Consider an Accelo Alternative?

Accelo is a popular tool for managing client relationships and projects. But it’s not always the right fit for every team. If you find it complicated or too rigid for your needs, it might be worth looking at other options. Here’s why:

Complicated and Hard to Use

Accelo’s interface is not the easiest to navigate. Many users find it confusing, especially during onboarding. The learning curve is steep, and setting up workflows can be complicated. This can slow down productivity and require extra training, which isn’t ideal for busy teams.

Not Very Flexible

Accelo’s workflows are detailed but not very flexible. Making quick changes or adjusting the system to fit your needs can be frustrating. If you need to adapt to different projects or client requests, other tools offer easier customization.

Expensive Pricing

Many of Accelo’s best features, like white-labeling and advanced reporting, are only available on the more expensive plans. This can be costly for smaller teams or growing agencies trying to manage budgets.

Too Many Integrations Needed

Accelo depends a lot on third-party integrations for things like file sharing and detailed analytics. This means you’ll need multiple tools to get everything done, which can be costly and make workflows more complicated.

Limited Branding Options

Accelo does have client portals, but fully customizing them with your branding is only possible on the higher-tier plans. If you want to present a professional and consistent brand image, other platforms offer more affordable and flexible options.

What Are the Key Features to Look for in an Accelo Alternative?

If you’re exploring alternatives to Accelo, it’s essential to find tools that overcome its limitations. Here are the most important features to look for:

Intuitive User Interface and Easy Onboarding

Accelo’s navigation can be confusing and slows down productivity. Look for a tool that offers a clean, easy-to-use interface. Your team should be able to get started quickly without extensive training or frustration.

Flexible Workflow Automation

Accelo’s automation requires detailed setups that can be restrictive. Choose a platform with customizable triggers, reminders, and status updates. 

You’ll be able to tailor workflows to fit your project needs without unnecessary complexity.

Real-Time Budget Tracking and Profitability Insights

Budget tracking in Accelo lacks depth. Opt for an alternative with real-time budget monitoring and profitability insights. This keeps you informed about expenses and profit margins, helping you make better financial decisions.

Integrated CRM and Sales Pipeline

Managing CRM and sales pipelines separately in Accelo can be cumbersome. An all-in-one solution combines CRM, sales pipeline, and deal tracking in one place. 

This integration simplifies your sales process and enhances visibility into customer interactions.

Full White-Label Customization

White-label options in Accelo are restricted to higher tiers. Look for a tool that allows you to fully customize logos, colors, and domains on any plan. 

You’ll maintain consistent branding and provide a professional client experience without extra costs.

Built-In Collaboration and Communication Tools

Accelo’s communication tools are basic and often need third-party integrations. 

A better choice would be a platform with built-in messaging, file sharing, and client portals. Keeping all interactions in one system enhances collaboration and reduces confusion.

Versatile Payment Options

Accelo supports limited payment gateways, requiring additional integrations for flexibility. Find an alternative with built-in options like Stripe, PayPal, Wise, and manual banking. 

Offering multiple payment methods makes billing convenient for clients and simplifies payment processing for your team.

So, What’s the Best Accelo Alternative?

After reviewing several options, Agency Handy stands out as the best alternative to Accelo. It gives you all the tools you need to manage clients, projects, and tasks with ease. 

With features like customizable client portals, built-in invoicing, and service catalogs, it’s designed to simplify your workflow. 

Plus, its intuitive design makes it easy to set up and use, even if you’re not tech-savvy. It’s also budget-friendly, which makes it a great choice for startups and small businesses.

What really sets Agency Handy apart is its reliable customer support. You won’t waste time fixing issues on your own or waiting endlessly for help. And the best part? You can try it for free without worrying about a limited trial period.

If you’re looking at other choices, Flozy is ideal for automating tasks and handling invoicing, while SuiteDash offers a complete solution for growing businesses. 

Both options are worth considering if you have specific needs that align with their strengths.

Wrapping Up

Choosing the right Accelo alternative depends on what you need most for your business. Look for tools that simplify client and project management, automate repetitive tasks, and offer customizable features. 

Take your time to compare these options and find the one that aligns with your workflow. Remember to consider your budget, required features, and the scalability of the platform. 

By focusing on what matters most to you, you’ll find a solution that helps your business grow efficiently.

FAQs

Are there Accelo alternatives with better client onboarding tools?

Yes, Agency Handy offers customizable intake and order forms that make client onboarding simple and efficient. These tools help you collect all the necessary information upfront and start projects without delays, something not as streamlined in Accelo.

Which Accelo alternatives support service catalog customization?

Agency Handy and SuiteDash allow you to create detailed service catalogs with multiple package tiers, pricing, and descriptions. This feature helps agencies showcase their offerings professionally and makes it easier for clients to choose the right services.

Do Accelo alternatives offer more flexible invoicing options?

Yes, platforms like Agency Handy provide advanced invoicing features, such as automated invoice generation, recurring billing, and payment reminders.

Are there any free Accelo alternatives?

Yes, there are Accelo alternatives free options available, but they may come with limited features compared to paid versions.