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An Accelo alternative for service businesses

One connected record for clients, projects, people and money.

If you are comparing Accelo with other options, here is how Perspectiv approaches the same problems, and when Accelo may suit you better.

Accelo project management product screen
Accelo project management · Official product imageSource
Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →

Perspectiv at a glance

  • CRM for clients, leads and opportunities
  • Projects, resources, time and expense
  • Contracts, quotes and invoicing
  • Accounting across legal entities and currencies
  • Knowledge hub: intranet and documentation sites
  • Client and vendor portals
  • Your own fields, layouts and wording, without code
  • Single sign-on in every plan

Start with your priorities

Before comparing features, agree on three things with the people who will use the system every day:

  1. What must work on day one?The processes you cannot run without, starting with the one that hurts most.
  2. Where do hand-offs break?The places where data is re-typed between tools or teams today.
  3. Who will look after the setup?Who adds fields, changes layouts and onboards new people.

What is Accelo?

Accelo is client work management software for professional services businesses, covering sales, projects, retainers, tickets and billing.

Why service businesses look for an alternative to Accelo

Every business is different, but these are common reasons service businesses look at other options:

  • They want accounting, purchasing and people in the same platform
  • They want intranet and branded documentation sites included
  • They want multiple legal entities and currencies
  • They want their own admins to change fields and layouts

How Perspectiv is different

  • Clients, contracts, projects, time, purchasing and accounting share one record, with no integrations to build between them
  • Multiple legal entities, countries and currencies, with legal entity groups
  • Knowledge hub for your intranet and published documentation, plus client and vendor portals, in the same platform
  • Your administrators add fields, page layouts and wording themselves, without developers or consultants
  • Single sign-on with SAML or OpenID Connect is included in every plan

When Accelo may be the better choice

If you need a client work management tool in production today, Accelo is an established option. Perspectiv’s private beta starts in Q2 2027.

Need a complete system today?

If you need every module running now, a product that is already generally available may suit you better for the moment. Check which Perspectiv modules are in the beta and which are planned.

Beta Q2 2027

Open to an early beta?

The private beta opens in Q2 2027 with CRM and Knowledge hub. Beta customers pay no initial license fee and help shape what comes next.

Moving from Accelo

Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from Accelo or any other tool can be brought in. Start with the area that hurts most, run both side by side for a short period, then switch. Our guide on switching in stages applies here too.

  1. Map your dataMatch the columns you export to Perspectiv’s fields.
  2. Test a small sampleImport a few records and check them with the people who use them.
  3. Review, then switchRun both side by side for a short period, then move over. Ask a question if you are unsure.

Accelo is a trademark of its owner. Perspectiv is not affiliated with or endorsed by Accelo. Descriptions are based on public information as of October 2026; check with each vendor for current details.

Where it lives in Perspectiv

Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.

  • CRMBeta Q2 2027

    Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.

  • Project managementComing soon

    Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.

  • Internal service deskPlanned

    Employee IT support, service requests, incidents and access requests, with internal service levels.

  • General ledger & accountingPlanned

    Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.

Questions

Is Perspectiv a replacement for Accelo?

It can be, depending on what you use Accelo for. Compare the modules and their status on this page with the parts of Accelo you rely on today.

Can we move our data from Accelo?

Yes. Export your data to a spreadsheet and import it into Perspectiv, mapping your columns to Perspectiv’s fields as you go.

When can we start?

The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Other modules join as they are ready.

Related

See it in the private beta.

The beta opens in Q2 2027 with Knowledge hub and CRM. Beta customers pay no initial license fee.

Apply for the private beta Get product updates