Moving from Accelo? Check whether you need its depth first.
Accelo is professional services automation: quotes, projects, retainers, timesheets, billing and resource scheduling for firms that need capacity and margin control. Workspace369 is a lighter, flat-priced workspace for small teams: clients, proposals clients sign online, a client portal, a shared inbox with texting and calls, scheduling, projects with time tracking, automations and AI. Capacity planning and integrations are Accelo’s strengths, and this page says so. To move your records, use AI Import, which maps your own spreadsheet columns and shows what it will cost before it writes anything.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Workspace369 is now an approved plugin in ChatGPT. Read the announcement
Last updated October 23, 2026
The honest part first
What moves, what doesn't
Here is how a move from Accelo works. You export spreadsheets from Accelo and AI Import does the column mapping. Ask Accelo which exports your plan includes before you plan the move.Moves with you
- Clients, products and services, invoices and expenses. Export the lists you need from Accelo as spreadsheets, upload the CSV or XLSX and AI Import maps the columns to the right fields. You review the mapping first.
- The cost, before you commit. The import shows how much of your monthly usage it needs before it starts, so nothing runs on a surprise bill.
You re-create or leave behind
- Reports and files. These stay outside the import. Keep the Accelo reports and PDFs you need as your records, and attach them to the client record or project by hand.
- Retainers, service agreements and project templates. Workspace369 has retainers and deposits, but you set them up again from your agreements. Nothing is carried over automatically.
- Capacity, utilization and margin reporting. Accelo’s reports don’t carry over. Workspace369 has team utilization reports on every plan, project and client profitability from Specialist and a team workload view on Commander ($299/mo), and they fill up from the time you track after the move. Resource bookings and forecasts stay with Accelo; see the stay list below.
- Time entries. AI Import’s record types are clients, products and services, invoices, proposals and expenses, plus projects with their tasks. Track time fresh in Workspace369.
- Tickets, change orders and Accelo’s integrations. These are not carried across. Rebuild the intake you need with public intake forms and automations.
No lock-in either way: the workspace owner can request a full data export from Workspace369 at any time.
Two different weights
What each tool is built for
Accelo is built for firms that run on utilization and margin. Workspace369 is built for small teams that want one workspace for client work. Here is where each one is the better choice.Where Workspace369 is stronger
- A visible, flat price for small teams, with seats included in each plan.
- Proposals that clients review, accept and sign online, and a client portal for projects, task boards, comments and invoices.
- A shared inbox with texting, calling and voicemail from Voyager, plus a shared calendar on every plan and online booking from Specialist.
- Automations and AI across the workspace, drawing on your plan's monthly usage.
- Timers, timesheets and billable time on every plan.
Where Accelo is stronger
- PSA depth. Accelo lists project management with timelines, dependencies and milestones, plus change orders and budget tracking against scope.
- Resource scheduling and capacity. Accelo lists capacity, availability and utilization views, and pipeline demand against capacity.
- Retainer and service-agreement management, with retainer performance data and realization rates across clients, projects and teams.
- Integrations. Accelo’s integrations page lists HubSpot, Salesforce, HiBob, BambooHR, Xero, Sage Intacct, QuickBooks and Jira.
- Implementation help. Its pricing FAQ says plans include implementation guidance and onboarding support.
The cost math
Accelo has no posted price, Workspace369 does
Accelo’s pricing page says its pricing is based on your team size and growth goals, and it asks you to request a custom quote. It shows no plan names, per-user prices or trial, and it has no billing toggle. So we cannot say which tool costs less for your team. What we can show is what Workspace369 costs at each size, using the lowest-priced option that fits.Checked October 23, 2026 on accelo.com/pricing. Workspace369 prices are monthly. Plan features differ: texting and calling start on Voyager, so the plan that fits your headcount may not be the plan with the features you need.
| Team size | Accelo, monthly | Workspace369, monthly |
|---|---|---|
| 1 person | No posted price: custom quote. Accelo says it requires a minimum of 15 users. | $29 (Cadet, 1 seat) |
| 3 people | No posted price: custom quote | $84 (Voyager $74 + 1 extra seat at $10) |
| 5 people | No posted price: custom quote | $104 (Voyager $74 + 3 extra seats at $10) |
| 10 people | No posted price: custom quote | $149 (Specialist, 10 seats) |
| 15 people | No posted price: custom quote | $199 (Specialist $149 + 5 extra seats at $10) |
| 20 people | No posted price: custom quote | $249 (Specialist $149 + 10 extra seats at $10), or $299 on Commander with 20 seats included |
The demo booking step on Accelo’s pricing page says “Accelo requires a minimum of 15 users” (checked October 23, 2026), and with an Employee Range of 1-9 it adds “Accelo works best for growing teams of 15+ users.” If you are under 15 people, ask Accelo whether it would sell to you before you plan around it. Source: Accelo pricing, checked October 23, 2026.
On Workspace369, texting and calling start on Voyager ($74), online booking, payment plans, expenses and basic accounting start on Specialist ($149), and full accounting starts on Commander ($299).
Step by step
The setup checklist
Seven steps, in order. Run them alongside Accelo and cancel only when a real client has gone through the new setup.Decide whether you use Accelo’s depth
List what you rely on: capacity views, margin reports, change orders, tickets or its integrations. Anything on that list that you would still need after the move needs a replacement first, or a reason to stay.
Export what you want from Accelo
Ask Accelo which exports your plan includes, and check the notice and renewal terms in your agreement. Save client lists, open invoices, time entries, retainers and any reports you need for your records.
Start the trial and set up your services and prices
The 14-day trial is enough time to try one client end to end. Add your services, packages and rates first so proposals and invoices take minutes afterwards.
Run AI Import for each record type
Upload a CSV or Excel file for clients, products, invoices and proposals, plus expenses from Specialist. AI Import maps your columns, you check every row before it saves, and the usage it needs is shown before you start. Projects come across with their tasks.
Re-create your retainers, templates and projects
Set up retainers and recurring invoices from your agreements, rebuild the proposal templates you actually use, then create projects for live work. Most people rebuild a short list, not everything.
Add your team, inbox and calendar
Seats are included in the plan, with extra seats at $10 a month from Voyager. Connect your inbox and calendar, and turn on texting and calling from Voyager if clients reach you by phone.
Run both for a while, then cancel
Take one real client from proposal to project to tracked time to invoice in Workspace369. Cancel Accelo only after that works, and keep your exports.
Fair is fair
Stay on Accelo if…
- Capacity and utilization run your business. Accelo lists capacity, availability and utilization views and AI recommendations for matching people to work. Workspace369 has team utilization reports on every plan and a team workload view on Commander ($299/mo).
- You manage retainers and fixed-fee projects side by side and watch margin. Accelo lists budget consumption against scope, change orders and realization rates.
- You rely on its integrations. Accelo lists HubSpot, Salesforce and Jira syncs, so if your workflow depends on them, stay on Accelo.
- You want onboarding included. Accelo says plans include implementation guidance and onboarding support.
Pick your plan
Five plans, priced by seats
Cadet through Commander start with a 14-day free trial. Pay annually and each plan drops by about 20%. Extra seats are $10 a month each from Voyager.| Plan | Monthly | Seats | Pick it if… | Trial |
|---|---|---|---|---|
| Cadet | $29 | 1 | You're solo and don't need texting yet. Email automations included (up to 3 active workflows). | Try Cadet 14 days free · card required · then $29/mo · cancel anytime |
| Voyager | $74 | 2 | You want to text and call clients — this is the entry point for SMS, calling and voicemail, with SMS steps in up to 10 active workflows. | Try Voyager 14 days free · card required · then $74/mo · cancel anytime |
| Specialist Recommended | $149 | 10 | You want IVR, call queues and call recording, payment plans, and up to 25 active workflows. | Try Specialist 14 days free · card required · then $149/mo · cancel anytime |
| Commander | $299 | 20 | You want unlimited workflows with AI drafting, plus full accounting. | Try Commander 14 days free · card required · then $299/mo · cancel anytime |
| Enterprise | $699 | 50 | You run several teams and need 50 seats in one plan. | Talk to sales |
Prices in USD. Full feature matrix on the pricing page.
FAQ
Switching questions, answered straight
What is the best Accelo alternative?
It depends on whether you need resource planning. Accelo lists no prices. For Accelo-style resourcing at a posted price, compare Productive Essential ($12 a user a month on monthly billing, $10 billed yearly, three-seat minimum) or Teamwork Accelerate ($29.99 a user a month, $24.99 billed yearly). Workspace369 Voyager ($74/mo, 2 seats) puts clients, proposals, invoices, the client portal, texts and calls in one workspace, with Gantt timelines; its team workload view is on Commander ($299/mo). Stay on Accelo if capacity and utilization views are central. Prices checked October 23, 2026; the Accelo alternatives page has the full comparison.#
Does Workspace369 integrate with Accelo?
They stay separate tools: export your records from Accelo as spreadsheets and bring them in with AI Import.#
How much does Accelo cost?
Accelo does not post a price. When we checked on October 23, 2026, its pricing page said pricing is based on your team size and growth goals and offered a custom quote, with no plan names, per-user prices or trial shown. Its FAQ says plans include implementation guidance, onboarding support and access to its full platform.#
Does the Workspace369 trial need a card?
Yes. You add a card to start the 14-day trial on Cadet through Commander, and nothing is charged if you cancel in Settings → Billing before it ends. Keep Accelo running while you try it, and cancel Accelo once your clients and open work have moved.#
Is Workspace369 cheaper than Accelo?
We cannot say, because Accelo publishes no price. Workspace369 does: Cadet is $29 a month for one seat, Voyager is $74 for two seats plus $10 per extra seat, and Specialist is $149 for ten seats. Get an Accelo quote for your headcount and compare it with the table above.#
Does Accelo have a minimum team size?
Yes. The demo booking step on Accelo’s pricing page says “Accelo requires a minimum of 15 users” (checked October 23, 2026). If you are under 15 people, ask Accelo whether it would sell to you; Workspace369 has no minimum and starts at one seat on Cadet ($29/mo).#
Can Workspace369 replace Accelo?
Partly. Workspace369 covers clients, proposals clients sign online, retainers and deposits, the client portal, projects, time tracking, a shared inbox with texting and calling, scheduling, automations and AI. It has team utilization reports on every plan, project and client profitability from Specialist and a team workload view on Commander ($299/mo). A firm that depends on Accelo’s resource scheduling and margin monitoring should keep it.#
How do I get my data out of Accelo?
Ask Accelo which exports your plan includes, then upload the CSV or XLSX files to AI Import. We have not tested every Accelo export, so check the columns before you rely on them.#
What does AI Import cost?
It draws on your plan’s monthly AI usage, and the usage it needs is shown before you start the import, so you can decide before anything runs. Email credits are separate.#
Am I locked in to Workspace369?
No. The workspace owner can request a full export of the workspace data and can delete the workspace, with a 24-hour grace period to cancel the deletion.#
Which plan do I need for texting and calls?
Two-way SMS, calling and voicemail start on Voyager ($74/month, 2 seats). Time tracking with timesheets and time-to-invoice is included on every plan, from Cadet ($29/month, 1 seat).#
Keep exploring
Before you decide
Workspace369 vs Accelo
The feature-by-feature head-to-head, including seats and phone.
Read →Accelo alternatives
Accelo next to Productive, Teamwork, Avaza, Flowlu and Workspace369, with prices and who should stay.
Read →Proposals
Proposals clients review, accept and sign online.
Read →Client portal
What clients see: projects, task boards, comments and invoices.
Read →Time tracking
Billable time that flows straight into the invoice.
Read →AI Import
How the CSV import maps columns and shows the cost first.
Read →Ready to try the lighter setup?
Start the trial and run the checklist above. Keep Accelo running until a real client has gone through Workspace369.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.