What is Accelo?
Accelo is a cloud-based software that combines the simple and powerful tools for professional services so businesses can keep deals flowing, get projects going, and make staff and clients happy without being hampered by poor quality systems, manual processes, and inadequate tools that limit business growth overall.
Accelo was initially developed as an internal system for a fast-growing professional service to help manage sales, projects, service and billing. Since then, it has expanded its capabilities to include CRM, project management, and client services, making it a multifaceted solution for businesses so they are more capable of providing professional services to staff and clients alike.
Overview of Accelo benefits
Sales Management
Convert leads into relationships
- Track deals and opportunities
- Develop detailed project plans
- Send quotes and proposals
Project Management
Manage client deliverables
- Automate tasks and workflows
- Monitor progress and budgets
- Allocate resources with data
Ticket Management
Complete ad-hoc work requests
- Triage requests in a shared inbox
- Assign tickets based on workload
- Log time spent on client support
Retainer Management
Automate recurring contracts
- Set up prepaid or postpaid contracts
- Oversee retainer budget usage
- Attach work and time to retainers
Invoice and Billing Management
Get paid for billable time
- Customize invoice templates
- Batch and automate billing
- Sync with accounting software
Reports and Dashboards
Analyze core business metrics
- Access true business intelligence
- Review profitability and performance
- Offer company-wide visibility
