Accelo

About Accelo

Accelo combines the key needs of your sales, project management, retainers, service tickets, and collaboration in one platform for small to medium sized service businesses; and then makes it easy to assign work, track progress, see budgets and profitability in real time. Accelo helps you to gain visibility into the performance of your entire business so that you can easily deliver the work your clients love.

<strong>Modules</strong>

<strong>Clients & Contacts:</strong> A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.

<strong>Sales & Marketing:</strong> Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.

<strong>Jobs & Projects:</strong> Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.

<strong>Issues & Service:</strong> Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship.

<strong>Contracts & Retainers:</strong> Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.

<strong>Invoices & Payments:</strong> Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.

<strong>Tasks, Scheduling & Timesheets:</strong> Helping you get things done, Accelo has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines.

<strong>Email, Notes & Collaboration:</strong> Accelo automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info.

<strong>Client Portal:</strong> Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.

<strong>Direct Email Marketing Campaigns:</strong> Send email campaigns to your clients directly from within Accelo.