Empower Your Sales Team with Accelo's Robust Sales Tracking Software

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Products-Accelo

Empower Your Sales Team with Accelo's Robust Sales Tracking Software

Streamline Your Sales Process

Accelo offers more than just CRM capabilities. It automates the journey from lead to customer, ensuring smoother transitions into project work. Through a robust CRM, automated alerts, budget estimation, custom and templated quotes, deal forecasting, opportunity management, pipeline tracking, project plans, and sale statuses, your sales process is efficiently managed. Accelo allows for one-click conversion from a lead to a project, increasing sales velocity and enabling accurate revenue forecasting.

A Connected CRM for Comprehensive Client Management

Unlike traditional CRMs that focus solely on storing client data, Accelo provides a uniquely connected CRM experience. Quotes, meetings, tasks, projects, invoices, and other activities are all linked to the client record, offering a precise account history throughout the sales process. This level of integration ensures that you have a complete view of the client relationship before, during, and after a sale.

Automated Sales Processes for Efficiency

Accelo's automated sales process enables proactive outreach and speed, resulting in effective sales and low customer acquisition costs. Triggers and status progressions streamline workflows, ensuring consistent follow-up with leads. Real-time revenue forecasting is made possible through pipeline visibility, displaying deal value and probability data on the sales dashboard. This up-to-date information allows for better financial decision-making and resource allocation.

Client-Focused Features for Improved Service

Accelo's sales tracking software offers various client-focused features such as access permissions, approvals and signoffs, storing assets for quick client support, managing billable rates, efficient billing with templates and auto-synced time, budget planning, CRM integration, client portals for communication, custom fields for tracking vital details, and more. These features help free up billable time, improve client visibility, and streamline the sales process.

Success Story with Accelo

Marc Avila, CEO and Founder, experienced significant benefits from using Accelo, including a reduction in overhead costs and saved hours. He mentions that Accelo has paid for itself multiple times over through increased efficiency, particularly in fixing pricing issues with retainers. Accelo's robust capabilities have allowed businesses to streamline sales processes, improve client relationships, and achieve better financial outcomes.

Stay Ahead in Today’s Competitive Market!
Unlock your company’s full potential with a Virtual Delivery Center (VDC). Gain specialized expertise, drive seamless operations, and scale effortlessly for long-term success.

Book A Meeting To Setup A VDC

Transforming Client Service with Accelo's Ticket Management Software

Automated Ticket Management

Accelo's ticket management software allows businesses to automate ticket triage, assign tickets based on custom categories and triggers, and process them efficiently. This automation reduces administrative workloads and enables faster issue resolution, ultimately enhancing client service levels.

Read article

Streamline Operations with Accelo's Integrated Tech Solutions

Integrate Accelo with Your Current Tech Stack

Accelo offers a powerful client work management platform that allows you to connect your favorite tools seamlessly. By integrating Accelo with tools like Microsoft 365, Google Workspace, QuickBooks, Xero, Salesforce, Hubspot, and many more, you can streamline your operations and improve efficiency. With Accelo, you can track meetings, send emails, sync contacts, auto-create tasks, pull invoices and billing data, access Salesforce accounts, automate campaigns, generate segmented email lists, import time-off requests, streamline issue resolution, manage requests efficiently, triage client requests, set up no-code integrations, provide secure online payment forms, and easily track expenses attached to projects—all from a single, cohesive platform.

Read article

Elevate Project Efficiency with Accelo's Resource Management Solutions

Transform Project Efficiency with Expert Resource Planning

Accelo offers a comprehensive resource management solution that enhances the efficiency and delivery of projects through skills-based scheduling, utilization insights, and strategic resource planning. By utilizing tools such as activity dashboard, user-based scheduling view, work-based scheduling view, team scheduling, time tracking on work actions, advanced time rounding rules, and live profitability reporting, organizations can streamline their project workflows and optimize resource allocation.

Read article

Integrate Continuum and Accelo: Streamlining IT Ticket Management

Synchronize Ticket Details for Seamless Workflow

When integrating Continuum with Accelo, key ticket details such as types, descriptions, assignees, and statuses seamlessly transfer between the two platforms. This synchronization ensures a consistent workflow and eliminates the need for manual data entry, saving time and reducing errors.

Read article

Streamline HR and Payroll Management with Accelo and Gusto

Effortless Payroll and Scheduling Integration

Accelo's integration with Gusto allows you to manage your people worry-free. By syncing PTO and sick time automatically, you can compare payment timing with payroll to ensure accurate scheduling and resource allocation. The seamless import and export of data from your existing tools with Accelo makes payroll management a breeze.

Read article

Welcome to Knowledge Base!

KB at your finger tips

Products-Accelo