Get a central business inbox that’s linked to all of your client work and free yourself from long email threads and isolated inboxes. Keep certain contacts confidential with powerful privacy settings and enjoy using Office365 as you normally do, knowing that client emails are automatically tracked in your business dashboard. Send emails to groups of clients directly from Accelo, and have whatever you do on the fly on your smartphone reflected in Accelo, instantly
Stay up-to-date and organized with your sales and project meetings, and capture billable time related to client meetings with ease. Push your scheduled work or client meetings from Accelo to Exchange or Office365 and have whatever appointments you create there sync up with Accelo. With attendee reports, your team can follow-up effectively
Manage tasks, time estimates and deadlines efficiently by easily assigning and scheduling them with drag-and-drop boards. Tasks created in Accelo automatically sync with Office365, so you can stay organized and on track from anywhere. Close client tasks in Office365 knowing your tasks in Accelo will update automatically
Centralize your contacts from prospect to payment for a clear and complete client history. Use customized fields to make searching and filtering easy, and create categories that make sense for you. Keep tabs on the customers that matter most with alerts and status updates on conversations, sales, projects, and more, while minimizing data duplication and conflicts