Free yourself from long email threads that can cause important information to get buried and link all of your client work to a central business inbox. Track and sync all of your contacts automatically, including confidential information with powerful privacy settings, in a consolidated business dashboard. Send emails to groups of clients directly from Accelo and have all of your mobile emails and contact activities reflected in Accelo instantly.
Don’t let sales, project, and other meeting time go unbilled by automatically capturing all billable time related to client meetings with ease. Push scheduled work and client meetings from Accelo to Microsoft 365 and sync any meetings created in Microsoft 365 to Accelo so you can keep your calendar accurate.
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 Microsoft 365, so you can stay organized and on track from anywhere. Close client tasks in Microsoft 365 knowing your tasks in Accelo will update automatically.
Keep a clear and complete history of your business by centralizing your contacts, from prospect to payment, in one place. Use customized fields to make searching and filtering easy, and create categories that make sense for your unique business. Provide excellent customer service to the customers that matter most with alerts and status updates on conversations, sales, projects, and more, while minimizing data duplication and conflicts.