Extend the power of your CRM to include projects and billing

Sell from Salesforce

  • Keep managing opportunities & your pipeline in Salesforce.
  • Allow project managers & client service staff see what's coming.
  • Automatically centralize client emails, conversations & attachments.

From Close to Kickoff

  • Hand off clients to your project team effortlessly.
  • No more confusion in commitments between sale and implementation teams.
  • Link the time you spend to the invoices you send.

Manage Client Projects

  • Complete client project management with time billing, budgeting and more.
  • Account managers can easily see progress of client projects in real time without interrupting project managers.
  • Track projects with real-time Gantt-Charts, milestones and budgeting.

Automatic Time Billing

  • Project teams can track the time they spend working on client projects.
  • Get real-time budget updates with approvals.
  • Auto-generate timesheets based on emails, tasks & notes.

Integrated Client Service

  • Handle reactive client service & support in the same platform as projects so nothing is missed.
  • Account managers can easily see service issues and follow up at any time.
  • Monitor client issues and easily assign resources.

Manage Ongoing Services

  • Easily handle ongoing work and retainers for clients.
  • Automatically renew or roll-over balances, including recurring tasks, billing and scheduling.
  • Account managers can check budgets, usage & activity in real time.

Connect CRM to Work

  • Get a shared, synchronized client database between Salesforce and Accelo.
  • Extend your Salesforce contacts to include client project teams & collaborators.
  • Get a single client-view of work, invoices & payments.

Collaborate with Chatter

  • Collaborate on client work with Chatter.
  • Automatically include client emails & attachments on an account.
  • Share ideas, documents and more with your team.

Try Accelo for free

  • Hassle free
  • No payment information required

Loved by thousands of professionals around the world

Renae Lunjevich

Bang! Online Marketing

The ability to seamlessly transition from a project phase into an ongoing service phase with the same client using the same tools, framework & billing has helped us turn this good theory into a reality.

Steve Cross

iSynergy

My technology firm was using 7 software platforms before we moved to Accelo. We SAVE over $500 and approximately 30 hours of time every month. Accelo has made iSynergy more efficient and profitable. Our billable hours have went up by 40% in just 3 months!

Scott Starost

SDTEK

Before Accelo we were bouncing between a CRM and several different sales, support, billing, and time management tools. I just knew we needed something better to run our business and support our clients. Today we use Accelo and it does what all those platforms use to do for us.

Want your Salesforce to go further?  Accelo is a end-to-end professional services automation software that instantly integrates with your company’s Salesforce.  Finally, you can manage projects, customer service, and billing in conjugation with Salesforce.  Instantly see snapshots of your business financials, clients, and projects from one, real-time dash board.  Segment projects, communication, billing, and service by client, employee, and more.  Never before have business owners and professionals been given this level of control and automation over their entire business with one cloud-based tool.

Stop using cumbersome and expensive tools to manage the different parts of your business.  Accelo instantly puts you in the driver seat so you can manage your entire business with one easy-to-use system.  Accelo is 100% cloud-based, so you can manage your business from anywhere on any device.  Experience the power of Salesforce-integrated PSA and project management software.

Getting set up is easy, there’s no credit card required, and no software to download. Try it for free today!