We can now track projects and support tickets neatly while integrating with Campaign Monitor and Quickbooks to streamline our processes.
Auto-generating invoices and tasks is awesome. We setup our support services in Accelo’s Contracts & Retainers Module, I just quickly approve the work done, generate the invoice and send it off to clients.
Accelo enhances the visibility of job information allowing our business developers to give better feedback to customers, and management a better picture of the business.
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!