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

Karen Gilmore

Glo Digital

We can now track projects and support tickets neatly while integrating with Campaign Monitor and Quickbooks to streamline our processes.

Paul Weinert

GRAYBOX

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.

Eoin Keith

CDL Insight Consulting

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!