We use Accelo Retainers Module for the monthly work we gain. This helped us nail down our workflow with templates and gave us 24/7 real-time reporting to hold each other accountable.
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.
Accelo has given us one place to confidently manage extraordinary client service.
Accelo is the number one Xero integrated CRM, project management, and professional services automation solution. Instantly connect your Xero account with Accelo’s cloud solution to easily manage, track, and send invoices to your clients. It’s never been this easy to run your service business with one powerful integrated tool for professional services.
Experience a fresh way to streamline your service billing, project management, and customer relation management with one power integrated solution. Accelo lets you automatically track time, progress, and milestones on the fly, while automatically sending your clients quotes and invoices. Reduce administrative burden, and streamline your project management so you can deliver superior service.
Get complete financial visibility when you use Xero and AffintiyLive together. Leverage actionable data in real time, on any device, for instant financial, project, and client snapshots. It’s free to try. Get set up in under five minutes. Try our Xero integrated CRM and project management software now!