Maintain forward motion with progressive workflow automation software

Launch your business into its most productive and efficient state by seamlessly connecting every step of your internal and client-facing workflows.
Develop clear business processes
Establish consistency across teams
Facilitate effective collaboration

Accelo’s workflow automation features allow you to:

Auto-populate invoices
Auto-populate project plans
Complete all open tasks
Create alerts and notifications
Create new tasks
Edit paths and branches
Progress actions by rules
Prompt users for time approval
Prompt users for work approval
Send automated emails

Take a tour of the client portal

Achieve more and worry less when you have:

Guaranteed workflow progression

Hidden kinks in your workflows can be costly and frustrating. Develop the paths that make sense for your team and business and set up automations that keep your work on task.
Workflow Automation
Workflow Automation

The speed of auto-population

Administrative work is time-consuming and non-billable. Make field completion automatic when possible, or prompt your team to fill in information they’d be at risk of forgetting at critical points.

Auto-generated alerts and notifications

When work is updated, the pertinent team members need to know right away. If a custom stage or status changes, the right people will be notified automatically.
Workflow Automation

Insurance for outstanding tasks

Closing out sales or projects should be a quick process. The ability to create a progression in Accelo to complete or cancel all remaining tasks will give you time and confidence.

Free up billable time and offer the visibility your clients want

Discover more about our robust sales capabilities

Turn curiosity into profits by streamlining how your team tracks and closes deals.

FAQs

Why is workflow automation software effective for a service business?

Do I need to have established workflows before adopting Accelo?

What kinds of workflows can I build in Accelo?

Can we try Accelo before signing up?

Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
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