Deliver real-time, plain-text search results across everything in your Accelo account through one simple, powerful search box, with easy universal search to locate any information about your client.
Accelo offers a quick and easy way to see information related to a client, issue, or upcoming project.
Log all client touch points, emails, and communication history automatically and take the pain out of keeping track of client communication.
See archived projects and issues easily and view a complete history of projects, activities, tasks, and issues.
Easily see clients’ billing history and any outstanding invoices and get the tools you need to manage and track your client billing history.
Easily view and manage current and past contracts you have with your customers.
A Client Work Management Platform allows an organiztion to see the work they have in progress, upcoming, and completed for their clients. This platform will also help a business operate from quote to cash for any client work.
To keep track of client projects, you can use built-in custom lists and the reports module found in Accelo's Client Work Management platform.
Your company can invest in Professional Services to help implement your business into a Client Work Management Platform.
Having up to date records allows you to confidently reach out to clients through their preferred channel regarding the services they are currently paying your organization for.