Effective sales tracking software is much more than a CRM

Automate the journey from lead to customer, send more accurate plans and estimates and transition smoothly into project work.

Increase sales velocity

Forecast revenue

Transition to project management

Manage your sales process with:

A robust CRM

Automated alerts

Budget estimation

Custom and templated quotes

Deal forecasting

One-click conversion to a project

Opportunity management

Pipeline tracking

Project plans

Sale statuses

Take a tour of the client portal

Your team could experience the benefits of:

A uniquely connected CRM

Most CRMs are for basic client data storage, but not Accelo. Quotes, meetings, tasks, projects, invoices and other activities attach to the client record, giving you a true and precise account history before, during and after a sale.

Sales

Sales

Quick and accurate quoting

Detailed quotes are important for setting realistic client expectations. Easily generate project timelines, milestones and budgets in the sales stage to send polished quotes and avoid underestimating costs.

An automated sales process

Effective sales and low customer acquisition costs are the result of proactive outreach and speed. Both are achievable when triggers and status progressions streamline your workflows and ensure consistent follow-up.

Sales

Real-time revenue forecasting

To understand your firm's financial health and make good resourcing decisions, you need pipeline visibility. Deal value and probability data automatically appear on the sales dashboard — an up-to-date source of likely future revenue.

Marc Avila

CEO and Founder

$156,000

reduced overhead

8,000

hours saved

“Accelo has definitely paid for itself. Just the increase in fixing some of the pricing problems with our retainers — that alone pays for it. It's paid for itself many times over.”

Read the Success Story

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.

Access Permissions

Access Permissions  

Select user types to choose who sees which business data.

Approvals and Signoffs

Approvals and Signoffs

Allow prospects and clients to accept quotes and change orders.

Assets

Assets

Store logins, devices and other data to speed up client support.

Billable Rates

Billable Rates

Invoice accurately with rates for clients, team members and work.

Billing

Billing

Invoice quickly and accurately with templates and auto-synced time.

Budgeting

Budgeting

Plan for costs and resources and stick to project and retainer scope.

CRM

CRM

Maintain a clean database integrated with client management functions.

Client Portal

Client Portal

Send quotes, share status updates and intake client requests.

Custom Fields

Custom Fields

Track vital details to win sales and build long-term relationships.

FAQs

Why should my business use sales tracking software?

How does Accelo help with sales lead management?

Is it easy to create and send quotes in Accelo?

What can we achieve with sales process automation?

Can we try Accelo before signing up?

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Free Guide

Buyer’s Guide for Client Work Management Software

Essential Considerations and Insider Advice

Buyer’s Guide for Client Work Management Software

Free Guide

Buyer’s Guide for Client Work Management Software

Essential Considerations and Insider Advice

Buyer’s Guide for Client Work Management Software

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