Ensure Accelo is in line with your business processes and workflows by easily configuring a series of key steps or milestones, so that users are prompted to update fields, enter information, or automatically send out alerts to other members of your team or even clients.
By automatically tracking emails, you can have important client information at your fingertips without having to manually update your CRM. Access all client-related communication at any time.
You can segment your leads into a variety of custom statuses or segments. Each group can inherit a templated email or specific method of communication. With your contacts organized this way, you can easily follow up by segmented groups.
Make sure those important items do not fall through the cracks by automatically routing support emails to the right person or department, or even convert them into issues or sales opportunities.
When work is logged in real time and recorded against budgets, the actual invoicing process is much easier. Approvals take seconds, and invoice creation can happen painlessly.
Automatically capture how you spend your time, letting you focus on what you do best. We make it possible to for you to see the specific activities that combine to make up the total billable amount.