Keep Track of Client Records

Bring your client-related information and your team into one powerful platform.

Make faster and better-informed decisions by accessing all the client-related information you care about in one place.

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Products » Compare » Client Records
Global Search

Global Search

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.

Activity Stream

Activity Stream

Accelo offers a quick and easy way to see information related to a client, issue, or upcoming project.

Email Archive

Email Archive

Log all client touch points, emails, and communication history automatically and take the pain out of keeping track of client communication.

Projects & Issues

Projects & Issues

See archived projects and issues easily and view a complete history of projects, activities, tasks, and issues.

Billing and Invoice History

Billing and Invoice History

Easily see clients’ billing history and any outstanding invoices and get the tools you need to manage and track your client billing history.

Contract History

Contract History

Easily view and manage current and past contracts you have with your customers.

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