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
Accelo's client records has global search to look up clients by any data

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.

Accelo's client activity stream for sorting information by project

Activity Stream

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

Accelo's client contact dashboard for automatically logging all client touchpoints

Email Archive

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

Accelo's client records platform for sorting projects by timeline or updates

Projects & Issues

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

Accelo's client records platform for tracking 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.

Accelo's client records platform for tracking contract history

Contract History

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

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