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.
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
Accelo offers a quick and easy way to see information related to a client, issue, or upcoming project.
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
See archived projects and issues easily and view a complete history of projects, activities, tasks, and issues.
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
Easily view and manage current and past contracts you have with your customers.
Frequently Asked Questions
What does a Client Work Management platform do?
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.
How do you keep track of client projects?
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.
How do you build a Client Work Management Platform?
Your company can invest in Professional Services to help implement your business into a Client Work Management Platform.
What is the importance of client records?
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.