By intelligently indexing email conversations, the activity stream gives you access to all client email interactions as they relate to a sale, project, issue or client. This makes it easy for you to stay updated on your client-related conversations.
Keep your private conversations private with strong relationships, privacy and confidentiality controls. Your emails and information will never get shared with the team.
Connect your Google Apps, Outlook or Office 365 account to ensure that all client emails are stored and tracked. This allows you and your team to keep using products like Outlook, Gmail, Notes, and smartphones.
By capturing all of your team's relevant business emails, you create a single place to share and collaborate, giving complete visibility into your client-related work and allowing you to always know exactly what’s going on in your organization.
Accelo integrates directly with your Google, Exchange/Outlook or Office 365 account, so that appointments are also pushed to your calendar. Enter the task or appointment information once and have it appear in both your email service provider task board and within Accelo.
Email attachments are automatically tracked next to their relevant client record. Easily store, share, and collaborate on any pertinent attachments.
Complete visibility into all changes in your central address book immediately, which allows you to see who has responded to the client, so that you can prevent multiple follow-ups.