Feb 12, 2024
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Accelo's Client Portal Earns #1 Spot for G2's Small Business Users
The G2 Fall 2022 Awards have been announced and Accelo received 35 new badges, including the top spot in the small business grid in the Client Portal software category. This badge is thanks to honest feedback from our users and highlights the positive experience our clients have while using our client portal to support their professional services businesses.
Accelo’s client portal offers clients secure access to a centralized hub for on-demand information, updates and progress on their client work. From customized branding to real-time project status, your clients can get an accurate picture of their work 24/7.
“The Accelo Client Portal allows us to receive, prioritize and track customer tickets and requests all in one place. This feature is mission-critical for us to continue to scale our operation.”
Other features of our client portal include:
- Request form submission for faster intake and ticket resolution
- Global access permissions to keep the right contacts informed
- Project Gantt chart views to show milestones, tasks, budgets and more
- Quote and change order client approvals
- Centralized access to invoices for planned or completed work
- Custom hyperlinks to share shortcuts to important documents, forms and more
“The most impressive thing is that there is a customer portal function for our customers to collaborate on projects, accept quotes and view invoices.”
Supporting your clients and keeping them up to date is a critical part of your business but it can require substantial time and effort, which can be especially challenging if you run a small business. With a client portal, you can keep clients informed with fewer manual updates — saving your team time and reducing the number of emergency requests for project status.
READ NEXT: A Client Portal: Could It Be What Your Service Business Is Missing?
“We have been able to improve responsiveness from staff and customers through the use of the automation and the client portal.”
Hear from additional Accelo users to see how a client portal can improve client communication, boost transparency and save your team time. Schedule a demo to see what Accelo’s client portal could mean for your business.
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About the Author
Kit Lewis is a Content Manager at Accelo, where she manages content projects, social media and content reporting. With a decade of writing for industries ranging from education to tech, past experience supporting client work and a commitment to building efficient systems, she is passionate about creating valuable content to help professional services teams.