Sales + Projects
Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Capture every piece of your sales conversation with Gmail or… Read More
Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Capture every piece of your sales conversation with Gmail or Outlook email sync. Integrate project estimates and generate professional quotes that automatically convert to live projects. Find time estimates with rates and Gantt charts to start delivering projects on time and on ledger, and track your live progress from our budgets to profit margins. Know your team schedule when assigning out work and move work around if team members get too busy. Assigned work automatically populates the team's timesheet for easy and accurate logging and when your work is done get paid for through our QuickBooks and Xero accounting integrations.
Sales + Projects
Accelo combines communication, collaboration and all client work in one system to give your team a central place to do…
Quick Add
Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of…
Sale Dashboard
Hello. In this video I'm going to show you the Sales Dashboard and explain what everything really means. To get…
Creating a Timer
We have timer functionality in Accelo. To begin a timer, you head up to the big blue Create button and…
Scheduling with My Schedule
Good afternoon and welcome back to another session of How to Do Things in Accelo. Today we're going to be…
Add a New Company or Client
I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…
Managing your Ticket Dashboard
The Tickets module in Accelo provides the functionality for billable work on a more agile scale than projects. Essentially, a…