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CRM + 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.

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Import Data
Configuration & Setup
Add New User

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do...

Configuration & Setup
Add a New Project

Add a New Project

In this video we'll show you how to add a new project so that you can start delivering your milestones...

Configuration & Setup
General Settings

General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your...

Configuration & Setup
Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded...

Configuration & Setup
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose...

Configuration & Setup
Request Settings

Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company...

Configuration & Setup
Add a New Ticket

Add a New Ticket

There are several different ways tickets in Accelo. One being from the big blue Create button, you would Create and...

Configuration & Setup
Add a New Sale
Configuration & Setup
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