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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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Quick Add

Quick Add

Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of...

Creating Items
Add a New Company

Add a New Company

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,...

Creating Items
Add a New Contact

Add a New Contact

Hello. In this video I'm going to show you how to add a new contact to an already created company....

Creating Items
Add a New User

Add a New User

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

Creating Items
Add a New Campaign

Add a New Campaign

Hello. In this video I'm going to show you how to create a campaign for emailing out of Accelo. We'll...

Creating Items
Add a New Sale
Creating Items
Add a New Quote

Add a New Quote

Hello. In today's video I'm going to be walking you through how to create a quote and how much you...

Creating Items
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...

Creating Items
Add a Project Plan
Creating Items
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