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Services + Retainers

Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Retainers can help you track ongoing SEO projects with the... Read More

Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Retainers can help you track ongoing SEO projects with the recurring to-dos such as analytics and link building and monthly bookkeeping tasks like biweekly payroll. There are also used to support contracts, where you can connect with scattered projects like upgrade, tickets such as "System is down" and account management work like quarterly checking. Stay on top of retainers with reports and alerts, such as when the monthly budget hits 90%, send an email to the account manager and client contact. With the client portal customers can monitor their monthly usage, as well as send requests. Capture those requests instantly and respond or convert to ticket and then find the right person to work on it. Track your ticket progress and automatically log time on emails that sync with Gmail and Outlook. Set up your retainer to invoice at the beginning or end of the month, quarter or year and get paid with 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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