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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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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...

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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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