Accelo Video Tutorials » CRM Product Walkthroughs » Services + Retainers Walkthrough

Services + Retainers Walkthrough

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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