Accelo is essential to the work we do with our clients. As a CRM management agency, the cloud-based platform is ideal to help us keep track of our work.
We recommend Accelo to many of our clients. Having seen its benefits ourselves, we know how the automation and project management functions can aid businesses.
Accelo covers everything a services business needs, from the customer lifecycle, to CRM and project management. Being cloud-based, every member of the team can access the information they need, whenever they need it, and wherever they are.
Accelo streamlines your sales process and helps you keep on top of all your sales calls, meetings, demos and more.
Collaborate on projects from wherever you are. Assign tasks, mark progress and view future work. View projects and profitability in real-time.
Your clients can raise tickets in Accelo, so you can respond to issues promptly. Accelo also features time logging, expense logging and integrated billing, making admin easy.
The retainers function within Accelo is a good option for long-term clients. You can set up bespoke services using automated billing, recurring tasks and notification triggers. Accelo contains a number of options for payment schedules too.
Whilst Accelo is not strictly a CRM platform, it does have CRM functionalities and it’s a vital component of the work we do at Flowbird. That’s why you’ll see us singing its praises.
Keep an eye out for our blogs and articles about Accelo.