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Accelo CRM is the only sales and marketing platform built specifically for professionals. By focusing on your needs, CRM skips the complexity and clunkiness common in other CRM products to help you focus on important client relationships.
Contract Lifecycle Management Software
Automation & Processes Team Scheduling Client Records Team Inbox Tracking / Sync Automated Notifications PREMIUM Mobile App Quotes Issues Dashboard Activity Tracking Usage Tracking Track tasks done on retainers by budget or by hours. Custom Retainers Flexibly set up allowance types and rollover. Communications Tracking Automatically track all relevant emails, notes & more. Client Portal Automatic Recurring Tasks Tickets & Project Connection Automated Notifications T&M, Fixed, or Hybrid billing Automated Timesheets Unlimited Types & Templates
PLUS : Growing teams that need more $16 per user per month (billed annually) $19/user/month (billed monthly)
PREMIUM: Maximum flexibility & automation $34 per user per month (billed annually) $39/user/month (billed monthly)
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
With powerful technology, the platform almost entirely eliminates data entry, automatically importing all of your emails and appointments with clients into a CRM that grows and learns as you grow.
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Accelo CRM is the only sales and marketing platform built specifically for professionals. By focusing on the needs, CRM skips the complexity and clunkiness common in other CRM products to help one focus on important client relationships.
With powerful technology, the platform almost entirely eliminates data entry, automatically importing all of the emails and appointments with clients into a CRM that grows and learns as one grow.
Accelo is the Smarter CRM that lets users focus on their clients while it takes care of the little details.Accelo is the most complete professional services automation solution on the market. Stop using cumbersome tools that don’t integrate to run each part of the service business. Switch to Accelo and experience a fresh way to run the entire business, service, and client operations with one cloud-based app.
Accelo lets user manage and automate mission-critical business tasks so one can focus on more important things. The Accelo's cloud-based PSA software was tailored specifically for professional services. It’s never been this easy to leverage enterprise-level business automation, CRM, project management, client billing, and time tracking for the service business. Get complete 360 degree client, project, and financial visibility on any device. Easy team collaboration and powerful reporting let’s the team accomplish more, in less time.
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Connect all the moving parts of your entire business in one cloud-based platform
Medium (50 to 1000)
Enables you to combine your sales with ticketing, project management and retainers, and allows you to build a seamless experience for your team and clients.
The CRM and shared Client Database provides you with a synchronized and intelligent platform to see client work in real time. The Email Tracking platform provides you with a two-way native sync with Google Apps, Office365, and Exchange. The project platform provides a full project management with Gantt chart planning as well as a real-time budget tracking and collaboration.