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    Accelo

    CRM

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      sales@accelo.com
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    Product Description

    At the heart of every great business is a great CRM software. Customer relationship management is more than just sending emails; it is about establishing a genuine connection. Accelo's cloud-based CRM for professional services includes built-in sales quoting so that when the time is right, you can take the relationship to the next level.

    Accelo is the smart technology platform that gets you back to doing the work you love by automating and streamlining work into one, integrated system. With Accelo client accounts, projects, timesheets and more, everything is tracked for you - so you can spend less time in meetings and dealing with admin work. By streamlining your operations, you and your team will be free to dedicate your full attention to your clients while being more productive, profitable, and confident. Built for small-medium sized businesses, agencies, and teams within larger companies - Accelo's got your back.

     

    Key Features
    • CRM
    • Sales Automation
    • Sales enablement
    • Sales Marketing
    Additional Features
    • Automation & Processes
    • Team Scheduling
    • Client Records
    • Team Inbox
    • Tracking / Sync
    • Automated Notifications
    Social Networks
    • Facebook
    • Twitter
    • LinkedIn
    • YouTube
    Product Category
    • CRM
    • Sales Automation
    Video
    Product Details
    • Pricing
      222
    Company Contact
    • HQ Location
      District of Columbia
    • Phone Number
      (800) 387-1432
    • Email
      sales@accelo.com
    • United States
    Location

    District of Columbia, United States

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    Gallery
    Videos

    Accelo

    Accelo is a cloud-based client work management platform that supports all aspects of client work, including sales and quoting, project management, ticketing, time tracking, billing, retainers and reporting.

    The end-to-end platform provides professional services businesses with a centralized system to manage, automate and report on their entire client journey. With Accelo, leaders can confidently make decisions to maximize efficiency and increase profitability.

    Accelo
    Client Portal | Customize & Configure | Intermediate
    Accelo in 2 Minutes
    Prepare yourself for a holiday special Live Training Series webinar, focused on tips and tricks that will save you time and make your lives easier within your Accelo account.

Join Professional Services Manager, Corin Vallee, and Professional Services Specialist, Siobhan Collie, for a beginner user level webinar, where they will cover:

•  Customizing priority product areas in Accelo
•  Shortcuts & hot keys to save you time
•  Tips to find your work faster
•  And a bunch of other useful timesaving tricks

Leave the live webinar with fresh knowledge you can begin applying immediately within Accelo, and share the tips with your team.
    Live Training Series: Timesaving Tips & Tricks
    Prepare yourself for a special Halloween Spooktacular Live Training Series Webinar, focused on the wicked triggers and automations used by Support and Hel(l)p Desk Teams to empower fang-tastic customer service and fast SLA response times within Accelo's Tickets product.

Join Professional Services Enablement Manager, Dave Donnelly, and Professional Services Specialist, Siobhan Collie, for an advanced user level webinar, where they will cover:

•  Fa-BOO-lous First Response Timestamp Triggers
•  Enchanting Formula for Time to First Response
•  Devilish 24-Hour New Unattended Ticket Triggers
•  Haunting Special Processes: Add Account Manager

Leave the live webinar with tips, tactics and treats - to improve and optimize your current support and service processes and operations.
    Live Training Series: Tickets, Triggers & Treats, Oh My!
    Meet Joshua Tan, our Director of Support based out of San Francisco. He focuses on promoting technical success and excellence on the Accelo platform by building a robust product knowledge base and fostering a burgeoning user community. 

"The most fulfilling part of directing our support organization is knowing that all of the processes and structures that I’m helping to put into place are very impactful. Not just to create a better work-life balance with my team, but also to foster a more seamless client experience with support."

Here's how Josh is #Accelorating his career!

What is Accelo?⁣
Accelo is the Client Work Management platform that you’ve always wanted. Easy-to-use, automated and intelligent - Accelo lets you finally run your entire business in the cloud. Experience the most streamlined, integrated, and powerful automation software that easily allows you to connect all the moving parts of your business in one cloud-based platform.⁣
⁣
Learn more about our Client Work Management platform here:
https://www.accelo.com/products/
⁣
Follow us on social media:⁣
Facebook: https://www.facebook.com/acceloinc
Instagram: https://www.instagram.com/accelojobs
⁣
Twitter: https://twitter.com/accelo
⁣
LinkedIn: https://www.linkedin.com/company/accelo/
⁣
YouTube: https://www.youtube.com/channel/UCqYb...
⁣
Learn more about our open roles here: https://www.accelo.com/company/careers/
    Accelorate Your Career | Joshua Tan
    For project managers, sometimes the most important thing is being able to take a step back and have a clear, high-level view of key project metrics. 

Accelo’s project insights allow stakeholders to cut through the non-essential details and have a snapshot of those critical metrics! Marcus explains how in this video. 

What is Accelo?⁣
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. By centralizing all client work in one cloud-based platform, Accelo’s client work management platform gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
⁣
Learn more about our client work management platform here:
https://www.accelo.com/products/
⁣
Follow us on social media:⁣
Facebook: https://www.facebook.com/acceloinc

Instagram: https://www.instagram.com/acceloinc
⁣
Twitter: https://twitter.com/accelo
⁣
LinkedIn: https://www.linkedin.com/company/accelo/
⁣
YouTube: https://www.youtube.com/channel/UCqYbcmQ13cjcjXSB8p-D9ug?sub_confirmation=1
⁣
Learn more about our open roles here: https://www.accelo.com/company/careers/
    How to Use Insights to Report on Projects | A Minute with Marcus
    End of Month Billing doesn't need to be difficult - in fact streamlining your invoicing processes for billable work within Accelo is simple. Get time back in your day, invoice on time every time, and ensure that your business finances remain in the green.

Join Manager of Technical and Community Support, Josh Tan, and Professional Services Specialist, Siobhan Collie, as they cover:

•  Empowering Project Managers to Create Invoice Drafts
•  Custom Lists, Work Approval Tool and Invoice Templates
•  Invoicing for Unbilled Services
•  Following up on Outstanding Payments
•  Company Invoicing, Statements and Reminders

Leave the webinar with tools, tips and tactics that you can apply in your own roles to improve finance operations.
    Live Training Series: Best Practices for End of Month Billing
    Meet Lissie, a Senior Account Executive in our Denver office! She is a Product Consultant who has helped many professional service businesses enhance their daily #ClientWorkManagement with the help of Accelo! 

"I very quickly learned how much I love startup life. Things move quickly and it’s all hands on deck. I love the common goal that we all have to really push ourselves and scale this company."

Learn how she's #Accelorating her career!

What is Accelo?⁣
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. By centralizing all client work in one cloud-based platform, Accelo’s client work management platform gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
⁣
⁣
Learn more about our client work management platform here:
https://www.accelo.com/products/
⁣
Follow us on social media:⁣
Facebook: https://www.facebook.com/acceloinc
Instagram: https://www.instagram.com/acceloinc
⁣
Twitter: https://twitter.com/accelo
⁣
LinkedIn: https://www.linkedin.com/company/accelo/
⁣
YouTube: https://www.youtube.com/channel/UCqYbcmQ13cjcjXSB8p-D9ug?sub_confirmation=1
⁣
Learn more about our open roles here: https://www.accelo.com/company/careers/
    Accelorate Your Career | Lissie Peach
    Meet Justine McKenna. She is an Implementation Manager in the Wollongong office with a passion for #smallbusiness and training clients. Since starting at Accelo, she has onboarded 80+ companies and trained hundreds of customers! 

"When I found Accelo, a platform established to help small-to-medium-sized businesses reduce their admin time, I knew it was the opportunity I was looking for."

Here's how Justine is #Accelorating her career!

What is Accelo?⁣
Accelo is the Client Work Management platform that you’ve always wanted. Easy-to-use, automated and intelligent - Accelo lets you finally run your entire business in the cloud. Experience the most streamlined, integrated, and powerful automation software that easily allows you to connect all the moving parts of your business in one cloud-based platform.⁣
⁣
Learn more about our Client Work Management platform here:
https://www.accelo.com/products/
⁣
Follow us on social media:⁣
Facebook: https://www.facebook.com/acceloinc
Instagram: https://www.instagram.com/acceloinc
⁣
Twitter: https://twitter.com/accelo
⁣
LinkedIn: https://www.linkedin.com/company/accelo/
⁣
YouTube: https://www.youtube.com/channel/UCqYbcmQ13cjcjXSB8p-D9ug?sub_confirmation=1
⁣
Learn more about our open roles here: https://www.accelo.com/company/careers/
    Accelorate Your Career | Justine McKenna
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