Modules

• Companies & Contacts
  Your client database gives you a synchronized and intelligent platform to see client work in real-time. Your Companies and Contacts module provides many of the features found in a traditional Customer Relationship Management (CRM) system but takes it further by fully integrating with every module in your account.Your client database is tightly integrated with all other modules in Accelo, ensuring that you never lose work and can easily find your records, regardless of its age.
• Sales
  Stay on top of deals and win more sales by having all of your notes, appointments, emails, attachments & custom fields at your fingertips.
• Projects
  Go beyond simple planning and collaboration with Accelo’s Projects Module. Manage your projects against budgets and resources in real-time, get instant visibility into team schedules, quickly and smoothly make edits to project plans, and connect your shared client database to manage projects and schedules in one place.
• Tickets
  

  Take the hassle out of keeping track of your work, your time and your client relationships with Triggers. Harness the power of knowing what's going on with client work, and then take action automatically with your Triggers & Notifications.

  Automatically escalate a request or ticket - automate sending reminder emails, changing status, or changing ticket priority - if the ticket is over a certain age or hasn't had any work done on it yet. Triggers allow you to configure rules which trigger business processes automatically - whether it is sending an email reminder, updating the status of your work, or escalating a request to a ticket.

• Retainers
  Retainers are used for any products or services you provide to your clients on an ongoing or recurring basis. Manage the ongoing and recurring work you do for clients, including tasks and billing, in one easy-to-use place to boost revenue, capture lost billings, and help cut administrative headaches.
• Billing & Invoices
  Timesheet and invoice integration allows everyone to work in one place. You can cut waste spent on invoicing with synchronized time tracking, projects, and billing, making your business financials more streamlined.
• Assets
  Whether you’re in IT Services storing passwords and media data from your Client, or tracking the materials ordered for constructing a home, your archive of Client data is available to be accessed from Sales, Projects, Tickets, or anywhere you may need.  
• Custom Lists
  Are Accelo's standard lists not quite fulfilling your unique needs? Not to worry, our Custom Lists allow you to build out your own list pages with almost every option imaginable.