Keeping Emails Private
While Accelo will only capture emails sent to and from your client contacts, sometimes your conversations need to be treated sensitively. There are several ways to maintain your privacy and confidentiality with your clients.
Read more about email privacy and how to ensure that sensitive information isn’t visible to your colleagues.
Track all your customer interactions in Accelo. Emails, phone calls, and meeting notes are automatically linked to the appropriate client so they can easily be found by anyone on your team.
Every time someone in your company emails a client, Accelo automatically captures your conversation, saving you time and giving you confidence to know what's going on. No more wondering if your teammate has heard back from a client, if the client has approved something, or how engaged your team. Simply open the Client page, and find everything you need.
Add your clients to your account, sync your Gmail or Exchange accounts, and any time you send or receive email from contacts you’ve added to your account, these emails will appear in both your personal email and Accelo inbox.
See your interactions with a certain Client on the Stream tab of their Client Page. Find every conversation related to their ongoing work, including any logged phone calls, meetings, and any logged time related to their projects, tickets, sales and retainers.
Your Accelo account should be an accurate reflection of all of your current work.
We will only capture the conversations of contact email addresses that have been added to your account, because we only want to capture the conversations you have with current clients regarding your ongoing work.
The last thing you want is to have your stream start to fill up with irrelevant spam or personal conversations, so the way to prevent that is to make sure your contacts only include business contacts -- you don’t want your teammates to start reading personal conversations between you and your friends and loved ones
We will also never capture personal conversations between two users, unless it’s part of a Client email chain. The only conversation in your stream will be related to your current clients. So if you email with another user and a client, you’ll see it on your stream. If you want to record user to user correspondence that happens to be about a client, you’ll want to leave a Note.