Welcome to Knowledge Base!

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Categories
All

Products-Accelo

Accelo: Empowering Businesses with Insightful Reporting Solutions

Unlocking Business Intelligence

Accelo revolutionizes how businesses access and utilize crucial data by providing real-time insights into sales pipeline value, revenue, profitability, and more, all in one centralized platform. With its reporting software, users can track real-time trends, forecast revenue accurately, and identify hidden costs that might impact their bottom line.

Comprehensive Data Analysis

Accelo offers a wide range of real-time data points, including active and overdue tasks, billable and non-billable time, client profitability, costs and expenses, employee utilization, individual performance, and project progress. This comprehensive data analysis allows teams to stay on top of their tasks, monitor overdue assignments, track payment statuses, and evaluate project progress effectively.

Driving Informed Decisions

By providing centralized and real-time data, Accelo empowers businesses to make informed decisions based on up-to-date insights. In a fast-paced business environment, having access to accurate data is crucial for narrowing focus, adapting quickly, and making confident strategic moves.

Client-Centric Approach

Accelo helps businesses maintain strong client relationships by offering core metrics about clients and projects. Understanding the nuances of each account and project enables teams to serve clients better, anticipate their needs, and ensure client satisfaction.

Driving Growth with Financial Data

Accelo delves into financial data to drive business growth by identifying revenue sources and highlighting areas that might be hindering progress. By analyzing employee performance, client profitability, and project success rates, businesses can optimize their operations and maximize their growth potential.

Enhancing Project Estimation

Accurate project estimation is crucial for delivering successful outcomes and meeting client expectations. Accelo enables businesses to align project timelines and budgets with actual data from previous projects, ensuring accurate estimates for future endeavors.

Testimonial of Success

Marc Avila, CEO and Founder, experienced significant benefits with Accelo, including a reduction in overhead costs and saving thousands of hours. The platform paid for itself by addressing pricing issues and streamlining operations, proving its value and effectiveness in enhancing business performance.

Streamlined Sales Capabilities

Accelo offers robust sales capabilities to streamline deal tracking and closure for businesses. From access permissions and approvals to client portals and custom fields, the platform enables teams to optimize their sales process, improve client communication, and enhance operational efficiency.

Maximizing Client Support Efficiency with Accelo's Ticket Management Software

Enhance Client Support with Accelo's Ticket Management Solutions

Accelo's ticket management software provides a comprehensive solution to improve resolution speed and enhance client support efficiency. With features such as automated ticket triage, custom ticket categories, dedicated email addresses, and defined SLAs, businesses can streamline their support processes and ensure no request is overlooked. By utilizing role-based billable rates and shared inboxes, teams can collaborate effectively, prioritize tickets, and track resolution insights.

Read article

Automate Workflows Seamlessly with Accelo and Zapier

Streamline Your Processes

Accelo, in collaboration with Zapier, offers a seamless solution to connect and integrate the tools you love. By setting up no-code integrations, you can significantly reduce administrative work and simplify your workflows. With this integration, importing and exporting data from your existing tools becomes effortless, allowing for a more efficient operation.

Read article

Effortless Invoicing and Seamless Integration: Accelo and QuickBooks Online

Simplify Your Invoicing Process

Accelo offers a seamless integration with QuickBooks Online, allowing you to streamline your invoicing process with a single view. By linking billable time to invoices, you can ensure accurate billing for work performed on projects, tasks, and ad-hoc requests. Customize your sync preferences to meet your specific needs, import ledger and tax codes effortlessly, and import/export data from your existing tools with ease.

Read article

Enhancing Email Communications with Accelo's Email Sending Service

Introducing Accelo's Email Sending Service Enhancement

Accelo is thrilled to announce exciting updates to its Email Sending Service, set to launch on December 10th. This new functionality will enable users to send emails directly from Accelo through popular email integrations like Gmail or Microsoft 365. The enhancements promise to revolutionize email communications for businesses, offering a myriad of benefits that elevate communication, security, and reliability.

Read article

Transform Billing Processes with Accelo's Automated Payment Solutions

Automated Payment Processing for Efficiency

Accelo's automated payment feature revolutionizes the billing process by streamlining transactions and increasing cash flow. With this solution, businesses can automate payment processing to reduce administrative overhead and improve efficiency. Customizable payment scheduling and updates ensure that payments are made on time, enhancing client satisfaction. The comprehensive payment dashboard offers valuable insights into financial transactions, empowering businesses to make informed decisions.

Read article