Automate Your Sales Journey
Accelo's sales tracking software goes beyond traditional CRM systems by automating the journey from lead to customer. With this tool, you can send more accurate plans and estimates, seamlessly transition into project work, increase sales velocity, and forecast revenue effectively.
Comprehensive Sales Management Features
Accelo equips you with a robust CRM system that integrates automated alerts, budget estimation, custom and templated quotes, deal forecasting, opportunity management, pipeline tracking, project plans, and sale statuses. This comprehensive suite of features ensures that you can manage every aspect of your sales process efficiently.
Unique CRM Functionality
Accelo stands out by providing a uniquely connected CRM system that goes beyond basic client data storage. This platform allows quotes, meetings, tasks, projects, invoices, and other activities to attach to client records. This holistic approach provides a true and precise account history that is invaluable before, during, and after a sale.
Streamlined Sales Processes
Automating your sales process with Accelo leads to effective sales and lower customer acquisition costs. By setting up triggers and status progressions that streamline workflows and ensure consistent follow-up, you can achieve proactive outreach and speed in closing deals.
Real-Time Revenue Forecasting
Accelo offers real-time revenue forecasting capabilities by providing pipeline visibility. The platform automatically displays deal value and probability data on the sales dashboard, giving you an up-to-date source of likely future revenue. This insight helps you understand your firm's financial health and make informed resourcing decisions.