Streamline Your Sales Process
Accelo offers more than just CRM capabilities. It automates the journey from lead to customer, ensuring smoother transitions into project work. Through a robust CRM, automated alerts, budget estimation, custom and templated quotes, deal forecasting, opportunity management, pipeline tracking, project plans, and sale statuses, your sales process is efficiently managed. Accelo allows for one-click conversion from a lead to a project, increasing sales velocity and enabling accurate revenue forecasting.
A Connected CRM for Comprehensive Client Management
Unlike traditional CRMs that focus solely on storing client data, Accelo provides a uniquely connected CRM experience. Quotes, meetings, tasks, projects, invoices, and other activities are all linked to the client record, offering a precise account history throughout the sales process. This level of integration ensures that you have a complete view of the client relationship before, during, and after a sale.
Automated Sales Processes for Efficiency
Accelo's automated sales process enables proactive outreach and speed, resulting in effective sales and low customer acquisition costs. Triggers and status progressions streamline workflows, ensuring consistent follow-up with leads. Real-time revenue forecasting is made possible through pipeline visibility, displaying deal value and probability data on the sales dashboard. This up-to-date information allows for better financial decision-making and resource allocation.
Client-Focused Features for Improved Service
Accelo's sales tracking software offers various client-focused features such as access permissions, approvals and signoffs, storing assets for quick client support, managing billable rates, efficient billing with templates and auto-synced time, budget planning, CRM integration, client portals for communication, custom fields for tracking vital details, and more. These features help free up billable time, improve client visibility, and streamline the sales process.
Success Story with Accelo
Marc Avila, CEO and Founder, experienced significant benefits from using Accelo, including a reduction in overhead costs and saved hours. He mentions that Accelo has paid for itself multiple times over through increased efficiency, particularly in fixing pricing issues with retainers. Accelo's robust capabilities have allowed businesses to streamline sales processes, improve client relationships, and achieve better financial outcomes.