Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Retainers can help you track ongoing SEO projects with the… Read More
Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Retainers can help you track ongoing SEO projects with the recurring to-dos such as analytics and link building and monthly bookkeeping tasks like biweekly payroll. There are also used to support contracts, where you can connect with scattered projects like upgrade, tickets such as "System is down" and account management work like quarterly checking.
Stay on top of retainers with reports and alerts, such as when the monthly budget hits 90%, send an email to the account manager and client contact. With the client portal customers can monitor their monthly usage, as well as send requests. Capture those requests instantly and respond or convert to ticket and then find the right person to work on it.
Track your ticket progress and automatically log time on emails that sync with Gmail and Outlook. Set up your retainer to invoice at the beginning or end of the month, quarter or year and get paid with QuickBooks and Xero accounting integrations.
Accelo combines communication, collaboration and all client work in one system to give your team a central place to do…
Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of…
Hello. In this video I'm going to show you the Sales Dashboard and explain what everything really means. To get…
We have timer functionality in Accelo. To begin a timer, you head up to the big blue Create button and…
Good afternoon and welcome back to another session of How to Do Things in Accelo. Today we're going to be…
I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…
The Tickets module in Accelo provides the functionality for billable work on a more agile scale than projects. Essentially, a…