Assets are a flexible feature used differently in each industry and for specific business needs. IT businesses might choose to store managed devices, accounting firms may need to keep track of key company information for tax filing and consulting firms may want to store contract renewal rates. By creating templated assets, you can pre-populate your standard data fields and values, allowing you to save time and focus on your work without scrambling through spreadsheets or emails for a password, for example.You can define and build unlimited asset types, giving you more flexibility for various categories of data tracking.

Assets can be stored on the company level, and are accessible from all subsidiary objects, which include contacts, sales, projects, tickets and retainers.

Yes. Use Accelo’s custom lists to filter and quickly edit an asset across all clients.

To experience the full capability of Accelo, we encourage you to start with a demo of the suite of solutions that will transform the way your team collaborates and manages projects. Our team is committed to answer questions about how the platform will work specifically for your business.