Deliver transparency with a secure and customizable client portal

Accept requests, send quotes and provide status updates via a centralized hub.
See when a quote is viewed
Share to-date retainer usage
Offer access to billing history

Accelo's client portal features:

Access permissions
Audit trail
Change order signoffs
Credit card processing
Customized branding
Invoice history
Project and ticket statuses
Quote acceptance
Request submission forms
Retainer usage data

Take a tour of the client portal

Enhance your client service with on-demand access

Efficient client communication

Improving efficiency is about finding ways to get more done with less effort. The client portal houses project Gantt charts, files and reports, saving your team time — which they can apply to adding even more value.
Client Portal
Client Portal

Clear and convenient history

Misunderstandings with clients can be detrimental to your productivity and reputation. An accurate audit trail for quote viewing, new work signoffs, and billing and payments supports strong client relationships.

Simple request tracking

Your team needs to focus on project work, not managing ad-hoc client requests. When you accept questions and requests directly through Accelo’s client portal, it’s possible to provide faster intake and resolution.
Client Portal

Faster path to payment

Emailing invoices is risky, as there are lots of scenarios in which they might be overlooked. To speed up your average payment time, use the client portal to make invoices easy to find and hard to lose.

Custom document shortcuts

Your business is unique, and so are the things you need to communicate to clients. Use the portal to build custom hyperlinks to share important documents, videos and other essential resources your clients may need.
Custom document shortcuts

Free up billable time and offer the visibility your clients want

Discover more about our robust sales capabilities

Turn curiosity into profits by streamlining how your team tracks and closes deals.

FAQs

Does your platform work for agency project management?

What information can a user see in their customer portal?

What makes Accelo the best agency management system?

Can we try Accelo before signing up?

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Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
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