You’ve never seen CRM software like this

Take client relationship management to another level with a single, end-to-end platform to house essential data from first touch to payment and beyond.
Manage leads without missing a beat
Access all client history in one stream
Sync and segment companies and contacts

Accelo is a robust CRM featuring:

Advanced and saved search
Billing history
Communication history
Contact auto-add from email
Custom fields and lists
Divisions
Database export and import
Extensive filters
Request history
Retainer activity

Truly understand your clients and contacts by harnessing the power of:

Automatic email and call capture

Client interactions should be centrally stored in case one person on your team is out of office. Every time someone in your company emails or meets with a client, Accelo automatically captures the conversation.

Syncing across the client journey

Get a 360-degree view of your client’s interactions with your business. All activity across all modules attaches to each client record, making it an accurate and one-stop source of key information for your team.

Integration with your must-have platforms

You need reliable data to maintain solid customer relationships. Connect seamlessly with Office 365, Google Workspace and HubSpot to push contacts from or pull contacts into Accelo’s database.

Custom fields and segmented lists

A good client database will help you quickly find the exact information you’re searching for. Create the fields that matter to you, filter by company standing, tags and more, then save and export your custom lists.

Intuitive organization and a real-time stream

Software is most useful when it reduces clicks and confusion. Accelo organizes all of your companies and contacts by giving you the most pertinent information first and displaying activity in a chronological feed.
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Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
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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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