Yes, and then some. Accelo has all of the features of a traditional professional services automation platform, including resource management, project management and time and expenses. However, it goes several steps further to give you everything you need to automate the full client journey, from sales to ticket resolution to retainer renewal and billing. These additional capabilities make Accelo more powerful than a PSA — it’s a client work management platform with a range of robust automations.

Yes. Accelo’s Sales module gives you the power to automate opportunity and lead management, quote creation and follow-up. Explore examples of how service businesses have benefited from building sales automations in Accelo.

Task management is straightforward and intuitive in Accelo from your first touch with a client. Before they accept a quote, you can create a project plan with tasks already built out. Once the quote is accepted, convert it to a project in one click, and your tasks will be set up and assigned. Create rules for automated reminders and recurring tasks for retainer clients. Plus, auto-log time for each task to get a clear picture of actual vs. estimated and billable vs. non-billable time usage.

Yes. Because Accelo connects every stage of your client work, it can automatically attach time and work logs to invoices and send those invoices in bulk. This dramatically reduces the time it takes to invoice your 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.