Effective sales tracking software is much more than a CRM

Automate the journey from lead to customer, send more accurate plans and estimates and transition smoothly into project work.
Increase sales velocity
Forecast revenue
Transition to project management

Manage your sales process with:

A robust CRM
Automated alerts
Budget estimation
Custom and templated quotes
Deal forecasting
One-click conversion to a project
Opportunity management
Pipeline tracking
Project plans
Sale statuses

Take a tour of the client portal

Your team could experience the benefits of:

A uniquely connected CRM

Most CRMs are for basic client data storage, but not Accelo. Quotes, meetings, tasks, projects, invoices and other activities attach to the client record, giving you a true and precise account history before, during and after a sale.
Sales
Sales

Quick and accurate quoting

Detailed quotes are important for setting realistic client expectations. Easily generate project timelines, milestones and budgets in the sales stage to send polished quotes and avoid underestimating costs.

An automated sales process

Effective sales and low customer acquisition costs are the result of proactive outreach and speed. Both are achievable when triggers and status progressions streamline your workflows and ensure consistent follow-up.
Sales

Real-time revenue forecasting

To understand your firm's financial health and make good resourcing decisions, you need pipeline visibility. Deal value and probability data automatically appear on the sales dashboard — an up-to-date source of likely future revenue.

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

Why should my business use sales tracking software?

How does Accelo help with sales lead management?

Is it easy to create and send quotes in Accelo?

What can we achieve with sales process automation?

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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