What are the advantages of using Accelo instead of another professional services automation platform?
Accelo offers a wider range of features than other work management solutions. House all client data and key work functions in one hub, from quote to cash. Save money by consolidating your tech stack, and save time when you automate repetitive tasks and allocate resources with a clear view of team capacity. You’ll find that Accelo is the only professional services automation that provides true retainer management beyond recurring tasks.
Is Accelo a CRM?
While Accelo has many of the features of a CRM, including a client database, custom fields and opportunity management, it’s far more powerful than most CRMs. It’s an end-to-end client work management platform.
Is Accelo a PSA?
Accelo does offer professional services automation, including custom triggers and workflows. However, its suite of additional features mean it’s not just a PSA, but a complete solution for client-based businesses to manage all stages of work.
Can we try Accelo before signing up?
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.