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.
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.
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.
Amog Team
15
years of data migrated
3
month implementation
"Accelo's integration of CRM & project management functionalities into one platform significantly improved operational efficiency, facilitating better coordination and collaboration."
Does your platform work for agency project management?
Yes. Accelo features a robust project management module that makes it easy to track billable and non-billable hours, sync your team’s schedules, keep projects on time and on budget and generate reports and invoices that reflect completed work.
What information can a user see in their customer portal?
They’ll be able to review and accept quotes, see project status updates, access important documents and submit ad-hoc requests.
What makes Accelo the best agency management system?
Accelo combines all of the core functions you need for seamless client work and attaches all activity to the client record. Automate your sales process, convert quotes to projects, offer visibility over client history and communications, manage retainers and send invoices that reflect accurate billable time. See why agency leaders love Accelo.
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.
