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.

Book a Demo

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

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.

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.

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.

Marc Avila

CEO and Founder

$156,000

reduced overhead

8,000

hours saved

“Accelo has definitely paid for itself. Just the increase in fixing some of the pricing problems with our retainers — that alone pays for it. It's paid for itself many times over.”

Read the Success Story