Accelo is a cloud-based platform designed for professional service teams to manage the entire client lifecycle from sales through project delivery and billing. It centralizes client data, communications, and project tasks in one system, enabling teams to track time, allocate resources, and monitor project progress with adaptive scheduling. The platform automates repetitive administrative tasks such as quote-to-project conversion and bulk billing, freeing up time for billable work. Accelo also provides real-time business intelligence dashboards that offer insights into profitability, team utilization, and financial performance, helping businesses make informed decisions. Its client portal enhances transparency and collaboration by allowing clients direct access to updates and reports.
Agent Actions with Accelo
These are the specific actions that AI agents can perform with this tool
Create Contact
Creates a new contact in Accelo with specified details such as name, email, and phone.
Create Prospect
Creates a new prospect record in Accelo with specified details to track potential clients.
Create Request
Creates a new request in Accelo to track client or internal needs within projects or retainer agreements
Update Contact
Updates the details of an existing contact within the Accelo CRM system.