Accelo is a comprehensive Professional Services Automation (PSA) platform designed to streamline operations for professional service businesses. It offers a unified quote-to-cash solution, integrating CRM, project management, resource management, financial management, and business intelligence into a single platform.
Key features:
- Client Management: Centralized CRM to manage client interactions, leads, and quotes.
- Project Management: Tools for tracking project progress, time, expenses, and tasks.
- Resource Management: Features for scheduling, utilization insights, and workload analysis.
- Financial Management: Capabilities for invoicing, billing, retainer management, and payment processing.
- Business Intelligence: Analytics and reporting for monitoring performance and profitability.
- Integrations: Connects with popular business tools like Salesforce, QuickBooks, and Microsoft 365.
Use cases:
- Consulting firms optimizing project delivery and resource allocation.
- Accounting firms streamlining billing and financial reporting.
- IT service providers managing client support and project workflows.
- Agencies automating sales processes and project execution.
