Accelo

 

Accelo is the most feature rich and powerful Service Operations platform on the market today. It offers professional services organisations a flexible platform to manage their projects, sales, CRM and servicing activities.

Accelo is the most feature rich and powerful Service Operations platform on the market today. It offers professional services organisations a flexible platform to manage their projects, sales, CRM and servicing activities. In really simple terms what Accelo does exceptionally well is to help you track your important client work in one system.

Keeping the client front and centre at all times is only possible if the team knows what’s it doing. Accelo helps makes the best use of everyone’s time thanks to built in timesheets which shows who’s working on what. And, the integrated ticketing module makes sure new issues are logged, assigned and tracked properly.

Having the visibility to see what’s going on with your clients in one place is a gamechanger.

Accelo Key Features

Team Productivity

Accelo makes it easy to track the activity of your team. Who’s working on what, what’s the status of the project? And, it allows you to see who the most productivity members of your team are.

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Project Profitability

Accelo makes sure your on top of your project costs. It’s all too easy to lose control and track of the profitability of your projects. Real-time alerts and reporting makes sure you have the visibility you need.

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Automated Invoicing

Accelo can turn project proposals and quotes into invoices at a click of a button, thanks to its integration with Xero and Quickbooks. Simplifying the invoicing process can help you get faster.

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Other Features of Accelo

The above are three of the key features that our clients tell us they love, but there is far more to Accelo. Below are some the other areas that really make Accelo stand out to us.

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CRM & Client Database

The shared client database gives you a synchronized and intelligent platform to see client work in real time.
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Team Scheduling

Decide when to begin new projects based on your team’s future workload projections and who can help when scope changes.
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Timesheet Report

Get clarity on your team’s effectiveness and have an overview of the work that was performed.
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Email Tracking

Two-way, native sync with Google Apps, Office365, and Exchange.
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Services

Ticket tracking with automated timers and capture on emails.
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Invoicing & Payments

Bi-directional accounting sync with Xero, Quickbooks and Sassu.
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Sales

Run your sales process, track opportunities and send quotes for projects.
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Projects

Full project management with Gantt chart planning, as well as real-time budget tracking and collaboration
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Retainers

Easily manage ongoing projects or service contracts for your clients with auto billing and notfications

Accelo Stories

The latest stories, news and helpful updates from the team at Waypoint.

Lancaster Consulting – Client Story

Lancaster Consulting – Client Story

We worked with Adam and his team to understand the current process for managing projects. This involved a mix of spreadsheets and paper based documentation. Once we got to grips with the current way of working we were able to develop a new process that would give Adam the visibility needed to manage the day-to-day operations and plan for the future.

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Why a good management system is critical for training staff

Why a good management system is critical for training staff

Picture this: You’re a small company, but you’re busy as hell (never happens I know, but stick with me). You’re running out of hours in the day and you need to hire someone new to help out. However, you don’t want to dilute the workload of others in the team, and you’re teetering on the edge of cost viability.

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Why Waypoint loves Accelo

We’ve been managing CRM, sales and professional service projects for a lot of years. Typically though this has involved managing multiple software solutions for each of the areas. The one-stop-shop approach to service operations is something we really appreciate. It really sets Accelo apart.

We’re big fans of the modular model that Accelo has put in place. This means our clients don’t end up paying for things they don’t need. And, we’re a pretty good case study for Accelo ourselves, as we use it to manager our own service operations. As a remote team, it’s the ideal platform to helps us keep on track of our clients and our team.

Waypoint is a valued Accelo partner; their entire team is diligent, professional and efficient in delivering value to our end customers through successful implementations and project deliveries. We highly recommend the work and services provided by the Waypoint team.

Geoff McQueen
Founder and CEO, Accelo

Let's start the conversation

Are you interested in finding out if we’re a good fit for each other? If you’re ready to take your first step to working with us, the process starts by applying for a discovery call. The truth is, what we do and the way we do it, won’t be for everyone.