In a recent post on automated time-tracking, we saw how AffinityLive, an integrated platform for managing clients, work and staff all in one place, can dramatically increase the productivity of professional services providers. Recently renamed Accelo, the platform brings an entire business together by combining clients, projects, issues, contracts, tasks and invoices into one application, and is the only system tailored to the needs of professionals. It is widely used among digital agencies, accountants, engineers, lawyers and managed service providers.
Accelo makes it easy to:
• Access a central client database
• Track and bill for the time you spend working, using the auto-timer
• Track projects, milestones and budgets with easy-to-use Gantt charts
• Record notes, schedule meetings, send emails and make calls
• Schedule tasks and log work done
• Integrate work emails and calendars
• View all relevant email activity for each client
• Manage staff-scheduling and time-tracking
• Customise your business processes
• See full reports on performance, sales, activity and revenue
• Quote and invoice your clients for projects, issues and more
• Centralise all of your issues and support tickets
• Drag and drop tasks to your calendar
• Report on business expenses
• Integrate with Xero, Quickbooks, MailChimp, Yammer, Adobe, Twitter and many more
Full business solution
Accelo comprises four modules: CRM, Projects, Service and Retainers.
You can pick one or more of these modules, or combine them to create end-to-end professional service automation (PSA), depending on your needs. The full PSA solution offers many benefits, but each module also functions as a standalone solution.
Move to Accelo
If managing your work and time, streamlining your processes, unifying a distributed team and easing communication with your clients are among your New Year’s resolutions for next year, now is the time to move to Accelo.
Squirrel specialises in Accelo so that you don’t have to. As a registered Accelo partner, and with Accelo Account Manager Tara Woodfull on board, we can get you set up, trained, and up and running quickly and seamlessly. Book a free consult today.
Kylie, the lack of integration with a decent proposal system (they used integrate with Quote Roller) is a real issue here. It seamlessly integrated with Quote Roller but now it now more clunky.
I’m looking at other options at the moment.
Understand your frustration Paul. We use the old version of Quoteroller ourselves and it’s ability to deliver beautiful, customisable proposals is super strong. Not sure what your needs for CRM are but have you considered Zoho CRM? It integrates with PandaDoc (formerly Quoteroller) in a fair more advanced way than previously. You can pull in information from Company / Contact / Opportunity / Products modules to create proposal even more seamlessly. Zoho has a number of other applications that work together that might fit the bill…worth checking out.