1.Module Overview

• Systemize the entire sales and quoting process with automations and notifications to make sales practice consistent, identify missed opportunities, and increase team coordination to ensure successful delivery of client work
• Easily convert an accepted quote into a project with just two clicks
• Seamlessly incorporate sales information into a proposal for accurate project scoping and proper hand-off to service teams
• Centralize all client and project information in a single location to keep the team informed and projects on track
• Leverage the full power of Accelo's client work management platform to easily generate reports and invoices based on projects and milestones
• Easily convert email requests into tickets and filter into a shared inbox, allowing support to quickly self assign, track time spent, and improve billing accuracy
• Remotely access key client information, such as client projects and communications, in real-time
• Effectively manage recurring client work with other ad-hoc client projects to ensure sustainable business growth
• Analyze repeatable work to identify the most important, profitable clients
• Integrate teams, clients, and work into a single platform to easily access the most up-to-date information
• Foster deep and contextual insights through reliable and trustworthy data