Transformational Workflows for Service Businesses

• Sales-to-Service Handoff: Automatically create projects and tasks when deals are closed in your CRM, ensuring smooth client onboarding and eliminating handoff delays

• Unified Contact Management: Keep client information synchronized between Accelo and other platforms, maintaining a single source of truth

• Automated Reporting: Generate and distribute performance reports by extracting Accelo data on schedule, improving visibility without manual effort

• Smart Notifications: Trigger alerts and updates to relevant stakeholders based on project milestones, timeline changes, or budget thresholds

• Resource Optimization: Automatically redistribute tasks when team capacity changes, maintaining optimal resource allocation