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Description
Accelo is a beloved tool among professional service firms globally, designed to effectively manage client projects and enhance profitability. This comprehensive cloud-based platform encompasses every facet of client work, from initial prospecting to final payment, covering areas such as sales, project management, ticketing, retainers, timesheets, and resource allocation, all accessible from any location.
Focusing on both time efficiency and financial management, this client work management system provides an integrated view of the latest business metrics and financial health. By centralizing client interactions, activities, and tasks within a single interface, users can effortlessly track progress without the need for constant status inquiries.
Accelo optimizes workflows and boosts productivity across teams, fostering improved visibility and collaboration that empower leaders to effectively manage their businesses while allowing professionals to concentrate on their most critical tasks. Moreover, with the aid of robust automation features, managers can easily ensure that projects are completed on schedule and within budget, enhancing overall operational effectiveness. This makes Accelo an invaluable asset for any service-oriented organization looking to thrive in a competitive environment.
Description
Rather than dealing with a barrage of emails, clients can easily select a time on the calendar with a designated technician or the next available team member. ServiceTree is tailored specifically for the unique requirements of Managed Service Providers (MSPs), built using insights gained from over 100,000 service tickets. This platform integrates effortlessly into everyday workflows as a downloadable Chrome extension. With a quick setup that takes only 5-10 minutes, technicians can efficiently transition to their next ticket with just a click. Managers benefit from a different interface compared to their technicians, allowing them to view the upcoming five tickets assigned to the techs. By pressing the OpenNext™ button, technicians can instantly change the ticket status to "in progress" while initiating time tracking. ServiceTree is making significant strides in transforming professional services automation within the MSP sector through its innovative OpenNext™ technology, making operations smoother and more efficient than ever before. This approach not only enhances productivity but also improves client satisfaction by streamlining communication and service delivery.
API Access
Has API
API Access
Has API
Integrations
Ariglad
Authorize.Net
BrightGauge
Datto RMM
Ema
Expensify
Jira
Mailchimp
Mesh
Microsoft 365
Integrations
Ariglad
Authorize.Net
BrightGauge
Datto RMM
Ema
Expensify
Jira
Mailchimp
Mesh
Microsoft 365
Pricing Details
$24 / User / Product / Month
Free Trial
Free Version
Pricing Details
$0.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Accelo
Founded
2011
Country
United States
Website
www.accelo.com
Vendor Details
Company Name
ServiceTree
Founded
2016
Country
Australia
Website
service-tree.com
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
IT Project Management
Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking