Скачать или смотреть Accelo Overview (40min)

Get an overview of Accelo's platform so you can combine your CRM, Project Management, Tickets, and Retainers in one smart place.

See how all aspects of Accelo integrate and work together, to help you run your business more efficiently.

https://www.accelo.com/resources/vide...

Agenda below:

0:00 CRM & Sales
2:40 Quote
4:15 Sales Reporting
6:25 Utilization Forecasting for New Business

8:30 Projects
8:50 Gantt Chart Planning & Timelines
11:20 Assigning work using Team Scheduling
15:50 Team Work views - My Schedule, Taskboards, and Timesheets
20:30 Project Reporting
23:40 Project Invoicing & Automation

29:00 Tickets, Retainers, & Client Portal
30:30 Ticket tracking
33:30 Retainers - Support Contracts & Ongoing Work

37:00 Profitability Dashboard

Presented by John Scrugham