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What to expect?
- You probably scouring for specific business tools to help you run your business more systematically such as HR tools, financing tools, project management, collaboration tools, legal needs, CRM and more
- The price for each individual tool would total up to a substantial amount should you need all of them
- Alternatively, you could opt for an all-in-one business management tool out there that would offer a much lower price
- These business management tools would really assist you to cover all crucial aspects of managing your business at a single price point
- Ideal if you need all-in-one solution and are tired of fragmented applications
What are the choices?
Sales Management- Get a complete visual of your sales pipeline and monitor your all your deals across different stages
- You can filter them by expected close date, see how many deals are in each stage, and stay in control of a complex sales process
- Allow you to forecast which deals or activities to focus on for effective sales planning
- Customize your CRM for any type of sales process (create custom pipelines according to territories, create filters based on deal value or countries, create custom fields such as delivery dates or commission, etc)
- Generate your sales reports to gain insights on how you have performed
- You can also develop a web form for your webpage to capture more leads
- Easily import or export data to another software
- Manage everything about the people and the companies you do business with
- Track all communication history with your clients
- Add tasks that need to be done for each contact
- Categorize your customers with customized tags
- Share contacts with your team so that everyone has an updated view on them
- Smart contact data features help you to retrieve data of your contacts from LinkedIn and Google+
- Use email finding tool to search for corporate emails of decision makers of any company
- Plan & structure every project and organize them in the dashboard
- Work with your team of tasks to get them completed on time
- Any files related to the task, you can keep and share it on the platform
- You can even collaborate with clients on the task you have
- Set project milestones and due dates on each assignment
- Track time spent on each project
- Gain insights and visibility of your projects through reports generated for you to make informed decisions
- Manage your employees time-off or any other time away from daily work (vacation, sick leaves, conferences, etc)
- Has ‘Check-ins’ features to check on your employees work and progress
- Use ‘Noticeboard’ to share workplace stories, announcements, company events, inspirational quotes, and more
- You can create staff directory
- You can record all employees information with TeamWave
Centralize your business operations all in one system to streamline productivity and gain profits
Sales dashboard- Provides with a CRM software for you to access all client-related information. It also comes with a built-in sales quoting ability
- Automatically track and share client’s emails, appointments, attachments with your team
- Schedule your team to work on new projects based on future workload projections. You can also communicate with your team through a team inbox
- View your entire sales funnel and pipeline value at a glance
- From sales to invoicing, and everything in between, Accelo helps you run your operations so you can get back to do the work you love
- Increase transparency with integrated team schedules in one centralized system that lets everyone know who is working on what and when
- View your entire team’s workload to see if someone is overscheduled, out on scheduled leave, or available for new tasks
- Plan your project using drag & drop Gantt chart
- Monitor total hours spent and activities logged over time for projects
- Gain real-time visibility into current and forecasted profitability of your projects
- You can even do your value-based invoicing that syncs automatically to Xero & Quickbooks
- Accelo comes with a customer service management tool which includes support ticketing system, so you’ll always know which issues require the most care
- Get an overview of all clients’ issue from the Issue dashboard
- Automated notification to stay on top of tickets and send reminder emails before closing out tickets
- Helps you manage contract effortlessly
- Comes with a cloud-based billing software which includes invoice automation & automatic time tracking
- Track completed task by budget or by hours to ensure performance
- Automatically track all relevant communications (emails, notes, and more)
- Set an automated notification to let your team know when a contract is nearing its limit for you to move on to the next step
- Roll up all the time or fixed billing automatically to Xero or Quickbooks at the end of the period
- View the breakdown of time spent or total revenue gained by the company
Project Management- View project progress, key milestones, deadline, budget status, estimated and spent time on tasks
- Define your project sequence and workflow so that you can repeatedly use on other projects
- Visualize your project work and task using Kanban board
- Perform cashflow analysis, forecast project revenue and track actual cost vs budget
- Create and send professional invoice directly from your project
- Manage multiple projects at once
- Track how much your team have worked on each project and task
- Flowlu also has the capability to perform agile project management
- Maintain all financial records in one place – salaries, travel expenses, office supplies, income from sales or investments
- Create and send professional invoices in seconds
- You can automatically generate recurring invoices
- Set up integration with major online payment gateways to let client pay right from your invoice
- Create estimates easily and instantly converts them into invoices as soon as your customers accept it
- Get an overview of the financial performances of all your companies
- Add bank account to keep track of money coming in and going out
- Create dedicated workspaces on your Flowlu account. You can use it separating business units, departments, teams, etc.
- Instant manager is embedded in the system so that you can communicate online with your teams
- You can create mind-maps as a method of collaborating with your teams
- You can also visualize task needed to be done via Kanban boards
- Track your all your leads properly and nurture them to get your desired results
- Manage follow-ups and any appointments with your leads
- Instant view of the sales funnel to give a clear overview of your sales processes in your team
- Invoice directly through CRM
- Create web forms to generate leads
- Access knowledge all in one place – legal policies, HR procedures, marketing strategies, design guidelines, sales training, Excel training, and more
- Improve your employee’s skills with this feature
CRM- Manage all contact info & resources all in one place
- Assign each client a Client Coordinator as their point of contact
- Quickly create & manage internal tasks related to the clients
- Add contact manually, by import or by embedding a form on your website
- Present your existing contacts with follow-up forms to add more information to their profile
- Auto-schedule your calendar with prospect/client follow-ups
- Auto add contacts into a built-in email marketing campaign
- Collaborate between you and your team as well as your clients
- Show your clients what percentage of the project is completed
- Customize each project dashboard with your client’s logo to provide that rich experience
- Create a highly organized and sequenced set of tasks for your project team to follow
- You can save these sequenced set of tasks as templates so that you can use them for other projects
- Build automated workflows and trigger customizable actions during your project execution
- Store files related to the project in a private place
- Manage your project team members
- Set email notifications for all actions making sure you don’t miss out on anything
- Build and send out Estimates and Invoices to clients
- Client received email notification of new estimates/invoices and they can easily view and pay their invoices using your choice of payment gateway (Stripe, Braintree, PayPal & Authorize.net)
- You would also have the option for clients to make partial or full payment
- Create recurring invoices for your clients
- Keep track of time spent on tasks and easily convert them into billable items
- Build email marketing and automated drip campaign using the editor
- Schedule email blasts to be sent to clients at any time
- Create email marketing list from existing CRM
- Create a customized client portal
- Comes with a dedicated sharing folder so you can securely share files
- Get task approval and feedback easily
- Comes with a real time team chat feature for easy collaboration
Get an overview of your business at one glance on a dashboard
Contacts & Leads- Keep track of your clients and know what’s coming up, what’s been done & who has the ball in their court
- Create lead inquiry forms to be embedded on your website
- Find out if prospective clients are a good fit with online questionnaires
- Manage multiple projects at once & track them effortlessly between active projects & archived jobs
- Customize quote templates to speed up the process bidding jobs to business-building
- Sign contracts with e-signature features
- Generate professional invoices and get paid online
- Automatically set up a payment reminder for your clients
- Choose your preferred payment gateway such as Square, PayPal & Authorize.net for online payments
- Perform bookkeeping easily with 17hats
- Track billable and non-billable time and invoice your clients with a single click
- Sync with Google Calendar or iCal to keep your schedule on track
- Create a to-do-list to stay organized. You can even set up due dates.
- Schedule your appointment or meeting with clients via online
- Create a portal for your client so that they can check their job status online, accept quotes, sign contracts and even pay invoices
Design for Freelance business
Proposal & Contracts- Create, send and track proposals online with custom packages & electronic approvals
- Create and e-sign contracts from vetted templates
- Auto-remind your clients for their signature and receive notification when it is signed
- Manage your own digital workspace and client list – from prospect to project and contract to payment
- Keep track of your contacts by adding leads and existing clients
- Organize your projects and fill them with documents, payment, tasks and timesheet you need
- Invite other contractors to your projects to manage task and track time together
- Create forms and send them to your leads
- Prioritize the week for your ongoing projects and create reusable task templates for new ones
- Invite collaborators to your project to assign task and add comments for each other
- Track time on your task and the timesheet will show what was completed when billing your client. You can also set an hourly rate per project for tracking time and automatically invoice the completed timesheet
- Get paid on time with invoice automation, partial payment and more
- Choose from a variety of global payment option such as credit cards, ACH & PayPal
- Keep track on your income reports, expense tracking, tax reminders, and more
- Connect your bank account to make the process much easier
What are the prices?
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Starter: $39/month
Pro: $66/month
Business: $199/month
All-in-one ServOps: $79/month (minimum 3 users)
You can also buy a fraction of what’s included in All-in-one ServOps plan which includes Projects, Sales, Retainers, & Services
Free: $0
Team: $39/month
Business: $74/month
Professional: $149/month
Enterprise: $299/month
Save 20% if you opt for annual subscription
Start: $19/year
Thrive: $49/year
Pinnacle: $99/year
Save up to 21% if you opt for annual subscription
Monthly plan: $45/month
Annual plan: $25/month (Save 45%)
Two-year plan: $17/month (Save 63%)
Workflow: $19/month
Workflow Plus: $29/month
Free 2 months if you opt for annual subscription