Retainers

What is Retainers?

Service retention management software for continuous customer work

Eliminate the pain of managing ongoing contracts and services with real-time automation and flexibility

Benefits of Retainers for your company

A platform built to help you achieve success, day by day

AUTOMATED

Automatically renew your ongoing services

Accelo redefines YOUR recurring CONTRACTS WITH automated triggers and easily replicable models that make it EASIER for Professionals to track OS services in Progress and manage OS Retainers in Real Time.

INTELLIGENT

Flexible pricing, discounts, and usage reporting

Retainers is a dynamic platform that allows you to predict your team's schedule and billing need based on the project workflow, while automatically adjusting based on any changes in the project plan.

PROFITABLE

Simplify the billing process

Retainers makes the billing process easier with automatic billing. Now you can save administrative time with simplified approvals and billing.

INTEGRATED

An easy way to manage your seals

Retainers is seamlessly integrated with the most popular business applications, as well as Accelo's sales, project management and customer support modules. These systems work in synergy, allowing you to access financial, customer, and project snapshots in real time.

Features of Retainers

Simply built to help you manage contracts effortlessly

Usage Tracking

Track tasks performed on retainers by budget or hours.

Custom seals

Flexibly configure the abatement and rollover types.

Communications Tracking

Automatically track all relevant emails, notes, and more.

Customer Portal

Customers have an overview of the overall use of the contract.

Automatic recurring tasks

For ongoing projects that should not be recreated every month, such as SEO and payroll.

Tickets and project connection

See the time worked on any contract – whether it's through emails, tasks, or projects.

Automated Notifications

Let your team (or even customers) know when a contract is approaching the threshold to proactively manage expectations.

T&M, Fixed or Hybrid Billing

Automatically accrue all the time or fixed billing for Xero and Quickbooks at the end of the period.

Automated timesheets

With Retainers auto-populate weekly timesheets with work in progress.

Unlimited types and models

Make it easy to set up new customers by creating unlimited retainers or contract types with your own notification and renewal rules.

Cloud-based ServOps

Prospect to pay, with Accelo's cloud-based system, oversee all the key functions of your business at any time.

System Requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD/SSD: 50 GB of free space on main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit

Resolution: 1024 × 768

Supported Operating Systems

Mac OS X 10.5x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks), and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS