In your business, you may need to track when someone is invited to an event. You can do this by creating a sale in Accelo.
But manually creating a sale can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Bookeo, it will trigger a corresponding sale creation in Accelo.
This makes it easy to keep track of all the interactions that person has with your company. By using sale, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Accelo is an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.
Bookeo is an online booking and scheduling platform that helps businesses manage appointments, classes, tours, reservations, payments, customer bookings, and automated reminders from one place.