SALES
Find the work, work it, and close it.
The deal moves from a name you just heard to a signed agreement without ever leaving the record it belongs to. No exporting to a proposal tool, no separate e-signature bill, no re-typing the customer into three systems.
✓ Included from $19/mo. Proposals and contracts are not an add-on
✓ Signed in the browser, on your letterhead and your terms
✓ One funnel across your whole book of business
FIND
Work that is already being talked about
Prospecting watches the places your next customer is already asking, and hands you the ones worth answering.
Sources you choose
Communities, forum pages, and public bid boards. Point it at where your trade actually talks, not a generic feed.
Scored against your business
Each find is rated on how well it fits what you sell and who you sell it to, so the digest is short enough to read.
A reply already drafted
Conversations come with a peer-style reply written for you to edit: the part that usually stops people answering at all.
Prospecting is an optional module, $49/mo. Everything else on this page is included in your plan.
WORK IT
A pipeline that shows you where the money actually is
Drag a deal between stages and the funnel, the forecast and the customer record all move with it, because they are the same record.
Leads and a deal board
Every form submission, booking and call lands as a lead. Qualify it and it becomes a deal on a board you can drag. Stages you name, not ours.
One funnel for the whole business
Count, value and weighted value by stage, plus how long deals sit before they move. If you run more than one website, it is still one book of business and one funnel.
Follow-up that stops when they answer
Drip sequences, lead scoring, and speed-to-lead triggers that put a person on the phone while the enquiry is still warm. Available as the CRM Outreach add-on.
Your AI specialists can work it too
Ask the Sales specialist to summarize a deal, draft the next email, or log what was agreed. It writes into the same pipeline you are looking at.
CLOSE
Proposals and contracts, signed in the browser
Most platforms send you somewhere else to get a signature, and charge for it. This is included, and what gets signed is your agreement, not a template with our name on it.
A proposal they approve online
Built from the deal you already have, sent as a link, and commented on in place. You see when it was opened and what they asked about.
E-signature, no separate bill
An approved proposal becomes a contract. They sign in the browser; both parties get the executed PDF, and the signature carries its own evidence.
Your terms, not ours
Start from a neutral clause set covering payment, cancellation and liability. Governing law and ownership are left blank on purpose. Those are yours to state, and no default would be right for every trade.
Your letterhead and your signature
The agreement names your business as the contracting party, on your address, countersigned by your name. Nothing on the document says Accelimate.
Every version kept
Each edit and send is snapshotted, so what was signed is provable later. Clause edits never change an agreement already out for signature.
Signed means invoiced
A signature adopts the customer into your CRM and drafts the deposit invoice on your payment terms, waiting for you to review and send.