Streamline your data management process with the CSV Online File + Accelo integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Accelo is cloud-based software that combines simple and powerful tools for professional services so that companies can keep their business flowing, start projects and make their employees and customers happy without being hampered by poor-quality systems, manual processes, and inadequate tools that they limit the growth of the business.

Accelo was initially developed as an internal system for a rapidly growing professional service to help manage sales, projects, services and billing. Since then, it has expanded its capabilities to include CRM, project management and client services, making it a multifaceted business solution so that they are better able to provide professional services to staff and customers.

Accelo offers a CRM platform that easily creates professional relationships with customers. This CRM updates itself whenever someone in the company interacts with a customer, saving time and providing the account owner with oversight of what is happening. It can also drive business processes intelligently, provide alerts if things are going astray, make predictions and ensure that the company remains focused on its goal.