Verified User in Accounting
    AA
    Verified User in Accounting
    Verified User in Accounting

    The only option if you run pre-paid retainers

    08/17/2020
    "We spent a long time looking for a CRM / PSA that would allow us to manage our sales pipeline, but also most importantly our weekly recurring retainers. It is the retainer module of Accelo that made it stand out to us. It was really the only CRM that gave us the ability to manage our pre-paid recurring retainers effectively."