Plan and deliver
Measure and automate
By team
By need
Project management tools
Time tracking tools
CRM
Keep accounts, contacts and activities next to the projects you deliver for them, and give employees one portal to ask for help, with the same permissions and audit trail as the rest of Akollo.
New3
In progress1
Done0
Access to the reporting tool
Internal IT
Renewal call before Q4
Northwind
Laptops for three new hires
People team
Copy of the March invoice
Contoso
Accounts and contacts
Search accounts by name and filter by status (prospect, customer or former), segment and owner. An account page brings together its overview, contacts with their roles, linked projects, activities and, for reviewers, who has access.
Activities
An activity is a call, meeting, email, note or task linked to an account or contact, with a due date and an optional reminder. Open, overdue and completed tabs keep the next step visible.
Service requests
The portal lists the services each person may request. A submitted request goes to the matching queue, and its owner follows it through new, in progress, waiting, resolved and closed, adding comments and files, and rating the help at the end.
Built on the same permissions, audit log and API as the rest of the product.
Legal and trade name, status, segment, domains and addresses, with revisions.
Name, title, email and phone, linked to accounts with a role.
Calls, meetings, emails, notes and tasks with due dates and reminders.
Possible duplicates queued for the owner to choose, publish or dismiss.
A searchable catalogue of services, each with its own request form.
Draft a reply from notes or summarise a thread with Akollo AI, where your organisation allows it.
Customer and service records through the Akollo API, under the same permissions as the screens.
Working hours and holidays per calendar, combined with HR holiday calendars where in use.
How the modules connect
An account links to the projects you deliver for it. Sales, delivery and support read the same record, and the hours and costs behind that work come from Time tracking and Budgets.
01Plan
Turn goals into projects, backlogs, sprints and timelines.
02Staff
Pick people by skills, availability and leave.
03Track
Record time by hand or with the desktop app, on the right task.
04BillYou are here
See cost, budget, billing and margin per project and client.
05Improve
Read what happened and plan the next round better.
The AI assistant works across every step, with your permissions and only after you confirm. AI assistant
01
Each account shows its contacts, projects and activities, with restricted accounts hidden from those who may not read them.
02
A contact saved with another contact's email or phone waits for the owner to decide.
03
Employees pick a service from the catalogue, fill in its form and follow the request to the end.
04
Tax numbers stay masked unless you may see them, and granting access to an account needs a reason.
AI on this module
Customer screens have no AI features of their own yet. The assistant works with the records you can already open.
It never sends messages to customers on its own, and anything it proposes waits for your confirmation.
Deployment and security
The same Akollo in our cloud, in your own cloud or on your own servers.
Choose where Akollo runs. Every module works the same way in each setup.
Point the assistant at a local model inside your network or at your own provider.
Managers see only the people in their scope, in every screen, report and export.
Privilege and configuration changes are recorded, and sensitive ones wait for a second person.
Not yet. Accounts, contacts, activities and duplicate checks are available today. Opportunities and pipelines are planned and have no pages yet.
Employees can already request services through the portal, and requests are routed to queues with assignment rules. Screens for the teams that handle requests, such as queues, triage and escalation, are planned. IT & engineering shows how technical teams use Akollo.
Only people who have been given access to it. A restricted account does not appear in the list for anyone else, and granting access needs the right permission and a reason.
Yes. Customer and service desk records are available through the Akollo API with an API key, and the API applies the same permissions as the screens.
We set up a demo with your service catalogue and your customer structure, in English or Turkish.