Case Study: Cortevo Technologies achieves operational maturity with Accelo

Niche Firm Quickly Achieves Operational Maturity

Cortevo Technologies, a technology consulting firm serving schools and mission-driven organizations, struggled to forecast growth and manage client work across a fragmented stack of tools, including Zendesk, Harvest, QuickBooks, and project management apps. The company needed a better way to handle recurring retainer work, ad hoc requests, invoicing, and capacity planning, and chose Accelo with its Retainers and Tickets to unify those processes.

Accelo’s implementation services helped Cortevo set up a single system for tickets, projects, retainers, quotes, and billing before the next school year began. As a result, Cortevo now sends invoices in about 10 minutes, spends less time on accounting, and can track retainer usage and client communication more accurately, giving the team better visibility, more reliable forecasting, and enough automation to avoid hiring full-time admin support.

Cortevo Technologies

Casey Muse

Founder and Principal Consultant