Projekly – Project Management, CRM, HR & Invo + Alegra Integration

In order to keep your accounting and customer records in sync, when you create a client in Projekly – Project Management, CRM, HR & Invoicing, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Projekly – Project Management, CRM, HR & Invoicing and Alegra!

If you're using Alegra and Projekly – Project Management, CRM, HR & Invoicing to manage your work, you'll want to make sure that contact-creation task are automatically created in Projekly – Project Management, CRM, HR & Invoicing. That way, you can easily keep track of who owes you what and when they're supposed to pay!

If you are using Alegra, then you may want to also use Projekly – Project Management, CRM, HR & Invoicing to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding client will be created in Projekly – Project Management, CRM, HR & Invoicing.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you use Alegra to manage your invoice, you can also use Projekly – Project Management, CRM, HR & Invoicing to create and manage task associated with those invoice. Creating a task in Projekly – Project Management, CRM, HR & Invoicing will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use Alegra as your bookkeeping software, there's an easy way to create task in Projekly – Project Management, CRM, HR & Invoicing. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in Projekly – Project Management, CRM, HR & Invoicing for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!