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

In Projekly, when you create a client, it automatically creates a task in Firmao for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Firmao provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Firmao. Projekly is a great tool for this.

All you need to do is - integrate Projekly with Firmao to create task in Projekly automatically when certain task occur in Firmao. This can save you time by not having to manually create tasks in both systems.