Evoliz
Projekly – Project Management, CRM, HR & Invo

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

Connect Evoliz with Projekly – Project Management, CRM, HR & Invo in a few clicks

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

Create Projekly task for new Evoliz contact

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

Create Projekly client for new Evoliz contact

If you are using Evoliz, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a contact in Evoliz, a corresponding client will be created in Projekly.

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?
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Evoliz + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Evoliz sale order

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

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