Exact Online
Projekly – Project Management, CRM, HR & Invo

Exact Online + Projekly – Project Management, CRM, HR & Invo Integration

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

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Projekly – Project Management, CRM, HR & Invo + Exact Online Integration

Create Exact Online contact for new Projekly client

In order to keep your accounting and customer records in sync, when you create a client in Projekly, this automation will automatically create a contact in Exact Online.

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 and Exact Online!
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Exact Online + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Exact Online contact

If you're using Exact Online 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!
Exact Online + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client for new Exact Online contact

If you are using Exact Online, 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 Exact Online, 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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Exact Online
Projekly – Project Management, CRM, HR & Invo

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