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

In Projekly, when you create a client, it automatically creates a task in Attio 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.