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

Projekly is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new client.

But don't worry anymore. With this Invoiced Salesforce integration, you can connect your client and contact records, so that when a new client is created in Projekly, you'll automatically receive a corresponding contact record in Invoiced.

If you're using Invoiced 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!

If you are using Invoiced, 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 Invoiced, 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?

When you make a payment in Invoiced, be sure to create a task in Projekly! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

If you use Invoiced to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly 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.