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

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 Moneybird.

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 Moneybird!

If you're using Moneybird 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 Moneybird, 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 Moneybird, 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?

If you use Moneybird to manage your sales invoice, you can also use Projekly to create and manage task associated with those sales invoice. Creating a task in Projekly will remind you of the important details related to the sales 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.