Professional services & agencies
Professional services software for client projects and portals
Cayro is professional services software for agencies, consultancies and studios that deliver work for clients. Projects, budgets, client updates, requests and consultations live in one place, so the team and the client see the same status.
No account needed for the demo · 14-day free trial when you're ready
Operations and finance advisory · 1 location
Checklist pass rate
99.2 %
Open tasks
5
Open incidents
0
Pass rate, last 14 days
The challenges professional services & agencies teams know
The day-to-day problems that come from running on paper, memory and group chats.
Engagements run over budget before anyone notices.
Clients email for status updates and files.
Discovery calls take a dozen emails to schedule.
Client requests get lost in inboxes.
Nobody knows which project is at risk until it's late.
How Cayro solves them
Choose a problem to see the Cayro feature that handles it, and try it in the demo.
Cayro solution · Cayro Projects
Each project has a budget, and actual cost comes from logged time at each person's rate, expenses and linked purchase orders. Health turns at risk when spending runs well ahead of the schedule.
Recommended Cayro modules for professional services & agencies
Cayro Projects
Projects from budget to finish line
For professional services & agencies: Save a typical engagement as a template. New projects start with milestones and tasks placed relative to the start date, with estimates and dependencies kept.
+$39/month
Cayro Portal
A client portal for updates, documents and requests
For professional services & agencies: Clients sign in with their own login, separate from staff accounts, to see project status, shared documents and files, under your logo and brand color.
+$29/month
Cayro Bookings
Online booking and appointments
For professional services & agencies: Prospects book a discovery call or consultation with the right person, and every booking is added to the customer's record in Connect.
+$39/month
Cayro Ops
Daily operations management
For professional services & agencies: Send a public form link for a project brief, with questions that appear only when they apply. Submissions can't be edited and can be searched or exported.
$39/month · included in every plan
Explore a professional services dashboard
Switch the location, the period and the measure. The full demo lets you complete tasks, run checklists and manage stock, with no account.
Meridian Consulting Sample data
Fictional professional services business. Every number is computed from its sample records.
Open the full professional services demoHow professional services & agencies teams use Cayro day to day
Tools such as Quality, Forms, Docs, Purchase and Goals are included with the module they belong to.
- Cayro Projects
Client projects from template
Save a typical engagement as a template. New projects start with milestones and tasks placed relative to the start date, with estimates and dependencies kept.
- Cayro Projects
Budgets from real time and expenses
Team members log time; the cost uses their hourly cost rate at the time, so later rate changes don't rewrite the past. Only people allowed to see costs can see them.
- Cayro Portal
A branded client portal
Clients sign in with their own login, separate from staff accounts, to see project status, shared documents and files, under your logo and brand color.
- Cayro Portal
Client requests that become tasks
Clients send requests with photos or PDFs. Each one becomes an Ops task for your team, and the client sees its status as the task moves.
- Cayro Bookings
Consultations booked online
Prospects book a discovery call or consultation with the right person, and every booking is added to the customer's record in Connect.
- Forms · Cayro Ops
Client onboarding briefs
Send a public form link for a project brief, with questions that appear only when they apply. Submissions can't be edited and can be searched or exported.
- Docs and required reading · Cayro Ops
Your playbook in one place
Keep delivery processes, templates and policies in Docs, require new joiners to read them, and share the current version of a document with a client through the portal.
How Cayro works
- 1
Set up your business
Create your workspace, add your locations and invite your team. Each person sees only the locations they work at.
- 2
Choose your tools
Start with the modules your operation needs. Add or remove modules later from Settings, and see the new price first.
- 3
Manage with clarity
Run checklists, schedules and stock day to day, and watch each location's numbers come in from the work itself.
What it costs for professional services & agencies
The recommended modules at today's prices, with the bundle discount applied. Start with a 14-day free trial, and add or remove modules any time.
See all prices- Cayro Ops$39/mo
- Cayro Connect$39/mo
Total after the free trial$78/mo
Start with these modulesYour industry and modules are filled in for you. Change them at any step.
Related reading
- Project Management for Small Teams: A Practical Guide to Plans, Budgets and HealthA practical project management guide for small teams: milestones, task dependencies, a simple budget, and a clear rule for when a project is at risk.
- Online Booking for Service Businesses: How to Set It Up Without Double-BookingHow to set up online booking for a salon, clinic or service team: services, buffers, staff hours, reminders and rules that stop double-booking.
- Client Portals for Service Businesses: What to Share and How to Keep It SecureWhat a client portal should show, what to keep internal, how client requests should reach your team, and the security basics to check before you launch.
Questions
Does Cayro send invoices or take payments?
No. Cayro tracks project budgets and costs from logged time, expenses and purchase orders, but it doesn't invoice clients or process payments.
Can clients see our internal tasks or costs?
No. Clients see only the items you share with them, such as a project's progress and milestones. Costs and rates are visible only to staff with permission to see them.
Do clients need a Cayro account?
They get a portal login, which is separate from staff accounts and can only open the portal. People booking a consultation don't need any account.
Deliver every engagement with confidence.
Budgets you can trust, a portal your clients use, and booking links that end the scheduling emails.
14-day free trial · No setup fees · Cancel anytime