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.
Problems Cayro solves for professional services & agencies
Projects run over without anyone noticing
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.
Cayro ProjectsStatus updates live in long email threads
Share a project's progress and milestones, files and updates in a client portal. Clients see only what you share with them.
Cayro PortalDiscovery calls take a dozen emails to book
A public booking page offers only times your team is really free, with a confirmation, a reminder and a link to move the call.
Cayro BookingsClient history is scattered
Customer profiles, a lead pipeline and every interaction in one place, connected to projects and portal logins.
Cayro Connect
Modules and tools that fit professional services & agencies
How 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.
The modules professional services & agencies teams use most
- Cayro ProjectsMilestones, tasks with dependencies, a board and a timeline, and a budget built from real time, expenses and purchase orders.+$39/month add-on
- Cayro PortalGive your clients a branded place to see updates, project status, bookings and documents, and to send you requests that land in Ops.+$29/month add-on
- Cayro BookingsServices, staff hours and a public booking page, with confirmations, reminders and self-service changes for your customers.+$39/month add-on
- Cayro ConnectCustomer profiles, pipelines, follow-ups and appointments that turn into real tasks.+$39/month add-on
- Cayro OpsTasks, checklists, scored inspections, forms, incidents, documents and approvals — the daily operating rhythm of your business in one place.$39/month · the foundation
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.