"Merkaba" by Ina Melnik

Work & knowledge hub to
Run your digital agency
Manage both internal and client work. Track multiple projects, store customer CRM, and manage finances — all in one place.

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Gather customers in a CRM

Centralise customer data
Track all customer-related data in a lightweight CRM. Capture all info about companies and contacts, from cell numbers to contract dates, in a structured way using custom fields. Segment customers, view accounts from each company, and sort by active customers.💸 Have a sales funnel? Add a State field and track the negotiation progress on a board.

Connect
CRM to work
Link projects, meetings, and invoices to a customer. Work right from your CRM: add new projects, drill down into projects by customer, plan project dates on a common timeline to avoid overlaps.💌 Wanna sync customer feedback and track action item execution? Use our native Email integration

Track multiple projects

Plan and run projects

Track multiple projects, and slice them into tasks. Document project specs and customer expectations. Visualize the same data in many ways: have a bird's-eye view of all tasks, a view of in-progress tasks for a project, or just tasks assigned to you.🧮 Wanna track progress? Set up a formula to track the % of the tasks left.

Track time

Track time spent on each task or subtask, and add files or descriptions about what was done. Check the time spent on each project — it will be calculated automatically.

“I have a small company and use Fibery to manage my clients, projects, invoices and received payments. It is much more dynamic than excel spreadsheets, much more flexible than small dedicated SAAS that cover only one purpose, and much less expensive than ERPs.... I love it!“

Anne

General Manager

Check out full review

Manage finances

Keep track of rates

Set up an hourly rate for each employee. Make it the same or different for each project.🙈 Wanna keep this info only for managers? Choose a permission levelto keep the rates hidden across the whole

workspace.

Automate the spending calculation

Understand the total expenses for each project.
Get automatic calculation of how much to invoice your customers based on employees' time logs and their hourly rates.

Add more processes as you grow switching.
Bring more processes into Fibery to replace scattered (and costly 🤑) tools and work without context switching.

Invoice Management

Track invoices based on the received transactions across multiple Projects and Customers. Don't miss deadlines, track overdue status.

Invoice Management

Track invoices based on the received transactions across multiple Projects and Customers. Don't miss deadlines, track overdue status.

Learn more

Meetings

Capture meeting notes during stand-ups, brainstorms, or client briefings. Turn them into action items and follow up on them.

Meetings

Capture meeting notes during stand-ups, brainstorms, or client briefings. Turn them into action items and follow up on them.

Learn more

Hiring

Manage open positions and track candidates, set up a screening process and recruit miraculous talent (once in a while).

Hiring

Manage open positions and track candidates, set up a screening process and recruit miraculous talent (once in a while).

Learn more

Enjoy more cool features

Free read-only users → Invite customers or contractors to comment on your work.
Documents & entities sharing → Share the work with people outside the team.
Notifications→ Get Email or Slack notifications about important changes.
My space → Have a private space to work on Documents, Whiteboards, and Views.
Async collaboration → Discuss ideas or write docs together in real time.
Reports → Easily follow the progress of the project and present your work to the clients.
Automation Rules → Automate boring things around the task, project, and costs management.

Escape scattered tools
Get a single connected workspace where all teams are welcome.
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Might be helpful to check out:

How marketing agency manages projects and finances in Fibery

Dzeya
customer story

How marketing agency manages projects and finances in Fibery

Dzeya
customer story

Product management

Aggregate customers feedback from many sources, link feedback to features, make smart decisions about priorities, and invent new ideas together.

Product management

Aggregate customers feedback from many sources, link feedback to features, make smart decisions about priorities, and invent new ideas together.

TEMPLATES TO START WITH

Startup
solution

Set strategy, connect it to execution, validate ideas, research your market, and do stuff. Stay focused and discover new insights.

Startup
solution

Set strategy, connect it to execution, validate ideas, research your market, and do stuff. Stay focused and discover new insights.

TEMPLATES TO START WITH

Software development

Collaborate on backlogs, sprints, releases, and development wiki — all in one place. Replace most of your stack with a single tool.

Software development

Collaborate on backlogs, sprints, releases, and development wiki — all in one place. Replace most of your stack with a single tool.

TEMPLATES TO START WITH

All this content is for you, not for SEO (doesn't work anyway)

How to ensure accuracy of financial documents with Fibery

We continue to explain how to set up and execute financial operations in Fibery. One of the fundamental requirements is to ensure that you have all your paperwork in order. In the second article, we will explain why Fibery is a great addition to any accounting software and how to set everything up, step-by-step.