Customer-linked work
Keep the project or job visible from the customer context rather than buried in a separate tool.
Projects
Keep jobs and project work connected to the customer.
Oblyx Projects gives small teams a simple place to track work in context, close to the customer, contact and follow-up records that matter.
Follow-up clarity
Use activities and to-dos to keep next actions attached to the work they relate to.
Finance-ready context
When Finance is enabled, quote and invoice records can sit closer to project and job information.
Good fit
For practical work that needs ownership and visibility.
- Useful for service businesses, trades and teams that manage jobs or customer workstreams.
- Designed to stay simple at first, without replacing specialist project management software.
- Part of Hub, so project information can support wider customer and finance workflows.
Common questions
How Projects fits the Hub.
What is Oblyx Projects for?
It gives small teams a simple place to track jobs and project work alongside the related customer, contact, activity and follow-up records.
Can records connect with other modules?
Yes. Project records can support wider customer and finance workflows as those modules are enabled.