Project Tracking
Keep all your tasks, files, and communications organized in one centralized dashboard. Never lose track of a deadline again.
CRM Synchronization
Two-way sync ensures your client data, contacts, and pipeline stages are always up-to-date across all your connected platforms.
Time Management
Log hours, track billable time accurately, and generate detailed, professional reports for your clients with just a few clicks.
How We Use Your Data
OppLogic Project requests access to your CRM data solely to provide our core project management and synchronization features. We believe in complete transparency regarding the data we access:
Contacts & Companies
We read and write contact data so you can attach clients to projects, and sync any updates made in OppLogic back to your CRM.
Opportunities (Pipelines)
We access your opportunities to automatically generate projects when deals are won, keeping your sales and fulfillment teams aligned.
Products & Services
We read your product catalog to sync line items into project invoices and deliverables.
Calendars
We read calendar data to help you schedule project meetings and avoid conflicts with your existing appointments.