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Overview
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Starting Price
Custom
Logical Office Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Logical Office?
Logical Office is a comprehensive customer relationship management (CRM) platform that centralizes customer data to enhance business processes. It equips businesses with tools for managing sales pipelines, automating marketing campaigns, and efficiently handling customer service cases. By providing a 360-degree view of customer interactions, the software enables users to identify sales opportunities, nurture leads, and deliver personalized service, ultimately aiming to enhance customer retention and drive revenue growth for small to medium-sized enterprises.
Logical Office Pricing
The Logical Office costs are volume-based and start from a standard £20+vat per user/month package. Request a personalized Logical Office pricing quote for your business today!
Logical Office Integrations
Logical Office software supports integration with multiple systems and platforms, such as:
Xero
Sage
MyDocSafe
Microsoft Office
AWS
Watch the Logical Office demo to learn more about its integration arrangements.
Who Is Logical Office For?
Logical Office is ideal for a wide range of industries and sectors, including:
Commercial companies
Charities
Accountants
Lawyers
IT companies
Is Logical Office Right For You?
If your business requires a CRM with deep customization capabilities and powerful workflow automation, Logical Office could be the perfect fit. Its standout feature is the ability to design bespoke processes that match your unique operational needs, from sales follow-ups to customer support escalations. The platform is built to provide a unified data environment, ensuring your teams have the insights they need to build lasting customer relationships and streamline their daily tasks effectively.
Still doubtful if Logical Office is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.
Logical Office Features
Design and automate any business process with a command builder and syntax checker wizard, flexible screens and data field definitions, template and actions libraries. This feature helps eliminate manual data entry, set up automatic alerts and notifications for your team, and ensure that key tasks and follow-ups are never missed, improving overall efficiency.
The built-in "event" analysis allows you to manage your entire sales process from lead to close. This tool allows you to track opportunities, forecast sales with greater accuracy, and identify bottlenecks in your pipeline, empowering sales teams to prioritize efforts and close more deals effectively.
Create, send, and track targeted email campaigns directly from the CRM. Utilize customizable templates and segment your contact lists to deliver personalized messages. Integration to Bird (formerly MessageBird and Sparkpost)/ The feature provides analytics on open rates and clicks, helping you refine your marketing strategy.
Manage customer support requests through a centralized ticketing system. You can track case histories, assign issues to the right agents, and monitor resolution times to ensure a high standard of service and improve overall customer satisfaction and loyalty.
Data analysis of user-definable events provides immediate reporting on the status of all work, including projects, jobs, sales opportunities, renewable contracts etc. Custom reports are available via user-defined export to Microsoft Excel.
Integration to Webex Interact (formerly Textlocal) sends mail-merged messages direct from the CRM.
Integration to MyDocSafe for document e-signing and portal means contracts, sales quotes, sets of accounts, agreements (any type of document) is sent direct from the CRM and signed. Workflows detect that the document is signed and return it to the CRM.
The CRM links in real-time to SAGE online accounts and XERO online accounts. Invoices can be raised in the CRM and instantly appear in the accounting program and the financial position is shown in the CRM dashboard in real-time without external logins.
For UK companies the CRM links to companies house and can create new accounts with directors into the CRM without typing. The accounting dates are synced with companies house and the companies house data is accessed with one mouse click.
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