Logical Office CRM drives client
relationships from one screen to
streamline daily work.
THESE AWESOME FEATURES
SLASH HOURS OF WASTED TIME
CLIENT DASHBOARD
Shows vital client data in one place including emails to/from all users.
NO-FILING NO-TYPING COMMUNICATIONS
Creates emails, letters and text messages in seconds from the template library.
EMAIL MANAGEMENT
Auto-copies Outlook emails to client files. Inboxes shrink to manageable sizes.
HISTORY PREVIEW
Displays client history with emails as easily as flipping pages in a folder.
ACCOUNTS INTEGRATION
- Shows XERO, SAGE or QuickBooks transactions in the client dashboard.
- Posts invoices, credit notes and payments without logging in to the accounts software.
WORK MANAGEMENT – ACTION LIST
Controls deadlines and follow ups.
JOB MANAGEMENT
Shows jobs in the client dashboard, with their current status and value.
AUTOMATION
- Manages every kind of deadline work for accountants and commercial businesses.
- Sends client reminders, tracks key dates, and updates action lists.
TIME RECORDING
Records time in real-time or through time sheets.
COMPANIES HOUSE INTEGRATION
Downloads company addresses, directors and accounting deadlines.
CLIENT ON-BOARDING
Creates all on-boarding actions in each user’s action list with deadlines.
POST ROOM
Speeds up allocating scanned documents to clients or other users.
MAIL SHOTS
Outputs emails, letters, Excel spreadsheets or text messages with campaign management.
ENGAGEMENT LETTERS & CONTRACTS
Writes complex letters in seconds from templates with paragraph options.
ENCRYPTION
Sends encrypted files using government level security (AES256) to clients who decrypt them with private keys at www.docu-crypt.com
ELEVATE YOUR PRODUCTIVITY
WITH THESE GREAT ADD-ONS
DOCUMENT SIGNING VIA PORTAL
www.mydocsafe.com
Sends e-sign requests with a couple of mouse clicks.
Clients don’t need passwords or logins to sign.
Clients see historical documents in the portal.
Logical Office is an integrated all-in-one CRM with incredible functionality
You get the standard features for
£40
+vat per user/month
This includes gold-standard service, training materials and program updates.