Workflow Automation
You define your business processes in configurable rules and templates. The system automatically manages new alarms, tasks, and follow up actions.
Logical office Software Features
Explore what Logical Office offers — from day-to-day workflows to advanced capabilities.
Sales Process Control
Event-based tracking reveals where deals lose momentum. You can also predict revenue and prioritize leads.
Communication Management
Emails, texts and documents are attached to and associated with each customer record for complete visibility.
Reporting and Insights
Custom reports reveal the status of projects, contracts, opportunities and workloads. When necessary, you can export data to Excel.
Document Signing
Send CRM documents directly from MyDocSafe and they reenter your system when signed.
What Is Logical Office?
Logical Office software is a centralized CRM management solution that allows you to manage the entire customer journey. It keeps all interactions, documents, emails and tasks in one system. This provides a snapshot of prospects, active customers and current pipeline.
The tool is centered on workflow-based automation. Rather than tracking reminders in spreadsheets or inboxes, the system automates follow-ups. This way there’s a little more consistency and no missing out for the smaller teams.
Logical Office Pricing
Logical Office’s pricing is based on volume and starts at £20+VAT per user/month. The total price vary depending on the size of your business and your needs. This pricing structure actually makes Logical Office cost-effective when compared to other best CRM software for small business options, where automation and integrations are billed separately.
Logical office Users
Logical Office is most suitable for service-based companies using process and customer communications as a base. Typical users include:
- Accountants
- Lawyers
- IT companies
- Charities
- Commercial service providers
Integrations
Logical Office CRM works with popular business tools:
- Xero
- Sage
- MyDocSafe
- Microsoft Office
- AWS
- Webex Interact
These integrations enable you to sync accounting information, store documents, send SMS and emails right from the CRM.
You may view our Logical Office demo to understand how these integrations work in practice.
Choose This For Workflow Automation
- Deep workflow customization
- Centralized customer records
- Built-in accounting connections
- Strong document management
Contact and lead management
Included
Opportunity and deal tracking
Included
Sales forecasting
Included
Email and communication logging
Included
Customer segmentation
Included
Pipeline visibility
Included
Pros
4- Highly customizable workflows
- Strong email and document handling
- Reliable sales pipeline management
- Real-time accounting integration
Cons
2- Users feel that the interface is old fashioned
- Limited social media integrations
Logical Office Reviews
Clear Sales Pipeline Insights
Pros
Sales pipeline tracking and forecasting are clear and practical. The system helps prioritize deals and improves visibility across the team.
Cons
Initial setup takes time, especially if you want highly customized workflows.
Strong Structure for Small Teams
Pros
Logical Office CRM provides strong structure for small teams. Automated workflows reduce missed follow-ups, and the CRM keeps donor and client data organized.
Cons
Limited native integrations with social media platforms. Some manual work is still required for outreach tracking.
Reliable Client Communication Tracking
Pros
Client communication tracking is reliable. Emails, documents, and notes stay linked to each client file, which helps with compliance and audits.
Cons
Reporting customization requires some learning. New users need training before they feel comfortable.
FAQs
Small to mid-sized service firms use Logical Office, particularly in finance, legal, IT and consultancy.
No, it does not have its own mobile app.
Logical Office is available from £20 per user per month plus VAT by usage.
No, there is no API for the platform at this time.
It works with Xero, Sage, MyDocSafe, Webex Interact, AWS and Microsoft Office.