Customer Relationship Management (CRM)

Logical Office is a powerful CRM system that makes managing your contacts a breeze.

With an easy to use interface, you can create, tag and edit your contacts seamlessly. You can drag and drop existing contacts straight from MS-Outlook and view your entire communications history with a contact in one easy view - without searching.

With Logical Office, you can even drag and drop any document, from emails, letters and invoices to Photoshop, HTML and video files, and save it directly to a contact's file. 

One regular task that can be time consuming (and usually non-billable) is the preparation of Engagement Letters. The latest release enables these letters to be done rapidly and all from one template.

  • Step 1: Choose the type of client from a drop-down menu (Limited Company, Sole Trader, etc.).
  • Step 2: Select the services you have agreed to provide, again from a simple drop-down menu.
  • Step 3. Edit, if necessary – and you’re done.
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Customer Relationship Management

If you would like to receive further details, please complete an online enquiry form and we will ask the appropriate provider(s) to contact you.