What is Logicbox?
Founded in 2010 in Portland, Oregon, Logicbox is a customer relationship management (CRM) software that offers a cloud-based solution for businesses looking to integrate automation, superior communications, and other contact and customer management features into their daily routine.
This cloud-based software takes away the need of installing and downloading costly on-premise software that could cost you money when upgrades and hardware are needed in the future.
Logicbox CRM was created to best service small to mid-sized businesses (SMBs).
Deployment / Platforms
- Cloud, SaaS, Web
One of the best parts of Logicbox CRM is the sheer range of operating systems supported by this software, which includes the following:
- Windows (XP, 2000, Vista, 7, 8, 10)
- Mac OS
- IBM OS/400
- Web Browser (OS agnostic)
Yes — via web browser.
Logicbox CRM offers the standard CRM functions one finds in the best CRM suites, but it also features a number of functions that can be configured to automate and incorporate unique processes and the workflows of your company. This creates a single, integrated system that will streamline operations and increase the efficiency of your business.
As opposed to an off-the-shelf CRM, Logicbox is perfectly tailored to automate your end-to-end processes and workflows.
The modules of Logicbox CRM include the following features and functions:
- Customer Management
- Customer Support
- Contact Management
- Marketing Automation
- Sales Force
- Lead Management
- Opportunity Management
- Account Management
- Task Management
- Case Management
- Campaign Management
Each module can be modified, which gives the user (you) a unique model for each business area. Along with a customizable database, this CRM also gives users the ability to create: custom permissions, approvals, and notifications, as well as custom reporting and analytics.
- Enterprise Grade Business Logic
- Precise and Complex Calculations
- Custom Notifications, Verifications, and Approvals
- Navigation and Dashboard is Intuitive and Easy to Use
Logicbox CRM Capabilities
- Account Management (Customers, Contacts, Partners, and Vendors)
- Lead & Opportunity Management
- Logicbox Diary — Notes, Interactions, and Task Management
- Logicbox Threads — Workflow Management
- Logicbox Telesales Module
- Logicbox Support and Service Module
- Pricebook and Order Management
- Advanced CPQ (configure, price, quote)
- Shipping and Fulfillment
- Invoicing and Payments
- Commissions Management
- Contract Management and Document Repository
- Field Service Management
- Dealer / Customer Portals
- Custom Modules
- Email / Calendar — Google, Outlook, etc.
- ERP / Finance — Quickbooks, Syspro, Epicor, SAP, etc.
- Marketing Automation — MailChimp, Marketo, Act-On, etc.
- Operations — Docusign, Box, Jama, etc.
- Logicbox API for developers
- Custom integrations
Tailored Global Search
Whatever you need to find, from phone numbers, account numbers, SKUs, and more — you can find it fast with the tailored global search.
Advanced Permission Levels
Your sales team can remain focused on their jobs and what their tasks are. With the CRM’s tailored user experience, permission levels, and controlled data access, admins can set permission levels unique to the individual or groups — even in complex business structures.
Manage Multiple Lines-of-Business
Logicbox CRM makes it easy to expand your needs. If you require different workflows or different LOBs or divisions, no problem — you can manage multiple lines of business.
As any great CRM offers, Logicbox also allows for secure and easy mobile access to the software. Since Logicbox CRM is cloud-based, you can access your information anytime, from anywhere, from any web browser.
So you have have all of your workflows in your pocket, as well as contact information at the touch of a button. This allows you to take your business on the go and solve problems or communicate with customers when you are not at your computer or at work.
Logicbox Expertise and Support is Included
When you purchase Logicbox, you also receive priority access to their world-class design team as a part of your subscription.
There are many benefits to Logicbox CRM that other softwares skip out on. This CRM includes features such as automated marketing, sales force, and management for all areas of customer support and services.
- Efficient and intuitive software to get work done quicker
- Gain analytical insights in order to make better, real-time decisions
- Keep your customers and clients happier and coming back to your products/services
- Scalable technology so that you can grow your business without this CRM outgrowing you
As a software that has both business operations and customer management software integrated into one CRM package, Logicbox does give you an edge over standard CRM suites.
This CRM doesn’t have all the bloatware and functions that businesses never end up using — this software has what you need for your business.
With a custom database, this CRM is relational in a way that reflects the “real world,” which makes your data more reportable and accessible.
Easy to Use
A lot of CRM softwares claim to be easy to use but are complicated and full of unnecessary bloatware. Logicbox is tailored to match your business perfectly and is efficient to use, as well as intuitive.
This CRM’s approach is one-stop-shop — it is less expensive than using an expensive third party or having to hire an administrative staff. It is also cost effective.
Plans & Pricing
Pricing is about as easy as it gets — this one-plan offering is perfect for SMBs and starts at only $55 per user / month. Remember to ask about any setup fees — while this is a cloud-based service, you don’t want to be caught unaware.
**Logicbox CRM includes: cloud delivery, platform updates, and full customer support**
Price: $55 per user / month
- 20 User Minimum
- Includes all features, capabilities, and functions in this review
You can request a free demo of Logicbox CRM quickly and easily at the following link:http://logicboxsoftware.com/landing.php
Simply enter your company name, your full name, and business email address. Job title and phone number are optional. You can also add comments to the submission box if you have anything you want the company to focus on for your demo (as any questions you may have).