
About LogicBox
Most companies have unique - and even proprietary - processes in some of these areas: Quote & Order Management, Fulfillment, Program & Project Management, Procurement, Portfolio Management, Call Center & Help Desk, Payments & Commissions, HR Management, Inventory Management and Service Delivery, just to name a few! We take what makes you special and integrate that in with your customized version of the standard CRM functions below:
<strong>LEAD AND OPPORTUNITY MANAGEMENT</strong>
? E-Marketing processes to capture web leads.
?Create and manage lead lists. Assign to sales reps and create tasks such as e-mailing, calling, or setting up appointments.
? Convert Lead to a Prospect and create sales Opportunities.
? Close the sale and move Opportunity through review and approvals.
<strong>QUOTING, INVOICING AND ECOMMERCE</strong>
? Create Opportunity proposals based on how you do business.
? Process and deliver invoices fast.
? Process credit card and other payment transactions as an integrated part of the workflow.
<strong>PRODUCT AND PRICE LISTS</strong>
? Create and manage product, part, support, and service items.
? Create catalogs with multiple price tiers and commissions structures.
<strong>360 DEGREE ACCOUNT MANAGEMENT</strong>
? Manage customer and partner profiles and relationships.
? Create and manage multi-tier partner ecosystem and referrals.
? Dashboard views with quicklinks and easy access to account histories.
? Manage contacts, interactions and notes.
? Mark notes high-priority making them appear when you need the information most.
? Create and manage account tasks.
? Custom record types that are unique to your business.
<strong>SUPPORT AND CASE MANAGEMENT</strong>
? Document customer problem and link to customer account or sub-record (like a Contact).
? Assign case to appropriate technical support rep.
? Assign priority levels, deadlines and track progress.
? Integrate customer notifications and internal alerts.
<strong>MARKETING AUTOMATION</strong>
? Campaign planning, budgeting, creation and execution.
? Associate sales with a marketing campaign or promo codes and view real-time success metrics.
? Understand which partners are helping your business grow.
? Email blasts. Easy mailing label print outs.
<strong>REPORTING AND ANALYTICS</strong>
? Historical, current, and predictive views into the performance of your business.
? Robust graphical reporting and Dashboard Views.
? Powerful analytics – Daily briefs. Sales reports. Customer reports. Partner reports. Marketing Reports. Financial and transactional reports.
? Manage employee commissions and partner compensation via custom reports
Key benefits of LogicBox
AUTOMATE EVERYTHING
INCREASE SALES
MAXIMIZE YOUR LEAD AND REFERRAL SOURCES
MAKE YOUR CUSTOMERS HAPPIER
ONE CLOUD-BASED APP TO HOUSE ALL OF YOUR PROCESSES
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Reviews
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- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
LogicBox CRM
Reviewed on 22/07/2016
We have enjoyed our relationship with Logicbox from the very beginning. The response time and...
We have enjoyed our relationship with Logicbox from the very beginning. The response time and communication on requests is very good. The folks at LogicBox try hard to understand our business and how we go about it so that product development is better focused. We never hesitate to recommend LogicBox to anyone when discussing CRM.
- Industry: Construction Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Lives up to the name!
Reviewed on 20/07/2016
As CEO of Red Rhino Leak Detection I was dead set on finding a software solution that would...
As CEO of Red Rhino Leak Detection I was dead set on finding a software solution that would streamline our company. Im proud to say that the team over at Logicbox has done that and more! Their process is simple they dive into your company with spock like precision to understand your needs (probably better than you know them :) then they build a custom solution to meet them! If your an up and coming company looking for something more than a standard white label product than you would be crazy not to call the guys over at Logicbox to find out what they can offer you.
Pros
Customization and simplicity of having software built for your needs versus white label products that have a lot of clutter that you will never use as well as doesn't hit the mark.
Cons
periodic slow loading times on big reports... not sure theres a way around that.
- Industry: Facilities Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Logicbox mediocrity
Reviewed on 20/07/2016
I use it for work everyday. For the most part it is a good program, but there are little details...
I use it for work everyday. For the most part it is a good program, but there are little details that would make it better.
Cons
It doesn't have a month view of the schedule.
- Industry: Hospital & Health Care
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
D.Stuart/Kingsbridge
Reviewed on 27/07/2016
User friendly, fairly easy to get up and running, unsure about value for the dollar as I am not...
User friendly, fairly easy to get up and running, unsure about value for the dollar as I am not involved in that end of the process. Still learning details on how to run specific reports, however the data is there to retrieve.
Pros
Easy of access to each transaction and list of total transactions
Cons
Some fundamental entries still need to be cleaned up, for instance, while entering a transaction and the vendor or client has not been entered previously, one must delete the transaction, go into the system and pre-enter the vendor/client information, then go back and enter the transaction. There should be a way to enter the client/vendor during the 'deal entry' process.
- Industry: Facilities Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Logicbox review
Reviewed on 19/07/2016
I've been working with Logicbox for around 3-4 years now. I can't imagine doing business without...
I've been working with Logicbox for around 3-4 years now. I can't imagine doing business without it. As long as you have internet, Logicbox is at the tip of your fingertips ready to help you maximize productivity and efficiency for your business.
Pros
Everything is in one place: billing, service scheduling, customer databases, partner databases, employee stats and productivity, work history, etc... Whether working from a PC, ipad, or iphone, no matter where I am I can work.
Cons
It requires training on how to use it. In other words, it's not self-explanatory. You have to know the system well in order to maximize its effectiveness.
LogicBox FAQs
Below are some frequently asked questions for LogicBox.Q. What type of pricing plans does LogicBox offer?
LogicBox offers the following pricing plans:
- Starting from: $55.00/month
- Pricing model: Subscription
- Free Trial: Available
$55 / user / month Setup fees may apply.
Q. Who are the typical users of LogicBox?
LogicBox has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does LogicBox support?
LogicBox supports the following languages:
English
Q. Does LogicBox support mobile devices?
LogicBox supports the following devices:
Q. What other apps does LogicBox integrate with?
LogicBox integrates with the following applications:
Act-On, Adobe Acrobat Sign, Avaya Experience Platform, DocuSign, Dynamics 365, Five9, Freshdesk, Google Calendar, Google Contacts, Google Docs, LiveChat, Marketo Engage, MiCloud Connect, Microsoft Excel, Microsoft Outlook, Plex Smart Manufacturing Platform, QuickBooks Online Advanced, Smartsupp, Website and Application Performance Monitoring, authorize.net
Q. What level of support does LogicBox offer?
LogicBox offers the following support options:
Phone Support, 24/7 (Live rep)
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