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:
LEAD AND OPPORTUNITY MANAGEMENT
▪ 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.
 
QUOTING, INVOICING AND ECOMMERCE
▪ 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.
 
PRODUCT AND PRICE LISTS
▪ Create and manage product, part, support, and service items.
▪ Create catalogs with multiple price tiers and commissions structures.

360 DEGREE ACCOUNT MANAGEMENT
▪ 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.
 
SUPPORT AND CASE MANAGEMENT
▪ 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.
 
MARKETING AUTOMATION
▪ 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.
 
REPORTING AND ANALYTICS
▪ 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

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia

Supported Languages

English

Images

Robust, Role-Based Home Screen Dashboards
Fully Tailored Reporting Suite
Customized Modules.
Advanced User Profiles
Applications for Inside Sales
Mobile View
View 7 more
Logicbox video
Logicbox screenshot: Robust, Role-Based Home Screen Dashboards Logicbox screenshot: Fully Tailored Reporting Suite Logicbox screenshot: Customized Modules. Logicbox screenshot: Advanced User Profiles Logicbox screenshot: Applications for Inside Sales Logicbox screenshot: Mobile View

Features

Total features of Logicbox: 27

  • API
  • Accounting Management
  • Automatic Notifications
  • Bills of Material
  • Channel Management
  • Client Portal
  • Configurable Workflow
  • Credit Card Processing
  • Custom Development
  • Custom Fields
  • Customizable Reporting
  • Help Desk Management
  • Lead Distribution
  • Manual Time Entry
  • Mobile Alerts
  • Mobile Signature Capture
  • Order Management
  • POS Integration
  • Partner Portal
  • Progress Tracking
  • Purchase Order Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Analytics
  • Search Functionality
  • Task Scheduling
  • Task Tracking

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Reviews

Overall rating

4,5 /5
(49)
Value for Money
4,3/5
Features
4,4/5
Ease of Use
4,4/5
Customer Support
4,4/5

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Showing 5 reviews of 49
Dave L.
Overall rating
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

LogicBox CRM

Reviewed on 2016/07/22

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.

Mark M.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Lives up to the name!

Reviewed on 2016/07/20

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.

Eric R.
Overall rating
  • 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
  • Likelihood to recommend 7.0 /10

Logicbox mediocrity

Reviewed on 2016/07/20

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.

David S.
Overall rating
  • 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
  • Likelihood to recommend 10.0 /10

D.Stuart/Kingsbridge

Reviewed on 2016/07/27

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.

Cory W.
Overall rating
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Organization At Its Best

Reviewed on 2016/07/19

I use Logicbox through my work (Red Rhino Leak Detection), honestly it's a great program that not...

I use Logicbox through my work (Red Rhino Leak Detection), honestly it's a great program that not only keeps things organized but also keeps everyone on the same page instantly.

Pros

I enjoy being able to contact virtually anyone in our company throu it to keep them up to date, being able to contact company partners, on the same program still being able to manage my schedule and others.

Cons

Some times tracking down contact information can be a little convoluted.

Showing 5 reviews of 49 Read all reviews

Logicbox FAQs

Below are some frequently asked questions for Logicbox.

Logicbox offers the following pricing plans:

  • Starting from: US$55,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

$55 / user / month Setup fees may apply.

Logicbox offers the following features:

  • Custom database that fits the breadth of your business.
  • Custom modules that automate key processes
  • Custom notifications, approvals, and verifications.
  • Powerful, custom analytics and reporting.
  • Single system that automates your cradle-to-grave workflows!

Logicbox has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Logicbox supports the following languages:

English

We do not have any information about what devices Logicbox supports

Logicbox integrates with the following applications:

Act-On, Adobe Sign, Authorize.net, DocuSign, Dynamics 365, Five9, Freshdesk, LiveChat, Marketo Engage, Plex

Logicbox offers the following support options:

Phone Support, Video Tutorials

Related categories

See all software categories found for Logicbox.