Logical Office
Logical Office CRM enhances client management by consolidating vital information onto a single screen. Users can effortlessly create emails, letters, and text messages from a template library, while automated email archiving reduces inbox clutter. Real-time time tracking, streamlined onboarding, and secure document handling ensure efficiency, empowering teams to focus on nurturing client relationships.
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Top Logical Office Features
- Centralized client data view
- Automated email archiving
- Intuitive client history display
- Real-time time tracking
- Action list for onboarding
- Deadline and follow-up management
- Job status tracking dashboard
- Instant document allocation
- Campaign management capabilities
- E-signature requests simplicity
- Historical document access portal
- Individual and bulk messaging
- AML report integration
- Customizable screens and fields
- Fast workflow programming
- Auto-PDF conversion
- Encrypted document delivery
- Template-based complex letter creation
- User-friendly training materials
- Gold-standard customer service
