LogicBox - 2026 Pricing, Features, Reviews & Alternatives

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