When Rod Voyce sold his legal software company in 2002, he could see the need for a CRM and document management system within the professions.
Voyce founded Logical Office and spent the next 10 years refining his product. During this time he built up its turnover to around £300,000 and sold a few systems to accountants along the way.
A couple of years ago, Voyce decided to rewrite the software from scratch. With around 200 customers and over 1,000 users, Logical Office saw the opportunity to accelerate growth and to establish its brand in the market with deadline management and efficiency workflows that would help accountants improve client service.
UK users: 200 customers and over 1,000 users
Logical Office is configured with a library of readymade workflows for accountants. These sequences cover all the deadline-driven processes required for small and medium sized firms, ranging from annual accounts and marketing to debt chasing.
Logical Office sees itself as the “Swiss army knife” of CRMs. The Practice Performance Pack is an example of this multi-tool approach with a pack of template for client emails, letters and text messages.
Although Logical Office serves a wide variety of users, the core of the software is designed to provide accountants with ACCA and ICAEW-compatible engagement letters.
Firms will rely more on CRM machines to keep on top of the Making Tax Digital deadlines, according to Logical Office. Automation is where accountants should be going and the company is designing new workflows to handle the impending digital tax processes.
Logical Office finished the development of Evolution – its new data conversion programming that enables the CRM system to convert customers from its “classic” first-generation software.