Logical Office for Charities – see all member’s data in one place

Logical Office assists charities to increase their performance and service levels with minimal expenditure. Save up to £25,000 per annum using Workflows and cutting wasted time.

Using a paperless office with document management means greater efficiency and because every charity needs to hold specific types of data the flexibility of Logical Office means a tailored system can be provided at low cost to manage donations and membership.

Reduces paperwork & files your emails

Instead of wasting time filing emails you can get on with more valuable work.

The side effect of email auto-filing is that all your customer correspondence is in one place,  regardless of who the email was sent to. So you end up with the benefits of an electronic file, but the convenience and ease of use of paper i.e. you can quickly read through it one page at a time without opening and closing every document.

Shortens your day by working for you & automating processes

Why spend hours checking Excel spread sheets or other systems to see when reminders are due, then more time accessing each customer to send reminders?This complete waste of time is eliminated by Logical Office Workflows which monitor each job and take appropriate action.

This could be sending subscription reminders, chasing for payment, or marketing to increase revenues.

Because you might work differently to other charities, you can customise Workflows to suit your operation. Program updates do not affect Workflows, so your investment in efficiency is protected.

Raises invoices fast and chases for payment

With Logical Office’s built-in SALES LEDGER you can raise invoices in seconds in a currency of your choice and send them rapidly as PDF attachments.

Invoices can be edited using Ms-Word. Finding old invoices is easy because they’re all part of the customer history.

Unpaid invoices are chased by a debt recovery Workflow, so your cash flow will improve without wasting time chasing every invoice.

Subscription and donation invoices/receipts can be sent rapidly.

Streamlines your administration processes

Keeping track of all communications is vital to good service and Logical Office does this by automatically filing emails when they arrive in your inbox.

Tailored documents can be created fast, edited in Ms-Word, and sent as email attachments direct from your client file.

Using pre-written templates means you produce emails, letters and SMS text messages in seconds rather than minutes.

User action lists make it easy for you to follow up on time every time for more efficient administration.

Does your mail shot marketing for you

Logical Office send a series of pre-written communications (email, letter or SMS text message) automatically at the correct intervals.

This means your marketing is persistent and effortless, creating new business by treating each prospect in the same way. You also do manual mail shots anytime if required.

Adding new prospects can be done automatically from your web page or manually, and then assigning the marketing Workflow to them will begin the automated process.

Integrates with your existing SQL database

Logical Office can pull in data from your existing SQL database to speed up implementation.

You can also convert documents from your existing Windows directories or other systems.

Linking to your existing SQL database means you don’t have to enter data twice. When you create a new record or change an existing record, the changes will be recreated in Logical Office’s relational database.

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