Logics CRM
Logics CRM (Intellirose Solutions) builds cloud-based, vertical-specific SaaS CRM platforms — IRSLogics, CreditLogics, Insurance CRM, and Student Logics — serving SMB professional services firms in US tax resolution, credit repair, health insurance distribution, and student loan processing.
- Company typePrivate
- Founded-
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Logics CRM does
Logics CRM, operating through its legal entity Intellirose Solutions, is a private software company that builds and sells vertical-specific, cloud-hosted customer relationship management (CRM) platforms for small and mid-sized professional services firms in the United States. Its product suite comprises four SaaS offerings built on a common web-based architecture: IRSLogics (workflow automation and form population for tax resolution attorneys, CPAs, and enrolled agents), CreditLogics (a B2B credit repair CRM with integrated payment processing), Insurance CRM (a health insurance distribution platform with quote generation and a rules engine), and Student Logics (a student loan processing CRM with Department of Education integration). All products are delivered exclusively as browser-based SaaS with no on-premise deployment option, hosted in secure collocation facilities with server authentication, data encryption, firewalls, and role-based access controls.
The company operates a per-user subscription pricing model billed monthly, quarterly, or annually in advance, with a 30-day money-back guarantee on the first month and a non-refundable policy thereafter. Its go-to-market is sales-led and primarily direct, supported by a small inside sales and business development team in Chicago, with marketing demand generation handled through content (blogs, ebooks, case studies), social channels (Facebook, LinkedIn, Twitter), and a portfolio of product-specific microsites (irslogics.com, studentlogics.com, creditlogics.com, insurancecrm.com). Customer concentration sits in fragmented SMB segments rather than enterprise accounts, with IRSLogics alone reported as being used by more than 1,000 businesses.
Engineering, product, and operations delivery are substantially resourced from India, with active hiring disclosed across Bengaluru (engineering/frontend development), Delhi, and Mumbai, while commercial leadership, sales, and billing remain headquartered at 401 N Michigan Avenue in Chicago, Illinois. The company is privately held with no disclosed external funding rounds, M&A activity, or named institutional investors, and operates a fiscal identity under its Intellirose Solutions parent brand.
Logics CRM firmographics
Firmographics- Name
- Logics CRM
- Legal name
- Intellirose Solutions
- Website
- https://logics.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Logics CRM (Intellirose Solutions) builds cloud-based, vertical-specific SaaS CRM platforms — IRSLogics, CreditLogics, Insurance CRM, and Student Logics — serving SMB professional services firms in US tax resolution, credit repair, health insurance distribution, and student loan processing.
- Ownership category
- akta.pro rank
Logics CRM industry classification
Industry- Product category
- Vertical CRM Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Service, Support & Contact Center CRM (HDAEAFAC)
Keywords
Where Logics CRM is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Logics CRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- IRSLogics Subscription: Monthly subscription fee based on number of users. First month includes money-back guarantee. Billing occurs monthly, quarterly, or annually in advance. Cancellation requires 30-day written notice. Fees are non-refundable. Prorated charges for licenses added mid-cycle.
- Vertical CRM Products: IRSLogics, StudentLogics, Insurance CRM, and CreditLogics are separate product offerings each targeting specific verticals (tax resolution, student loans, insurance, credit repair) with similar subscription-based pricing models.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard per-user subscription with money-back guarantee on first month |
| Subscription | Annual | Annual billing option for reduced administrative overhead |
| Subscription | Multi-year contract | Quarterly subscription option |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Logics CRM product offering
Product offeringCore offering
Logics CRM develops and sells four cloud-based, vertical-specific SaaS CRM products on a subscription basis: IRSLogics for tax resolution firms (attorneys, CPAs, enrolled agents), Student Logics for student loan resolution businesses, CreditLogics for credit repair companies, and Insurance CRM for health insurance agents and distributors. Products are delivered as browser-accessible hosted applications with per-user monthly/quarterly/annual subscription pricing and native integrations to payment gateways and government systems.
Product overview
Logics CRM offers a suite of vertical-specific cloud-based CRM solutions built on a common platform architecture. The portfolio includes IRSLogics (tax resolution CRM for attorneys, CPAs, and enrolled agents), CreditLogics (credit repair business CRM), Insurance CRM (health insurance distribution platform), and Student Logics (student loan processing CRM). All products share common capabilities including billing, reporting, lead management, task management, and e-signature features. The company operates as an Intellirose Solutions service, providing subscription-based SaaS access via web browsers.
Differentiator
Problem solved
Functional benefit
Brands
- IRSLogics: A complete software solution for attorneys, CPAs, enrolled agents, and tax resolution firms.
- Student Logics
- CreditLogics
- Insurance CRM
Products and services
- IRSLogics A cloud-based CRM for tax resolution professionals (attorneys, CPAs, enrolled agents, and tax resolution firms) that automates client onboarding, auto-populates state and federal tax forms, supports e-signatures, contract management, task management with reminders, billing/invoicing, and lead capture.
- CreditLogics A cloud-based B2B credit repair CRM that lets credit repair businesses manage clients, distribute leads, run billing, and accept credit card payments through native Stripe and Authorize.net integrations with a 'Pay By Credit Card' option on client invoices.
- Insurance CRM A cloud-based technology platform and distributor of health insurance products providing quote generation, a rules engine for underwriting, e-signature, phone integration, billing, team management, calendar and task management, and lead distribution for insurance agents and call centers.
- Student Logics A cloud-based CRM for student loan resolution businesses that connects to the U.S. Department of Education website, pulls loan data, auto-populates forms, and enables e-signatures to automate and streamline federal student loan processing.
Quantifiable outcome
- Trusted by more than 1000+ businesses (IRSLogics)
- +2 more outcomes
Companies that use Logics CRM
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Logics CRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature5 records
Logics CRM partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Logics CRM competitors and assessment
Company assessmentBroad incumbents
- Salesforce: Market-leading generalist CRM platform with Financial Services Cloud and Industries solutions that can be configured for tax, insurance, and financial services workflows. Represents the dominant broad incumbent that Logics' vertical specialization competes against.
- HubSpot: SMB-focused generalist CRM and marketing automation suite that competes for the same mid-market and SMB customers in service verticals. Logics' ready-to-use vertical CRMs are positioned against the customization required to deploy HubSpot.
- Freshsales (Freshworks): SMB-oriented CRM with sales automation and built-in phone, email, and chat, sold globally with strong mid-market traction. Comparable generalist CRM target for the same SMB professional services segments.
- Pipedrive: SMB sales CRM with workflow automation frequently used by small professional services and insurance agencies. Represents another generalist alternative Logics must displace through vertical-specific workflows and integrations.
- Zoho CRM: Cost-effective generalist CRM with broad workflow customization, frequently adopted by SMB professional services firms. Competes with Logics' products on price-sensitive SMB deals where domain-specific features may be perceived as optional.
Direct peers
- TaxDome: Cloud-based practice management and CRM platform specifically built for tax resolution, accounting, and bookkeeping firms. Most direct head-to-head competitor to IRSLogics, serving the same SMB tax professional customer base with subscription pricing and client workflow automation.
- Canopy: Tax practice management platform with CRM, workflow automation, and document management targeted at accounting and tax resolution firms. Competes directly with IRSLogics for the same tax professional vertical with overlapping client onboarding and workflow features.
- Client Dispute Manager: CRM and workflow software built specifically for credit repair businesses, with dispute tracking, billing, and client portal. Directly comparable to CreditLogics as a vertical SaaS CRM in the credit repair niche.
Emerging players
- PracticePanther: Vertical SaaS practice management platform for law firms with CRM, billing, and workflow features, demonstrating the vertical SaaS playbook Logics follows. Adjacent comparable in vertical specialization approach rather than direct overlap.
- NowCerts: Insurance agency management platform with CRM, quoting, and carrier connectivity for health and life insurance distributors. Comparable to Insurance CRM as a more focused insurance vertical CRM/SaaS competitor.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Logics CRM social profiles
Digital presenceLogics CRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
Logics CRM leadership team
Management profileNumber of profiles
Profiles1 record
Logics CRM subsidiaries and ownership
Company hierarchySubsidiaries1 record
Logics CRM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Logics CRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Logics CRM
What does Logics CRM do?
Logics CRM develops and sells four cloud-based, vertical-specific SaaS CRM products on a subscription basis: IRSLogics for tax resolution firms (attorneys, CPAs, enrolled agents), Student Logics for student loan resolution businesses, CreditLogics for credit repair companies, and Insurance CRM for health insurance agents and distributors. Products are delivered as browser-accessible hosted applications with per-user monthly/quarterly/annual subscription pricing and native integrations to payment gateways and government systems.
Is Logics CRM a public or private company?
Logics CRM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Logics CRM founded?
Logics CRM was founded in -1. It employs 11 to 50 people.
Where is Logics CRM based?
Logics CRM is headquartered in Chicago, United States, in the North America region.
How does Logics CRM make money?
Two revenue lines are on record. IRSLogics Subscription is the primary driver. The others are vertical CRM Products.
Who are Logics CRM's main competitors?
Broad incumbents on record are Salesforce, HubSpot, Freshsales (Freshworks), Pipedrive and Zoho CRM. Direct peers are TaxDome, Canopy and Client Dispute Manager. Emerging players are PracticePanther and NowCerts.
Does Logics CRM have an API?
No public API is recorded for Logics CRM.
What industry is Logics CRM in?
Logics CRM's product category is Vertical CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 513210 and its SIC code is 7372.