Logical Office

What Logical Office does

Logical Office Ltd is a UK-based private software company, founded in 2002 and headquartered in London, that develops and sells Evolution CRM, an integrated all-in-one CRM and practice management suite. The platform is built on a Microsoft Windows-compatible SQL database architecture with deep Microsoft Office and Outlook integration, and is positioned as a single-screen alternative to stitching together separate CRM, document management, communications and workflow tools. Its feature surface spans client dashboards, automatic email filing, template-based communications, Companies House lookups, encrypted document vaults (AES256), AML checks, e-signature, SMS, sales quotation automation, time recording, a built-in sales ledger, and a 'Logical Worker' workflow engine. The company's flagship differentiator is a pre-built library of 40+ off-the-shelf workflows targeted at accountancy compliance tasks (Annual Allowances, ATED Returns, Payroll, VAT, Self-Assessment, etc.), reinforced by integrations across the dominant UK accounting stack (Xero, Sage, QuickBooks, IRIS, DIGITA, CCH) and adjacent services (MyDocSafe, SmartSearch, TextLocal, Docu-Crypt).

The business operates a hybrid commercial model combining a recurring software licence subscription, priced from £20+VAT per user/month with a two-user minimum and annual price review, with chargeable professional services for program tailoring, bespoke training, data migration and out-of-scope support. Go-to-market is consultative and demo-led: prospects arrive via the company website (logicaloffice.com), request a no-obligation online demonstration, and receive tailored pricing based on user count, integrations and workflow scope. The primary vertical is UK accountancy practices, with named reference customers including Rowleys Accountants and Power Accountax, alongside secondary targeting of commercial companies, charities, lawyers, IT firms and car hire/leasing operators.

Logical Office remains a small, founder-operated entity (1–10 employees), privately held with no disclosed external funding, acquisitions, leadership changes or geographic expansion beyond the UK. The company has no public AI/ML roadmap disclosed; its automation is rule-based and template-driven. Named case-study outcomes of £12,000–£25,000 in annual customer savings underpin the value proposition, but no revenue, customer count or growth metrics are publicly available, which materially limits external diligence on scale and trajectory.

Name

Logical Office

Legal name

Logical Office Ltd

Website

https://logicaloffice.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Logical Office is a UK-based, privately held software company that sells Evolution CRM, an all-in-one CRM and practice management suite, primarily to UK accountancy practices and other professional services firms, via a subscription-plus-services model.

Ownership category

akta.pro rank

Product category

CRM / Practice Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Success & Account Management CRM (HDAEAFAD)

akta.pro secondary industries

Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), CRM Managed Services & Support (BPAEAGAD)

Keywords

• CRM software
• Practice management software
• Workflow automation
• Document management software
• Debt recovery automation

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Software Licence Subscription: Monthly, quarterly or annual subscription fee based on number of concurrent users (minimum two). Includes software, support, program updates and training guides. Price reviewed annually to account for inflation and increased costs.
2. Professional Services: Additional charges for program tailoring, personalised training services, data recovery, support outside scope of licence, and installation of new or updated Workflows. Charged on time and materials basis.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Logical Office develops and sells Evolution CRM, an integrated all-in-one CRM and practice management software platform that drives client relationships from a single screen. The platform combines client relationship management, workflow automation, document management, sales ledger accounting, time recording, communications (email/SMS/VOIP), diary/group planning, automated debt recovery, and native integrations with accounting platforms (Xero, Sage, QuickBooks, IRIS, DIGITA, CCH), Companies House, and Microsoft Outlook/Office. It is sold primarily to UK-based accountancy firms, commercial businesses, charities, legal firms, IT companies and car hire/leasing operators on a per-user subscription basis starting from £20+VAT per user/month.

Product overview

Logical Office is an integrated all-in-one CRM software suite built around its core product, Evolution CRM. The platform operates as a unified system with numerous built-in modules including Workflows (Office Automation) for business process automation, Debt Retriever for automated debt recovery, Paperless Office for document management, Diary & Group Planner for scheduling, Communications Suite for multi-channel communication, Accounting (Sales Ledger) for invoicing, and TimeDesk for time recording. Add-on modules extend functionality for document signing (MyDocSafe), SMS messaging (TextLocal), AML verification (SmartSearch), and encrypted file transfer (Docu-Crypt). The system integrates with accounting software including Xero, SAGE, QuickBooks, IRIS, DIGITA, and CCH, as well as Companies House, Microsoft Outlook, and Microsoft Office. Pricing starts from £20 +VAT per user/month.

Differentiator

Problem solved

Functional benefit

Brands

• Evolution CRM: Flagship CRM product that drives client relationships from one screen to streamline daily work.

Products and services

• Evolution CRM All-in-one integrated CRM and practice management platform that drives client relationships from a single screen, combining client dashboard, automatic email filing from Outlook, document management, workflow automation, sales ledger accounting, time recording, communications (email/SMS/VOIP), diary/group planning, debt recovery and integrations with Xero, Sage, QuickBooks, IRIS, DIGITA, CCH and Companies House. Sold to UK accountancy firms, commercial businesses, charities, legal firms, IT companies and car hire/leasing operators on a per-user subscription from £20+VAT per user/month.
• Workflows (Office Automation) Business process automation module that creates actions, sends client reminders, tracks key dates, and updates action lists. Includes a library of more than 40 pre-built workflow templates covering Annual Allowances, ATED Returns, Audits, Company Secretarial, CT Compliance, Payroll, Personal Tax, VAT, Wills and other accounting and commercial processes. Powered by the 'Logical Worker' virtual office helper. Sold as a separately priced add-on/module of Evolution CRM.
• Debt Retriever Fully automatic debt chasing workflow that calculates overdue amounts based on client payment terms, sends automatic email statements and payment reminders at pre-defined times, and schedules escalation actions for legal proceedings when necessary. Operates without manual effort once configured. Sold as a standalone add-on/module of Evolution CRM.
• Paperless Office (Document Management) Electronic document management system that stores all client documents, emails, letters and communications in a secure SQL database with history preview functionality, enabling a paperless office. Sold as a separately priced add-on/module of Evolution CRM.
• Diary & Group Planner Integrated calendar and scheduling system for managing sales meetings and daily work, with individual and group views for multiple resources across the organisation. Sold as a separately priced add-on/module of Evolution CRM.
• Communications Suite Two-way communication module supporting emails, letters, SMS messages, phone calls and VOIP (Skype) from within the account view, with template-based communications and integration with Microsoft Outlook. Sold as a separately priced add-on/module of Evolution CRM.
• Accounting (Sales Ledger) Built-in sales ledger for raising invoices, credit notes and statements, with multi-currency support and export to Excel. Sold as a separately priced add-on/module of Evolution CRM, and integrates with Xero, Sage and QuickBooks for transaction posting.
• TimeDesk (Time Recording & Billing) Time recording feature supporting real-time time entry and timesheet management, with billing capabilities integrated into the system. Sold as a separately priced add-on/module of Evolution CRM.
• Logical Analyst (Work Management List) Spreadsheet-style view of all events, jobs and tasks across the organisation, with filtering by period, status, group and other variables. Sold as a separately priced add-on/module of Evolution CRM.

Quantifiable outcome

• Customers save £12,000 to £25,000 per annum through increased efficiency and Workflows replacing staff
• +2 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

Feature10 records

Partnerships

Nine partnerships are on record, tiered core.

• XEROcoreTechnology or IntegrationXERO accounting software integration allows Logical Office to display XERO transactions in the client dashboard and post invoices, credit notes and payments directly without logging into XERO.
• SAGEcoreTechnology or IntegrationSAGE accounting software integration allows Logical Office to display SAGE transactions in the client dashboard and post invoices, credit notes and payments directly without logging into SAGE.
• QuickBookscoreTechnology or IntegrationQuickBooks accounting software integration allows Logical Office to display QuickBooks transactions in the client dashboard and post invoices, credit notes and payments directly without logging into QuickBooks.
• MyDocSafecoreTechnology or IntegrationDocument signing portal integration enabling e-sign requests with a couple of mouse clicks. Clients don't need passwords or logins to sign. Clients see historical documents in the portal.
• TextLocalcoreTechnology or IntegrationSMS messaging integration allowing individual texts or bulk mail shots to be sent from within Logical Office. Virtual mobile number setup enables automatic filing of returned SMS messages.
• SmartSearchcoreTechnology or IntegrationAnti-Money Laundering (AML) checks integration downloading AML reports directly to client files for compliance purposes.
• IRIScoreTechnology or IntegrationIRIS accounting software integration for accounts production. Logical Office can link to IRIS data and customers have migrated from IRIS Practice Management to Logical Office.
• DIGITAcoreTechnology or IntegrationDIGITA accounting software integration for accounts production purposes, linked to Logical Office's data management capabilities.
• CCHcoreTechnology or IntegrationCCH accounting software integration for accounts production, linked to Logical Office's SQL database for seamless data flow.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Practice Ignition: Workflow and engagement-letter automation platform for accounting and bookkeeping firms. Comparable as a verticalized automation layer that competes for the same accountant's client-engagement and process-automation budget as Logical Office's workflow library.
• AccountancyManager: UK-focused CRM and practice management software built specifically for accountancy firms. Direct competitor in the same niche, offering client management, workflow automation and integrations comparable to Logical Office's Evolution CRM.
• TaxCalc: UK accountancy software covering tax, accounts production and practice management. Directly comparable as a UK-headquartered competitor addressing the same accountants-and-SMEs workflow that Logical Office targets.
• Karbon: Cloud-native practice management and workflow platform built for accounting firms. Comparable to Logical Office as a workflow-driven CRM/operations layer for accountants, though focused on cloud delivery versus Logical Office's Windows/SQL stack.
• IRIS Software Group: UK-leading provider of practice management, accounts production and CRM software for accountants. Highly comparable to Logical Office because Logical Office customers actively migrate from IRIS Practice Management and integrate with IRIS accounts production, placing them in direct competition for the same mid-market accountancy customer base.
• Wolters Kluwer (CCH): Global provider of tax, accounting and practice management software including the CCH product suite. Logical Office integrates with CCH for accounts production and competes for the same UK accounting practice workflow and client-management workload.

Broad incumbents

• Salesforce: Global CRM and customer engagement platform leader. Comparable as a broad incumbent with overlapping CRM, automation and integration capabilities; competes for mid-market CRM budgets but does not specialize in UK accountancy workflow.
• Xero: Global cloud accounting platform widely adopted by UK accountants and SMEs. Logical Office integrates bidirectionally with Xero for transactions and invoices, making Xero both an integration partner and a broader incumbent that could expand its own practice-management functionality.
• Sage: UK-headquartered global accounting and ERP software giant. Comparable as a broad incumbent that Logical Office integrates with via SAGE, but Sage's portfolio extends far beyond the CRM/practice management niche Logical Office specializes in.
• Pipedrive: Sales-focused CRM platform with broad SMB and mid-market adoption. Comparable as a CRM offering for commercial SMEs that overlaps with Logical Office's commercial-companies customer segment, though Pipedrive lacks the accounting-vertical workflow depth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/logical_office
• Facebookfacebook.com/logicalofficeCRM

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Logical Office