Trusted By 100's Of UK Businesses - See Our Case Studies
As a renowned Salesforce development and consulting company, Logic Mount help organisations transform the way they manage customers, track sales, and improve service delivery. Whether you are in finance, legal, or professional services, our Free CRM Advice services empower your business with bespoke solutions that deliver measurable impact.
If your business is still relying on spreadsheets, emails, or outdated tools to manage your contacts and customer communication, you’re operating in silos. This not only wastes time but also keeps you from having a clear picture of your client journey, performance metrics, or sales pipeline.
Whether you're looking for a CRM for legal services, a CRM for financial advisors, or general business use, the wrong approach can become costly and counterproductive.
Logic Mount offers free independent CRM advice to help you implement the right system the right way. With deep expertise in Salesforce and CRM strategy across multiple industries, we work closely with you to:
Understand your business processes and pain points
Evaluate and recommend the ideal CRM platform
Help you prepare new CRM system
Integrate strategies that align with your growth
Implement, customise, and train your team for success
From increasing conversions and improving client service to streamlining operations, we help you create a CRM strategy that directly supports your business objectives.
We assess your needs and recommend the best-fit CRM platform based on your industry, size, and specific goals.
We conduct a deep dive into your current workflows, identifying gaps and opportunities where CRM automation can add the most value.
Before you implement, we help you prepare new CRM system plans with clear timelines, goals, and resource allocation strategies.
We offer CRM guidance personalised for niche sectors including:
- CRM for legal services: Manage cases, track billing, and automate client communication.
- CRM for financial advisors: From client profiling to investment tracking, get a comprehensive financial advice CRM setup.
- CRM for investment advisors: Track portfolios, maintain compliance, and deliver targeted reporting.
Our free CRM advice also includes how to roll out your CRM successfully, with a focus on user engagement and minimal disruption.
We help you fully understand what your business needs from a CRM. With clear direction, you can move forward with confidence.
Our CRM advice services are tailored to your specific goals, compliance requirements, and customer journey.
We help you prepare your new CRM system for tomorrow. Our advice considers your growth plans, system integrations, and team structure for a long-term success.
Our free independent CRM advice is completely transparent. You’ll never be pushed toward tools you don’t need.
Our solutions give you the edge in a competitive market by providing the right people at the right time.
At Logic Mount, we speak Apex but we also speak revenue. Every solution we build is engineered not just for functionality but for real business impact. With fast onboarding, transparent timelines and a commitment to continuous optimisation we deliver results.
Your CRM system shouldn’t just manage contacts; it should drive growth, streamline operations, and give you full visibility into your business.
If you are looking for expert insight on CRM for financial advisors or legal services, Logic Mount is here to help.
Discover how we can help you.
Discuss your staffing needs.
Schedule your Free CRM Advice session with Logic Mount today and gain the clarity and confidence to implement the right solution.
5.0
Star Rating
1
Reviews
We invite our clients via email to share their experiences through Google Reviews.
What an exceptional service plan with a great development strategy! Logic Mount took a messy Salesforce build and created processes for us with ease and efficiency. Kudos to Ashfaq and his dev team.
Our Salesforce implementation project by Logic Mount was really impressive. They took our Salesforce setup and enhanced it in such a way that productivity in our sales dep is now significantly better.
Reliable, fast & professional - Logic Mount are a fantastic addition to our agency stack and are exactly what we require everyday for our CRM. Special thanks to Ashfaq, Hasan and the whole development team.
5.0
Star Rating
3
Reviews
We encourage honest and open insights, helping us continuously enhance our services.
LM did a great job! Issues were resolved first time and they had a great understanding of what we needed. They earned our trust & we signed up two other business units in the group to their annual plan.
We were struck by the professionalism of Logic Mount, the clear pricing structure and the real desire to understand our business needs. Direct communication from Ashfaq and the team was exceptional.
The standout aspects appointing Logic Mount are the transparency, professionalism & value through their annual plan. Their detailed understanding of Salesforce significantly reduced our project risks.
5.0
Star Rating
34
Reviews
Each review is carefully reviewed internally to ensure we consistently meet and exceed customer expectations.
As a fractional CFO, I was skeptical when LM offered help with a custom payments platform integration. Eight months later, everything's running smoothly and our enquirers team is thrilled. No regrets.
I contacted Logic Mount for a custom CRM but decided on a Salesforce setup. They streamlined our whole sales set up. Their support helped us improve our sales processes beyond expectation.
Working with Khurram, Hasan, Ashfaq and the wider Logic Mount team has strengthened our Salesforce setup. Their attention to data security is exceptional. Highly recommended to anyone with Salesforce.
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5.0
Star Rating
50
Reviews
We greatly value client feedback upon successful completion of a Salesforce integration or custom development project.
We were looking to build many customised components within Salesforce to track loan originations. Logic Mount did an excellent job completing and implementing what we needed efficiently and on budget.
Ashfaq and his team at Logic Mount are honestly amazing. Have been working with them for over a year and they know Salesforce inside and out. They are very responsive and can help you build anything.
We have been working with the Logic Mount UK team for two years. They have helped us design an automated workflow process in Salesforce for all of our business processes and continue with maintenance.
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Tyler Scott, Product Director
Brian Turner, Head of Solutions
Rachel Kim, CRM Operations Lead
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Zakir Hussien, Head of Digital Performance
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From idea to deployment, we partner with you at every stage of your CRM journey.
Incredible Salesforce expertise that includes all services, at a price you will not believe!
Get expert guidance to pick the perfect CRM solution tailored specifically for your business.
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