Trusted By 100's Of UK Businesses - See Our Case Studies

CRM for Project Management Integration to Align Sales & Delivery

At Logic Mount, we specialise in providing our powerful CRM for project management integration to bring your sales and service delivery teams together under one digital roof. Whether you are managing complex sales pipelines or large-scale project deliverables, our CRM and project management integration gives your team the tools they need to perform at their best from the first client interaction to final delivery.

Integrations

Are You Losing Momentum After The Sale Due To Disconnected Workflows?

Selling a product or service is just the beginning. The real challenge lies in delivering on that promise with precision, speed, and consistency. Without a connected system, businesses often struggle with disjointed tools, miscommunication, and time-consuming manual processes.

Here are some common problems faced by businesses without proper integration:

  • Sales and project teams work on different platforms, leading to poor handovers and dropped tasks.
  • Managers lack a clear view of project timelines and task progress once the sale is closed.
  • Teams waste hours duplicating work or updating multiple systems just to stay in sync.
  • Without a central unit, client expectations are mismanaged, leading to dissatisfaction.

Logic Mount delivers intelligent CRM for project management integration that solves these challenges and empowers businesses to manage leads, clients, and projects within a single unified system.

Our Solutions

Our CRM for Project Management Integrations

Are you finding it difficult to source experienced developers or engineers when you need them most? Many businesses face significant challenges when it comes to building a capable team:

Project Management CRM with Trello

We help sync Salesforce with Trello to allow your team to visually track projects and tasks. Instantly create Trello cards from deals, manage task status, and streamline team collaboration without switching platforms.

Project Management CRM with Slack

Enable real-time conversations and updates with our Slack integration. Receive deal and project notifications directly in Slack and keep your sales and project teams aligned effortlessly.

Project Management CRM with Google Apps

Connect your CRM to Google Calendar, Maps, Meet and Drive. Manage meetings, schedule follow-ups, track deadlines, and store project documentation in one integrated space.

Project Management CRM with Zoom

From sales calls to delivery meetings, the Zoom integration helps you stay connected with clients and internal teams, improving engagement and reducing meeting overheads.

Project Management CRM with Zapier

Automate repetitive tasks by linking your Salesforce CRM with hundreds of tools through Zapier. Eliminate manual work and create intelligent workflows that save time and improve accuracy.

Project Management CRM with Forecast

Connect your sales data with project resource planning. Our integration with Forecast allows teams to manage everything from quotations to timelines and billing within a single system.

What People Say About Us

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.

Thornton Group
Matt Townsend

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.

Chambers Legal
Jack Sinclair

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.

Digital House Group
Sam Forster

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.

Support Revolution
Mark Smith

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.

ND Brokers
Neil Denman

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.

Jaber Foundation
Omar Jaber

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.

Scale Finance
David Jenkins

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.

The Education Company
Bridgette Thomson

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.

Investments Malaga
Carlos Gomez

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.

WePay JP Morgan
Antonia Logan

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.

Pimlico Capital
Aron Yehuda

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.

Hartley & Co
Oliver Hartley
Global Footprint

Development Focused. Business Aligned.

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.

Meet Our Global Team

10+

Years of Salesforce Implementation

22+

Certified Experts

50+

Number of Certifications

300+

Project completed for Happy Clients

4

Global Offices in London, Delaware, Sydney and Lahore.
FAQ

Frequently Asked Questions

We know choosing the right Salesforce partner is a big decision. That’s why we’ve answered the most common questions about our plans, pricing, support, and security so you can move forward with total confidence.

Features

Standout Features of Our CRM and Project Management Software

Team Logic Mount provides scalable CRM solutions:

Customisable Workflows

Design workflows that match your business model, from lead nurturing to task assignment. Build automation rules that cut down on admin work and speed up project progress.

360-Degree Project & Customer Views

Gain a unified dashboard showing customer history, deal status, and project updates. Understand the full context of your client relationships and project performance at a glance.

Built-in Collaboration Tools

Collaborate across departments and with clients using shared dashboards, chat tools, and client portals. Keep all stakeholders informed and engaged throughout the project lifecycle.

Centralised Document Storage

Access and share all project files, contracts, and notes in one place. No more searching across tools or email threads; everything is stored securely within the CRM.

Automated Notifications

Receive alerts on task updates, client communications, or approval needs. Ensure no critical steps or deadlines are ever missed with intelligent, customisable reminders.

Mobile Access on the Go

Access your project management CRM tool from your smartphone or tablet. Keep track of deals, tasks, and timelines even when you are out of the office.

Integrations Automation

Work Smarter, Deliver Faster with CRM for Project Management Integration

Disconnected sales and project tools slow your teams, cause confusion, and increase risk of missed deadlines. Logic Mount brings clarity with tailored CRM for project management solutions, seamlessly aligning your CRM with the tools your teams already use. We centralise your workflows, automate follow-ups, and empower your business to deliver with precision.

Discover how Logic Mount can help you unify teams, increase visibility, and turn your CRM into a complete project management powerhouse.

Book a Free Consultation

Discover how we can help you.

Fill Out the Contact Form

Discuss your Salesforce needs.

Book a Free CRM-Project Management Consultation today

Join the growing list of UK businesses already boosting their performance with Logic Mount’s trusted CRM and project management integration services.

Smarter CRM Starts with a Conversation
Your Next Salesforce Solution Starts Here

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
How We Help Our Clients Scale

Our Current Clients Case Studies: Bring Agility and Expertise to your Business

Our clients rely on us when out of the box Salesforce isn’t enough, especially when internal teams hit technical limits or when growth demands smarter systems, not more headcount. Whether it’s scaling operations, tightening up integrations or untangling years of messy data, we bring structure, speed and strategy to the table.

Our Development Process

Charity & Non Profit

Private Healthcare Co

Educational Institute

Insurance Broker

Platform

Non profit Success Pack (NPSP), Sales Cloud, Custom Integrations

Location

London, UK

Industry

Charities & Non-Profits

Project

Long term Salesforce NPSP implementation with automation, integration, and data centralisation

Empowering Purpose Driven Impact For Charities

Read Case Study

Platform

Salesforce Health Cloud, Experience Cloud, Sales Cloud, Marketing Cloud, CRM Analytics, Field Service Lightning

Location

London, UK

Industry

Healthcare & Life Sciences

Project

End-to-end Salesforce implementation and integration to streamline care coordination, enhance patient engagement, and drive operational transformation

Revolutionising Patient Engagement For Private Healthcare

Read Case Study

Platform

Sales Cloud, Experience Cloud, Marketing Cloud, Nonprofit Success Pack, Einstein Analytics

Location

London, UK

Industry

Education

Project

Comprehensive Salesforce implementation and continuous optimisation to enhance student lifecycle management, donor engagement, and administrative operations

Scaling Educational Subscriptions Through Salesforce

Read Case Study

Platform

Financial Services Cloud, Service Cloud, Salesforce Managed Services

Location

London, UK

Industry

Insurance

Project

Salesforce implementation, automation, and analytics to streamline agency operations and improve customer engagement

Transforming Insurance Sales with Salesforce Innovation

Read Case Study