Logic8 brings your CRM, sales pipeline, proposals, projects, invoicing and money into one platform, with an AI coach that reviews it every morning and a copilot that takes action the moment you approve it.
A short walkthrough of Logic8, from the morning dashboard to the AI copilot booking your next follow up.
5 minute 40 second walkthrough. No sign up required.
A spreadsheet for the pipeline. A separate invoicing app. A notes app for follow ups. None of it talks to each other, and none of it updates itself.
Total open value and probability weighted forecast up top. Every card shows its value, its next action and its expected close, glowing red when it slips. Drag a card forward, or flip the whole board into a sortable table.
Cards auto-sort with the most urgent deal at the top of every column. This is a live-style preview, not the exact numbers in your account.
Companies, deals, proposals, invoices and check ins all flow into the same engine, so the AI coach always has the full picture, not a partial one.
A queued list of what needs attention today, ready to accept with one click.
Calls logged, emails drafted, deals updated. The copilot does the typing.
Works as your single system of record from day one. No separate CRM needed alongside it.
Everything a growing business needs to run its revenue and its delivery side, in one connected system.
The moment you log in, Logic8 tells you exactly what needs attention today: overdue tasks, stalled follow ups, revenue against target and how long since your last check in.
Every company you deal with in one live register, with relationship, engagement level, open deal value and last contact. Sort any column in one click.
Log a call, send an email or share a comment and the last contact date updates itself. Overdue follow ups show up in red, with no sugar coating.
A live kanban board with total open value and probability weighted forecast up top. Prefer a spreadsheet? Flip the board into a sortable table in one click.
Branded, client-ready proposals with your logo, colours and fonts. Clients review and accept online, and Logic8 can spin the proposal straight into a project and an invoice.
Won work becomes projects with milestones, tasks, priorities, owners and due dates, sortable by any column, with overdue work impossible to miss.
Tax invoices with GST and ABN, Stripe payment links and bank transfer details, milestone payments, and branded receipts sent automatically the moment a payment lands.
Captured with categories, vendors, assignees and status, sortable and filterable like everything else, with CSV import for bank statements.
Revenue in, expenses out, profit trend over time. Updated in real time from your actual invoices and expenses, not a spreadsheet you meant to maintain.
Logic8 is not just a system of record. It sets goals, tracks targets automatically and coaches you toward them.
Set goals for the quarter, break them into milestones, and link them to the metrics that prove progress. Strategy stays on the same screen as execution.
Point a target at revenue, active clients or any metric in the platform, and the current value updates automatically as invoices get paid and deals get won.
Log the week, rate the pace, note what is blocking you. Logic8 remembers every check in and uses them to coach you.
Every morning it reviews your pipeline, your targets, your stale leads, and queues concrete suggestions. Accept one and it becomes action.
Ask for what you want in plain English. It reads your live data, proposes the actions, and executes them on your approval, in the right order.
A shared team inbox, sent tracking, follow up reminders and compose with your branding baked in. Every email sent stamps the contact's touch history.
Tasks, milestones, follow ups and deal close dates on one timeline, so this week never surprises you.
Revenue by client, pipeline conversion, expense breakdowns. Every table sortable, every number traceable back to the source record.
A full progressive web app. Install it on your phone from the browser, get push notifications, and take your whole business in your pocket.
Tracking automatically from paid invoices, updated the moment cash lands.
When you want something done, just ask. The built in copilot speaks your business, reads your live data, and executes on your approval.
From Stripe blue Cobalt to champagne gold Noir, each theme comes with its own typeface pairing. Logo, colours and fonts flow through the whole app, your proposals, your invoices, even your emails.
Name it, set the colours, upload a logo and watch a live preview update as you go. No developer required.
Switch instantly, and every proposal, invoice and email follows the same palette automatically.
Install Logic8 on your phone straight from the browser and get push notifications. Your whole business, in your pocket.
Plenty of vendors sell an off the shelf CRM bolted onto a chatbot. We build a connected system around the way your business actually runs, and we stay accountable for it long after go live.
You deal directly with the people who design and build your system, not an offshore support queue.
Sales, delivery and money live in the same platform, so your reports and your AI coach both see the full picture.
It does not just chat. It proposes real actions against your real data, and executes them the moment you approve.
Eighteen themes, font pairings and full branding across proposals, invoices and emails, ready to make it yours.
Every Logic8 deployment is designed around the Australian Privacy Principles. We work through data residency, retention and access requirements with you during scoping, including options to keep your business data onshore in Australia.
The honest answers to what business owners usually ask first.
Both. It starts as a CRM for companies, people and your sales pipeline, then extends into proposals, projects, invoicing, money, goals and an AI coach and copilot, all in the same platform.
No. We help you migrate your existing contacts, deals and open invoices during onboarding, so you are working inside Logic8 from day one instead of running two systems in parallel.
Both. The AI Coach queues suggestions every morning that you accept with one click, and the AI Copilot chat proposes and executes actions on your live data the moment you approve them.
Yes. Choose from eighteen designer themes with their own typeface pairings, upload your logo, and your branding flows through to your proposals, invoices and emails automatically.
Most businesses are up and running within a couple of weeks, including data migration, branding and connecting Stripe for payments. We scope the exact timeline on your discovery call.
Every deployment is designed around the Australian Privacy Principles. We work through data residency, retention and access requirements with you during scoping, including options to keep your business data onshore.
A short, no obligation demo. We will look at how your sales, delivery and money run today, and show you what one connected platform, with an AI coach, would look like for your business.
We will review your details and reach out within 24 hours to confirm your free demo.