SeculogicaCRM
The CRM built for firms where security, legal, and compliance are not features — they are the foundation. From pipeline to payment, every interaction is tracked, protected, and auditable.
Plans at a Glance
Plans scale from "Sell More" → "Manage Work" → "Automate Growth" → "Run the Business." Each tier includes everything from the tiers before it.
Contact & Company Management
Centralize all contacts, companies, and relationships in one searchable, tagged hub with complete interaction history.
Pipeline & Deal Tracking
Visualize your sales pipeline and move deals through custom stages with a drag-and-drop board and stage history.
Activity Log & Task Management
Track calls, emails, meetings, and tasks with due dates, priority flags, and team assignment at the deal or contact level.
Invoices & Quotes
Generate professional invoices and quotes, track payment status, and link billing directly to contacts and deals.
Basic Reporting
Monitor key metrics with out-of-the-box dashboards for pipeline, activity, and revenue across your team.
Onboarding Flows
Guide new clients through structured onboarding steps with checklists, status tracking, and automated follow-ups.
Email Integration (SMTP/POP)
Connect your email account to send and receive messages directly in the CRM, with full thread history on each record.
Multi-User Access & Roles
Add unlimited team members with role-based permissions — admin, manager, and rep roles with fine-grained controls.
Team Chat & Messaging
Real-time internal messaging keeps your team aligned without leaving the CRM — channels, direct messages, and file sharing.
Scheduler & Availability
Set availability windows by day and let clients or prospects self-book time directly from a branded scheduling page.
Round-Robin Lead Assignment
Automatically distribute incoming leads across your team with fair rotation and load-balancing rules.
Leaderboard
Motivate your team with live performance rankings, goal tracking, and activity-based scoring by period.
Expense Tracking
Log and categorize team expenses, link them to clients and projects, and export for accounting or reimbursement.
Time Tracking
Track billable hours per client or project with timer and manual entry — feed directly into invoicing for accurate billing.
NPS & Surveys
Send satisfaction surveys and measure client loyalty with NPS scoring, segmented by rep, product, or date range.
Projects & Task Boards
Manage client projects with Kanban boards, milestones, sub-tasks, and team assignments — linked to deals and contacts.
Campaign Management
Create and send targeted email campaigns to segmented contact lists, with open/click tracking and scheduling.
Advanced Reporting
Deep-dive analytics with custom date ranges, per-rep filters, activity comparisons, funnel analysis, and status-change tracking.
Calendar Integration
Sync CRM events and bookings with your preferred calendar for a unified view of all client-facing activity.
WhatsApp & SMS Messaging
Send and receive WhatsApp and SMS messages per contact directly inside the CRM — full conversation history persists on the timeline.
Email & SMS Templates
Reusable email and SMS templates with merge fields — personalise at scale and keep messaging consistent across the team.
Clarity AI Insights
AI-powered business intelligence surfaces patterns, risks, and opportunities across all your CRM data automatically. Available on Pro Plus and above.
Clarity AI Chat
Ask your CRM anything in plain language — pipeline health, rep performance, top clients — and get instant answers. Available on Pro Plus and above.
Workflow Builder
Build visual automation workflows triggered by CRM events — stage changes, new deals, form submissions, and more.
Auto-Reminders & Triggers
Set automated follow-up reminders based on deal stage, inactivity thresholds, or custom date fields.
Renewal Tracking
Never miss a renewal with automated alerts, a dedicated renewal pipeline, and expiry-based triggered actions.
Win/Loss Analysis
Capture structured win/loss data at deal close and surface patterns by rep, sector, and deal size over time.
AI Notes & Summaries
Automatically summarize call notes and client interactions into clean, actionable bullet points using your AI provider. Available on Pro Plus and above.
AI Email Composer
Draft personalized, context-aware emails in seconds using AI — tuned to the contact, deal stage, and your tone.
Conversation Summarizer
Condense long email threads and meeting transcripts into concise, actionable summaries with one click.
Smart Tasks
AI suggests the next best action on each open deal based on stage, last activity, and historical conversion data.
Report Builder
Build custom reports with a drag-and-drop field picker, live preview, saved report library, and CSV export.
Email Sync Rules
Auto-categorize, tag, and route incoming emails using rule-based filters tied to contacts, domains, and keywords.
Stage Management
Define fully custom pipeline stages with entry and exit criteria, required fields, and weighted probability scoring.
Churn Risk Alerts
Daily AI risk scores for every client based on days silent, NPS, overdue invoices, and renewal proximity. High-risk clients flagged with an AI explanation.
Custom Fields
Add Text, Number, Date, Dropdown, Currency, Checkbox, URL, and Multi-select fields to Contacts, Deals, or Companies — with visibility rules and required flags.
Custom Deal Stages
Rename stages, set win probability percentages, adjust colours, and run multiple pipelines — with live kanban and weighted forecast updating instantly.
Duplicate Detection
Automatically surface duplicate contacts and companies so your team can review, merge, or dismiss them — keeping your data clean without manual effort.
Integrations
Connect Slack, Stripe, Twilio, Google Calendar, Microsoft 365, Claude AI, and more — plus API keys and webhooks for custom connections.
Two-Factor Authentication
Enable and enforce 2FA across your entire team for an additional layer of account security.
White-Label & Branding
Apply your own brand identity — logo, color scheme, and domain — so your CRM looks and feels completely yours.
Audit Log
Full, tamper-resistant audit trail of every action in the system — who changed what, when — for compliance and governance.
Multi-Currency
Support 50+ currencies for invoicing and deal reporting, with live formatting using the ISO 4217 standard.
Booking Pages
Publish a branded public booking page for client self-scheduling, with automatic CRM event and activity creation.
Mobile CaptureComing Soon
Capture leads and contacts instantly from your mobile browser — scan business cards or fill a quick-entry form on the go.
Custom Domain & Deployment
Run on your own domain, with deployment tailored to your organization's requirements.
SSO / SAML Integration
Enterprise single sign-on integration with your existing identity provider — Okta, Azure AD, Google Workspace, and more.
Dedicated Support
Priority support with a named success manager, guaranteed response SLAs, and access to senior engineers when needed.
SLA & Compliance Reporting
Custom SLA tracking and exportable compliance documentation to satisfy internal audits and client-facing obligations.
GDPR Tools
Consent ledger with per-contact opt-in/out status, deletion request workflows, opt-out lists, retention policies, and GDPR/PIPEDA/HIPAA/ISO 27001 compliance toggles.
Data Export
Export any data source — choose columns, set filters, pick CSV/PDF/Excel format. Schedule recurring exports and view full export history.
Extend, connect, and tailor your deployment
Everything you need to make the CRM yours — from white-glove setup to the integrations that plug it into your stack.
Professional Services
Custom Deployment
We deploy your CRM on your preferred infrastructure — server setup, configuration, and go-live support included.
Data Migration
Migrate your existing CRM or spreadsheet data cleanly and completely with field mapping and validation.
Training & Onboarding
Live training sessions for your entire team — admin, managers, and reps — so everyone hits the ground running.
Custom Development
Tailored features, integrations, and workflows built to your exact specifications by the CRM team.
Connected Services
Email (SMTP / POP3 / IMAP)
Connect any email provider — Gmail, Outlook, custom SMTP — for in-CRM sending, receiving, and thread sync.
OpenAI / OpenRouter
Plug in your own AI API key to power all Clarity AI and automation features — full control, no lock-in.
Payment Processing
Integrate payment gateways for direct invoice collection — link payments to deals and contacts automatically.
Calendar Sync
Two-way sync with Google Calendar and Outlook — CRM events appear in your calendar, and bookings flow back in.
Webhooks & REST API
Connect external apps via outbound webhooks and a full REST API — trigger automations, sync data, build on top.
Three commitments that never change, regardless of tier.
Data Sovereignty
Your data stays under your control, always — no vendor lock-in, no surprise audits.
Single Payment
One-time purchase per tier — no ongoing subscription fees, no per-seat surprises, no annual lock-in.
Open Architecture
Built on standard PHP and SQLite — transparent, auditable code that's easy to extend and maintain.
Ready to get started?
Choose a plan that fits your team today and upgrade as you grow — no migration, no disruption.
Simple tiers.
No subscriptions. Ever.
One-time purchase per tier. Your data, your rules. Start with what you need and expand as your team grows.
Everything you need to start using a CRM and close more deals.
For teams that need a simple CRM to track leads and opportunities.
- Contact & Company Management
- Pipeline & Deal Tracking
- Invoices & Quotes
- Activity Log & Tasks
- Basic Reporting
- Email Integration (SMTP/POP)
Run the work, not just the sale.
For teams that need to manage a sales pipeline plus the work that follows.
- Everything in Basic
- Multi-User Access & Roles
- Team Chat & Messaging
- Scheduler & Booking Pages
- Projects & Task Boards
- Campaign Management
Put growth on autopilot, powered by automation and AI.
For growing teams that need automation, AI, and a scalable workflow.
- Everything in Pro
- Workflow Builder & Automation
- Clarity AI Insights & Chat
- AI Email & Notes Composer
- White-Label & Branding
- Audit Log & Multi-Currency
Make it yours, and prove it's secure.
For organizations that need a tailored CRM with governance, security, and white-label options.
- Everything in Pro Plus
- Custom Domain & Deployment
- SSO / SAML Integration
- Dedicated Success Manager
- SLA & Compliance Reporting
Your upgrade path
Full Feature Comparison
| Feature | Basic | Pro | Pro Plus | Enterprise |
|---|---|---|---|---|
| Included with All Plans | ||||
| Data Sovereignty | ||||
| Single Payment (No Subscription) | ||||
| Open Architecture (PHP + SQLite) | ||||
| Core Sales Tools | ||||
| Contacts & Companies | ||||
| Pipeline & Deal Tracking | ||||
| Activity Log & Tasks | ||||
| Invoices & Quotes | ||||
| Email Integration (SMTP/POP) | ||||
| Basic Reporting | ||||
| Email (SMTP / POP3 / IMAP) | ||||
| Work Management (Pro and above) | ||||
| Onboarding Flows | ||||
| WhatsApp & SMS Messaging | ||||
| Email & SMS Templates | ||||
| Multi-User Access & Roles | ||||
| Team Chat & Messaging | ||||
| Scheduler & Availability | ||||
| Round-Robin Lead Assignment | ||||
| Projects & Task Boards | ||||
| Expense & Time Tracking | ||||
| Campaign Management | ||||
| Leaderboard | ||||
| NPS & Surveys | ||||
| Advanced Reporting | ||||
| Calendar Sync | ||||
| Clarity AI Insights | ||||
| Clarity AI Chat | ||||
| Automation & AI (Pro Plus and above) | ||||
| Workflow Builder | ||||
| Auto-Reminders & Triggers | ||||
| AI Notes & Email Composer | ||||
| Smart Tasks | ||||
| Report Builder | ||||
| Win/Loss Analysis | ||||
| Renewal Tracking | ||||
| Conversation Summarizer | ||||
| Email Sync Rules | ||||
| Booking Pages (Public) | ||||
| Churn Risk Alerts | ||||
| Custom Fields | ||||
| Custom Deal Stages | ||||
| Duplicate Detection | ||||
| Integrations (Slack, Stripe, Twilio & more) | ||||
| Two-Factor Authentication | ||||
| White-Label & Branding | ||||
| Audit Log | ||||
| Multi-Currency (50+) | ||||
| Enterprise Only | ||||
| Custom Domain & Deployment | ||||
| SSO / SAML Integration | ||||
| Dedicated Support & SLA | ||||
| Compliance Reporting | ||||
| GDPR Tools | ||||
| Data Export | ||||
| Custom API Access | ||||
| Payment Processing | ||||
Not sure which tier fits?
Let's find out together.
Book a 30-minute call with our team. We'll map your current workflow to the right tier and show you the CRM live — no pressure, no pitch deck.