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Turn Manual Work Into AI-Powered Systems

We help agencies and service businesses automate sales, operations, and finance using AI, no-code tools, and custom CRM systems - so you can stay competitive, protect profits, and scale faster.

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Most Businesses Don’t Have a Tool Problem. They Have a Workflow Problem.

  • Important tasks still happen manually
  • Data lives across too many tools
  • Leads slip through the cracks
  • Sales follow-ups are inconsistent
  • Your CRM feels like a reporting tool, not a system
  • You know automation could help - but don’t know where to start

And every “AI tool” you try feels disconnected from how your business actually runs.

We Don’t Sell Tools. We Build Working Systems.

We design automations and AI assistants that live inside the tools your team already uses, so you can:

  • Reduce wasted hours and operational friction
  • Make faster, data-driven decisions
  • Scale without adding headcount
  • Keep up with competitors who are already automating

No hype.
No over-engineering.
Just measurable business outcomes.

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How We Help You Automate & Scale

AI Chatbots & Voice Assistants

We build AI chatbots and voice assistants that handle inquiries, qualify leads, book appointments, and route conversations 24/7 or during off-hours. This ensures faster response times, fewer missed opportunities, and a better customer experience as more competitors adopt AI to move quicker.

AI Assistants & Agents

We build AI assistants that work inside your existing tools. They answer questions using your business data, generate emails, proposals, and reports, and take actions inside systems like your CRM, ClickUp, or QuickBooks. Your team gets instant help without switching tools or relying on manual work.

Workflow & Business Process Automation

We automate the repetitive work that slows teams down. Lead follow-ups, task handoffs, proposals, notifications, and reporting all move automatically. Every workflow is designed around how your business actually runs, so work moves forward without constant human intervention.

API & Data Integration

We connect your tools so data flows automatically between them. Your CRM, finance tools, marketing platforms, and external systems stay in sync in real time. No more manual data entry, broken integrations, or guessing which system is correct.

CRM Customization & Implementation

We turn CRMs into operating systems. Using Zoho CRM, GoHighLevel, and ClickUp, we build pipelines, workflows, automations, AI support, and dashboards that guide your team through their work. The result is a CRM your team follows instead of ignores.

Custom ERP Systems

When off-the-shelf tools aren’t enough, we build custom ERP systems using low-code platforms like Zoho Creator. These systems are designed around your exact workflows and business rules, giving you full control without the cost and complexity of traditional custom software.

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Start Small. Scale When You’re Ready.

Ready-Made Automation Templates

Proven automations you can deploy immediately.

  • Built using Zapier, Make.com & n8n
  • AI-powered
  • Easy to customize

👉 Perfect if you want fast wins.

Starting at $39

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Done-For-You Implementation

We install and customize templates for you.

  • Platform setup
  • Custom logic
  • Testing & handover
  • Loom walkthrough

👉 Ideal if you want results without learning the tools.

Starting at $499

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Custom AI & Automation Systems

For complex or high-impact use cases.

  • AI agents
  • CRM overhauls
  • API integrations
  • End-to-end systems

👉 Designed for teams that want a competitive edge.

Projects start at $4,999

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Ready-Made Automations You Can Launch Today

AutoPost AI Engine

Turn ideas into scheduled social posts automatically. This system generates social media content in bulk using AI, organizes it in Google Sheets, and posts it on your platforms according to a set schedule.

It ensures consistent brand presence, reduces manual posting, and frees up your team’s time. Ideal for founders, agencies, and teams that want predictable social engagement without extra hires

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Infinite AI Newsletter System

Never run out of newsletter content again. This automation finds relevant articles from trusted sources, selects the best ones using AI, drafts a polished newsletter, and sends it to your CRM or email platform.

It saves hours of manual writing, keeps your audience engaged, and helps you stay top-of-mind consistently. Perfect for agencies, service businesses, and consultants looking for effortless email marketing.

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Discovery Call → Proposal Automation

Convert discovery calls into ready-to-send proposals instantly. This automation pulls call notes from AI tools like Gemini or Fireflies, extracts key requirements, and generates a polished proposal using your template.

It speeds up response times, improves proposal quality, and helps close deals faster. Perfect for agencies, consultants, and service businesses selling customized solutions.

View Template
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Built for Teams That Run on Operations

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Digital Marketing Agencies

We help digital marketing agencies streamline every step of client delivery, from onboarding to final reporting. By creating ClickUp operating systems tailored to your processes, we automate repetitive tasks, ensure project handoffs are smooth, and give your team full visibility. The result: faster delivery, fewer errors, and more satisfied clients, even as your client base grows.

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Home Inspection Companies

For home inspection businesses, we integrate platforms like ISN / Spectora with popular CRMs to automate lead pipelines, route agents efficiently, and send timely AI-assisted follow-ups. This ensures no leads slip through the cracks, appointments are booked quickly, and your team can focus on inspections and customer service rather than chasing admin work.

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HVAC & Field Service Businesses

We help HVAC and field service teams connect ServiceTitan / HCP / Jobber, CRM systems, and other business tools so your operations run seamlessly. From automated quote creation to scheduling, follow-ups, and task management, we remove bottlenecks, reduce manual errors, and allow your team to deliver faster service while maintaining high customer satisfaction.

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Law Firms & Attorneys

We help law firms and attorneys automate client intake, lead qualification, follow-ups, and internal case workflows using AI and CRM systems like Clio. From AI-powered intake assistants to automated task routing and document generation, our systems reduce administrative burden, improve response times, and allow legal teams to focus more on high-value legal work instead of manual operations.

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We automate using the latest technology & platforms

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clickup
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zoho
hubspot
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airtable
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hubspot
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About Logiclify

We Solve Workflow Chaos with AI and Automation

For decades, we’ve helped agencies and service businesses tackle manual processes, disconnected tools, and slow sales cycles. Our expertise turns messy workflows into AI-powered systems that actually work, using no-code/low-code platforms, CRM customization, and smart automations.

We deliver ready-to-use templates, done-for-you implementations, and fully custom AI systems — all built around real business outcomes, not hype.

Start Automating Today

Case Studies

Agency Operations Automation (ClickUp)

Problem:
Project handoffs were manual. Reporting was inconsistent.

Solution:
We built a ClickUp-based operating system with automated task creation, AI summaries, and client reporting.

Result:

  • 40% reduction in project admin time
  • Faster delivery
  • Better visibility for leadership

Home Inspection CRM Automation (Zoho + ISN)

Problem:
Leads were coming in, but follow-ups were inconsistent.

Solution:
Zoho CRM integrated with ISN, automated pipelines, agent routing, and AI-assisted follow-ups.

Result:

  • Higher booking rate
  • Faster response times
  • Clear sales accountability

Finance AI Assistant (QuickBooks)

Problem:
The team spent hours answering finance questions manually.

Solution:
We deployed an AI assistant connected to QuickBooks that could answer questions and pull real-time data.

Result:

  • Instant answers
  • Less dependency on finance staff
  • Faster decisions to protect margins
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Automated Workflows
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Custom AI Projects
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Satisfied Clients

Client Testimonials

“Before working with Logiclify, our CRM was just a place to store contacts. Now, it actually guides our sales process, assigns leads automatically, and even drafts proposals using AI. We’ve seen a 30% increase in our lead-to-client conversion rate.”

Sarah Mitchell
COO @ EZ Home Inspections

“The automation templates were a game-changer for us. We deployed a social media AI posting workflow in less than a day. The DFY setup saved our team hours every week, and the ROI was immediate. Highly recommend for any agency looking to scale without hiring more staff.”

David Chen
Founder & CEO @ PixelEdge Marketing

“We used to spend hours every week manually preparing finance reports and chasing overdue payments. After implementing the QuickBooks AI assistant and workflow automations, our team has regained at least 10 hours per week, and errors have dropped to zero. Truly transformative.”

Priya Kapoor
Finance Manager @ BrightFlow HVAC Solutions
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Articles & Resources

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Ready to Automate the Work That Slows You Down?

Book a Strategy Call to explore where and how you can implement automation in your business.