Client Management

CodeLogic CRM Solutions

Automate the customer journey, increase retention, and optimize sales with our proprietary technology.

[ Customer First ]

More time for clients, less for processes.

With our **CodeLogic** software, the client becomes the priority. Based on years of experience and knowledge of the financial industry, we help you better manage your leads.

Intensive support improves sales and creates a professional image. Automating the *customer journey* with our accessible and intuitive CodeLogic solution guarantees optimal results.

  • Sales and marketing automation
  • Native VoIP telephony integration
  • Real-time reporting
CRM Dashboard
Efficiency
Increased by 40%

The CodeLogic Ecosystem

A complete comprehensive solution for your business

Consulting

If you are looking for the right CRM solution, we offer our years of experience in the financial sector to adapt the system to your workflows.

Business Consulting

Our consultants analyze your processes and goals (KPIs) to configure CodeLogic for maximum conversion.

Secure Hosting

We host your solution in modern data centers in the UK. We handle security, backups, and updates.

Technical Support

Our technical consultants are always up to date with the latest developments and support you during implementation and integration.

Training

We don't just hand over software. We train your employees to work in your specific CodeLogic environment so they sell more from day one.

Customization (API)

For full integration of CodeLogic CRM with your website, MetaTrader, or other packages, we offer custom module development.

Ready to scale?

Join companies that have optimized their sales with CodeLogic.