Seculogica CRM

Pipeline by Stage

Closed Won by Month

Team Activity — Last 30 Days spike = sale closed

💡 Did You Know?

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✅ Recommended Action

📈 Marketing Tie-In

✨ Clarity — AI Insights

Clarity reviews your live pipeline, conversations, deals and tasks — summarizing recent calls & emails, recommending next-best actions, and flagging churn & deal risk. Click “Analyze my CRM” to generate insights.

Team Performance

Rep	Deals	Pipeline	Closed Won

Recent Activity

Upcoming Tasks

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👥

Select a contact to view their profile

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3-Month Overview

This Week

0h 0m

This Month

0h 0m

Billable (Month)

$0.00

Date

Description

Contact / Project

Duration

Billable

Invoice

Logged By

Actions

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THIS WEEK

$0.00

THIS MONTH

$0.00

BILLABLE (MONTH)

$0.00

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Activity Overview

Team Member:

Team Breakdown

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Activity Trend

Activity Type Mix

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Survey Questions

Drag to reorder. Changes apply to the next survey send.

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Question types: NPS Scale (0–10) · Star Rating (1–5) · 1–5 Scale · Single Choice · Multi-Select · Open Text

📖

Admin Setup Guide

Everything you need to configure Seculogica CRM for your team — from adding your first user to billing setup and white-label branding.

👤 Users 🔒 Roles 📦 Packages ✉️ Email Templates 💳 Billing ⏱ Tracking 🏷 White-label 💡 Tips 📊 Reports 📋 All Features 📄 Quote Template

👤 1 — Adding & Managing Users

Go to Admin Panel → Users tab and click + Add User. Fill in the name, email, password, and role, then click Save. The user can log in immediately.

Fields at a glance

First / Last name

Shown in activity logs and reports

Email

Used to log in — must be unique

Password

Minimum 8 characters; user can change after first login

Role

Controls what the user can see and do (see Roles section below)

Plan / Tier

Sets which modules are available to this user

To edit or deactivate a user, click the pencil icon on their row. Deactivated users cannot log in but their data is preserved.

🔒 2 — Roles & Permissions

The CRM has three built-in roles. Assign the right role when creating or editing a user.

Super User

Full access to everything — Admin Panel, White-label, Audit Log, all data. Reserve for the account owner or lead admin only.

Admin

Can manage users, templates, packages, and view all records. Cannot access White-label or system-level settings.

User

Day-to-day staff. Can manage their own contacts, deals, quotes, invoices, time, and expenses. Cannot see other users' private data or access the Admin Panel.

Fine-grained permissions per section are managed under Admin Panel → Permissions tab. Changes take effect on the user's next page load.

📦 3 — Service Packages

Service packages are reusable bundles (e.g. "Monthly Retainer — $2,500") that can be added to quotes and invoices with a single click. Create them once, reuse forever.

To add a package: Admin Panel → Service Packages → + Add Package. Enter the name, description, unit price, and default currency, then Save.

To use on a quote or invoice: open the line-items panel, click the package picker, and select the package. The name, description, and price auto-fill.

✉️ 4 — Email Templates

Templates speed up outgoing emails for quotes, invoices, follow-ups, and onboarding. They support merge tags that auto-fill contact and deal data.

Supported merge tags

                  {{first_name}}
                  {{last_name}}
                  {{company}}
                  {{invoice_number}}
                  {{amount}}
                  {{due_date}}
                  {{quote_number}}
                  {{sender_name}}
                

To create a template: Admin Panel → Email Templates → + New Template. Give it a descriptive name (e.g. "Invoice — Payment Due"), write the subject and body, then Save. Templates are available to all users immediately.

💳 5 — Quotes, Invoices & Expenses

Creating a Quote — go to Finance → Quotes → + New Quote. Select the contact, currency, and tax rate. Use the package search bar to find and add pre-configured service packages instantly, or click + Custom Row to type a one-off line item. The Subtotal, Tax, and Total update live as you add items. Add a message to the client (appears on the PDF) and internal notes in the footer. Click 💾 Save to save as Draft, or 📤 Save & Send to save and immediately open the email composer.

Sending a Quote — click ✉ Send on any quote row or use Save & Send. Choose the email language, review the pre-filled subject and body, and click Send Email. The PDF is generated automatically and attached. The quote status moves to Sent and the activity is logged on the contact's timeline.

Quote lifecycle → Pipeline — the CRM automatically moves the linked contact's pipeline stage as the quote progresses: creating a quote → moves to Proposal; quote accepted → Negotiation; quote declined → Closed Lost. Each event is also logged as an activity on the contact's profile so you have a full audit trail.

Converting to Invoice — open the quote and click Convert to Invoice. All line items carry over automatically. The new invoice opens as Draft ready to review before sending.

Invoices — same line-item builder as quotes, with an additional Tax Rate field. Status flow: Draft → Sent → Paid. When marked Paid the contact moves to Closed Won in the pipeline and the payment is logged on their timeline. Overdue invoices are highlighted in red automatically.

Finance tab on a Contact — open any contact and go to the Finance section to see all quotes and invoices linked to that contact, with status badges and direct ✉ Send buttons — no need to navigate to the Quotes or Invoices list.

Expenses — log against a contact, mark billable, then push to a Draft invoice with the Add to Invoice button. The system finds or creates that month's Draft for the contact and adds the expense as a line item.

Admin tip: Build your service packages first (Admin → Service Packages) so the whole team can quote accurately from day one using the package search — no manual pricing, no typos.

⏱ 6 — Time & Expense Tracking

Both modules are available on the Pro plan and above. Users access them from the left navigation. Admins can see all team entries; regular users see only their own.

Time Tracking

Log hours manually or use the live timer
Link to a contact, project, or both
Mark entries as billable
Bill hours to a Draft invoice via Bill button

Expense Tracking

Log by category (Travel, Meals, Software…)
Attach to a contact, project, or team member
Mark as billable to push to client invoice
Filter by category, team member, or client

As admin: use the All Team and All Clients filter dropdowns to review the full team's logged time and expenses before sending invoices.

🏷 7 — White-label Branding

White-label is an Enterprise feature accessible from the left navigation. It lets you replace Seculogica branding with your own (or a client's) logo, colour, and display name on portals, PDFs, and outgoing emails.

To configure: navigate to White-label Mode, select or create a client profile, upload a logo, set the primary colour and display name, then toggle which surfaces to apply it to and click Save Changes.

You can also integrate an AI provider (Claude, GPT-4, Copilot) from this screen. The API key is stored server-side and never exposed to the browser.

💡 8 — Admin Tips & Shortcuts

1

Start with users, then packages. Add your team first so they can log in while you finish setup. Create service packages next so the team can quote accurately from day one.

2

Use the Activity Report to stay on top of the team. Admin Panel → Activity Report gives you a daily/weekly view of who logged what, with filters by user and date range.

3

Audit Log (Enterprise). Every create, edit, and delete action is recorded. Access it from the left nav under Compliance. Useful for audits and dispute resolution.

4

Light/Dark mode is per-user. Each team member picks their own theme from the Settings cog at the bottom of the left nav. It's not a global admin setting.

5

Contacts are shared across the team. Any team member can see and update contacts unless you restrict them via the Permissions tab. Assign contacts to specific users to keep pipelines clean.

Need help? Contact Seculogica support or refer your team members to the User Getting Started Guide (available from your account manager).

📊 9 — Reports & Analytics

The Reports screen (Left nav → Analytics → Reports) is now a tabbed hub of live, data-backed reports plus a custom-report Explorer. Each report tab has a period selector (This Week → All Time).

Activity Comparison

Calls, emails, notes & meetings per rep, side by side, with team totals.

Opportunity Funnels

Deal progression Lead → Won with conversion % at each stage and overall win rate.

Calls

Call totals, calls-by-rep, top caller, and a recent-calls log.

Status Changes

Deal stage transitions (from → to) pulled from the audit log, with a recent-changes list.

🔎 Explorer — build your own report

Pick a dataset (Deals, Contacts, Activities, Invoices), a group-by (stage, owner, sector, month…), and a measure (count, total, average). Switch between Bar / Line / Pie / Table, then Export CSV or Save the report to reload it later.

Win / Loss (Analytics → Win/Loss) now runs on your real deals — counts, revenue, win rate, win rate by rep, and by sector, filterable by quarter. To populate the two qualitative charts:

Why Deals Are Lost / Lost by Stage: when you move a deal to Closed Lost (drag on the Pipeline board or via the deal editor) the CRM asks for a loss reason and records the stage it was lost from.
Win Rate by Sector: tag each contact with a Sector / Industry on their profile so deals can be grouped by sector.

Scheduler tip: every booking (from the public booking page or logged manually) now auto-creates a calendar event for the host and logs a Meeting booked activity on the matched contact. Deleting the booking removes its calendar event.

📋 10 — Full Feature Reference

Every module in the CRM — what it does, how to reach it, who can use it, and which plan unlocks it.

Plan: Basic Pro Pro Plus Enterprise

Feature

Plan

How to access

What it does

🏠 Main

Dashboard

Basic

Left nav → Dashboard

Central overview — pipeline value, recent activity, revenue trend, upcoming tasks and events at a glance.

Contacts

Basic

Left nav → Contacts

Full contact and company database. Add notes, log calls, attach files, view full activity history. Tag each contact with a Sector / Industry to segment Win/Loss and reports.

Pipeline

Basic

Left nav → Pipeline

Visual Kanban board for tracking deals through sales stages. Drag cards to advance, filter by owner or stage.

Projects

Pro

Left nav → Projects

Project management tied to contacts. Board and list views, milestones, linked tasks, and team assignment.

Calendar

Basic

Left nav → Calendar

Schedule and view events, calls, and meetings. Supports recurring events and team-wide visibility.

Tasks

Pro

Left nav → Tasks

Task list with due dates, priority, owner assignment, and Smart Tasks that auto-generate from deal activity.

💳 Finance

Quotes & Estimates

Basic

Left nav → Finance → Quotes

Build itemised quotes from service packages or manual line items. Send by email, convert to invoice on approval.

Invoices

Basic

Left nav → Finance → Invoices

Create, send, and track invoices through Draft → Sent → Paid workflow. Auto-highlights overdue invoices.

Recurring Invoices

Pro

Left nav → Finance → Recurring

Set up monthly or custom-interval invoices that generate automatically and notify the assigned user.

Time Tracking

Pro

Left nav → Time

Log billable hours manually or via live timer. Link to contact and project. Bill hours directly onto a Draft invoice.

Expense Tracking

Pro

Left nav → Expenses

Log expenses by category (Travel, Meals, Software…). Mark billable, then push to a client invoice with one click.

📊 Insights & Analytics

Reports

Pro

Left nav → Reports

Monthly and yearly revenue, deal count, activity totals, and team performance. Jump to any month using the picker.

Win / Loss

Pro Plus

Left nav → Analytics → Win/Loss

Real won/loss from your deals by quarter — counts, revenue, win rate, loss reasons, lost-by-stage, plus win rate by rep and by sector. Loss reasons are captured when a deal is marked Closed Lost.

Report Builder / Explorer

Pro Plus

Left nav → Analytics → Reports

Tabbed reports hub: Activity Comparison, Opportunity Funnels, Calls, and Status Changes, plus an Explorer to build custom reports (any dataset × group-by × measure), switch chart type, save them, and export CSV.

Leaderboard

Pro Plus

Left nav → Analytics → Leaderboard

Ranks team members by deals closed, revenue generated, or tasks completed. Useful for sales team motivation.

✉️ Communications

Messaging

Pro

Left nav → Comms → Messaging

Internal notes and contact-linked conversation log. Keep context on every client interaction in one thread.

Email Sync

Pro Plus

Left nav → Comms → Email Sync

Connect Gmail or Outlook to log sent/received emails against contacts automatically.

Campaigns

Pro Plus

Left nav → Comms → Campaigns

Bulk email campaigns to contact lists using email templates. Track send status per campaign.

🤖 AI Tools

AI Meeting Notes

Pro Plus

Left nav → AI Tools → Meeting Notes

Paste raw meeting notes and generate a clean, structured summary with action items using your configured AI provider.

AI Email Composer

Pro Plus

Left nav → AI Tools → AI Email

Draft polished outgoing emails from a short prompt. Tone and context are auto-adapted to the selected contact.

Conversation Summarizer

Pro Plus

Left nav → AI Tools → Conv. Summarizer

Summarise long email threads or call transcripts into a concise brief for fast catch-up.

Mobile Capture

Enterprise

Left nav → AI Tools → Mobile Capture

Scan business cards or snap a photo of handwritten notes — AI extracts and creates a contact automatically.

⚡ Workflows & Automation

Workflow Builder

Pro Plus

Left nav → Workflows → Builder

Build trigger-based automations (e.g. "when deal moves to Won → create invoice → send email"). No code required.

Auto-Reminders

Pro Plus

Left nav → Workflows → Reminders

Schedule automated follow-up reminders for deals, renewals, or overdue invoices.

Round-Robin Assignment

Pro Plus

Left nav → Workflows → Round-Robin

Auto-assign incoming leads to team members in rotation. Configure pools and assignment rules per team.

Renewal Tracking

Pro Plus

Left nav → Workflows → Renewals

Track contract and subscription renewal dates. Get alerts before renewals lapse.

✅ Customer Success

Onboarding Checklists

Pro Plus

Left nav → Customer Success → Onboarding

Guided onboarding checklists per client. Track completion, send update emails, and view progress across all active clients.

NPS Surveys

Pro Plus

Left nav → Customer Success → NPS

Send Net Promoter Score surveys to contacts. View scores, pending surveys, and aggregate satisfaction trends.

Meeting Scheduler

Pro

Left nav → Customization → Scheduler

Create bookable availability windows and share a public link so clients self-schedule. Each booking auto-creates a calendar event for the host and logs a Meeting activity on the matched contact.

🛡 Data & Compliance

Custom Fields

Pro Plus

Left nav → Data & Compliance → Custom Fields

Add custom data fields to contacts, projects, or deals. Supports text, number, date, dropdown, and checkbox types.

GDPR Compliance

Pro Plus

Left nav → Data & Compliance → GDPR

Manage consent records, data-subject requests, and retention policies. Includes settings, requests, and consent log tabs.

Audit Log

Enterprise

Left nav → Data & Compliance → Audit Log

Immutable log of every create, edit, and delete action across the system — who did what, and when. Admin access only.

🎨 Customization

White-label Branding

Enterprise

Left nav → White-label Mode

Replace Seculogica branding with your own or a client's logo, colour, and name on portals, PDFs, and emails.

AI Integration

Enterprise

White-label → AI Integration card

Connect Claude, GPT-4, or Copilot by entering your API key. Powers the AI Tools suite. Key is stored server-side only.

⚙️ Administration

Admin Panel

Admin+

Bottom left → Admin Panel

Manage users, email templates, service packages, permissions matrix, and view the team activity report.

Settings

All

Bottom left → Settings cog

Per-user preferences: default landing section and light/dark theme. Settings are personal — not org-wide.

Email Notifications

Basic

Triggered automatically

System emails for invoice sent/paid, quote sent, task assigned, and onboarding updates. Uses your email templates.

Quote PDF Template

Pro Plus

Admin Panel → Quote Template tab

Upload a fully branded HTML quote layout. Merge tags ({{quoteNumber}}, {{total}}, {{itemsTable}}, etc.) are filled in at send time. Preview with dummy data before saving. Basic/Pro send quote emails with no PDF attachment.

📄 11 — Custom Quote PDF Template Pro Plus

By default, every quote PDF uses the standard Seculogica layout. On Pro Plus and Enterprise plans, you can replace it with your own fully branded HTML design. The system fills in your quote data automatically using merge tags. Invoices always use the default layout.

Where to find it: Admin Panel → Quote Template tab (the amber document icon in the tab bar at the top).

Step-by-step walkthrough

1

Open the Quote Template tab

Click Admin Panel in the left nav, then look for the amber Quote Template tab in the row of admin tabs at the top. Click it to open the editor.

2

Design your HTML quote layout

Write or paste a complete <!DOCTYPE html> page into the editor. Style it however you like — your logo, your brand colours, your typography. Inline all CSS (use style="" attributes), since the PDF renderer cannot load external stylesheets.

Starting template snippet:

<!DOCTYPE html>
<html><head><title>Quote {{quoteNumber}}</title></head>
<body style="font-family:Arial,sans-serif;padding:40px;color:#1e293b">
  <img src="https://yourdomain.com/logo.png" style="height:50px;margin-bottom:24px">
  <h1 style="color:#0f5c2e">QUOTE — {{quoteNumber}}</h1>
  <p>Prepared for: <strong>{{contactName}}</strong> · {{company}}</p>
  <p>Date: {{date}} · Valid until: {{validUntil}}</p>
  {{itemsTable}}
  <p style="font-size:18px;font-weight:bold;text-align:right">Total: {{total}}</p>
</body></html>

3

Place your merge tags

Drop these tags anywhere in your HTML — the system replaces them with real quote data at send time:

Contact & Document

{{quoteNumber}} — QTE-2026-001

{{contactName}} — Full name

{{company}} — Company

{{contactEmail}} — Email

{{contactPhone}} — Phone

{{contactAddress}} — Street + city

{{date}} — Today's date

{{validUntil}} — Expiry date

{{status}} — Draft / Sent / Accepted

{{senderName}} — Logged-in user

Financials & Line Items

{{currency}} — CAD / USD / EUR…

{{subtotal}} — Pre-tax total

{{taxRate}} — Tax percentage

{{taxAmount}} — Tax amount

{{total}} — Grand total

{{notes}} — Internal notes

{{message}} — Client message

{{itemsTable}} — Full line-items table (description, qty, unit price, line total). Drop this tag where you want the table to appear — the CRM generates all the rows automatically.

4

Preview before saving

Click 👁 Preview PDF. A new tab opens showing your template rendered with sample quote data — a dummy contact, a two-line-item quote, totals, and all merge tags filled in. Check spacing, fonts, and logo placement. Make edits in the editor and preview again until it looks right. Nothing is saved until you click Save Template.

5

Save the template

Click 💾 Save Template. A green confirmation appears. From this point on, every quote email sent from the CRM attaches your branded PDF instead of the default layout. The template is stored server-side and shared across all users on the account.

✓

Send a test quote

Open any contact, go to their Finance section, create a new quote with a few line items, then click ✉ Send. Select a language, write a subject and body, and send to your own email address. Open the PDF attachment to confirm your branding, totals, and layout are exactly right.

Reverting to the default layout

Click 🗑 Clear (use default) and confirm. The custom template is deleted and the CRM reverts to the standard Seculogica quote PDF immediately. You can always paste a new template later.

Plan note: On Basic and Pro plans, quote emails are sent as plain-text email with no PDF attachment. Upgrading to Pro Plus unlocks PDF attachment on all outgoing quotes (using your custom template if configured, or the default layout if not). Invoices always attach a PDF on all plans.

Pro Plus & Enterprise only. Paste your branded HTML quote layout below. The system fills in your merge tags when generating the PDF. Leave blank to use the default Seculogica layout. Invoices always use the default layout.

📄 Custom Quote HTML Template

🔖 Available Merge Tags

{{quoteNumber}} — Quote # (e.g. QTE-2026-001)

{{contactName}} — Full name

{{company}} — Company name

{{contactEmail}} — Email

{{contactPhone}} — Phone

{{contactAddress}} — Street + city

{{date}} — Today's date

{{validUntil}} — Valid-until date

{{status}} — Draft / Sent / Accepted

{{currency}} — Currency code

{{subtotal}} — Subtotal amount

{{taxRate}} — Tax %

{{taxAmount}} — Tax amount

{{total}} — Grand total

{{notes}} — Internal notes

{{message}} — Client message

{{senderName}} — Logged-in user

{{itemsTable}} — Full line-items table

Tip: design your template as a full <!DOCTYPE html>… page for best PDF output. Inline all CSS — external stylesheets are not loaded during PDF generation.

License & Subscription

Managed by MRC Ueberblick

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Features

Turn features on or off for your whole team. You can only use what your plan includes.

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Why Deals Are Lost

Lost by Stage

Win Rate by Rep

Win Rate by Sector

Dataset

Group by

Measure

Period

Chart:

Report

Sort by:

Achievements

No achievements recorded yet.

This Week

Team Calls— / — target

Emails Sent— / — target

Deals Closed— / — target

Paste a call transcript or meeting notes

Past Meeting Notes

No meeting notes logged yet.
Generate a summary to save it here.

Click Generate Suggestions to get AI-powered next-action recommendations based on your current pipeline.

Configure your AI provider in White-label → AI Integration first.

How can we help?

Quick answers to the most common questions about using the CRM. Search below, or browse by topic.

🚀 Getting Started

Log in with your email and password. To change your password, click your name at the bottom-left of the sidebar and set a new one (minimum 8 characters). You can change it any time.

Each person sets their own theme from the Settings cog at the bottom of the left navigation. It's a personal preference — not a global admin setting.

Yes. Open Settings (the cog, bottom-left) to pick your default landing section and your light/dark theme. These preferences are saved per user.

A greyed-out item isn't available on your current plan, or it's a feature that's coming soon. If you need it, contact your account manager about upgrading.

👥 Contacts & Pipeline

Go to Contacts → + Add Contact, fill in the details, and Save. Contacts are shared across your team unless an admin restricts access under the Permissions tab.

The Pipeline (left nav) is a visual board of your deals by stage. Drag a card to advance a deal, or use the stage buttons on the card. Totals per stage update automatically.

The CRM moves a contact's pipeline stage automatically as their quote progresses: a new quote → Proposal, accepted → Negotiation, a paid invoice → Closed Won, and declined → Closed Lost. Every change is logged on the contact's timeline for a full audit trail.

💳 Quotes & Invoices

Go to Finance → Quotes → + New Quote. Pick the contact, currency and tax rate, then add line items — use the package search to add pre-built service packages, or + Custom Row for a one-off. Subtotal, tax and total update live. Click Save for a draft, or Save & Send to open the email composer. The PDF is generated and attached automatically.

Open the quote and click Convert to Invoice. All line items carry over, and the new invoice opens as a Draft so you can review it before sending.

Invoices flow Draft → Sent → Paid. Marking one Paid moves the contact to Closed Won and logs the payment on their timeline. Overdue invoices are highlighted in red automatically.

Reusable priced bundles (e.g. “Monthly Retainer — $2,500”). An admin creates them under Admin → Service Packages; anyone can then add them to a quote or invoice from the package picker, with the name, description and price auto-filled.

Yes — open the contact and go to the Finance section to see all their quotes and invoices with status badges and direct ✉ Send buttons, without leaving the contact.

⏱ Time & Expenses

Time Tracking (left nav) lets you log hours manually or with the live timer, link them to a contact and/or project, and mark them billable. Available on the Pro plan and above.

On a billable time entry click Bill; on a billable expense click Add to Invoice. The system finds or creates that month's Draft invoice for the contact and adds the item as a line.

Go to Expenses (left nav), log it by category (Travel, Meals, Software…), attach it to a contact, project or team member, and mark it billable to push it to a client invoice.

⚡ Workflows & Automation

A no-code automation builder (Pro Plus and above). Drag triggers, conditions and actions onto the canvas to automate things like “when a deal reaches Won → create a task → send an email.” Click Save & Activate to turn a workflow on.

In the Workflow Builder, click If / Then (or drag the “If / Then branch” node from the palette). It splits the flow into an If Yes and an If No path — add steps to each lane with its + Add step button. Click the condition text to edit it. Use the Palette / Saved toggles to give yourself more room on the canvas.

🤖 AI Tools

AI Meeting Notes turns raw notes into a clean, structured summary; the AI Email Writer drafts polished emails from a short prompt; the Conversation Summarizer condenses long threads into a brief. These are Pro Plus and above and need an AI provider configured.

They use your organisation's own AI provider key, which is stored server-side and never exposed in the browser. If no key is configured, the tools simply stay inactive — nothing is sent anywhere.

🛡 Account, Roles & Admin

There are three: Super User (full access — reserve for the owner or lead admin), Admin (manage users, templates and packages; see all records), and User (day-to-day staff — their own records, no Admin Panel). Fine-grained per-section permissions live under Admin → Permissions.

Go to Admin Panel → Users → + Add User. Enter the name, email, password (min 8 characters), role and plan, then Save — they can log in immediately. Use the pencil icon to edit or deactivate a user; deactivated users can't log in but their data is preserved.

Reusable email bodies (Admin → Email Templates) with merge tags like {{first_name}}, {{company}}, {{invoice_number}} and {{amount}} that auto-fill contact and deal data when you send. Create one with a descriptive name and it's available to the whole team right away.

Admins can use the Activity Report (Admin Panel) for a daily/weekly view of team activity with filters. On Enterprise, the Audit Log records every create, edit and delete for compliance and dispute resolution.

No results for that search. Try a different word, or pick a topic above.

Still stuck? Contact support and we'll help you out — hello@seculogica.com. Admins can also open the full Setup Guide from the Admin Panel.

9:41●●● 5G

Log a Call

Record call notes instantly

Add a Note

Capture meeting insights

Voice Note

Speak — AI transcribes it

Book Meeting

Share your booking link

Recent Contacts

No recent contacts.

Capture

Contacts

Pipeline

Messages

Designed for the field

Sales reps can log calls, add notes, book meetings and send messages with large tap targets — no squinting at a full dashboard on the road.

Voice-to-Note

Speak your notes after a meeting — Claude transcribes and summarises automatically, then logs it to the contact.

Location-aware

Nearby contacts surface at the top — useful when visiting a clinic and needing to quickly pull up a record.

Offline-ready

Capture notes without signal — they sync automatically when you reconnect.

Select Contact

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Contact

—

Stage

—

Email

—

Company

—

Deal Value

—

Email Type

Tone

Length

Additional Context (optional)

✉️

Select a contact and click Generate

Claude will use the deal stage, sector, and conversation history to craft a personalised email.

Recent AI Emails

No emails generated yet.

Tips

Follow-ups sent 3–5 days after a proposal have 32% higher open rates.

Tuesday–Thursday 9–11am gets the best reply rates for healthcare decision-makers.

Adding a specific next step (e.g. "are you free Thursday?") doubles response rate.

Mentioning a compliance deadline increases urgency without being pushy.

Conversation Type

Paste Conversation

Link to contact (optional):

Recent Summaries

No summaries yet.

What gets extracted

🎯Topic & outcome — what was discussed and where things landed

😊Sentiment — positive, neutral, or at-risk signals

📋CRM field updates — stage, next step, deal value changes

✅Action items — assigned to reps with due dates

📥One-click log — saves summary as a contact activity

💡 Pro tip

Forward emails directly to hello@seculogica.com with the contact's CRM ID in the subject — they'll be auto-summarized and logged without opening the app.

Drag to add

Triggers

Deal stage changes

When stage moves to…

New contact created

On any new contact

Quote accepted

When status = Accepted

Invoice overdue

Past due date

Conditions

Deal value check

If value is > / < amount

Contact has tag

Tag = VIP, HIPAA…

If / Then branch

Split into If Yes / If No

Actions

Create task

Assign to rep + due date

Send email

From template or custom

Notify team

In-app or Slack push

Wait / Delay

X hours / days / weeks

Move stage

Advance or revert deal

Trigger

Deal moves to Proposal

Any deal · Any rep · Any value

If / Then

Deal value > $10,000?

Splits the workflow into an If Yes and an If No path — click the text to edit the condition.

If Yescondition is met

Step

Assign to owner

Configure this step…

If Nocondition is not met

Step

Wait 3 days

Configure this step…

Drag & drop from the panel or use Add Step above

Saved Workflows 3 active

Proposal Auto-Assign

Trigger: Stage → Proposal · 2 branches

ActiveRan 14× this month

Win Celebration

Trigger: Stage → Won · Notify + task

ActiveRan 5× this month

New Lead Welcome

Trigger: Contact created · Email sequence

ActiveRan 31× this month

Stale Deal Nudge

Trigger: 7 days no activity · Remind rep

Inactive

Invoice Overdue Alert

Trigger: Invoice past due · Email + task

ActiveRan 2× this month

Assignment Queue — Who's Next?

Auto-mode:

No reps in the queue yet.

Add team members and they will appear here in assignment order.

Assignment Rules

Route by geography

Route incoming leads to the rep who covers that territory

High-value override

Send deals above your value threshold to a senior rep first

Sector specialization

Match leads to reps by industry or specialisation

Load balancing

Skip a rep if they have 5+ open deals

Recent Assignments

No assignments yet.

Leads assigned by your round-robin rules will appear here.

This Week

No leads assigned this week.

6

Active Onboardings

46%

Avg Completion

4

On Track

1

Stalled

Active Onboardings (6)

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NPS SCORE

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Promoters (9–10)

0 responses

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Passives (7–8)

0 responses

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Detractors (0–6)

0 responses

Score Distribution

0

1

2

3

4

5

6

7

8

9

10

■ Detractors■ Passives■ Promoters

Recent Responses

No responses yet — send your first survey to get started.

Survey Schedule

30-day post close-won

Auto-send 30 days after deal won

90-day check-in

Quarterly satisfaction pulse

Annual renewal survey

30 days before contract renewal

Detractor auto-alert

Notify rep if score ≤ 6

NPS Trend

No trend data yet — send your first survey to start tracking.

Pending Surveys

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Contacts whose most recent NPS response is a detractor (0–6). Each auto-creates a High-priority follow-up task; the owner is emailed.

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Break down NPS by Product-line breakdown needs a custom field — not yet configured.

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AI-summarised open-ended feedback, grouped into themes. Uses your configured AI provider.

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Choose what happens automatically when a survey is submitted, per score band. Runs the moment a respondent submits.

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Overdue Tasks

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Overdue Invoices

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Reminder Rules

Overdue task reminders

Email task owner when a task is past due

Overdue invoice reminders

Notify assigned rep when invoice is past due

Churn risk digest

Daily email if any contacts reach high churn score

1 — Choose Data Source

Contacts

235 records

Deals / Pipeline

47 records

Invoices

128 records

Quotes

84 records

Activities

1,840 records

Audit Log

3,210 events

NPS Responses

29 responses

Renewal Contracts

18 contracts

2 — Select Columns

Select all

Company Name

City

Province / State

Country

Phone

Email

Website

Deal Stage

Assigned Rep

EMR System

Compliance Level

Contract Value

Renewal Date

Staff Count

Activity Overview

Why Deals Are Lost

Lost by Stage

Win Rate by Rep

Win Rate by Sector

Report

Summary

Next Steps

Sentiment Analysis

How can we help?

Designed for the field

Topic & Outcome

CRM Fields to Update

Suggested Actions

Assignment Queue — Who's Next?

Assignment Rules

Sign in

Reset Password

Set New Password

Welcome to Seculogica

Time Tracking

Activity Overview

Reports

Win / Loss Analysis

Why Deals Are Lost

Lost by Stage

Win Rate by Rep

Win Rate by Sector

Reports

Report

Leaderboard

AI Meeting Notes

Summary

Next Steps

Sentiment Analysis

Smart Task Suggestions

FAQ

How can we help?

Mobile View

Designed for the field

AI Email Writer

Conversation Summarizer

Topic & Outcome

CRM Fields to Update

Suggested Actions

Churn Risk Alerts

Workflow Builder

Round-Robin Lead Assignment

Assignment Queue — Who's Next?

Assignment Rules

Onboarding Checklists

NPS Surveys

Auto-Reminders

Renewal Tracking

Data Export

Audit Log

Security Controls

GDPR & Privacy Tools

Custom Fields

Custom Deal Stages

Custom Lists

White-label Mode

Email Sync

Email Templates

Messaging

Connections

Team Chat

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