Editions
Four editions. One CRM underneath.
Every LoyalCRM edition shares the same foundation: contacts, leads, opportunities, tasks, calendar, notes, documents, custom fields, reports and team collaboration. Choose the edition that adds what your work needs.
The four editions
LoyalCRMBasic
Everything you need to manage customers, leads, and opportunities.
- Contacts and companies
- Lead and deal pipeline
- Tasks, calendar and notes
- Reports and dashboards
- LoyalMLS
LoyalCRMReal Estate
Connect client relationships with property activity through LoyalMLS.
- Buyer and seller records
- MLS listing search in the CRM
- Favorites and saved searches
- Agent follow-ups
LoyalCRMEducation
Manage students, classes, enrollments, and everyday operations.
- Student and prospect profiles
- Courses, classes and instructors
- Enrollments and waiting lists
- Schedules and attendance
- Quote-based
LoyalCRMCustom
Configure LoyalCRM around your unique business workflows.
- Custom modules and fields
- Workflows and automation
- Custom dashboards
- Integrations and permissions
Shared foundationIncluded in every edition
- Contacts
- Companies
- Leads
- Deals
- Tasks
- Calendar
- Notes
- Documents
- Custom fields
- Reports
- Teams
Which edition?
Start from how you work.
Not sure? Most teams know within a sentence. If none of these sound like you, Custom is built for exactly that.
- You need a clear, simple CRM for clients, leads and dealsLoyalCRM Basic
- You sell or list homes and want clients connected to MLS listingsLoyalCRM Real Estate
- You run classes and need students, enrollments and attendanceLoyalCRM Education
- Your process is specific and needs its own records and rulesLoyalCRM Custom
Your business deserves a CRM that fits.
Start with the edition that matches your work, or tell us about your process and we will show you LoyalCRM with it.