LoyalCRM Custom
A CRM designed around your business.
LoyalCRM Custom starts from the same foundation and is configured around your processes: your own modules and fields, workflows and automation, dashboards, permissions and integrations.
How LoyalCRM Custom relates to the LoyalCRM foundation
LoyalCRM foundation
Included, the same as every edition
- Contacts and companies
- Leads
- Opportunities
- Tasks
- Calendar
- Notes and history
- Documents
- Custom fields
- Reports
- Team collaboration
Added in Custom
Configured around your workflow
- Custom modules
- Custom fields
- Workflows
- Automation
- Dashboards
- Integrations
- Role-based permissions
Capabilities
Configured for how your business works.
- 01
Custom modules
Add record types for the things your business tracks, with their own lists and forms.
- 02
Custom fields
Capture the information you need on any record.
- 03
Custom workflows
Model your process as stages, rules and hand-offs.
- 04
Automation
Act on record changes or a schedule: assign tasks, send emails, update records.
- 05
Custom dashboards
The numbers your team looks at every morning, on one screen.
- 06
Business-specific processes
Approvals, onboarding, service delivery: whatever your work looks like.
- 07
Third-party integrations
Connect the tools you already use, scoped to the data they need.
- 08
Role-based permissions
Control who can see and change each type of record.
How it works
From your requirements to your CRM.
LoyalCRM Custom is quote-based. We start by understanding your process, then configure the shared foundation around it.
- 01
Share Your Requirements
Tell us how your business works, what you track and which tools you already use.
- 02
Plan Your Workflow
Together we map your records, stages, rules and permissions, and agree the scope.
- 03
Customize LoyalCRM
We configure modules, fields, automation, dashboards and integrations on the shared foundation.
- 04
Launch Your Solution
Your team starts working in a CRM that already fits the way you work.
Step 01 · Share your requirements
Tell us what you need.
A few details help us prepare a useful first conversation and an accurate quote.
Helpful to include
- What you track today, and where
- Who uses it and what each role does
- The steps a record goes through
- Software it should connect to
Prefer to talk first?
Book a consultation with Loyal Techno Group (opens in a new tab), who develop LoyalCRM.
Who it’s for
Made for teams like yours.
Businesses with unique processes
When an off-the-shelf CRM would force you to change how you work.
Operations-heavy teams
Where records, approvals and hand-offs need to follow rules.
Companies with existing systems
When the CRM has to fit alongside software you already rely on.
See LoyalCRM Custom with your own workflow.
Tell us how your team works today and we will show you how LoyalCRM fits.