Features
Everything starts with a powerful CRM.
The eleven core capabilities every edition shares, the platform tools around them, and what each edition adds.
01 · Relationships
Know every client and where they came from
People, organisations and new enquiries in one connected list, so the whole team works from the same picture.
Contact management
One profile per person with phone, email, owner, source and everything related to them.
Companies
Link contacts to their organisation and see every deal and conversation at company level.
Lead management
Capture, assign and qualify new leads before they turn into opportunities.
02 · Pipeline
See every opportunity and what it is worth
Deals move through clear stages, and dashboards show the pipeline, the activity behind it and what needs attention.
Opportunities and deals
Stages, values, owners and outcomes for every deal in a visual pipeline.
Reports and dashboards
Pipeline, activity and follow-up dashboards, plus filtered lists you can export.
03 · Daily work
Follow up on time, together
Tasks, calendar and shared ownership keep the next step clear for everyone on the team.
Tasks and follow-ups
Due dates, owners and reminders attached to the client or deal they belong to.
Calendar
Meetings, viewings, classes and deadlines in a shared calendar.
Team collaboration
Assign records, hand work over and control access with roles and permissions.
04 · Records
Keep the whole story on the record
Notes, files and your own fields stay with the client, so context never lives in someone’s inbox.
Notes and activity history
Calls, emails, notes and changes in a single timeline on every record.
Documents
Proposals, contracts and attachments stored with the record they relate to.
Custom fields
Add the fields your business needs without changing how the rest of the CRM works.
05 · Platform
Tools that fit LoyalCRM to your process.
Each capability carries its availability, so you know what works today and what needs setting up.
- Available
Workflow automation
Run steps when records change or on a schedule: create tasks, send emails, update records and branch on conditions.
- Available
Custom record types
Add modules for whatever your business tracks, each with its own fields, lists and permissions.
- Available
Permissions by record type
Decide which roles can view, create, change or delete each kind of record.
- Setup required
Connected email
Connect a Google, Microsoft or IMAP/SMTP mailbox to read and send email next to client records.
- Setup required
Online booking
Let clients book a time from your website, based on real availability.
- Available
Export to Excel
Export record lists for reporting or sharing.
- Available
- Part of LoyalCRM today.
- Setup required
- Available; needs an account, plugin or settings connected for your workspace.
06 · By edition
What each edition adds on top.
LoyalCRM Real Estate
- Buyer and seller contactsSeparate buyer and seller journeys on the same contact record, with the agent responsible.
- Lead trackingKnow where each enquiry came from and what happened next.
- Property preferencesRecord budget, property type and preferred areas for each client, in custom fields today. Dedicated preference fields are planned.
- Saved searchesKeep each client’s saved listing searches on their record.
- Favorite listingsSee the homes a client has favorited, alongside your notes.
- Client property activityViewings, offers and listing interest in the client’s history.
LoyalCRM Education
- Student profilesContact details, enrollments, attendance and history on one record.
- Prospect managementFollow every enquiry from first question to first class.
- CoursesYour programme catalogue: levels, durations and descriptions.
- ClassesGroups for each course, with capacity, room and instructor.
- EnrollmentsEnrol students into classes and see who is confirmed or pending.
- InstructorsWho teaches what, and when.
LoyalCRM Custom
- Custom modulesAdd record types for the things your business tracks, with their own lists and forms.
- Custom fieldsCapture the information you need on any record.
- Custom workflowsModel your process as stages, rules and hand-offs.
- AutomationAct on record changes or a schedule: assign tasks, send emails, update records.
- Custom dashboardsThe numbers your team looks at every morning, on one screen.
- Business-specific processesApprovals, onboarding, service delivery: whatever your work looks like.
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.