Integrations
Connected to the tools you already use.
LoyalCRM connects to the Loyal real estate platform, your website, your mailbox and your own systems. Each integration shows whether it works today or needs setting up for your workspace.
Availability labels
- Available
- Part of LoyalCRM today.
- Setup required
- Available; needs an account, plugin or settings connected for your workspace.
- Planned
- On the roadmap. Not available yet; we will confirm timing before you rely on it.
Loyal ecosystem
- Available
LoyalMLS
Real Estate edition
The Loyal real estate platform for MLS listing data, search and websites. LoyalCRM Real Estate uses it to put listings next to your clients.
- Search MLS listings inside the CRM through LoyalMLS Gateway
- Keep clients’ favorite listings and saved searches on record
- Works alongside WordPress sites running LoyalMLS Bridge
- Setup required
LoyalChat
Optional add-on · selected plans
An AI chat assistant for real estate websites. With LoyalCRM connected, visitors can ask to talk to an agent or request a visit.
- Chat leads and conversations arrive on the contact record
- Requires a WordPress website
Website
- Setup required
WordPress website capture
LoyalCRM WPConnector plugin
The LoyalCRM WPConnector plugin brings website enquiries and sign-ups into the CRM, with visitor tracking only where your consent tool allows it.
- Form submissions from Contact Form 7, WPForms, Ninja Forms, Gravity Forms and Elementor Pro forms
- Visitor sign-ups and page visits, gated by cookie consent
- Online booking on any page, based on real availability
Communication
- Setup required
Email accounts
Connect a mailbox to read, send and attach email alongside client records.
- Google and Microsoft mailboxes
- Any IMAP/SMTP account
- Setup required
Meeting links
Create online meeting links automatically when a client books a time.
- Google, Zoom or Microsoft, once connected
Data and access
- Available
API access
Issue API keys for your own systems, limited to the record types and actions each integration needs.
- Permissions per record type
- Key expiry and usage tracking
- Available
Excel export
Export record lists to Excel for reporting, sharing or backups.
- Export from any record list
- Setup required
Your existing software
Custom edition
Connecting LoyalCRM to the systems you already use is part of a LoyalCRM Custom project, scoped with you.
- Accounting, scheduling, learning or industry systems
- Planned together during the workflow review
Featured · LoyalMLS
Your clients and their property journey, connected.
LoyalCRM Real Estate works with LoyalMLS, the Loyal platform for MLS listing data, search and real estate websites. Listings sit next to the people looking at them.
Works today Available
- MLS listing search in the CRMSearch listings from your LoyalMLS data without leaving the client record.
- Favorites and saved searches on recordKeep each client’s favorite listings and saved searches with their profile.
- Connects with LoyalMLS websitesWorks alongside WordPress sites that run LoyalMLS Bridge.
On the roadmap Planned
- Structured property preferencesBudget range, property type and preferred locations as dedicated profile fields.
- Listing activity timelineListing views and favorites from your LoyalMLS website, shown as activity on the client record.
- Automatic website-to-CRM syncFavorites and saved searches made on a LoyalMLS website appear in the CRM without manual steps.
Planned items are not available yet. We will confirm timing before you rely on them.
Something else?
Need LoyalCRM to talk to another system?
Connections to your accounting, scheduling, learning or industry software are scoped as part of LoyalCRM Custom. Tell us what you use.
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.