Product overview
One foundation. Shaped to your work.
LoyalCRM is a single CRM platform. Every team gets the same reliable core for relationships, pipeline and daily work, and each edition adds what an industry or process needs on top.
How the platform is organised
Editions
- BasicThe core CRM for any business
- Real EstateBuyers, sellers and LoyalMLS listings
- EducationStudents, classes and enrollments
- CustomConfigured around your workflow
Shared CRM foundation
- RelationshipsContact management, Companies, Lead management
- PipelineOpportunities and deals, Reports and dashboards
- Daily workTasks and follow-ups, Calendar, Team collaboration
- RecordsNotes and activity history, Documents, Custom fields
In the product
Your day, your pipeline and your clients, on one screen.
The dashboard shows what is open, what is due and what changed, so the next step is always clear.
Platform
Built to grow with you.
Beyond the core records, LoyalCRM gives you the tools to fit it to your process and connect it to the rest of your work.
- 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.
Loyal ecosystem
Part of the Loyal family, alongside LoyalMLS.
LoyalMLS provides MLS listing data, search and websites for real estate. LoyalCRM Real Estate connects to it, so listings and clients meet in one place.
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.