LoyalCRM · Four editions, one platform
One CRM. Built for your business.
Bring your clients, conversations, tasks, and opportunities together in a CRM that adapts to the way you work.
01 · Editions
Find the LoyalCRM that fits your business.
Every edition starts from the same CRM foundation. Real Estate and Education add the tools your industry needs; Custom is configured around your own workflow.
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
02 · CRM foundation
Everything starts with a powerful CRM.
Eleven core capabilities, shared by every edition. Choose an area to see it in the product.
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 managementOne profile per person with phone, email, owner, source and everything related to them.
- CompaniesLink contacts to their organisation and see every deal and conversation at company level.
- Lead managementCapture, assign and qualify new leads before they turn into opportunities.
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 dealsStages, values, owners and outcomes for every deal in a visual pipeline.
- Reports and dashboardsPipeline, activity and follow-up dashboards, plus filtered lists you can export.
Follow up on time, together
Tasks, calendar and shared ownership keep the next step clear for everyone on the team.
- Tasks and follow-upsDue dates, owners and reminders attached to the client or deal they belong to.
- CalendarMeetings, viewings, classes and deadlines in a shared calendar.
- Team collaborationAssign records, hand work over and control access with roles and permissions.
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 historyCalls, emails, notes and changes in a single timeline on every record.
- DocumentsProposals, contracts and attachments stored with the record they relate to.
- Custom fieldsAdd the fields your business needs without changing how the rest of the CRM works.
03 · LoyalMLS integration
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.
04 · Education edition
From first inquiry to every class.
LoyalCRM Education keeps prospects, students, classes and attendance in one place, so admissions and day-to-day teaching work from the same records.
- Students
- Courses
- Classes
- Instructors
- Enrollments
- Class schedules
- Attendance
05 · Custom edition
Your workflow. Your CRM.
Every business works differently. LoyalCRM can be configured around your processes, data, and integrations.
- 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.
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.