LoyalCRM Basic
A simpler way to manage your business relationships.
LoyalCRM Basic is the shared CRM foundation on its own: contacts and companies, leads, opportunities, tasks, calendar, notes, documents and reporting, ready for a team to use from day one.
How LoyalCRM Basic relates to the LoyalCRM foundation
LoyalCRM foundation
Basic is the shared CRM foundation on its own
- Contacts and companies
- Leads
- Opportunities
- Tasks
- Calendar
- Notes and history
- Documents
- Custom fields
- Reports
- Team collaboration
Capabilities
Everything a growing team needs, nothing it doesn’t.
- 01
Contacts and companies
One record per person and organisation, with related deals, tasks, notes and documents linked together.
- 02
Leads
Capture new leads, record where they came from, assign an owner and qualify them before they become opportunities.
- 03
Opportunities
Move deals through clear pipeline stages and record the outcome, so nothing stalls unnoticed.
- 04
Tasks
Follow-ups with owners and due dates, attached to the record they belong to.
- 05
Calendar
Meetings and deadlines in one shared view for the whole team.
- 06
Notes
Call notes and context saved on the record, in a complete activity history.
- 07
Documents
Keep proposals, contracts and files with the client or deal they relate to.
- 08
Reporting
Dashboards for pipeline, activity and follow-ups, and record lists you can filter and export.
- 09
Team management
Users, roles and permissions, so everyone sees the records they should.
Who it’s for
Made for teams like yours.
Small businesses
Replace spreadsheets and scattered inboxes with one client list.
Consultants
Track every engagement from first conversation to signed work.
Service providers
Keep follow-ups, appointments and client history together.
Growing teams
Share one pipeline with clear ownership as the team expands.
See LoyalCRM Basic with your own workflow.
Tell us how your team works today and we will show you how LoyalCRM fits.