Keeping firms separate isn't a setting anyone can switch off. It's built into how we store your data, and it's checked every single time.
Every single record is tagged to one firm, and that tag is checked every time anything is read or saved. One firm can never see or reach another firm's records — not through the app, and not through any back-door route.
Your client data is stored on servers inside India, locked with encryption while it moves and while it sits. Built in Gandhinagar by people you can reach on WhatsApp.
Who changed what, and when, logged automatically. Useful for a compliance conversation, and for settling “I definitely called them” arguments.
Support runs on your firm's account details, not your client list. We do not sell, share or rent your data, and we do not use your records to train anything.
Advice notes can only be added, never edited or deleted — by anyone, including us, no matter their role. What you advised is what the record says, permanently.
Each firm's records are backed up every night and kept separately, so an accidental deletion in one firm can be restored without touching anyone else's data.
Straight answers
No — and you should be sceptical of anyone at this price who says otherwise. Your records sit alongside other firms' with a strict boundary enforced every single time, which is how Zoho, Freshsales and the other CRMs you are comparing us against also work. If your firm needs a fully separate database on its own, talk to us and we will quote it properly.
Access to your data is restricted and used only to fix a fault you have reported to us. We do not browse client records, and there is no internal tool that shows them for casual viewing.
Nothing is deleted. Your account becomes read-only after a grace period and every record stays visible. Deletion happens only when you ask us to delete your account. Note that LoopCRM does not offer a way to export all your data in bulk — read clause 5 of the Terms before you subscribe if that matters to your compliance obligations.
Access rules are enforced behind the scenes, not just hidden in the screen design. Advisors see their own book; owners and admins see everything. Deleting records is restricted to admins.
LoopCRM runs in the browser with a normal sign-in — nothing is stored on the device beyond that, and signing out clears it.
We would rather you checked than assumed. The privacy policy and terms say exactly what we do and do not do.
