Less Annoying CRM Reviews

BEST TASK, PROJECT MGMT & CLIENT CRM THAT YOU ARE NOT USING!

Comments: No learning curve, so my team dug right in = Productivity.
The team loves it = Means they use it = Tasks and Events are getting handled more effectively.
Using the CRM part to keep track of all clients, reps, and vendors = all in one place = gained efficiency.
Easy to CC emails and PDF's, other Docs right into client and reps files and immediately create quick tasks or events for follow-up = Nothing is falling through the cracks.
Every day, the agenda is emailed to each user = Your task list for the day.
Calendar feature is very dynamic. The only thing this CRM doesn't do is my laundry, seriously!

Pros:

It's crazy how many apps there are that do the same thing, and I've tried about 20 in this category. I LOVE this CRM! LACRM BEST PRACTICES: 1. Intuitive & Ease of Use = NO, I mean NO learning curve! 2. Exciting to use b/c I don't feel bogged down with 100 features to stare at that I don't need. 3. Free 30 Days. The least expensive app on the market. GREAT for individual entrepreneurs, small biz to med biz that aren't looking for a million features. If you are the kind of biz or management that wants your ppl to spend 60 days learning, then 2 hours a day using instead of doing their job b/c you're so tied up in being a manager -- go to something else, you won't like this. And tell your co-workers I feel sorry for them! Personally, we love it that this is mastered under 20 minutes, and we keep it up on the destops all day -- avail when we need it --but not a slave to it (looking at you Infusionsoft and Sales Force!)

Cons:

Their strength is the only reason to go 4 stars here. But let's be clear -- it's all about perspective. There are a couple things I wish the task list would do, but in speaking with LACRM, they said they are rolling them out soon. (Can't beat the customer service - damn these people are friendly! I wish my family were this nice, LOL.) I'm begging them to white label the product -- my sales reps could sell it like crazy!

The Best Small Business CRM - So Easy To Use!

Comments: I have tried many CRMs and they are often overally complex for small businesses who need fundamental features. The other CRMs tend to cater to larger and enterprise companies that have very special needs. These CRMs really need a programer to set them up. LACRM was easy for me to setup myself. I was using it in minutes after subscribing.

Pros:

The task features and pipeline features are really great. The LACRM makes staying organized and prioritizing critical tasks easy and effective.

Cons:

I wish it connected in a more direct way with my emails. I use Office 365 Outlook and connecting them is not ideal, but it can be done.

Alternatives Considered: Dynamics 365

Reasons for Switching to Less Annoying CRM: Price, ease of use, easy to setup, and funtionality.

Great value, awesome support

Comments: We're a income tax services company, providing both income tax preparation and problem resolution. Keeping track of 1,500 clients can be daunting, especially during tax filing season, and LACRM lets us keep track of all that and pass tasks between team members.

Pros:

LACRM allowed me ample customization without imposing too many restrictions on how I wanted to set up and use my CRM. When I launched my own company, I knew I needed a flexible CRM that wouldn't get in my way or be too onerous to keep up to date. LACRM doesn't try to do too much and has minimal preconceived notions of how it should be used. Customer support team is very friendly, very responsive, and super helpful. Integrations with Zapier and Mailchimp are very useful.

Cons:

I have minor quibbles only. Zapier support is great but could be stronger; I've had to resort to some workarounds to achieve what I've wanted. Cosmetically, LACRM is focused on B2B use, grouping clients into Companies. As my client base is primarily individuals and families, I've used Companies as Households. Task (To Do) management is acceptable, but it's easier than I'd like for work items to fall off the radar so it sometimes takes manual effort on my part to keep things in focus. I'd like to see more integration between pipelines, tasks, and calendar items. I also wish there were native phone apps for mobile use; accessing on the mobile web is doable but slow.

Fantastic CRM to Get Your Business measuring Something

Comments: I have used many crm's from the old days of ACT to today's version of Saleforce and even Sugar CRM. All of them are good in their own unique ways. The huge value of Less Annoying CRM its ease of use and value as an efficient contact management tool while providing good reporting tools. Since it is so easy to use and learn minimal training time is required to learn it so it really easy Less Annoying. Since it integrates so well with gmail and google calendar there is no need to have multiple calendars going. It is a good place to share calendars as well. For the money - it is a great solution and very easy to buy use and get support with. The couple of times when I have required support, it is very simple to speak with someone or get video's backfrom Less Annoying CRM support showing how to do virtually anythin that can be done.

Pros:

Simple - Ease of Use - Training - Email integration - Support all well done.

Cons:

Not great at setting up my templates for importing- It will not save any templates. If you want the CRM to do any of the steps of the sales process then this is not the software for you. It is more of an advanced contact manager vs a true CRM. For the price, there are many more full CRM options out there featured

The crm that works for us and our budget

Comments: It works.

Pros:

Ease of use and the customer service. Ease of implementation and continuous updates.

Cons:

No iOS integration, meaning tasks and mail must be rearranged.

Alternatives Considered: Zoho CRM and Pipeline CRM

Reasons for Choosing Less Annoying CRM: Needed to move forward

Switched From: Highrise

Reasons for Switching to Less Annoying CRM: Wanted something straightforward

Survey

Comments: Affordable and easy to use.

Pros:

Very Easy to use and is very affordable. I can find anything I need to very easily.

Cons:

There is nothing that I don't like. I think this is a great product.

Best Business Decision I've Made This Year

Comments: Couldn't be happier. Great product and support.

Pros:

This product has made it so easy to keep track of new clients and leads. We're a busy Pilates and Yoga studio. The Business Manager and I were having a tough time getting back in touch with them, remembering their fitness issues, and contact information, and determining which of our 15 teachers to place them with. The CRM has put it all together for us. We never lose anyone anymore, and I can also assign tasks to my Business Manager and move projects off my plate. Also, the Customer Service is exceptional. Team members respond promptly, often within minutes. The video tutorials are also very helpful and easy to follow.

Cons:

I'd like a way to show High Priority issues and get reminders of tasks that were not completed.

The great benefits of using LACRM

Pros:

We love this new CRM !! We had been using another CRM for a few years but it was not fit for purpose for what we needed. LACRM is just perfect !It is so simple to learn and easy to use and does exactly what we need it to do. The switch over was seamless with the Team at LACRM helping us and guiding us all the way. We are recommending it to everyone we know !

Cons:

There is nothing not to like. It does exactly what we need.

CRM Review

Comments: We are able to enter leads and contact information provided from trade shows and events that we sponsor and capture this information in a timely manner due to the ease of operation from this software.

Pros:

How easy it was to enter data into the system and very user friendly.

Cons:

None that I have come across yet. From the information that I input, it has all the criteria that I need.

CRM for Account Management

Pros:

Ease of use, simple to configure, technical support is very responsive, and lots of training resources.

Cons:

Wish there were more options to create reports outside of the canned reports available in the system. Also, wish there was an app for mobile download/use (even though the browser version on the mobile device works well).

EXCELLENT CRM PLATFORM with TOP SHELF SUPPORT

Comments: We are extremely pleased with this system. It helped our company achieve professional CRM functionality without major expense or long term contractual obligation

Pros:

LACRM does exactly what we need without a complicated training curve or major customization. The Customer support team is fantastic. They are friendly, knowledgeable and responsive when the need for consultation arises. A very professional CSR team that understands their Clients needs and steps up to technical challenges.

Cons:

I would like to see a better style home page with graphic interface with optional widget type display options and/or ability to see our Company Logo or Brand on the Home page

Alternatives Considered: Method CRM

Reasons for Choosing Less Annoying CRM: We were unsuccessful attempting to integrate Salesforce

Switched From: Salesforce Sales Cloud

Reasons for Switching to Less Annoying CRM: The ability to implement a no frills cloud based contact management system with easy to customize fields. Allows our Team to easily maintain sales objectives, activity oversight and pipeline opportunity metrics without sophisticated training element.

Simple, effective CRM

Comments: I have been searching for a way to manage my contacts with my clients. Less Annoying is so easy to use and does exactly what I need it to do. And the price is so reasonable! I love it!

Pros:

It is so easy to use and allows me to keep track of all of my contacts in one place.

Cons:

I would like there to be more robust tasks - like the ability to have recurring tasks and to prioritize, but I know that they are working on improving task function. Tasks are still very useful in the current state.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Less Annoying CRM: Agile messed up some of my data and was not at all user-friendly. It was very cumbersome to record notes on my contacts. But the biggest reason was the messing up my data - I now am missing phone numbers for people I used to have phone numbers for or the numbers are now associated with a different client. Extremely frustrating!

Switched From: Agile CRM

Reasons for Switching to Less Annoying CRM: Less Annoying is so much easier to use and much less expensive.

Why Cant All Software Be Like This?

Comments: SMOOTH. Every time I ran into a glitch, something I didn't understand how to do, someone answered the phone DIRECTLY and immediately, answered the question, and I was able to get back to what I was doing in record time (NOT the usual 10 minutes on HOLD and then 25 minutes while they figured it out or another 10 while they passed me to someone else). THIS IS THE HIDDEN GEM of this product -- the incredible customer support.

Pros:

So easy to maneuver around, from creating a company entry to adding contacts to that company, then entering it to the pipeline, very streamlined and completely intuitive. Even customizing some of our particular fields and inputs was surprisingly simple to do. Amazing.

Cons:

That there was no function yet to accept an upload/transfer of my existing pipeline records .csv

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Less Annoying CRM: Our sister company had been using LACRM for about 2-3 years, and pointed us to it when the home-grown system was taking up a lot of IT's time to maintain.

Reasons for Switching to Less Annoying CRM: SalesForce is just too complicated. Many unneeded bells and whistle to sift through to get a simple job done. We had tried it previously and could barely get past the upload of our data, never mind managing it. It needed a full-time IT monitor, and we wanted our people to be able to manage their own data input and maintain it. LACRM FITS THIS PARADIGM PERFECTLY.

Outstanding CRM for small business

Comments: After testing a few other options, Less Annoying CRM was clearly the winner. It's simple to set up, create groups, design pipelines, and track contacts and tasks. I use it daily and have recommended it to several people--at least 2 of whom are already using it as well.

Pros:

My favorite features of the software are the email bcc and the customized pipelines that can be created. I couldn't keep track of prospect leads and client stages without it.

Cons:

There's nothing that I don't like about Less Annoying CRM.

Alternatives Considered: Trello and monday.com

Reasons for Switching to Less Annoying CRM: It was the most robust CRM that I found for an excellent price.

Finally a pragmatic CRM for the Solopreneur that doesn't swallow your life!

Comments: I'd like an automated birthday message I created I could send out for a year that would go to the names and a second for the spouse. I'd like to see reporting from my drip campaign w/o going into Mail Chimp (I have a campaign when someone send in a card, after I make the first call, if no response, I drip mail them). I'd like to on a person by person basis if someone has opened my newsletter. Let me repeat, this a damn good software, easy to use, functional, super inexpensive. Perhaps they could build additional tools to cobble on: LessAnnoyingLeadPages, LessAnnoyingMailChimp, LessAnnoyingSocialMedia. Regardless, LACRM works well.

Pros:

Great customer support, quick response to emails, even on the weekends sometimes, that I never got from big CRMs. Integrates well w/ Mail Chimp, unbeatable price, easy to upload docs, set reminders, and integrate w/ google calendar. Super easy to customize and create drop downs. The downside w/ most CRM's is the learning curve and the commitment one must give to understand and make the software usable. LACRM is the first I have used (Properworks, SalesForce, Zoho, Insightly, Podio, Infusionsoft) where a knuckle head luddite can make it work w/o taking all my time away from the revenue producing activity time. There other softwares clearly have value, but for the solopreneur with an established book business trying to squeeze new revenue, you can be up and running much more quickly. I have hired a VA to set up my drip campaigns and and to push out my newsletter via Mailchimp. I know there is more value to be gained from using the software, but most of us will over invest energy instead of focusing on revenue producing activity (talking to clients, asking for referrals, prospecting). This is a great piece of software for the average Mo Insurance Broker, and that's me.

Cons:

You get what you pay for so you have to customize it yourself and you will make mistakes, nothing irreversible. I'd like the software to be in app form for IOS, not log in. Would be nice if it would do auto birthday reminders, for customer/prospect and for their spouses.

Air Traffic Control for Your Business. It's the DASHBOARD for sure

Comments: There are many but LACRM is a MUST for any business. I don't understand people who push back when I suggest they implement it. I have something happen now THREE times with different clients, and here is where LACRM has an opportunity to be creative in their marketing. Video is needed for potential employees of companies who DO NOT WANT TO BE HELD ACCOUNTABLE for their activities. I get pushback often from people who are offended that they have to enter data other than contact, into the platform. In other words, they don't want to be held accountable or document their activities. Garbage in equals garbage out.

Pros:

LACRM is powerful and easy to navigate. It's flexible too. One can use it for simple contact management, and that's fine, but when all the different modules are set up, this platform is the heartbeat of a business. The platform can easily be misunderstood, and I would imagine most users don't understand the full impact it can make in their activities. The "system" allows you to anticipate what's coming or not based on the activity entered.

Cons:

Integration with a current system all depends if a company has its current system documented and understood by all. I provide consulting for companies interested in LACRM (that's one of my businesses). The LACRM part of implementation is seamless. I do have a few other issues. Mail handling is a problem, and I am not pleased with the responses from the team. I've used other CRMs that have the mail built into the platform and that makes for a more confident capture of needed data.

Nearly unstoppable

Comments: I've used Salesforce, Zoho, Active Campaign and now Less Annoying CRM. With the other CRMs I really disliked having so many specific fields of data to enter to be able to even enter a prospect into my pipeline. With LACRM, I really enjoy the customization options. If I decide that a particular metric matters, I can add a field to enter it, but I don't need it on there if its not important to me in my industry. This really keeps the work my reps and I do down to a minimum with a maximum output of useful information. That's the point of a CRM to begin with, so to me this really hits the nail on the head.

Pros:

LACRM is simple and easy to use. I love that it doesn't have many required fields for entering a new contact, so you can take notes on what you do know about an account without being forced to fill in fields you don't have information for yet. I'm using it for my inside and outside sales teams and we're easily able to track separate pipelines and lead sources. When a call comes in, it's easy to look up the prospect by almost any field of information to see if they've already spoken to a rep and get them to the right person. We even created "groups" to track things like new businesses, vendor currently in place at a prospect, and those without a program so that we can easily generate a list of those groups when new information becomes available they might like to receive. Example- A buyout of a competitor. To put it into bullet points: -Simple -Trackable -Customizable -Great for multiple users and teams -Most cost effective software I found -We get all the features at the lowest paywall, because there's only one plan and it's affordable as any other there -Always free always available customer service

Cons:

I can only think of one but boy would this make a difference for my outside sales team. There is no mobile app associated with the software. I assume there's one on the way. They recently updated the calendar portion of the software and made it much better, so I know they're improving the software regularly. They do walk you through how to set up a shortcut on your device to open their page in your browser, but it is not the same. My browser takes longer, I can't just click on a number to call it, it's harder to navigate on a small device like a phone. That said, the lack of the mobile app is literally my only complaint. This is by far the best CRM I've used, and the pros well outweigh the cons. I will bet they won't go too much longer without a mobile app, anyway.

The Perfect System for Us

Comments: We absolutely love LACRM. The program meets our needs, but a product is only as good as the people who support it and this, is where LACRM excels. I don't think there is a customer service department better than LACRM. They are quick to respond to us. If they say they are going to get an answer, they'll get an answer and get right back to us. They are incredibly patient, eager to help and cheerful. They speak easy-to-understand English. When I talk with them about a problem, I feel like I'm their only client and they have all the time in the world to help me. Their client support team means the world to us and that's one of the primary reasons we won't ever change.

Pros:

What we loved most about LACRM is how easy it was to learn and how easy it is to use. No one in our office is highly technical, so we needed a program that people could understand quickly, was intuitive and allowed us to be up and running quickly. LACRM has exceeded our expectations. We can train new employees on the system and it doesn't take them long to become proficient. My staff LOVES LACRM.

Cons:

It doesn't have all the advanced bells and whistles that some of the other programs have but, honestly, I'm not sure we really need them. As a database software to manage our client database and prospects, LACRM meets our needs. Too many features and I'm not sure we need them, and I like the idea of paying only for what I need. The price we pay is extremely fair and reasonable and affordable.

A common sense, elegant CRM

Comments: As a one-person business owner, I was delighted by how quickly I was able to use Less Annoying CRM. It's the kind of software that's so well-designed you think it's too simple. Don't be deceived. It is a powerful software that you can go deeper and deeper into, but there aren't weird tools and menus nor bloated features that visibly get in the way of its basic strengths and functionality. A great example of the designers' common sense is that they didn't create a mobile app just because it's the "cool" thing to do. Their responsive website works like an app on your phone just as it is.

Pros:

I was using it effectively within a day, and continued to add contacts and learn features as I went along. Within one month, I couldn't imagine working without it. I had a couple initial questions as I started and was assisted immediately by Less Annoying staff.

Cons:

The pipeline feature was harder to understand, but in the end, I didn't need it.

Great CRM

Pros:

Super simple, yet robust and quite powerful. Create a contact, add opportunity, tasks, project, notes very quickly all within the same quick popup menu, which has it's own keyboard shortcut by the way. So no cycling between menus to accomplish this. A very powerful calendar that syncs perfectly with google calendar. Custom forms for each pipeline. Pipelines themselves are customizable and can be tailored to your needs whether it's a lead pipeline, opportunity pipeline, project pipeline, warranty pipeline - you name it. Most CRMs have pipelines that are tailored to "closing deals" or "tracking leads" which only applies to certain types of businesses. LACRM does that part better. The way your pipeline reports can be sorted and filtered is very nice and it easy to set or change the default filter and sorting on the fly. It has some keyboard shortcuts, though I'd like to see more customizable options for this.

Cons:

No mobile app, though the web app does work, it's a little slow. Things could be streamlined with through the use of a well made app. Limited view options of your pipelines. You can't drag and drop an item into the next stage, or click a quick button to move it to the next stage. You need to click on the item and access the stage through a drop down list. Not a big deal but a little slower than you might want. The biggest con for me is the lack of reports and analytics. It's important to be able to see reports on how your business has been performing.

Easiest Program You Will Ever Use

Comments: I just set up a SECOND LACRM account to be dedicated to a Special Project and not associated with our regular operation. It is a very affordable and efficient way to handle a special project. the learning curve is s short for new users, my Team was up to speed on day ONE.

Pros:

It is so customizable. It is also very, very dynamic. The tutorials are great and the Customer Service is unbelievable. It is like having your own private LACRM helper next to you at your desk. I have been a user for about 4 years and I thought in the beginning that they could not possibly keep up the lebvel of Customr support...but it only gets better!

Cons:

I really, really wish there was a pre-export filter for things like 'do not mail' and do not email' that could e assigned to contacts at set-up or after. I created a work-around to filter after export, though.

LACRM - FANTASTIC

Pros:

Everything about this CRM is exactly as they say LESS ANNOYING. I have used a few CRM's in the past and the ease of the contact management, linking emails to contacts, reminders and calendar events on LACRM leaves a lot of these others behind.

Cons:

The only con i have is that i cannot link my contacts directly to my Apple devices but that will not hinder me in using this CRM as it is THAT good.

Alternatives Considered: Zoho CRM, Salesforce Sales Cloud and Xero

Reasons for Choosing Less Annoying CRM: Cost initially.

Switched From: Salesmate

Reasons for Switching to Less Annoying CRM: Ease of use and Cost

Affordable and easy to use

Comments: Their customer service is TOP NOTCH. They are fast to respond and understand any issues. I rarely need to contact them, but when I do, they are always quick to help and resolve any issues or questions.

Pros:

This CRM is easy to use and easy to customize to meet our unique needs. When a customer calls it's easy to pull up their profile and see the whole picture on one page. We are able to handle customer requests and calls much faster now that we see their information in a better way. The sort functions also helps us better analyze buying habits and overall sales trends.

Cons:

Although it's possible to add more than one email address per customer, when exporting a group of customers, it is not easy to grab that second email address to add to an email list or import into an email system. The second email address does not have it's own column, it is instead incorporated with the first email address called "All Email Addresses" and separated with a comma.

User Friendly

Comments: Organization is a big one for me, it helps me to keep on top of tasks. Documentation for each client is also important. We are a very busy office, so being able to make notes in client files helps me to remember what discussion were had and what was expected of me. I love the email function, probably my favorite thing.

Pros:

Product is very easy to use and allows me to keep track of what transactions I have completed, conversations I have had, and I can set tasks to keep me on top of things. I also really like the feature that allows me to send emails directly from CRM and they are saved right in CRM. This way when a client calls, I or anyone in the office can just pull them up in CRM and know what was discussed without having to look in a bunch of different places.

Cons:

No Not really. It is pretty functional for the most part. I would like to be able to search by policy number but realize that is not possible.

Absolutely Lives Up to its Name!

Comments: Fantastic - really, truly is "Less Annoying" - it is simple, clear, and I did not have to watch a bunch of videos or read articles to figure it out. It was all very intuitive.

Pros:

I literally have done free trials on dozens of CRM's and none of them really clicked. Most were cluttered, confusing, and not as customizable as I needed. Their Pipelines & groups are great. I LOVE Less Annoying super easy system, very engaging dashboard, and how to keeps track of all my emails. And did I mentioned the cost? only $10

Cons:

Honestly, there is nothing I like least. It would be nice since they have such a great Pipeline if they also had some proposal templates that you could use to trigger the pipeline but not a huge deal.