Less Annoying CRM Erfahrungen

Super simple pipelines that can be customized and filtered. Super simple to pull up a prospect (especially when I get a call out of the blue). Tasks and calendar sharing with my small staff keeps us all up to speed. Customer service and training are superb. If we want to do something, we call and they show us how to do it.

If I had more complexity or a sales staff this wouldn't be enough.

I really do find this CRM less annoying than others I have tried.
Our business is recruiting support for professionals and business people. LACRM has a great system for tracking and organising all our contacts and defining the relationships between them.
The customer service is highly responsive, and when they can't do something I want, they just admit it so I can move on and find another solution.

1. I baulk at doubling my expenditure to enable one employee to access the CRM.
2. I want a visual way to see at a glance what events and tasks are coming up, and I don't believe I can get this from LACRM, so I am still creating Excel spreadsheets

What I like most is I can navigate the CRM easily. I am new to the CRM world, so this is important. Also I love the support emails that I get from [sensitive content hidden].

I don’t think I can answer this one because I haven’t used it long enough.

ease of use and simplicity are the key words here..... inexpensive and fairly intuitive, overall good Value for Money

There are very few integrations and it is a little clumsy to use. The format for recording noted doen't make it easy to read and it cannot take in inbound emials into clients records

Ease of use for our size company and needs. Able to have a lot of details for each contact and I love that I can add a task to a contact and be emailed a reminder to do something- that saves me with how many people I am in contact with

There isn't anything that stands out as something that I dislike about this software

- The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed.
- The dashboard gives a clear (and customizable) overview of what's on the horizon
- It was simple to set up and understand, very intuitive!
- It was easy to import contacts from MailChimp.
- It was easy, and so helpful, to link it to my Google calendar.
- Being able to log emails to the contacts via bcc made it easy to gather all relevant information in one place.

- I received some exported data from Less Annoying CRM and it was all jumbled into thin columns. This could have been some default setting from the sender though.

Any good software has a learning curve. The LACRM team, and they really work as a coordinated team, was incredibly available and clear in getting me to understand each feature as I got to it both before and then after I bought in. They worked with me to import my old CRM data. As I used it over the months they were as quick, and I mean really quick, in showing me features I missed. There are many opportunities to customize the program. I even got a letter saying they noticed that I wasn't using the Pipelines -- and then showed me how to use that feature for my specific business. Integration with my e-mail is amazing, filling e-mail with clients as fast as I receive or send. When I wanted a search feature they didn't have yet, they taught me a workaround that was very efficient. The more I use LACRM, the more I use LACRM. From "the thing I had to learn" it has moved to the tool I use all day every day. I had to learn a different way to work, but the transition was worth it. It is now present in my life, but certainly not annoying -- with the best customer service I have ever experienced. I don't use Customer Service to fix anything -- but to learn more.

I would love an overall search function that would reach into documents and notes. I cannot respond to an archived e-mail but have to copy/paste a old e-mail into a new one.

The helpfulness of the LACRM staffers has been exceptional. They've helped me launch my boutique commercial real estate practice without having to become a software programmer.

LACRM's program features are all that I need for my boutique real estate practice. I have no negative concerns regarding this cost-effective product.

The ability to customize input fields to meet my specific needs. All the client information is on one page. Customer service was able to transfer all my clients from my old CRM to the Less Annoying CRM at no cost.

Not currently automatically integrated with my email, but emails can still be saved to the CRM by using Bcc.

Ease in operation, gives me a snapshot of clients, sales leads and pertinent information.

There is nothing I dislike. As a new user, I am still learning about the product

Less Annoying CRM offers our small company the ability to track each of our individual sales from lead to close, including financial stats. We have set up a special customized contact field for our international dept. We are considering adding a separate pipeline to track collections for delinquent accounts. It’s so flexible and effective, that I can imagine customizing it to track and administer any part of our business.

This is a manual, hands-on product. Its customization does not come from dozens of complicated adjustable but hard-to-edit macros, but instead from accessible, logical, immediate relationships between the functions. And all our data can be output in easily-handled spreadsheets and compressed data folders, so it could be easily migrated or adapted for other functions if necessary. The whole LessAnnoying system is deceptively simple. There's nothing we've needed to do that couldn't be handled in a straightforward manner.

I can see that maybe some larger companies might need more complex systems to track their customer interactions, with multiple permission sets for their various sales territories. Especially if they need to output complex pre-set reports to show relationships between different business units and products etc. But although our training and certification company has a footprint that involves thousands of professionals across the globe, at our heart we are a 12-person staff, including a 2-person sales office, with clear, basic needs.

I can't think of anything I would change. There was a limitation that required documents (PDFs and JPGs of our proposals and contracts) to be stored without specific organization within the contacts only. But that feature has just been upgraded so these docs can be stored attached to the relevant individual sale (opportunity, as we call that pipeline). Not only does the LACRM staff respond immediately to our phone calls for support and instruction; they actually listen to our needs and suggestions and make small, useful, incremental upgrades as necessary. This app offers consistency without rigidity.

Intuitive to use. Many customisable fields, great support via email, ease of use with email (you just BCC the CRM).

Mailchimp changed the way they handled their email list and LACRM worked with us to adapt the integration.

It would be good if we could have standard template emails that allowed attachments or automizations

It is so easy to use! We are a very small nonprofit organization and I personally was able to set up the system and train the very non-tech savvy team on it. I use it daily and it does everything you would need from a basic CRM. Customer service is stellar - they respond to every inquiry, immediately. Would definitely recommend.

Wish it were integrated with Constant Contact (it is integrated with Mail Chimp, which was great, but we have moved to Constant Contact).

Having been an ACT! user for years, I love how uncluttered LACRM is.

The only thing I miss is an easy way to capture emails I receive. It's a small thing in the scheme of things, though.

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.

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

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.

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.

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.

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.

I selected LACRM for the ease of implementation and use. As a small business, the time it takes to implement, learn, and use applications can be a real drain on the business. I view any new application with dread, for the effort necessary to implement it and get it going. But LACRM turned out to be a joy. It was the easiest and fastest implementation of a business app I have ever encountered. It has a wonderful user interface, totally within the browser with no need for a downloaded app. The data is maintained in the cloud without any effort on my part. It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct. You can watch a video and learn and use its features in minutes. And it works flawlessly.

The product is very easy to use, and supports all my business processes. I would like it to be able to automatically enter single contacts with their data from LinkedIn profiles. That way I could enter a LinkedIn contact that I am viewing with a single click, instead of copying the fields one at a time by hand. I can enter bulk contacts downloaded from LinkedIn in an automated way.

I have used many CRM's personally for my business and also in my corporate work, meaning I've had some very expensive options at my disposal. This is by far the easiest, most intuitive and portable for a mobile setting. I am very impressed with their level of customer support also. I just get the feeling they are out there hustling just like I am and treating me with customer care and modeling service as I try to do the same with my leads. Recommend this to anyone, glad I stumbled upon a US News and World Report that said it was among the best out there, because after using it now for years in multiple career stops I agree!

Just keep making the mobile quicker, more intuitive. Make an Ipad version that rocks, and and Iphone version that does, too. I think your offerings now are just fine, but I always like it getting sleeker and more easy to use, or maybe AI learning what I want to do and adjusting to my style, etc.

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.

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.

I use the tasks/calendars/reminder as "my bible" for my business, personal, and community tasks and commitments. I love how email correspondence with my clients is logged to their contact file using the bcc feature. I also use the Contact section to keep track of topics I am interested in. For example, I gather and log inspirational quotes for me to draw from when I need a boost or to share with others when they need one.

There is nothing I like "least".

I did recently ask if this software could be used to create a survey and capture results. I'm not exactly sure how that would work, but thought it would be great to have answers to my survey automatically input into my clients' files.

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!

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.

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.

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.

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.

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.

We love the ease of use, the short period of time it takes new users to get up to speed and the simplicity of the software. The ease of filtering the contacts with multiple factors is great. Being able to export groups of contacts to Excel quickly is very much appreciated.

The ability to update mass contacts at one time would be great. It would be good to be able to download a group of contacts into Excel, make mass changes to fields, and then upload. Also, the auto-link to Mailchimp is dangerous, because it is 2-way. If you have contacts with the same email address (not allowed in Mailchimp), it will consolidate or drop off any contacts with duplicate emails. Beware...