Less Annoying CRM

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.

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.

What I like most about LACRM is not only its ease of use but its intuitive feel in customizing features. The customer service is top-notch, too. Easy to get a hold of and thrilled it's US-based.

There hasn't really been a con for me yet with LACRM. I guess the only thing that could improve the software would be a timer feature so I can track how long it takes me to do the various tasks so I can break down how much I'm making an hour (I charge by project) and make better pricing decisions in my marketing.

The key feature that I like about LACRM is that it allows my company to bring all our materials together under one platform. The software is extremely intuitive and easy to learn and we are constantly discovering new functionality that adds to our customer relationship management platform.

I haven't found anything yet that I don't like. Obviously some things could be further developed but my sense is that there is a willingness on the part of the company to implement new features and capabilities in the future.