Less Annoying CRM

Vorteile

- 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.

Nachteile

- 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.

Vorteile

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.

Nachteile

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.

Vorteile

I like that this software is flexible and reasonably priced. I can track the clients and information I need. There's a place to put just about everything and when I can't figure something out, I just send an email. The customer service people are always willing to help. They are super kind and will help me figure out a way to do what I need. They never make me feel dumb for asking a question.

Nachteile

I would love to have recurring tasks. I know they are working on it.

Vorteile

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

Nachteile

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

Vorteile

The user-friendly design made it easy for everyone on the team to adapt. On the calendar, you can choose to see everyone's calendars or just your own, and it's so easy to add notes to contacts/companies that everyone can see, which has facilitated our internal communications.

Nachteile

As with all changes, the learning curve was the only obstacle, but the LACRM team was always an email or phone call away if we needed assistance. I like that they don't charge extra for technical assistance.