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Opiniones de Less Annoying CRM

Sobre Less Annoying CRM

Software dirigido a pequeñas empresas para administrar clientes potenciales, información de los clientes, historial de contactos y recordatorios y correos electrónicos.

Descubre más sobre Less Annoying CRM

Puntos a favor:

There is a compromise in that full integrations are limited but personally think that was the positive right choice. It is an excellent example of user focused software design.

Puntos en contra:

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.

Valoraciones de Less Annoying CRM

Evaluación media

Facilidad de uso
4,9
Atención al cliente
4,9
Funcionalidades
4,5
Relación calidad-precio
4,9

Probabilidad de recomendación

9,5/10

Less Annoying CRM tiene una valoración global de 4,8 estrellas sobre 5 según las 559 opiniones de usuarios de Capterra.

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Mark Skovron
Mark Skovron
CEO | COO en EE. UU.
Usuario de Linkedin verificado
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

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

5,0 hace 6 años

Comentarios: 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!

Puntos a favor:

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!)

Puntos en contra:

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!

John
John
President en EE. UU.
Usuario de Linkedin verificado
Servicios financieros, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

The Best Small Business CRM - So Easy To Use!

5,0 hace 6 meses

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.

Thomas
owner en EE. UU.
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great value, awesome support

5,0 el mes pasado Nuevo

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Rea
Sales Leader en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Fantastic CRM to Get Your Business measuring Something

3,0 hace 7 años

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Sue
Partner en RU
Artículos de lujo y joyería, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Why I chose Less Annoying CRM

5,0 hace 2 semanas Nuevo

Comentarios: I have all my contacts & their individual information in one easily accessible place.I can create groups for the purposes of email drops. It integrates well with Mailchimp.This has saved me a considerable amount of time not only in terms of creating newsletters and target email drops but also in accessing specific information quickly.I can also access purchase histories & and track quotations and work in progress.It has features that the business will 'grow' into.Overall I have found it a pleasure to use.LACRM does exactly what it says on the box!

Puntos a favor:

I was originally sceptical about how useful any CRM would be to our business, but that may have been because we were in the middle of huge changes and another change involving more technology felt like a step too far. I really liked the fact that when I trialled it, it was very user friendly.I learn best by actually doing something. I did look at the training videos but dropped in and out of them as I needed to - this was extremely easy to do and best of all the videos were not patronising and did not assume a level of knowledge but explained everything in a straight forward way. That encouraged me to start making trial entires and then deleting them just to see how everything worked The more that I experimented the more I enjoyed LACRM and could see its benefits. I also found the backup support to be excellent. Obviously there can be a time delay as I am in the UK, but the support that I received was given timeously (taking time zones into account) and in a straight forward and easy to understand manner.

Puntos en contra:

I am being honest when I say that to date I have not found anything that I do not like.However, I am aware that I am not currently using LACRM to its full potential and indeed may never do so, so perhaps that has to be taken into consideration.

Cristina
Owner en EE. UU.
Seguros, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Best CRM

5,0 hace 2 semanas Nuevo

Comentarios: All a positive experience. And when it goes down, it doesn't last for long.

Puntos a favor:

Very easy to use and navigate! I would recommend.

Puntos en contra:

It doesn't have an undo feature for when info gets accidentally deleted.

Ron
Owner Agent en EE. UU.
Seguros, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Survey

4,0 hace 2 meses

Comentarios: Affordable and easy to use.

Puntos a favor:

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

Puntos en contra:

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

Holly
Owner en EE. UU.
Salud, bienestar y deporte, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Best Business Decision I've Made This Year

5,0 el mes pasado Nuevo

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

Puntos a favor:

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.

Puntos en contra:

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

Betty
Customer Service en EE. UU.
Fabricación de productos eléctricos/electrónicos, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

CRM Review

5,0 el mes pasado Nuevo

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Joseph
VP of Operations en EE. UU.
Seguros, 201-500 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

CRM for Account Management

5,0 hace 3 semanas Nuevo

Puntos a favor:

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

Puntos en contra:

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).

Robert
Operations Manager en Canadá
Petróleo y energía, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas previamente:

EXCELLENT CRM PLATFORM with TOP SHELF SUPPORT

4,0 hace 2 años

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

Puntos a favor:

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.

Puntos en contra:

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

Skye
Lead Ambassador en EE. UU.
Tecnología y servicios de la información, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas previamente:

Simple, effective CRM

5,0 hace 3 años

Comentarios: 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!

Puntos a favor:

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

Puntos en contra:

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.

Claire
Marketing Manager en EE. UU.
Investigación, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas previamente:

Why Cant All Software Be Like This?

5,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Carrie
Founder & CEO en EE. UU.
Consultoría de gestión, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

Outstanding CRM for small business

5,0 hace 2 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Jeff
President en EE. UU.
Seguros, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Used CRM programs for 20 years

4,0 hace 6 años

Comentarios: It works well for my use.

Puntos a favor:

I've been using LACRM for over 2 years now. My company is just me...no employees...just me. So I was looking for a simple method to keep track of client data and a calendar that syncs with Google. LACRM checked most of my boxes and for the price per month I could live without certain features. Once I subscribed and began using the CRM I wanted to be able to color code events. I brought this to their attention and I was met with immediate response. At first, it was 'it won't do that' and maybe we could add that in the future. After a few follow-up emails with LACRM Customer Service (who are UH-MAY-ZING, BTW) they finally added the feature I wanted. However, they actually kicked it up several notches by also adding the ability to set up reoccuring events and also duplicate events. Plus, I can also quickly 'Sync' with Google and go to calendar settings directly from the calendar. Really great for me.

Puntos en contra:

Now the CRM is almost perfect. Once thing I would love to see now is a search feature. For example, some Events (appointments) don't necessarily relate to a Contact in the CRM. I may have an appointment (Event), entered it into the CRM but the client was not interested, therefore no need to enter them into the CRM. But in a year or future date I may want to search for an Event (Appointment) I had previously. So if there was a calendar search feature I could locate the event when I enter a key word within any of the fields. Also, it would be nice to have the LACRM set up with a Mobile App. The LACRM is perfectly named. It is simple to use, robust enough for my use and certainly NOT Annoying. :)

Alistair
Managing Director en RU
Servicios para instalaciones, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Less Annoying CRM

5,0 hace 2 años

Comentarios: I love Less Annoying CRM. The software is perfect. It's exactly what I was looking for, for a decade. The team is relatively small, despite having a triple A product, and so you get the customer care of a small company (they're amazing. Even the MD pops in to assist occasionally if needed) but the capability and functionality of a much larger organisation and they're really responsive. The company's values gel with mine too so I'm very happy with the company and the product and will never leave Less Annoying CRM for elsewhere.

Puntos a favor:

I like this software so much that I have 4 different accounts. Two for my business, one for managing day to day life and one for writing a book. It's a really adaptable system for organising and managing information, time sensitive or not and has made the running of my business significantly more efficient overall. It definitely saves me a lot of time, plus it's really useful to have all my staff also using the same system. All information is in the one place as opposed to trying to use multiple systems with multiple people to get anything done.

Puntos en contra:

Integration with my existing business was very simple. It made things a lot easier and better organised. I had been looking for a suitable CRM package for 10 years until I found Less Annoying CRM and on implementation it immediately made everything more efficient. There isn't anything I dislike about this information per se. I'd certainly like various features to be improved but that doesn't mean that the software is lacking as what I may want may not match with what is planned for the direction of the company but it's certainly not a negative. I really don't have any issues with their software. As mentioned previously I have a couple of accounts for my personal life too as it's so inexpensive per licence. I have scheduling software that costs $1500 a year. I'd use it as a calendar for my personal life if I could but not at that price point. At $15 dollars a user for Less Annoying CRM I can open up multiple accounts for various different situations and not feel that I am spending a lot of money.

David
Counselor en EE. UU.
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Sensible and gets the job done

5,0 hace 3 años

Comentarios: It has been so easy to use and work with the product representatives that there has not been any negative or horror story. The experience has been great and it has provided exactly what we have needed. One especially important and useful feature is the ability to email into a client record from an external email client system simply by including the appropriate assigned email address for our company's database as an addressee on a message. That way, those communications get added to a client record as the system recognizes instantly what record to associate it with and who the sender is and who the receiver is.

Puntos a favor:

For any small enterprise to recognize the importance of simply keeping track of people (clients) and being able to find them and associate information with them without a lot of hassle or a steep learning curve, this is an excellent choice. Learning it was easy, importing existing clients in was a breeze, and customizing it is straightforward.

Puntos en contra:

Anything felt lacking has been reported to our representatives at the company and they have always taken every bit of input seriously, either (1) understanding and explaining or recommending a better or an alternative way to accomplish the objective, or admitting that something was not possible, (2) adding it to or confirming it is on an existing timeline for revision, or (3) demonstrating how to perform the task if it wasn't already visible or obvious in the current version. Although not a pressing current issue, one item that needed improvement was clear separation and labeling of each individually different email address when importing data (not allowing separate fields for standard differentiation of "work," "personal," or "other" email address for an individual, while it seemed to be possible for phone numbers.

Pam
President en EE. UU.
Administración educativa, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The Perfect System for Us

5,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Renee
President en EE. UU.
Redacción y edición, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

A common sense, elegant CRM

5,0 hace 6 meses

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

MARC
Owner en Canadá
Construcción, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Great CRM

4,0 hace 2 años

Puntos a favor:

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.

Puntos en contra:

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.

Marylynn
Project Manager en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Easiest Program You Will Ever Use

5,0 hace 6 meses

Comentarios: 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.

Puntos a favor:

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!

Puntos en contra:

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.

Malcolm
Sales Director en RU
Fabricación de productos eléctricos/electrónicos, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas previamente:

LACRM - FANTASTIC

5,0 hace 3 años

Puntos a favor:

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.

Puntos en contra:

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.

Lisa
Patron Logistics and Special Events Manager en EE. UU.
Artes escénicas, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Affordable and easy to use

5,0 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Mary Kate
Commerical Account and Operations Manager en EE. UU.
Seguros, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

User Friendly

5,0 hace 5 meses

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Tiffany
CEO en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Absolutely Lives Up to its Name!

5,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.