Likelihood to Recommend If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
Read full review I already mentioned some specific scenarios in the earlier parts of my review. I'd say that my best experience has been Customer Service. When I was first using Less Annoying CRM and had NEVER BEFORE used any sort of CRM, I was intimidated. Surprisingly, the company had a customer service phone number as well as a way to email them. I contacted them for help initially. They were quick to respond, and were willing to set up appointments to walk me through the setup process. But it was SO EASY! They have been available, friendly, and helpful, every time. They also have a video series that is super-helpful when you're first learning how to use the CRM.
Read full review Pros Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. Read full review Simple, intuitive usage Daily agenda emails Ease of moving calendar / action items around, closing out Customer service is extremely responsive, they don't hide behind a "contact us" form on their website as so many companies seem to do. You can readily reach them by phone! Read full review Cons the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review The one thing I was looking for is a place to manage multiple businesses with one project. Like if I am selling a "summer camp guide," I would like to have info for sales in one place with multiple contacts and businesses. LACRM customer service provided a workaround for me by suggesting I set up a specific pipeline for each project and them put each business in there. It is working great and, actually, a much better way to manage the project than I have originally intended. I really don't have anything else to add. LACRM is perfect for us. Read full review Likelihood to Renew There are some similar programs out there that are offering ambassador accounts.
Read full review Excellent product which meets my needs of a complex industry
Read full review Usability There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Read full review In a nutshell, lesson on CRM is everything I didn’t even realize that I wanted. The website is so smooth and intuitive, using it in my mobile browser is unbelievably easy and efficient, and the fact that it’s so remarkably easy to use and the website loads so incredibly fast, that for those things alone deserves a 10. Everything else it does is just a bonus. I highly recommend Less Annoying CRM.
Read full review Support Rating The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
Read full review I happen to be a blind person that uses a screen reader to access software on my computer. Anytime I have had an issue with the Less Annoying CRM software, I have always had a person from customer service either walk me through my issue or send my concerns to their developers that resolve my issues in a timely manner. I highly recommend this software based off of the customer service alone.
Read full review Implementation Rating After explaining that I was moving from
Salesforce and the problems I was encountering, they took over and implemented the data in such a quick and efficient way, I was looking for the other shoe to drop but they did an amazing job so very impressed
Read full review Alternatives Considered Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
Read full review HubSpot has a huge selection of tools, reports, integrations and supports that Less Annoying does not have. It is not comparable in price or functionality - but I am comparing it because it was the last CRM I used before I used Less Annoying, and it made me realize that if you don't need all the bells and whistles, but you just need to track your Customers and manage your leads and you don't want to spend a lot of money, Less Annoying CRM is the way to go.
Read full review Return on Investment Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services Read full review Not just storage of information, but utilizing that information to build stronger relationships with clients Because it's web-based, we can be at our desk or on the road and still have the full functionality of the CRM at our fingertips, which helps us keep focusing on sales! Read full review ScreenShots Less Annoying CRM Screenshots