Less Annoying CRM vs. Workbooks

Less Annoying CRM is an excellent system for us as we log everything we do with a customer and has easy access to the imfromation later. May sound "of course" but this is by far the easiest CRM I've ever worked with during my 30 years in sales. Follow-up and scheduling is easy managable as well as designing forms and fields our selves. Less Annoying CRM has a good list of plug'ins to other software for integrational puposes. Most important to us is support when needed. Less Annoying CRM excels in its support. Don't hesitate, it doesn't do everything, but get started and get surprised

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.

• 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!

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• 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.

• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

Excellent product which meets my needs of a complex industry

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

The biggest reason I came to Less Annoying CRM was how simple it was to use and how powerful it is. The learning curve is very small, and I was able to start using it in a productive way right from the beginning. When I had questions or asked for suggestions the CRM Coaches at the company responded immediately and made sure my questions were answered.

Workbooks CRM never let me down.

I can't stress enough, how Less Annoying CRM's Customer Service is the absolute best thing. You're never going to be waiting weeks for a response. You're always going to know someone will call you back. They don't forget you or lose your ticket. And If you don't THINK something can be done with Less Annoying CRM, write or call Customer Service, and they are sure to have a wealth of information and ideas to offer you. They really are about helping you find simple solutions that work! They are SMART about workflows and productivity!

Incentivized

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

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

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.

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.

Incentivized

• 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!

• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

Incentivized