A CRM You Will Actually Use
January 06, 2017

A CRM You Will Actually Use

Gord Aker, PCC | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Less Annoying CRM

I was using an Excel spreadsheet and my contacts database to keep track of prospects, leads, clients and former clients which was cumbersome and to be honest, I didn't have the discipline to keep it updated or current. I also missed keeping track of the emails I had sent to follow up with various prospects so my whole sales funnel was very inefficient and because of that, ineffective. I knew what a contact management system could do but for a small company like mine, I wanted ease of use and support over global functionality. Less Annoying CRM fit the bill perfectly. It doesn't do everything nor does it try to be everything but it gets the basics of a CRM bang on in my opinion. Using Less Annoying CRM is easy and by opening it up every morning, I now have the discipline to follow up on contacts, leads, prospects and clients. It integrates well with my contacts, calendar and email so I have a one stop solution to meet my customer management systems needs.
  • The best thing about Less Annoying CRM for me was that I could watch the training videos online before committing to the system. I knew watching these videos that getting started, integrating the various components and using it on a day to day basis would be straightforward and hassle free.
  • I also did some research on their customer support and found very good comments about their responsiveness, helpfulness, and thoroughness. In using the system for this past year, I would say my experience of their support is nothing less than outstanding.
  • I also have to mention the price. It is inexpensive. The pricing model is straightforward with no add-ons so there is no decision to be made about whether feature "A" might be of benefit or feature "B" should be considered for an extra pile of cash every month. What you see is what you get and what you get is what you need all for a very reasonable fee.
  • I wish that Less Annoying CRM didn't rely on Google as much as it does. The approach they have taken works but I would have liked to see integration that happens at the user level so I could better use Apple's Mail, Calendar and Contacts applications directly. The bottom line is their approach works and works well. It just isn't as clean as it might have been had I not had to set up a Gmail account.
  • I wish that tasks could be added in on a repeating or recurring basis, e.g. follow up quarterly. As it stands right now, as I complete a task to follow up with a prospect, I then have to create a new task to follow up again in three or four months time. This isn't a huge deal but it would be nice to add in repeated tasks with a single click.
  • The mobile system is functional but pretty basic. There are limited screens that have been formatted for use on smartphones but opening up the full webpage renders something that isn't all that useful.
  • The calendar doesn't have an obvious space for the location of a meeting so this must be typed into the subject line which is a bit less than ideal. When the events transfer from Less Annoying CRM to Google to Apple Calendar, it often appears like some of the desirable information is missing, like location, meeting acceptance, number of attendees and so on. I am not sure if this is a Google thing or a Less Annoying CRM thing but it is a thing.
  • I wish there was a way of having contact pictures as part of the contact file. Right now you can add them as a separate file but often I will be meeting someone for the first time and have only a picture from LinkedIn to go by. It would be great if this was also in the contact file on Less Annoying CRM.
  • It is difficult to quantify one thing over a number of different factors that result in increased business. Has my business increased? Yes! Do I credit Less Annoying CRM with that increase? Somewhat. I think there are many influencers in this success and Less Annoying CRM was definitely a contributor.
  • Using the system has given me a discipline to manage my customer relationships to a degree I didn't think I was capable of. It is easy to use and I use it daily to help my business.
  • I think the other factor is that I am more efficient in keeping track of my relationships and that means less wasted time, less frustration and more time to actually grow the business.
  • None
It is awesome compared to my home grown MS Office based attempts but I have not tried or used any other CRM sufficiently to form a meaningful opinion.
Microsoft Office
I think it is ideal for a small business like mine. It doesn't do Twitter feed integration, Facebook page integration etc., so if these are things that are critical to your business, then Less Annoying CRM may not be the right solution for you. It is very well suited for businesses that want to grow based on relationships and want to level relationships and connections that may get lost in the absence of a CRM.

Less Annoying CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
6
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
9
Case management
10
Help desk management
10
Lead management
9
Email marketing
7
Task management
8
Reporting
7
Forecasting
7
Pipeline visualization
9
Customizable reports
5
Custom fields
8
API for custom integration
Not Rated
Role-based user permissions
7
Mobile access
6