Less Annoying CRM works well for the Real Estate/Mortgage Industry
December 22, 2022

Less Annoying CRM works well for the Real Estate/Mortgage Industry

Patrick Grogan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Less Annoying CRM

We use Less Annoying CRM to manage our real estate and mortgage clients. We use the CRM to keep track of transactions in progress, client information, and notes and tasks.

Using Less Annoying CRM makes it very efficient to keep track of tasks that are very far in the future. I can place a task on a client for 12 months in the future and then forget about it. Less Annoying CRM will remind me when it is time. Then I can look at the profile and get all the information needed about the client and the transaction.

Pros

  • Store Client information
  • Keep track of tasks and calendar events
  • Keep track of transaction in progress and in different states of progress
  • Search clients based on different factors

Cons

  • Less Annoying CRM platform is easy to navigate for the most part. But there are sometimes when I am trying to search for a contact or input a new contact, and the item that I want is not very easily accessible.
  • I have been closing more deals since using Less Annoying CRM. I have been better able to followup and serve leads.
I chose Less Annoying CRM based on the price at first.

Do you think Less Annoying CRM delivers good value for the price?

Yes

Are you happy with Less Annoying CRM's feature set?

Yes

Did Less Annoying CRM live up to sales and marketing promises?

Yes

Did implementation of Less Annoying CRM go as expected?

Yes

Would you buy Less Annoying CRM again?

Yes

Less Annoying CRM is very easy to use and get started.
I have not used the help yet.
Less Annoying CRM is well suited to organize client information. It does not do great with tracking emails.

Less Annoying CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
2
Channel / partner relationship management
Not Rated
Case management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
1
Task management
10
Reporting
2
Forecasting
3
Pipeline visualization
8
Customizable reports
Not Rated
Custom fields
5
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
8

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