Item: Less Annoying CRM
Rating: 10
Author: Simon Brady

Use Cases and Deployment Scope

LACRM is my only CRM system in which I keep all client details and records of every single interaction going back to day one in the history of my firm as required by the regulator for my industry (the Securities and Exchange Commission - SEC). I also make use of LACRM's calendar, custom field and task features to create a daily schedule of what I need to do each day in terms of client followup, to-do list and the client onboarding process. To this extent I make use of some, if not all, features of LACRM constantly throughout each and every day.

Pros and Cons

Allows for unlimited customization of fields in client profiles, including creation of checklists useful for onboarding
An easily manageable calendar feature which can make it a fully-functioning daily to-do list
Ease of search and moving between client profiles, calendar and email history

A proper mobile app please with face recognition so it doesn't log itself out! Not a rather crude "Add to Home Screen" pinned browser page that times out after a few days
A kind of "Command+F" type feature that can pull up keywords
An integration with various text messaging systems where conversations can be automatically imported
Ease of navigation around the settings menus could be improved

Return on Investment

I charge clients by the hour, so time is the heartbeat and currency of my practice. Accessing information and previous communications quickly and efficiently saves me a lot of it.
In the same way, I save a lot of time and money by integrating LACRM into my onboarding process, ensuring I do not miss or repeat any steps, which gives me enhanced credibility and thereby improved prospect conversion.

Key Insights

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

Other Software Used

Adobe Acrobat, Zoom

Usability

Simple, clean, intuitive, highly customizable

Support Rating

Highly responsive when I do, but rarely need it!

Likelihood to Recommend

- Sensational for client onboarding - both in terms of logging the process step by step and for easily gathering and storing data and information about the client

- Useless when I want to check information while on-the-go, as there is no mobile app, just an Add To Home Screen option

- Text conversations need to be manually copied and pasted

The name says it all!

Overall Satisfaction with Less Annoying CRM