Less Annoying CRM is truly less annoying!
May 01, 2023

Less Annoying CRM is truly less annoying!

W. Pierce Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Less Annoying CRM

I work in the Insurance Industry as an Insurance Broker. I need to have a CRM to keep track of my clients and my prospects. I also need an app to keep track of my daily tasks as well as my schedule. LACRM does this very well and is more than adequate in my type of business. It can be customized to my specific needs, tasks, and schedules. I started using it because my previous CRM was limited in scope and customizability. With LACRM I can have notes from my clients and follow through the years the progression of their insurance and their specific situation.

Pros

  • CRM
  • Flexibility of tasks and schedules
  • Adaptability of use

Cons

  • No mobile application
  • limited or no functionality to dial calls directly from the CRM
  • Financially has been positively impactful
  • ROI has been positive
  • Cost effective in use.
I stopped using Salesforce because it has way too much stuff in it that I would never use. I consider LACRM a client management tool as well as a CRM, I don't need it to follow trends, forecast, or mass email. I am sure it may have some capabilities of these features but I will never have a need for them. Why pay for something you will never need or want?

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

I have a client base of well over 400 clients and many more prospects, I need a program that will allow me alerts to Birthdays, tasks, notes and conversations with these people. Many of my clients do not have email or are technologically savvy. I need a solid CRM which handles all that I need. I don't do forecasting, mass mailings, mass emails, web integration, or any of the more complex types of solutions that Salesforce has. i need it to do what a solid CRM is supposed to do and it does it very well at a very solid price.
Set up started to hit a snag, I reached out to LACRM and they handled the integration from Salesforce so smoothly, I was up and working within a day. (my experience with Salesforce integration took days). I have had to contact LACRM 3 other times to find out information and they always are just an email, text or chat away and ALWAYS took care of any situation. It went so smoothly on all interactions, that I know they really care about their clients, like I do.
I think its very useful in my area of expertise, its scaleable which helps, it has no limits in regards to notes or input. I highly recommend it for Insurance Professionals. Its extremely affordable for the new and experienced Insurance Professional but may not be suited for those who want full dialing capabilities within the application or that need marketing support generated by the CRM company.

Less Annoying CRM Feature Ratings

5.8
Customer data management / contact management
10
Workflow management
7
Territory management
3
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
2
Quote & order management
2
Interaction tracking
10
Channel / partner relationship management
2
8.0
Case management
10
Help desk management
6
8.5
Lead management
10
Email marketing
7
10.0
Task management
10
Reporting
10
5.0
Forecasting
4
Pipeline visualization
4
Customizable reports
7
7.7
Custom fields
10
Scripting environment
3
API for custom integration
10
6.0
Role-based user permissions
6
Social CRM ()
Not Rated
2.0
Marketing automation
2
6.0
Mobile access
6

Using Less Annoying CRM

2 - I am an independent insurance broker for over 38 years, I have needed this function of the CRM for years as I started out with paper, went to filing cabinets to excel spreadsheets to Salesforce to LACRM. They are the most effective way to handle my business side of the industry which helps me do my business.
1 - I have just me and my secretary to handle all support, however, all support for LACRM is just a call or email away if needed. I have not needed their support because their product is spot on and solid.
  • CRM
  • Tasks
  • Notes
  • Reminders
  • Follow ups
  • Allows me to keep notes
  • Follow up on conversations
  • Birthday, Anniversary and special events reminders
  • Just keep doing the things they are doing.
Excellent product which meets my needs of a complex industry.

Evaluating Less Annoying CRM and Competitors

Yes - It replaced Salesforce, which was very expensive for the information and uses I was needing to help my business.
  • Scalability
  • Ease of Use
  • Other
Ease of use in comparison to other brands.
Would have gone to LACRM much sooner.

Less Annoying CRM Implementation

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.
  • Implemented in-house
Change management was minimal - No idea what that means but LACRM was very easy to use after getting it set up and transferring my data from Salesforce.
  • Moving the data
  • Setting up the data

Less Annoying CRM Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No, was not available
When I wanted to move it from Salesforce (their algorithm was excruciatingly painful and complicated) they took over and moved my data smoothly and quickly and correctly.

Using Less Annoying CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Contacts
  • Reminders
  • Tasks
  • Calendar
  • NONE

Comments

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