Item: Less Annoying CRM
Rating: 10
Author: Carol Gates

Use Cases and Deployment Scope

We use LACRM to track clients, their information, and the different insurance policies they carry. We also use it to upload applications where appropriate, files such as cancellation letters or adding/dropping dependents from their policies. Paper files are uploaded to LACRM after 3 years to preserve documents and increased security of files, then the paper files are shredded. We have over 500 clients to monitor & preserve records for, whether active or inactive.

Pros and Cons

Tracking
File management
Obtain clients number for the different insurance companies, whether health, dental, life, &/or vision.

Be able to alphatize categories automatically

Return on Investment

Unaware of any issues.

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?

I wasn't involved with the implementation phase

Would you buy Less Annoying CRM again?

Yes

Likelihood to Recommend

Once you learn the in's and outs of LACRM, it works well for client management. The staff are awesome, responding quickly to any issues that develop, including restoring a file that was accidentally deleted.

Easy to Use, Tracks well

Overall Satisfaction with Less Annoying CRM