Insurance Information and First InfoSource
June 02, 2025

Insurance Information and First InfoSource

Bob Hastings | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Less Annoying CRM

Less Annoying CRM simplified the CRM process removing so much of the unnecessary project analysis and projections giving us the needed client and prospect tracking. Less Annoying CRM is not intimidating to our staff and is easy to learn and get jump started. Meanwhile, the support staff is unbelievably responsive and helpful.

Pros

  • Answer to email questions within minutes.
  • Easy to schedule one on one phone calls.
  • Fantastic and concise technical support by email or by quality and informative articles.

Cons

  • Less Annoying CRM has not been found to be lacking in anything thus far.
  • We have not crunched hard numbers so we cannot report accurately. We use this system for simple client and lead tracking and notes/memos and it more than serves that purpose.
The system is so very simple to use. I am sure that it is more scalable than we use it for, but it serves our simple small business needs.
Less Annoying CRM has such a small learning curve compared to all of the others.

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

We have not tried to do any projections as we use the system for client and lead tracking, so it has more than met our expectations. It is easy to extract data from the online system and even though they do not have a traditional IOS App they have a system in place that is quite adequate. We enjoy the Outlook email and calendar integration.

Less Annoying CRM Feature Ratings

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

Comments

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