Less Annoying CRM

Less Annoying CRM offers our small company the ability to track each of our individual sales from lead to close, including financial stats. We have set up a special customized contact field for our international dept. We are considering adding a separate pipeline to track collections for delinquent accounts. It’s so flexible and effective, that I can imagine customizing it to track and administer any part of our business.

This is a manual, hands-on product. Its customization does not come from dozens of complicated adjustable but hard-to-edit macros, but instead from accessible, logical, immediate relationships between the functions. And all our data can be output in easily-handled spreadsheets and compressed data folders, so it could be easily migrated or adapted for other functions if necessary. The whole LessAnnoying system is deceptively simple. There's nothing we've needed to do that couldn't be handled in a straightforward manner.

I can see that maybe some larger companies might need more complex systems to track their customer interactions, with multiple permission sets for their various sales territories. Especially if they need to output complex pre-set reports to show relationships between different business units and products etc. But although our training and certification company has a footprint that involves thousands of professionals across the globe, at our heart we are a 12-person staff, including a 2-person sales office, with clear, basic needs.

I can't think of anything I would change. There was a limitation that required documents (PDFs and JPGs of our proposals and contracts) to be stored without specific organization within the contacts only. But that feature has just been upgraded so these docs can be stored attached to the relevant individual sale (opportunity, as we call that pipeline). Not only does the LACRM staff respond immediately to our phone calls for support and instruction; they actually listen to our needs and suggestions and make small, useful, incremental upgrades as necessary. This app offers consistency without rigidity.