CRM ARTICLE

Less Annoying CRM – The Easiest CRM for Financial Planners

SmallBizCRM Staff – July 11th, 2024

 

Financial planners require a CRM that doesn’t take weeks to learn. Rated the #1 easiest-to-use CRM on the market, Less Annoying CRM provides the simplest way to track and share important financial plans, record every conversation, and set reminders for monthly reviews, allowing financial planners to focus on providing the best service to their clients.

For only $15/user/month, Less Annoying CRM offers:

  • New Client Onboarding and Client Review Pipelines: These customizable process-tracking tools help map out the onboarding process for new clients and track individual client reviews. Financial planners can easily see the number of new client blueprints that need to be drafted and the upcoming client reviews to schedule.
  • Unlimited, Fully Customizable Fields: Based on conversations with hundreds of financial planning agencies, the CRM includes fields that are likely to be useful, but additional fields can always be added at no extra cost. For example, planners can track clients’ preferred charities.
  • Document Every Client Interaction: Every note, completed task, attended meeting, and sent email gets logged into each client’s personal history feed automatically. In case of an audit, the client’s profile can be printed out for review.
  • Quick Setup with Free Customer Support: Getting set up takes about an hour, and Less Annoying CRM provides free customer support to ensure a smooth experience. Their highly rated customer service team is available for in-depth conversations about streamlining the onboarding process or for independent learning.
  • Mobile Access: Since Less Annoying CRM is web-based, it can be accessed from any computer, tablet, or smartphone, anywhere in the world. The CRM also handles all security, data backups, and software updates.
  • Team Collaboration: Adding users from the company is straightforward, with each user having their own login and password. Administrators can decide who has access to what data, making it easy to manage permissions.
  • Email Logging: The email logging feature allows easy logging of emails into the CRM from any email provider. By BCC-ing messages to a unique address, emails are automatically processed and logged with the appropriate contacts.
  • Free Updates: Continuous product improvement ensures users receive updates for free, which are automatically installed since the CRM is web-based.
  • Easy Importing: Importing contacts into the CRM is simple. Contacts can be exported from the current system to a spreadsheet and uploaded to the CRM. The support team can assist with the import process if needed.
  • Data Backup: With servers hosted on Amazon.com’s industry-leading infrastructure, data is always secure. Two different types of backups, including several copies stored offsite, ensure data protection even in the event of a major disaster.
  • Daily Agenda Emails: Each morning, users receive an email summarizing all tasks and events for the day, helping them stay organized without needing to log in.
  • Security: The CRM offers 256-bit encryption and follows best practices to ensure data security.
  • One-Click Export: Users own all the data in their CRM and can easily access it. A spreadsheet with all contacts, companies, and notes can be obtained through the export page.
  • Free Phone and Email Support: Even during the free trial, users can reach the support team via phone or email for assistance, ensuring a smooth experience with the CRM.

Real Success Stories with Less Annoying CRM

“I love LACRM because it’s really straightforward. It’s also really easy to search for specific keywords on lists and reports by using the CTRL + F function. I like that the CRM is linked to Mailchimp, so it’s easy to send emails to both prospects and clients.”  Alvin Carlo, District Capital Management

“Less Annoying CRM only takes a few minutes to get set up, and the LACRM team helped Sophia every step of the way. On her own, Sophia watched a few tutorials and started building up her client database in the CRM.”  Sophia Bera, Gen Y Planning

“Completely customizable to meet the needs of my business. Great program for client info and client notes. Really user friendly. I’m able to create custom pipelines to suit my business.” Gustavo R.Financial Advisor

 

Financial planners can start a free trial or learn more about how Less Annoying CRM can simplify their workflow.