Less Annoying CRM

Commentaires: I'd like an automated birthday message I created I could send out for a year that would go to the names and a second for the spouse. I'd like to see reporting from my drip campaign w/o going into Mail Chimp (I have a campaign when someone send in a card, after I make the first call, if no response, I drip mail them). I'd like to on a person by person basis if someone has opened my newsletter. Let me repeat, this a damn good software, easy to use, functional, super inexpensive. Perhaps they could build additional tools to cobble on: LessAnnoyingLeadPages, LessAnnoyingMailChimp, LessAnnoyingSocialMedia. Regardless, LACRM works well.

Avantages: Great customer support, quick response to emails, even on the weekends sometimes, that I never got from big CRMs. Integrates well w/ Mail Chimp, unbeatable price, easy to upload docs, set reminders, and integrate w/ google calendar. Super easy to customize and create drop downs. The downside w/ most CRM's is the learning curve and the commitment one must give to understand and make the software usable. LACRM is the first I have used (Properworks, SalesForce, Zoho, Insightly, Podio, Infusionsoft) where a knuckle head luddite can make it work w/o taking all my time away from the revenue producing activity time. There other softwares clearly have value, but for the solopreneur with an established book business trying to squeeze new revenue, you can be up and running much more quickly. I have hired a VA to set up my drip campaigns and and to push out my newsletter via Mailchimp. I know there is more value to be gained from using the software, but most of us will over invest energy instead of focusing on revenue producing activity (talking to clients, asking for referrals, prospecting). This is a great piece of software for the average Mo Insurance Broker, and that's me.

Inconvénients: You get what you pay for so you have to customize it yourself and you will make mistakes, nothing irreversible. I'd like the software to be in app form for IOS, not log in. Would be nice if it would do auto birthday reminders, for customer/prospect and for their spouses.

Commentaires: I've used Salesforce, Zoho, Active Campaign and now Less Annoying CRM. With the other CRMs I really disliked having so many specific fields of data to enter to be able to even enter a prospect into my pipeline. With LACRM, I really enjoy the customization options. If I decide that a particular metric matters, I can add a field to enter it, but I don't need it on there if its not important to me in my industry. This really keeps the work my reps and I do down to a minimum with a maximum output of useful information. That's the point of a CRM to begin with, so to me this really hits the nail on the head.

Avantages: LACRM is simple and easy to use. I love that it doesn't have many required fields for entering a new contact, so you can take notes on what you do know about an account without being forced to fill in fields you don't have information for yet. I'm using it for my inside and outside sales teams and we're easily able to track separate pipelines and lead sources. When a call comes in, it's easy to look up the prospect by almost any field of information to see if they've already spoken to a rep and get them to the right person. We even created "groups" to track things like new businesses, vendor currently in place at a prospect, and those without a program so that we can easily generate a list of those groups when new information becomes available they might like to receive. Example- A buyout of a competitor. To put it into bullet points:
-Simple
-Trackable
-Customizable
-Great for multiple users and teams
-Most cost effective software I found
-We get all the features at the lowest paywall, because there's only one plan and it's affordable as any other there
-Always free always available customer service

Inconvénients: I can only think of one but boy would this make a difference for my outside sales team. There is no mobile app associated with the software. I assume there's one on the way. They recently updated the calendar portion of the software and made it much better, so I know they're improving the software regularly. They do walk you through how to set up a shortcut on your device to open their page in your browser, but it is not the same. My browser takes longer, I can't just click on a number to call it, it's harder to navigate on a small device like a phone. That said, the lack of the mobile app is literally my only complaint. This is by far the best CRM I've used, and the pros well outweigh the cons. I will bet they won't go too much longer without a mobile app, anyway.