Marg Less Annoying CRM

I can bcc an email address and have that email automatically added to that individual accounts.

When you bcc the address when sending an email, attachments will not automatically upload to the users account. If I were to send an attachment, I would have to BCC in the email then go back to the account in LACRM and upload the attachment manually and separately, so it defeats the purpose.

I used this for our software clients who were part of a large corporation but had smaller branches and staff at each branch. It was helpful to have an account then staff underneath that could connect to he account. I also corresponded with our clients 90% of the time by email so it became second nature to BCC LACRM to automatically upload to the account. I could then go back and see all correspondence.

I like that the system is very easy to get up and running. And because it's not trying to do everything (automation, marketing, etc it doesn't get overwhelming. Pricing is simple and straightforward.

Sometimes I do wish there was an easier way to keep the customers/company contacts connected more easily. it doesn't necessarily integrate at a deep level with emails or LinkedIn so there are a few extra steps when documenting tasks.

If you have a lot of people touching an account, this might no be a good fit, but for small teams or solos, it's good.

I wanted to keep track of prospects and clients without using a more robust system that would require a steep learning curve and that would keep trying to sell me more features.

I like that we can track just corporations and do not have to complete personal information if I don't want to. There is also plenty of of customization available for different categories and such.

The reports do not put in page breaks when printed. This is not good for reports we send to third parties as details on one company can be split at the bottom/top of the page.

Ideal if you need uncomplicated tracking of customers. The ability to just create companies is a plus for us and may be for others.

LA CRM helps us keep track of files we manage for another company, We are pleased.

Less Annoying CRM is absolutely that - less annoying which is a lot. If you have used CRMs before, you know that many are not so easy to use. LACRM is not only easy to use and intuitive, but as I use it more, I keep finding myself smiling as I discover new features that really make sense and make it an even better tool and for managing my tasks and contacts. I’m a very happy customer.

There are a few features I wish it had - like tagging and small batch emails, but I'm told that new features are coming, so I'm optmistic

Consider how you might want to use it and give it a 30-day try. Support (live and documentation is awesome, and if it meets you needs with the feature set, it is a very well made and supported tool

It's just a lot easier to stay on top of multiple contacts and multiple processes and pipelines with the clean and simple interface and features.

We were looking for a simple solution to handle for equipping the salesforce with an easy to learn and handle CRM system. We tested an handful of systems. Some were so complicated that we did not even get to the testing state. We tried Really Simple Systems, Microsoft Dynamics 365, Teamgate, CapsuleCRM, HubSpot, SugarCRM, myfactory and LACRM.

LACRM was the most user friendly, easy to learn and most economic option by far.

The choice of reports is limited. We would like to customize the reports to our needs.

We are tracking mainly our sales calls with LACRM. With more than 2500 firms in our database we need a scalable system that no potential customer get lost within the database.