Less Annoying CRM Reviews

4.8
Overall rating
Reviews

4.8
Overall rating
Reviews
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About Less Annoying CRM

Ranked the #1 easiest-to-use CRM for small businesses and the #1 CRM by US News and World Report for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average...

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Feature ratings

Value for Money
4.9
Features
4.5
Ease of Use
4.9
Customer Support
4.9

Browse Less Annoying CRM Reviews

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• Barry
• Barry
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/09/2024

Less Annoying CRM = More Enjoyable CRM

Given that the team at Less Annoying CRM is constantly improving the program, they continue to add new features regularly, and their price point is absolutly the most reasonable in the CRM marketplace.

Pros

It's the simplest CRM I've used in over 40 years.

Cons

It doesn't have all the bells and whistles some of the full-blown CRM's have, but what it does have is easy to use and not confusing.

Alternatives Considered

Insightly, monday CRM, Nimble and HubSpot CRM

Reasons for Choosing Less Annoying CRM

Zoho erased some of my contact records, created duplicate records when syncing with Google Contacts, and refused to own any of these issues.

Switched From

Zoho One

Reasons for Switching to Less Annoying CRM

Easier to use and the most reasonably priced.
Luan
  • Industry: Industrial Automation
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 19/09/2024

Less Annoying CRM is Truly Geat!

My overall experience is that they are friendly, low priced for high quality system, easy to understand software, highly customizable pipelines and almost everything can be customized. Great Experience! Get this CRM for your small business.

Pros

I like the simplicity and the customizability of the CRM. Easy to work with. But what truly sets them apart BY FAR against competing software is their on point, friendly and USEFUL staff service. There are actual people that speak with you and digest your problem and sort it out. Would recommend above others.

Cons

No system is perfect, ever, but with the help of their friendly staff they sort out the problems I can't sort out and they fix what they can.

Alternatives Considered

Pipedrive

Reasons for Choosing Less Annoying CRM

LACRM is way better suited, more equipped, better priced, friendlier staffed, easier to use for our purposes.

Switched From

monday.com

Reasons for Switching to Less Annoying CRM

Too expensive and complicated. Staff not so welcoming and not so easy to customize
Rea
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
5
Customer Support
5

3
Reviewed on 20/03/2017

Fantastic CRM to Get Your Business measuring Something

I have used many crm's from the old days of ACT to today's version of Saleforce and even Sugar CRM. All of them are good in their own unique ways. The huge value of Less Annoying CRM its ease of use and value as an efficient contact management tool while providing good reporting tools. Since it is so easy to use and learn minimal training time is required to learn it so it really easy Less Annoying. Since it integrates so well with gmail and google calendar there is no need to have multiple calendars going. It is a good place to share calendars as well. For the money - it is a great solution and very easy to buy use and get support with. The couple of times when I have required support, it is very simple to speak with someone or get video's backfrom Less Annoying CRM support showing how to do virtually anythin that can be done.

Pros

Simple - Ease of Use - Training - Email integration - Support all well done.

Cons

Not great at setting up my templates for importing- It will not save any templates.

If you want the CRM to do any of the steps of the sales process then this is not the software for you.

It is more of an advanced contact manager vs a true CRM. For the price, there are many more full CRM options out there featured

Top Less Annoying CRM Alternatives

Heather
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 02/08/2024

I highly recommend LACRM

customer service with LACRM is excellent. Anytime you have a question they are very prompt to respond and a great positive attitude!

Pros

LACRM is very user friendly and easy to customize the fields that you need

Cons

no cons. The only feature that I would love to see in the future would be the capability to make calls from the crm

Josh
  • Industry: Medical Devices
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/08/2024

Flexible, modifiable system for people/companies that do more than sales

LACRM's become not only my main CRM for our company but also a little bit of a project management and to-do tracking system. It's been handy for helping to prioritize work.

Pros

I've found LACRM to be very flexible and easy to set up for our my own needs that exist beyond sales and fundraising. Previously found other CRMs to be fantastic for one type of workflow but not for others, or that the CRM tried to do everything and just turned into a big mess. LACRM strikes a balance between a number of extremes to make a very usable product.

Cons

Not a dislike, but many integrations come only through Zapier. Just represents a little extra work to get systems to play with one another.

Alternatives Considered

Airtable and HubSpot CRM

Reasons for Switching to Less Annoying CRM

Best balance of price, ease of use, and functionality
Andrew
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 14/10/2024

The Best CRM for Most Startups

Using it to track customers, pilots, and even some investors. Quick, simple, all the things I need in a CRM and none of the overwrought complexity that other systems have.

Pros

Very streamlined product, basically every feature I need for running a small startup, and super simple setup.

Cons

The lack of customizable reports. There is good existing reporting, but sometimes I'd like to be able to see/pivot my data without having to export to .csv.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Less Annoying CRM

Simpler, easier to deploy and use. Cheaper. Enough customization for me.
RYAN
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/07/2024

LACRM REVIEW

CANT SPEAK HIGHLY ENOUGH OF THE CRM PROGRAM AND THE TECH SUPPORT IS AMAZING. HAVE REFERRED THEM OUT TO MULTIPLE COMPANIES TOO.

Pros

EASE OF USE AND TECH SUPPORT IS AMAZING. MOST CRMS ARE VERY DIFFICULT TO USE WITH TONS OF BELLS AND WHISTLES THAT ARE NOT NEEDED JUST COMPLICATE THINGS. THIS WORKS PERFECT FOR OUR BUSINESS

Cons

CANT REALLY COME UP WITH ANY NEGATIVES. THEY WERE AS GOOD AS THEY ADVERTISED FROM DAY 1.

Julian
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
N/A

5
Reviewed on 28/08/2024

Truly less annoying

A well-rounded CRM for everyday use that improves my ability to keep track of clients without getting in the way of productivity.

Pros

It's actually less annoying than any other CRM I've tried. It lets me keep track of my activity and clients without adding a lot of steps to my workflow and getting in the way of productivity.

Cons

There could be more 3rd party integrations.

Carlos
  • Industry: Commercial Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/10/2024

Associate Project Manager

LACRM is a great tool and very easy to use. Therefore loved it.

Pros

Being able to organize my Tenants and Vendors by region by creating groups.

Cons

lot of manual input. But once information is in, it is a great tool.

Carmaria
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
4

4
Reviewed on 14/10/2024

Rave about LA review

It was good compared to other sites ive used

Pros

Some of scheduling functions dont work properly

Cons

Nothing i thought it was a great product

Karen
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 27/10/2020

Super easy to set up and use

As a nonprofit, we use the software to track our outreach and fundraising relationships. With the ability to customize pipelines, we have been easily able to adjust it for our purposes even thought this is not what the system was designed to support.

Pros

It is so easy to use! We are a very small nonprofit organization and I personally was able to set up the system and train the very non-tech savvy team on it. I use it daily and it does everything you would need from a basic CRM. Customer service is stellar - they respond to every inquiry, immediately. Would definitely recommend.

Cons

Wish it were integrated with Constant Contact (it is integrated with Mail Chimp, which was great, but we have moved to Constant Contact).

Reasons for Switching to Less Annoying CRM

Primarily ease of use/set-up, but also price.
Skye
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/08/2020

Simple, effective CRM

I have been searching for a way to manage my contacts with my clients. Less Annoying is so easy to use and does exactly what I need it to do. And the price is so reasonable! I love it!

Pros

It is so easy to use and allows me to keep track of all of my contacts in one place.

Cons

I would like there to be more robust tasks - like the ability to have recurring tasks and to prioritize, but I know that they are working on improving task function. Tasks are still very useful in the current state.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Less Annoying CRM

Agile messed up some of my data and was not at all user-friendly. It was very cumbersome to record notes on my contacts. But the biggest reason was the messing up my data - I now am missing phone numbers for people I used to have phone numbers for or the numbers are now associated with a different client. Extremely frustrating!

Switched From

Agile CRM

Reasons for Switching to Less Annoying CRM

Less Annoying is so much easier to use and much less expensive.
Claire
  • Industry: Research
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/09/2020

Why Cant All Software Be Like This?

SMOOTH. Every time I ran into a glitch, something I didn't understand how to do, someone answered the phone DIRECTLY and immediately, answered the question, and I was able to get back to what I was doing in record time (NOT the usual 10 minutes on HOLD and then 25 minutes while they figured it out or another 10 while they passed me to someone else). THIS IS THE HIDDEN GEM of this product -- the incredible customer support.

Pros

So easy to maneuver around, from creating a company entry to adding contacts to that company, then entering it to the pipeline, very streamlined and completely intuitive. Even customizing some of our particular fields and inputs was surprisingly simple to do. Amazing.

Cons

That there was no function yet to accept an upload/transfer of my existing pipeline records .csv

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Less Annoying CRM

Our sister company had been using LACRM for about 2-3 years, and pointed us to it when the home-grown system was taking up a lot of IT's time to maintain.

Reasons for Switching to Less Annoying CRM

SalesForce is just too complicated. Many unneeded bells and whistle to sift through to get a simple job done. We had tried it previously and could barely get past the upload of our data, never mind managing it. It needed a full-time IT monitor, and we wanted our people to be able to manage their own data input and maintain it. LACRM FITS THIS PARADIGM PERFECTLY.
David
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 14/09/2020

Sensible and gets the job done

It has been so easy to use and work with the product representatives that there has not been any negative or horror story. The experience has been great and it has provided exactly what we have needed. One especially important and useful feature is the ability to email into a client record from an external email client system simply by including the appropriate assigned email address for our company's database as an addressee on a message. That way, those communications get added to a client record as the system recognizes instantly what record to associate it with and who the sender is and who the receiver is.

Pros

For any small enterprise to recognize the importance of simply keeping track of people (clients) and being able to find them and associate information with them without a lot of hassle or a steep learning curve, this is an excellent choice. Learning it was easy, importing existing clients in was a breeze, and customizing it is straightforward.

Cons

Anything felt lacking has been reported to our representatives at the company and they have always taken every bit of input seriously, either (1) understanding and explaining or recommending a better or an alternative way to accomplish the objective, or admitting that something was not possible, (2) adding it to or confirming it is on an existing timeline for revision, or (3) demonstrating how to perform the task if it wasn't already visible or obvious in the current version.

Although not a pressing current issue, one item that needed improvement was clear separation and labeling of each individually different email address when importing data (not allowing separate fields for standard differentiation of "work," "personal," or "other" email address for an individual, while it seemed to be possible for phone numbers.

Jeff
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 26/03/2018

Used CRM programs for 20 years

It works well for my use.

Pros

I've been using LACRM for over 2 years now. My company is just me...no employees...just me. So I was looking for a simple method to keep track of client data and a calendar that syncs with Google. LACRM checked most of my boxes and for the price per month I could live without certain features. Once I subscribed and began using the CRM I wanted to be able to color code events. I brought this to their attention and I was met with immediate response. At first, it was 'it won't do that' and maybe we could add that in the future. After a few follow-up emails with LACRM Customer Service (who are UH-MAY-ZING, BTW) they finally added the feature I wanted. However, they actually kicked it up several notches by also adding the ability to set up reoccuring events and also duplicate events. Plus, I can also quickly 'Sync' with Google and go to calendar settings directly from the calendar. Really great for me.

Cons

Now the CRM is almost perfect. Once thing I would love to see now is a search feature. For example, some Events (appointments) don't necessarily relate to a Contact in the CRM. I may have an appointment (Event), entered it into the CRM but the client was not interested, therefore no need to enter them into the CRM. But in a year or future date I may want to search for an Event (Appointment) I had previously. So if there was a calendar search feature I could locate the event when I enter a key word within any of the fields.

Also, it would be nice to have the LACRM set up with a Mobile App.
The LACRM is perfectly named. It is simple to use, robust enough for my use and certainly NOT Annoying. :)

Dee
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/12/2023

Nothing on the market compares

Absolutely fantastic. They managed our migration with ease - I didn't even have to get my hands dirty. It's an absolute bargain, but don't let the price make you think this isn't amazing quality. If you have a business based on selling appointments for services, this is the absolute best CRM on the market. I love that I can colour code appointments and that has been built into our processes, so anyone can look at the diary and at a glance see what's been booked, what's been offered, who is delivering what. I love that when there is a customer service need, if the first person you were talking to is on leave, then someone else reads it and follows up - you don't have to start all over again explaining, and that is a shockingly rare thing, even with massive businesses like bank. I recommend this to everyone I come across because it is so flexible and so affordable.

Pros

When we had a catastrophic failure with our previous CRM, we could not find anything in a comparable price range that would serve our needs. We need a cost effective, reasonably flexible diary that's a easy on the eye, and accurate logging of records. Someone recommended LACRM and it was 1/3rd of what we had been paying previously. Not only did the team manage the migration of our crucial client history info, but also the customer service is personal, accurate and timely. I could not believe this was a fraction of what we'd previously been paying for awful service.

Cons

Initially I thought it was a shame we can't send and receive emails from within the CRM itself, but the email logging works really well to be honest because I have multiple email addresses and domains in order to manage multiple projects. So the relevant correspondence can be filed accurately. I guess I'd like to be able to offer my team the option to log in and look at the diary without being able to have access to everything. Maybe you can - I haven't asked to be fair. One tiny thing is that I would like recurring appointments to display slightly differently in a customer record, but it's really a small thing.

Gwen
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/09/2022

It really is Less Annoying.

For the money, it's a great CRM. I haven't really needed support because it really is simple to use but when I did they were quick to respond. I wanted to go over a couple of things twice and they were very patient. I've tried others but always come back to LACRM for my client management.

Pros

It's very simple and easy to use. The dashboard is easy to set up and I can see everything I have going on with a contact. It's important for me to have files attached to each client so when I talk to them I can open a file quickly. Google calendar and gmail were easy to link and use. Support has always responded with either an email or phone call within 24 hours.

Cons

I wish they would have the ability to use Zapier for more integrations.

Sue
  • Industry: Luxury Goods & Jewelry
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/09/2023

Why I chose Less Annoying CRM

I have all my contacts & their individual information in one easily accessible place.I can create groups for the purposes of email drops. It integrates well with Mailchimp.This has saved me a considerable amount of time not only in terms of creating newsletters and target email drops but also in accessing specific information quickly.I can also access purchase histories & and track quotations and work in progress.It has features that the business will 'grow' into.Overall I have found it a pleasure to use.LACRM does exactly what it says on the box!

Pros

I was originally sceptical about how useful any CRM would be to our business, but that may have been because we were in the middle of huge changes and another change involving more technology felt like a step too far. I really liked the fact that when I trialled it, it was very user friendly.I learn best by actually doing something. I did look at the training videos but dropped in and out of them as I needed to - this was extremely easy to do and best of all the videos were not patronising and did not assume a level of knowledge but explained everything in a straight forward way. That encouraged me to start making trial entires and then deleting them just to see how everything worked The more that I experimented the more I enjoyed LACRM and could see its benefits. I also found the backup support to be excellent. Obviously there can be a time delay as I am in the UK, but the support that I received was given timeously (taking time zones into account) and in a straight forward and easy to understand manner.

Cons

I am being honest when I say that to date I have not found anything that I do not like.However, I am aware that I am not currently using LACRM to its full potential and indeed may never do so, so perhaps that has to be taken into consideration.

Pat
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 14/07/2023

The crm that works for us and our budget

It works.

Pros

Ease of use and the customer service. Ease of implementation and continuous updates.

Cons

No iOS integration, meaning tasks and mail must be rearranged.

Alternatives Considered

Zoho CRM and Pipeline CRM

Reasons for Choosing Less Annoying CRM

Needed to move forward

Switched From

Highrise

Reasons for Switching to Less Annoying CRM

Wanted something straightforward
Renee
  • Industry: Writing & Editing
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 10/04/2023

A common sense, elegant CRM

As a one-person business owner, I was delighted by how quickly I was able to use Less Annoying CRM. It's the kind of software that's so well-designed you think it's too simple. Don't be deceived. It is a powerful software that you can go deeper and deeper into, but there aren't weird tools and menus nor bloated features that visibly get in the way of its basic strengths and functionality. A great example of the designers' common sense is that they didn't create a mobile app just because it's the "cool" thing to do. Their responsive website works like an app on your phone just as it is.

Pros

I was using it effectively within a day, and continued to add contacts and learn features as I went along. Within one month, I couldn't imagine working without it. I had a couple initial questions as I started and was assisted immediately by Less Annoying staff.

Cons

The pipeline feature was harder to understand, but in the end, I didn't need it.

Michael
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/12/2021

The CRM your staff will actually use!

Every time I've had a question or concern, lACRM has responded immediately to my needs.
I always ask them when they are going to change from "Less Annoying CRM" to "Never Annoying CRM"?

Pros

None of LACRM's features get in the way of using the system. It's not burdened with fluff - features in search of a benefit.

Cons

I'm transitioning from a tablet to my iPhone and miss the easy navigation available on the larger screen. I'm getting used to the Navigation/Page menu and suspect I'll soon forget the pain of change.

Elijah
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 17/06/2021

Perhaps the best starter to intermediate CRM you can get

LACRM is one hell of a good product that has an excellent layout, great customer service, good mobility in implementation, and a price point that I don't think is beatable.

Pros

It's very flexible in implementation. I use it as a Realtor for every client introduction pipeline, and for renting I use LACRM for the entire deal start to finish, minus paperwork.
The fact I can change the software to fit my specific needs means if I discover a more efficient way of working a problem I'm free to change the software some to fit my needs.
If your currently running a small business like mine that require a lot of client interaction and no inventory, this is a killer software to have.

Cons

It's lack of reminder automation. Being that I work in real estate, timelines are important. Some types of clients, say renters, use the same kind of reminder pipeline over and over. Or initial first contact pipeline may have the same reminders spaced out over variable times unrelated to specific dates. Example: reminder every 5 days, then ever 10 days, then every 30 days for 4 months.
Since these kinds of pipelines are consistent, it's a pain to have to open a calendar and set a reminder for each one of these tasks. It's just not time efficient.

Marylynn
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 29/03/2023

Easiest Program You Will Ever Use

I just set up a SECOND LACRM account to be dedicated to a Special Project and not associated with our regular operation. It is a very affordable and efficient way to handle a special project. the learning curve is s short for new users, my Team was up to speed on day ONE.

Pros

It is so customizable. It is also very, very dynamic. The tutorials are great and the Customer Service is unbelievable. It is like having your own private LACRM helper next to you at your desk. I have been a user for about 4 years and I thought in the beginning that they could not possibly keep up the lebvel of Customr support...but it only gets better!

Cons

I really, really wish there was a pre-export filter for things like 'do not mail' and do not email' that could e assigned to contacts at set-up or after. I created a work-around to filter after export, though.

Malcolm
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 31/08/2020

LACRM - FANTASTIC

Pros

Everything about this CRM is exactly as they say LESS ANNOYING. I have used a few CRM's in the past and the ease of the contact management, linking emails to contacts, reminders and calendar events on LACRM leaves a lot of these others behind.

Cons

The only con i have is that i cannot link my contacts directly to my Apple devices but that will not hinder me in using this CRM as it is THAT good.

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud and Xero

Reasons for Choosing Less Annoying CRM

Cost initially.

Switched From

Salesmate

Reasons for Switching to Less Annoying CRM

Ease of use and Cost
Cheryl
  • Industry: Photography
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 22/10/2021

Very easy to use CRM System

I have had much better interactions with my clients since using LACRM. The system reminds me of when I told a client I would follow up. It also helps me refresh my memory about what we talked about previously so I start the conversation in the correct place. I can also add fields such as what client a product was interested in and were waiting for a sale and reach out to them when the item comes on sale.

Pros

I love being able to have all the information about my clients in one space. I can group my clients in groups I create myself so they are very relevant to my own process. Just about everything in this system can be customized to meet the needs of my own business. Setting up tasks has been extremely helpful so clients don't get lost or forgotten. I love that emails I send are automatically added to the clients records - great for refreshing my memory before reaching out to a client which results in much better client interaction. I love that I can add my own personal fields.

Cons

The only two drawbacks, which are fairly minor is that I would love to be able to categorize or search on different notes in the system and I would love to have the ability for the calendar to sync with my iPhone calendar.

610 reviews