Pros & Cons
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- Simple, intuitive interface
- Robust mobile apps
- Single pricing tier
- Great customer service
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- Kanban view is available only for pipelines
- Limited automation and reporting options
Less Annoying CRM Specs
| 24-Hour Support | |
| Analytics | |
| Custom Dashboards | |
| Multi-Currency Support | |
| Phone Support | |
| Pipeline Management | |
| REST API | |
| User Forums |
Less Annoying CRM lives up to its name by providing easy tools for essential contact, lead, and other customer relationship management (CRM) tasks. The service offers an intuitive, top-notch interface and headache-free pricing, and you can take advantage of excellent help resources if you run into issues. Moreover, we like its surprisingly full-featured mobile apps. However, the software's limited automation and reporting options are still clear downsides versus increasingly compelling competitors, so we've dropped its rating by half a star since our last review. Bigin by Zoho CRM is more affordable and full-featured, earning it our Editors' Choice award for small business CRMs.
Pricing: A Single, All-Inclusive Plan
Less Annoying CRM refreshingly offers a single plan at $15 per user per month. It includes all of the product's features, including integrated calendars and task management tools. You get an unlimited number of contacts, companies, and sales pipelines, as well as support for user permissions and unlimited custom fields. The 25GB storage limit per user is high enough to accommodate most small businesses’ needs.
Bigin by Zoho is more affordable than Less Annoying CRM. It offers a free plan for a single user, and its base paid plan starts at just $7 per user per month, billed annually. Freshsales, meanwhile, starts at $9 per user per month, billed annually. This price difference could be substantial for small businesses looking to minimize costs. At the high end of the range is Salesforce Starter Suite, which goes for $25 per user per month, billed annually. For the money, however, you get an extremely complete set of customer service, commerce, marketing, and sales tools.
Less Annoying CRM's simplicity aligns it more with SMB-focused CRMs, though its pricing is consistent with that of tools for larger businesses, such as Apptivo (starting at $15 per user per month, billed annually) and Zoho CRM ($14 per user per month, billed annually). However, it lacks some of those products' key features, such as Apptivo's endless app connections or Zoho CRM's fully automated workflows.
Less Annoying CRM states that some companies may need to discuss and plan to fully set up their accounts, and it requests that they reach out via email. The purpose of this consultation is to help companies create customized workflows and test out the software initially; it does not impact the price.
Getting Started and Ease of Use: Simplicity Across the Board
Less Annoying CRM makes it easy to get started: Simply sign up with your name and email address, create a password, and select your industry (which the software uses to select the default pipeline templates for your Workspace). You can also sign up for email tutorials if you'd like. I found Less Annoying CRM straightforward enough to use without tutorials, but I signed up for them anyway. The tutorials are comprehensive and helpful, and perhaps most importantly, spaced out to avoid overwhelming new users.
Logging in for the first time opens a video tutorial that walks you through the product's core features. You can skip this to jump directly into Workspace, where you see a breakdown of upcoming and in-progress tasks, along with activity and pipeline reports. Your events for the day appear in a calendar view on the right, which is highly effective but somewhat awkward aesthetically.
You can also customize your Workspace to show other information to which you need quick access. Not as many customization options are available as in Apptivo or Zoho CRM, but Less Annoying CRM’s overall simplicity might be a benefit if you are still learning how to use this type of software.
Adding users (your company's sales employees) is a simple process. Head to Settings > Users, and then use the buttons and checkboxes to tweak various permissions. Other CRMs, such as Apptivo, require you to assign roles to users rather than individual permissions, but I actually like the more granular control here. That said, I wish it were possible to import users in bulk.
If you run into trouble using Less Annoying CRM, you can take advantage of its robust customer support. For example, you can schedule a call with a CRM coach to help you customize Less Annoying CRM to your needs. I took Less Annoying CRM up on this offer and enjoyed working with the polite, helpful staff to build my Workspace. Otherwise, you can access 24/7 support via email, phone, or support ticket. This level of support isn’t always available on low-cost plans from other CRMs, so I appreciate its inclusion.
Contacts and Leads: Easy Setup and Management
You can add contacts from anywhere in Less Annoying CRM using the plus icon in the left-hand sidebar. This opens a box where you can enter details like the contact’s name, company, job title, and other information. The attachments area lets you add relevant notes, tasks, and groups.
Less Annoying CRM offers several options for importing contacts in bulk, including uploading a spreadsheet and moving contacts from third-party services, such as Google or Outlook. An integration with Import2 lets you import contacts from another CRM in just a couple of clicks, too. Import2 isn’t compatible with every CRM, but it can move data from many popular solutions, such as Pipedrive and Zoho CRM.
When I tried to import a contact spreadsheet, the software gave me the option to manually map it per Less Annoying CRM’s system or have an employee complete the process. I chose the latter option and received an email an hour later from a representative who noticed that I was using sample contacts. I confirmed that I wanted her to enter these sample contacts into the system, and she completed the process 20 minutes later. I imagine the import would have taken only around 20 minutes if I had supplied regular contacts in the first place.
Contact names and information appear in a table. You can use filters to display only contacts or companies, and create custom filters to view contacts who meet specific criteria, such as a specific location of residence. I enjoy the simplicity of this approach, especially compared with the more detail-heavy (and potentially overwhelming) contact tables in programs like SugarCRM. However, I would still prefer to see a little more information here, such as their current pipeline.
Clicking on a contact’s name takes you to their profile, where you can see any attached items (such as tasks) and a history of interactions. Contact and company info appear in a sidebar on the left, along with a link to email them. Less Annoying CRM automatically logs any emails you send via this link. If you set up a VoIP integration, you can turn phone numbers into links as well. Although I like these contact profiles, I still wish there were a way to access contacts’ full information without opening a new page, as is possible in other CRMs such as Freshsales and Insightly.
You add lead information directly to a contact’s profile. Options will vary depending on the pipeline's structure. For me, the options were Status (place in pipeline), Goals, Summary of Strategy/Growth Plan, Quoted Amount, and Plan Type (weekly or monthly). The CRM automatically populates drop-down menus for these fields with information from the appropriate pipeline.
You can add an unlimited number of custom fields to lead or contact profiles in the Settings section to suit your company's needs.
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Pipelines: The Heart of Less Annoying CRM
Instead of focusing entirely on sales, Less Annoying CRM defines pipelines as any process through which you need to move people. For example, you might create a pipeline to get paying customers to review your product or even become an affiliate for your business.
You can create and modify pipelines in Settings > Pipelines. The editor uses a visual approach, letting you color-code steps and drag-and-drop them into the appropriate places. You can use premade steps or create your own.
After creation, pipelines are viewable in the Reports area. I found this less than intuitive, as I expected such an important component to have a dedicated page. That said, everything on the page is straightforward, with both a table view and a Kanban view that lets you quickly move leads from one stage of the pipeline to the next. This feature is still in beta, but it’s a great addition that brings Less Annoying CRM closer to other popular solutions, such as Apptivo.
Task and Time Management: Keep Everyone on Track
Less Annoying CRM lets you create a task from any page using the plus icon on the left sidebar or while you work on a company or contact profile. Tasks require a name and due date, but you can also add a description. Other CRMs offer similar functionality.
Once you create tasks, they appear at the top of your calendar on the date they’re due. You see today’s tasks in the calendar section of your Workspace and the full week’s (or month’s) tasks on the calendar page.
The calendar also shows events, such as meetings. You can create events in the calendar or attach them to contact or lead profiles as necessary. I especially appreciate the option to set reminders at regular intervals, such as the day and hour before an event.
Automation and Forms: Limited Options
Less Annoying CRM’s automation builder uses an action-oriented structure to help you create automations without code. However, it restricts automations to attaching groups, leads, notes, tasks, and groups. This is more restrictive than the near-endless automation options in Zoho CRM and others, but it might be sufficient for small companies.
The big surprise here is that the builder doesn't let you set up a trigger for the automation. Instead, you must manually attach an automation to contact profiles or pipelines. This extra step isn’t something I’ve had to do with any of the other CRMs I’ve tested. Furthermore, you can’t add automations to multiple contact profiles at once. This might not be a major downside for small businesses with few contacts, but it could otherwise prove a significant impediment.
You can tie Less Annoying CRM’s automations to forms you build. For example, you can create an email signup form and have the software automatically sort users who submit it into specific groups.
Reporting and Analytics: Underwhelming Tools
Less Annoying CRM’s Reports section shows bar graphs for each of your pipelines. This is great for visualizing individual pipelines’ performance, though I wish you could view data through more charts, such as pie charts. I’d also like to see a bar across the top of the screen with the most important statistics, something common in analytics areas of other CRMs, such as Bigin by Zoho.
Buttons below the pipeline reports let you navigate to reports for activity within the CRM and tasks assigned to various teams or individuals. These reports use a table format, with no way to customize their appearance. Your only option for changing what you see here is using filters similar to those in the Contacts area.
You can view pipeline reports in table or Kanban formats, as mentioned. These reports, along with the activity and task reports, can be exported as PDFs or spreadsheets in just a couple of clicks.
Unfortunately, you don't get tools to create custom reports. Services like Apptivo, Bigin by Zoho, and Freshsales offer more customizable and robust reporting. This level of simplicity might be what you're after, but tools to learn and grow with would be welcome.
Mobile App: A Capable Extension of the Main Site
I downloaded Less Annoying CRM's Android app (also available on iOS) in testing. The main Workspace view is easy to digest and lets you see essential reports, scheduled events for the day, and upcoming tasks. Otherwise, you can do pretty much everything you can with the browser version, from adding contacts to creating automations to scheduling events. The simple design makes it easy to find all of these functions.
Integrations: A Decent Range
Less Annoying CRM offers around 30 integrations, which isn't a huge number, but might be sufficient for small businesses. Freshsales and Insightly CRM offer far more options.
As mentioned, Less Annoying CRM connects with Google, Microsoft, Yahoo, and other mail services. Emails you send from synced inboxes to contacts (whether in Less Annoying CRM or your regular client) automatically show up in their profiles. You can even add people to your contact list by forwarding their emails to Less Annoying CRM. You don't get native bulk emailing capabilities, but an integration with Mailchimp lets you send newsletters and other campaigns. Other CRMs, such as Freshsales, offer native bulk email tools.
As for other integrations, you can connect Zapier to automate tasks, such as accounting and lead generation. The aforementioned VoIP integrations turn phone numbers into clickable links. A specialized option is available for RingCentral, while more complete integrations—automatically logging calls and SMS messages in the CRM—are available for services such as CallHippo, Intulse, and KrispCall. Finally, you can use AgileForms to simplify contact data entry, Nusii for creating comprehensive proposals, and QuickBooks Sync for streamlined accounting.
Final Thoughts
(Credit: Less Annoying CRM)
Less Annoying CRM
Less Annoying CRM’s straightforward features, pricing, and user experience make it a good choice for small businesses, though it could use a bit more customizability and depth in a few key areas.