AdvisorShelf / CRM / Less Annoying CRM

CRM

Less Annoying CRM

Simple CRM for people who have outgrown a spreadsheet but want fewer features than most CRMs.

Made by Less Annoying CRM Visit Less Annoying CRM's website

Starting priceFrom $15/user/mo

Checked on the vendor's site · Oct 6

Price on their own siteYes

Firm sizeSolo advisor, Small team (2 to 5)Solo2-56-2021+

In their words: “Built for small businesses, full stop Every feature is designed with the solo user in mind.”

Vendor says · source

Connections listed5 connectionsGoogle Calendar, Outlook Calendar, MyRepChat and 2 more. Source and date for each below.

Is this your company? Claim this free profile to send corrections and add details. Claiming is free and never changes how we compare tools.

Claim this profile

What their website looks like

Screenshot of Less Annoying CRM's homepage — Less Annoying CRM's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Plan	Price	Billing
Everything included	$15/user/mo per user, per month	Billing period not stated on the pricing page Single plan; plus applicable tax

Source: Less Annoying CRM pricing page. Checked on the vendor's site, Oct 6.

Where Less Annoying CRM sits on price

Less Annoying CRMOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

MyRepChat

Less Annoying CRM5 connections listed

Data goes out to

Mailchimp

Two-way

Google CalendarOutlook Calendar

Listed, no detail

Zapier

Connection cost: not stated on the Less Annoying CRM pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of Less Annoying CRM's site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Less Annoying CRM lists.

Google Calendar

Checked on the vendor's site

Two-way: calendar events

Source: Less Annoying CRM Google Calendar integration page. Checked Oct 6.

Outlook Calendar

Checked on the vendor's site

Two-way: calendar events

Source: Less Annoying CRM Outlook Calendar integration page. Checked Oct 6.

MyRepChat

Checked on the vendor's site

Data in: text messages logged as notes

Source: Less Annoying CRM MyRepChat integration page. Checked Oct 6.

Mailchimp

Checked on the vendor's site

Data out: contact groups synced to Mailchimp

Source: Less Annoying CRM Mailchimp integration page. Checked Oct 6.

Zapier

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Less Annoying CRM Zapier integration page. Checked Oct 6.

Moving to Less Annoying CRM from another tool

What Less Annoying CRM's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From a spreadsheet or CSV file

In their words: “Use our importing tool to bring contacts from a spreadsheet into the CRM. … Export contacts out of your current CRM to a spreadsheet, then use our importing tool to bring the spreadsheet into LACRM.”

What comes across: contacts
How: You upload a file (such as a spreadsheet)
Cost: not confirmed by the words shown
Also on the page: “Or, have us import a spreadsheet of contacts for you!”

Checked on the vendor's site · Oct 8

Less Annoying CRM help: options for importing contacts

Names no tool

Their page says, in words we couldn't label: “If you’re looking to migrate historical data like notes or pipelines from another CRM, check out our integration with import2 here.”

A partner's route: the words above send you to import2 for this move, so it isn't counted as Less Annoying CRM's own import. Ask Less Annoying CRM what import2 costs and what it brings across.

Checked on the vendor's site · Oct 8

Less Annoying CRM help: exporting your contacts out of another CRM

Leaving later

Account admins can export all of the account's data in bulk from Settings, Export data.

Checked on the vendor's site · Oct 6

Source: Less Annoying CRM help centre

Fits best if

Our judgement

We haven't assessed fit for Less Annoying CRM yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Redtail

From $39/user/mo

Checked on the vendor's site · Oct 6

Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile

View profile

Wealthbox

From $59/user/mo

Checked on the vendor's site · Oct 6

Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile

View profile