Less Annoying CRM vs. Workbooks

Less Annoying CRM is an excellent system for us as we log everything we do with a customer and has easy access to the imfromation later. May sound "of course" but this is by far the easiest CRM I've ever worked with during my 30 years in sales. Follow-up and scheduling is easy managable as well as designing forms and fields our selves. Less Annoying CRM has a good list of plug'ins to other software for integrational puposes. Most important to us is support when needed. Less Annoying CRM excels in its support. Don't hesitate, it doesn't do everything, but get started and get surprised

Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.

As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.

The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.

• Simple, intuitive usage
• Daily agenda emails
• Ease of moving calendar / action items around, closing out
• Customer service is extremely responsive, they don't hide behind a "contact us" form on their website as so many companies seem to do. You can readily reach them by phone!

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• The one thing I was looking for is a place to manage multiple businesses with one project. Like if I am selling a "summer camp guide," I would like to have info for sales in one place with multiple contacts and businesses. LACRM customer service provided a workaround for me by suggesting I set up a specific pipeline for each project and them put each business in there. It is working great and, actually, a much better way to manage the project than I have originally intended.
• I really don't have anything else to add. LACRM is perfect for us.

• We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
• The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
• Can sometimes be a little slow and goes down from time to time but this is fairly rare

Incentivized

Excellent product which meets my needs of a complex industry

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

I knew nothing about CRMs, and within a day of purchasing Less Annoying CRM, I was able to set up my contacts list with custom fields. After a brief call to Customer Service, I was able to set up my first pipelines and understand how to use them. This CRM is so simple to use, and extremely versatile.

Incentivized

Workbooks CRM never let me down.

Customer support is fantastic with these guys, they’re always very prompt to answer, and the team is very personable and easy to work with. I can’t really say much more than that, my interactions have been fairly limited, but what interactions I had, I can see without a shadow of a doubt they were very enjoyable and swift in resolving my issues.

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

After explaining that I was moving from Salesforce and the problems I was encountering, they took over and implemented the data in such a quick and efficient way, I was looking for the other shoe to drop but they did an amazing job so very impressed

Less Annoying CRM is so much easier to use and is at least as powerful if not more in the areas that matter to me as a small business owner. The way you do things in Less Annoying CRM are the ways that common sense would dictate you do them. It doesn't overcomplicate things to show how smart the engineers that designed it were.

Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses

• Not just storage of information, but utilizing that information to build stronger relationships with clients
• Because it's web-based, we can be at our desk or on the road and still have the full functionality of the CRM at our fingertips, which helps us keep focusing on sales!

• Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
• Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
• Creating auto invoicing scripts has drastically cut the finance team's invoicing time.

Incentivized