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How to use Less Annoying CRM as a Financial Planner

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Less Annoying CRM Review

This video provides an overview of a popular CRM tool, Less Annoying CRM. Looking for a CRM solution? Get a list of free, personalized recommendations using our Product Selection Tool:

➤ TIMESTAMPS
0:35 Core features
2:41 Pros and cons
4:21 Ready for your free software recommendations?

➤ FREE CRM BUYER'S GUIDE:

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The business technology marketplace is diverse, and most buyers struggle to determine which options are best for them. At TechnologyAdvice, we don’t think this should be such a challenge. That’s why our team is dedicated to creating quality connections between buyers and sellers of business technology.

We help buyers make well-informed purchase decisions through comprehensive product listings, industry analysis, and user-generated reviews. In addition to serving buyers, we work with vendors to grow their customer base through our unique demand generation programs. These programs improve product awareness by placing matched solutions in front of their ideal customers.

#LessAnnoyingCRM #CRM #BusinessSoftware
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1000 Calls A Day: What CRM Should You Use?

Do you know which CRM you should be using? Today I’ll help you answer this question. The best CRM is the one you will actually know how to use and use regularly. A lot of CRMs do many amazing things, but if you don’t know how to use them and you can’t take advantage of all of their features, they’re worthless.

Learn more→

info@1000callsaday.com
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How to build Interactive Excel Dashboards

Download file used in the video with step by step instructions and links to more tutorials:

In this video you will learn how to create an interactive Excel dashboard from scratch using the built in Excel tools. No add-ins or VBA/Macros. Just plain Excel. Applies to Excel 2007 onward for Windows & Excel 2016 onward for Mac.

Chapters:
0:00 Introduction, what to expect and keys to building dashboards fast - don't skip this if it's your first time watching ;-)
4:45 The Data
5:07 Building the PivotTables & Charts
28:00 Inserting Slicers
29:50 Manual Legend
33:54 Dynamic Labels
39:11 Link Slicers to Charts
42:26 Adding New Data
44:43 Color Formatting with Themes
45:45 Formatting Objects
48:16 Make it look less like Excel
49:26 Worksheet Protection
50:47 What's Next

View my comprehensive courses:

Connect with me on LinkedIn:
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Here's how Callie built a serious income in 11 months by flipping land

REtipster Blog:
REtipster Club:
Trello:
Melissa Data:
PropertyRadar:
BeenVerified:
Thumbtack:
Lead Propeller: (Use promotional code RETIPSTER when you sign up and get 75% off your first month - and the REtipster Blog will get a small commission from the sale)

Get ready to be inspired. Callie McGraw just managed to generate a full-time income in less than a year... and she did it all by flipping land in her spare time.

The reason I like Callie's story so much is because she did this all while juggling the responsibilities of a stay-at-home mother of two, and all the responsibilities that come along with that HUGE job description.

Her story is proof that this business can be done even when you've got other significant responsibilities on your plate. If you've let the excuse of I don't have enough time get the best of you - you need to hear Callie's story!
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How to use Less Annoying CRM as a Financial Planner

Financial planners: want to see Less Annoying CRM in action? This is the webinar for you! CRM Coach Eunice will walk you through the ins and outs of the program, explain CRM best practices, and show you our recommended customizations for financial planners.

We'll cover:
- What is a CRM and how can it help your financial planning business?
- What makes LACRM different for the other CRMs you're looking at?
- Customizations, including a template created for (and by) financial planners!

...plus, all of our features:
- Contact and company records to track commercial and individual clients
- Customized pipelines to track new leads and onboard existing clients
- Groups to organize your networks
- Subcalendars to schedule client meetings

This webinar is a great way to get your feet wet with the CRM and quickly learn more about how the app works.

Have more questions? Feel free to contact us:

7 Ways to Optimize Less Annoying CRM for your Insurance Agency

In this webinar, Maggie, a CRM coach at Less Annoying CRM, will guide you through our top tricks and tips for insurance agents using Less Annoying CRM. We cover:

1. Customizing your pipelines
2. How to attach pipelines to the correct record
3. How to pull reports based on the policy expiration date
4. How to pull up a list of contacts turning 65
5. When and why to use groups, and much, much more!

If you're looking for ways to maximize the use of your CRM for your insurance agency, this is the webinar for you.

Have questions? No problem! Feel free to contact us at Help@LessAnnoyingCRM.com.

Demo Webinar of Less Annoying CRM

If you want to see Less Annoying CRM in action, this is the webinar for you! In this webinar, Maggie, a CRM Coach, will guide you through the ins and outs of the CRM. We cover:

1. What is a CRM?
2. All of the CRM's features
3. Customizing Options
4. Commonly asked questions and concerns

Less Annoying CRM only takes a few minutes to set up and learn, and this demo will give you all of the tips and tricks you need to be aware of as you get started.

Have questions not answered in the webinar? No problem! Feel free to contact us at help@lessannoyingcrm.com

Using Less Annoying CRM for your real estate business

Are you a real estate agent using (or considering using) Less Annoying CRM? This webinar is for you! During a 30 minute overview, CRM Coach Eunice Koo will show you how to optimize the use of the CRM for your real estate agency. The webinar will include:

- An overview of our real estate brokerage account template
- Customizing your pipelines to track each deal from start to close
- Pulling reports to gain insight on your funnel (and identify your top lead source)
- Organizing your marketing lists in order to stay front of mind with existing customers
- Managing your tasks so that you stay on top of each to-do, from photographing new listings to following up on paperwork

If you're looking for ways to maximize your CRM use, make data management more efficient, and learn insider tips and tricks, this webinar is a do-not-miss!

Have more questions? Feel free to contact us!

How Less Annoying CRM Works #1 - Contacts 101 | How Much Is Less Annoying CRM

To get the LessAnnoyingCRM for $10/month Click Here -

***************************************************************
Get Kartra for only $1 plus My $497 Course For $1 (Financial Education For All) -

***************************************************************

YouTube/Google Page Ranking System that I opted into -

***************************************************************

Here is my 401(k) Alternative website that if Fully Operational - - For Business Owners or Anyone that wants to rescue an Old 401(k)/IRA

***************************************************************

Also, if you're interested in starting your Own Community Food Exchange, get your leadership guide now -

***************************************************************

If you'd like to Learn What you never learned in High School, Grade School, Middle School, or College regarding Personal Financial Education, please go to to start Now!

So Excited for all of these world Changing Shifts!

***************************************************************

If you need Life Insurance OR would like to update your plan to a Living Benefits Policy (Access up to 75-90% of your Death Benefit while you're alive in the event of a Major Medical Event).

go to for more information and to see the Largest and Best innovation in the Life Insurance Industry. 50,000 positions available - part-time, full-time, amazing Mission, wonderful Culture, embraced technology, expanding diversity, 60% of the agents are women, 8 out of the top 10 earners are women, done for you marketing system, mentorship program, leadership track, proven success, long history of integrity, the Google of the Financial Industry...

***************************************************************
Looking for a simple and productive CRM?
Less Annoying CRM is what I use. If you sign up through my link I'll gift you, How to Rock a CRM In Minutes! (Value $97) It's only $10/month when you go through the link below.

Click

Twitter -
LinkedIn -
Facebook -


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Syncing your Less Annoying CRM contacts with PieSync

If you've ever wanted to sync your Less Annoying contacts with Outlook, QuickBooks, or Constant Contact, check out PieSync! PieSync is an integration platform that allows you to send contact data in a two-way sync between Less Annoying CRM and other systems. While Less Annoying CRM has some built-in integrations with apps like Mailchimp and Google, and you can build your own integrations with our API, PieSync allows you to connect with more programs and have greater control over the types of contact data being synced -- without having any coding skills at all!

Here is a list of all 160 apps you can sync with your Less Annoying contacts via PieSync:



In this webinar, we're teaming up with PieSync to answer all of your contact syncing questions. Over a 30-minute presentation, our PieSync expert will:

* Explain the ins and outs of PieSync's 2-way contact syncing system
* Compare PieSync with other contact-syncing platforms
* Demo the app live
* Explain common PieSync-to-LACRM use-cases

If you want to read a step by step tutorial on integrating LACRM with PieSync, check out this post:



Have more questions? Feel free to contact us:



Want notifications for future webinars? Sign up for our newsletter:

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Less Annoying CRM: Contact Relationships

Learn how to link records in your CRM together so that they're connected for almost any reason: family ties, referrals, sister companies, and more!

Less Annoying CRM user profile: Ann Lisle of Castaway Travel of the Carolinas

Ann Lisle shares why she chose Less Annoying CRM for her travel planning business, and how LACRM helps her stay on top of her tasks and her clients' needs.

Financial Advisor Sophia Bera Discusses The Unexpected Ways To Use A Roth IRA | CNBC

Financial advisor Sophia Bera says a Roth IRA is a flexible financial vehicle that's useful beyond simple retirement saving, from home-buying to education.
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Financial Advisor Sophia Bera Discusses The Unexpected Ways To Use A Roth IRA | CNBC

Less Annoying CRM user profile: Sophia Bera of Gen Y Planning

Sophia Bera, founder of Gen Y Planning, was generous enough to talk with us about why she chose Less Annoying CRM for her entrepreneurial business, and her experience with the software!

Keep an eye out for a quick guest appearance by LACRM's spirit animal, Baby Turtle!

Beginner's Guide: Leads and other pipelines

Pipelines are the most powerful and customizable tool in the CRM -- they'll help you manage your workflows and make sure you never lose track of a lead. But pipelines can also be confusing when you're first learning them -- this video will teach you the basics of using this feature and shaping it to fit your business.
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How Less Annoying CRM Works - Tasks Events Reports Calendar Pipelines How Much Is Less Annoying CRM

To get the LessAnnoyingCRM for $10/month Click Here -

***************************************************************
Get Kartra for only $1 plus My $497 Course For $1 (Financial Education For All) -

***************************************************************

YouTube/Google Page Ranking System that I opted into -

***************************************************************

Here is my 401(k) Alternative website that if Fully Operational - - For Business Owners or Anyone that wants to rescue an Old 401(k)/IRA

***************************************************************

Also, if you're interested in starting your Own Community Food Exchange, get your leadership guide now -

***************************************************************

If you'd like to Learn What you never learned in High School, Grade School, Middle School, or College regarding Personal Financial Education, please go to to start Now!

So Excited for all of these world Changing Shifts!

***************************************************************

If you need Life Insurance OR would like to update your plan to a Living Benefits Policy (Access up to 75-90% of your Death Benefit while you're alive in the event of a Major Medical Event).

go to for more information and to see the Largest and Best innovation in the Life Insurance Industry. 50,000 positions available - part-time, full-time, amazing Mission, wonderful Culture, embraced technology, expanding diversity, 60% of the agents are women, 8 out of the top 10 earners are women, done for you marketing system, mentorship program, leadership track, proven success, long history of integrity, the Google of the Financial Industry...

***************************************************************
Looking for a simple and productive CRM?
Less Annoying CRM is what I use. If you sign up through my link I'll gift you, How to Rock a CRM In Minutes! (Value $97) It's only $10/month when you go through the link below.

Click Here to get started

Twitter -
LinkedIn -
Facebook -

How Less Annoying CRM Works How Much Is Less Annoying CRM Tasks Events Reports Calendar Pipeline

less annoying crm free trial,less annoying crm demo,less annoying crm api,less annoying crm workspace,less annoying crm real estate,contact less annoying,less annoying crm features,less annoying crm review,less annoying crm pipeline,less annoying crm pipelines,less annoying crm tasks,less annoying crm events,less annoying crm calendar,less annoying crm app,contact less annoying crm,less annoying crm training,how much is less annoying crm,lessannoyingcrm trial

Less Annoying CRM Training Video 1

11 Capital Finance CRM Training Video by Roger Holden.
Visit My Website or send rholden@11capitalfinance.com

How Less Annoying CRM Works - Pipelines & Customization 201 | How Much Is Less Annoying CRM

To get the LessAnnoyingCRM for $10/month Click Here -

***************************************************************
Get Kartra for only $1 plus My $497 Course For $1 (Financial Education For All) -

***************************************************************

YouTube/Google Page Ranking System that I opted into -

***************************************************************

Here is my 401(k) Alternative website that if Fully Operational - - For Business Owners or Anyone that wants to rescue an Old 401(k)/IRA

***************************************************************

Also, if you're interested in starting your Own Community Food Exchange, get your leadership guide now -

***************************************************************

If you'd like to Learn What you never learned in High School, Grade School, Middle School, or College regarding Personal Financial Education, please go to to start Now!

So Excited for all of these world Changing Shifts!

***************************************************************

If you need Life Insurance OR would like to update your plan to a Living Benefits Policy (Access up to 75-90% of your Death Benefit while you're alive in the event of a Major Medical Event).

go to for more information and to see the Largest and Best innovation in the Life Insurance Industry. 50,000 positions available - part-time, full-time, amazing Mission, wonderful Culture, embraced technology, expanding diversity, 60% of the agents are women, 8 out of the top 10 earners are women, done for you marketing system, mentorship program, leadership track, proven success, long history of integrity, the Google of the Financial Industry...

***************************************************************
Looking for a simple and productive CRM?
Less Annoying CRM is what I use. If you sign up through my link I'll gift you, How to Rock a CRM In Minutes! (Value $97) It's only $10/month when you go through the link below.

Click

Twitter -
LinkedIn -
Facebook -



less annoying crm free trial,less annoying crm demo,less annoying crm api,less annoying crm workspace,less annoying crm real estate,contact less annoying,less annoying crm features,less annoying crm review,less annoying crm pipeline,less annoying crm pipelines,less annoying crm tasks,less annoying crm events,less annoying crm calendar,less annoying crm app,contact less annoying crm,less annoying crm training,how much is less annoying crm,lessannoyingcrm trial

Beginner's Guide: Tasks and follow-ups

What good is a database of contacts and your history with them if you don't know when you're supposed to contact them? Tasks are the simplest follow-up tool you'll ever use -- set it and forget it. Learn how to set reminders for follow-ups and other to-dos!

How Less Annoying CRM Works #2 - Pipelines 101| How Much Is Less Annoying CRM

To get the LessAnnoyingCRM for $10/month Click Here -

***************************************************************
Get Kartra for only $1 plus My $497 Course For $1 (Financial Education For All) -

***************************************************************

YouTube/Google Page Ranking System that I opted into -

***************************************************************

Here is my 401(k) Alternative website that if Fully Operational - - For Business Owners or Anyone that wants to rescue an Old 401(k)/IRA

***************************************************************

Also, if you're interested in starting your Own Community Food Exchange, get your leadership guide now -

***************************************************************

If you'd like to Learn What you never learned in High School, Grade School, Middle School, or College regarding Personal Financial Education, please go to to start Now!

So Excited for all of these world Changing Shifts!

***************************************************************

If you need Life Insurance OR would like to update your plan to a Living Benefits Policy (Access up to 75-90% of your Death Benefit while you're alive in the event of a Major Medical Event).

go to for more information and to see the Largest and Best innovation in the Life Insurance Industry. 50,000 positions available - part-time, full-time, amazing Mission, wonderful Culture, embraced technology, expanding diversity, 60% of the agents are women, 8 out of the top 10 earners are women, done for you marketing system, mentorship program, leadership track, proven success, long history of integrity, the Google of the Financial Industry...

***************************************************************
Looking for a simple and productive CRM?
Less Annoying CRM is what I use. If you sign up through my link I'll gift you, How to Rock a CRM In Minutes! (Value $97) It's only $10/month when you go through the link below.

Click

Twitter -
LinkedIn -
Facebook -



less annoying crm free trial,less annoying crm demo,less annoying crm api,less annoying crm workspace,less annoying crm real estate,contact less annoying,less annoying crm features,less annoying crm review,less annoying crm pipeline,less annoying crm pipelines,less annoying crm tasks,less annoying crm events,less annoying crm calendar,less annoying crm app,contact less annoying crm,less annoying crm training,how much is less annoying crm,lessannoyingcrm trial

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