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Less Annoying CRM: Contact Relationships

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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!
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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:

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

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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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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
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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!

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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.

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

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

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

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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).

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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

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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!

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 -

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Less Annoying CRM: Managing Users

Learn how to add more users onto your CRM account, manage their permissions settings, and share data among your CRM's users collaboratively. Maggie walks you through each and every permissions option so you can make sure to get your company's account set up just right!

Less Annoying CRM: Email Sending

Learn all the ins and outs of sending and logging emails in Less Annoying CRM.
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Less Annoying CRM: Managing Users

Learn how to add more users onto your CRM account, manage their permissions settings, and share data among your CRM's users collaboratively. Maggie walks you through each and every permissions option so you can make sure to get your company's account set up just right!

Beginner's Guide: A quick overview of LACRM

A quick overview of the basics of Less Annoying CRM. What is a CRM? How can Less Annoying CRM help you simplify your day to day operation of your business? We'll show you how in just a few minutes.

Less Annoying CRM: Google Contact Sync

Learn how you can connect a part or all of your CRM's database of contacts and companies in a two-way sync with Google's Gmail Contacts.

Less Annoying CRM : Importing Contacts

Learn how to populate your CRM with contacts from a spreadsheet or another system using our Importing Tool.

How to sync your iPhone contacts with Less Annoying CRM

Do you have an iPhone? Wondering how you can sync your iPhone contacts with Less Annoying CRM? During this webinar, LACRM's marketing guru Julia Zasso will walk you through syncing your iPhone contacts with Google and Google Contacts, as well as with Less Annoying CRM. This way, you can add a new contact to your Apple device and it will end up in the CRM automatically -- and vice versa!

NOTE: In order to set up this sync, you must have a Google account! LACRM only syncs directly with Google, so for this webinar, we will be syncing iPhone contacts to Google and your Google contacts with LACRM. iPhone contacts cannot be synced directly to LACRM. If you do not already have a Google account, you can sign up here:



If you want more advice on how to access the mobile version of our website, check out our previous webinar on using Less Annoying CRM on the go:



If you have any questions about this webinar, please don't hesitate to contact us!

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Beginner's Guide: Email sending

Be honest-- you live in your email inbox. A CRM is pretty limited if you have to jump around between the CRM and your email inbox to see all of your correspondence with a key contact! With LACRM, you can log those emails directly to your contacts, so that your history is all in one place. Learn how in this video.

Less Annoying CRM: Pipelines

Learn all about Less Annoying CRM's most robust and customizable feature: pipelines! First, we'll go through the in's and out's of customizing these process trackers, and then we'll walk through pro-tips on utilizing them and pulling reports.

Less Annoying CRM: Mailchimp Integration

Learn all about how Less Annoying CRM's integration with Mailchimp works! This video covers how to set up your audience in Mailchimp, how to connect your CRM groups to your audiences, and how to log those campaigns to your Less Annoying CRM contacts.

Less Annoying CRM Coding Fellowship

The Less Annoying CRM Coding Fellowship is a summer program for people from underrepresented groups in tech. Here's what past fellows have to say about the fellowship!

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Less Annoying CRM: Groups

Learn how to use the groups feature in Less Annoying CRM to apply labels/tags to contacts and companies, and to quickly generate easy lists of those contacts. Also learn when NOT to use groups, and some of the major points of confusion regarding this feature.

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