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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 - Importing Contacts

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

Learn about Less Annoying CRM's most robust and customizable features: pipelines! First learn how to use the built-in leads pipeline to manage your contacts through a sales process. Then learn how you can edit that process, or even completely tear it down and build your own custom pipelines with your own statuses, your own custom fields, and more. The possibilities are endless!

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:

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!

Less Annoying CRM Product Tour

Learn the basics of Less Annoying CRM, and see how easy it is to add and manage your contacts, leads, notes, events, and more.

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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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.

Beginner's Guide: Entering Notes

A contact manager becomes a CRM when you can track your relationship with your contacts through time, and the simplest way to do that is to make notes about your interactions. Learn how to enter a note and store it permanently in a contact's history.

Manage multiple small businesses with one CRM

Let me know if this sounds like you: you're an entrepreneur, you run a few different businesses offering a few different services/products, and you're going NUTS trying to manage all of your spreadsheets and email lists!

This is where Less Annoying CRM comes in. You can manage multiple businesses (yes, multiple databases of clients and leads!) in one LACRM account and still track and get reminders about everything you need.

In this webinar, CRM Coach Eunice covers:

- Exactly how to keep all of your contacts in one place and still be able to easily parse out each business' customers, leads, and marketing lists

- Managing your employees (Have an assistant for each business? They can still use the CRM without getting in each others' way!)

- Tracking your sales so that you have your finger on the pulse of each of your revenue streams

- Getting it all set up in your own account (and yes, LACRM is here to help every step of the way!)

Have more questions? Feel free to contact us!

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:

Less Annoying CRM: Custom Contact and Company Fields

Learn how to add new fields to your contact and company records so that you can store the information that you need to track for your business.

How do you create custom fields in Less Annoying CRM? How are these fields different than the custom fields on the pipelines feature? Can you import custom data to these fields from a spreadsheet? Michael walks you through all of those questions and more!
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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 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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How do I import contacts/data from Less annoying CRM into Revamp CRM?

Step by step how to import contacts/data from Less annoying CRM into Revamp CRM

Introduction to Salesmate CRM

Salesmate CRM is a completely reimagined CRM, delivering a whole new level of automation, simplicity, and insight; an easy to use customer intelligence platform.

With Salesmate, it got easier for businesses to manage their pipeline, save time at all stages of the sales cycle and win new customers without breaking their back on busywork.

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