Built for small teams, Less Annoying CRM is the easiest system to track and share important financial plans, record every conversation, and set reminders for your monthly reviews so you can focus on providing the best service to every client.
Just $15 per user per month, with no surprise "set-up fees", confusing tiers, or contracts (we hate those too).
Ready to sign up for your free 30-day trial of our Financial Planner CRM? Just click this button...
We don’t take any credit card information, and it’s only $15 per user per month after. That’s it.
Want to chat a little more first? Just reach out to us here -- we’d love to talk to you.