Financial Planner CRM
Never lose track of client goals again
The only easy-to-use CRM for financial planners to help you manage client information, meeting notes, and key milestones easily.
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Client relationship pipeline
Build forms to collect client details
Get set up in an hour
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I keep getting more and more for my money. Thank you for being so honest to deal with, and so committed to my success in using your software.
Treavor A.
Customer since 2018
Managing financial clients has never been easier
Before
Manual tracking & endless spreadsheets
Missed follow-ups
Scattered schedules
Inadequate data security measures
Limited insights of progress
Limited lead collection
after
A clear, easy-to-navigate client pipeline
On-time follow-ups
Integrated calendar and task reminders
Secure storage for sensitive financial info
Organized data available
Easy lead capture
Keep your financial planning practice in sync
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Build stronger client relationships
Keep every follow-up organized and timely to help clients achieve their financial goals.
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A single source of truth for your team
Share client details, updates, and financial strategies across your team, so everyone stays aligned.
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Stay organized, stress-free
Manage sessions, notes, and scheduling — all in one easy-to-use platform.
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Precise analytics without overwhelming data
Access meaningful data on client progress and financial plans, helping you focus on delivering results.
It is absolutely refreshing and very satisfying to work with a company that actually delivers on what it promises.
Ken L.
Customer since 2019
Transform your work with tools that keep it simple
From managing client connections to accessing financial data with ease, Less Annoying CRM supports your practice and helps you deliver results.
Mobile Access FP
Access your CRM on any device
Manage client information from any computer, tablet, or smartphone, whether you’re at the office or meeting clients.
Form Builder FP
Easily gather client details
Use our form builder to collect risk profiles, investment preferences, and financial goals directly into your CRM, making onboarding and management easier.
Log Email Conversations FP
Keep all your email exchanges in one place
Once you’ve integrated your email program, Less Annoying CRM will automatically link each email to the correct client, so your communication history is always complete.
Easy Importing FP
Move your contacts over with ease
Upload client and lead information from your current system with a simple spreadsheet.
Daily Agenda Emails FP
Start your day organized
Receive a morning email with all your tasks and events for the day, so you can stay on track without even logging in.
Collaboration FP
Keep everyone on the same page
Add team members for $15/user/month, with flexible permissions to share client details and plans where needed.
Secure Backups FP
Rest easy with regular data backups
Client financial information is automatically backed up on Amazon’s trusted infrastructure, with additional offsite backups for extra protection.
Security FP
Protect your data with top-tier encryption
We use 256-bit encryption and strict security standards to protect your data.
Support FP
Real people, real help
Our expert team is just a call or email away. Even during your free trial, get guidance from friendly, experienced support reps dedicated to helping you succeed.
One-Click Export FP
Own your data and access it anytime
Export all client information, financial plans, and notes with a single click, keeping you in control of your data.
Free Updates FP
Stay current without the cost
We’re always improving, and every update is yours at no additional charge. Less Annoying CRM updates automatically, so you always have the latest tools without lifting a finger.
Sometimes in life you stumble onto something so unique and wonderful and just are always grateful you have it. That is how I feel about Less Annoying CRM.
Arlynn W.
Customer since 2019
Integrate LACRM with your favorite tools
Less Annoying CRM connects with the platforms and systems you already use to keep your financial planning practice organized.
Zapier
Automate workflows and link Less Annoying CRM to thousands of tools through Zapier.
Google Contacts
Organize contact info and sync with Google Contacts to keep all your connections current and accessible.
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Calendars
Sync your calendars directly into LACRM so you never miss a meeting or deadline.
See why financial planners count on LACRM
Join financial planners nationwide who use Less Annoying CRM to stay on top of client relationships, keep financial data organized, and simplify daily tasks to focus on helping clients achieve their goals.
I keep getting more and more for my money. Thank you for being so honest to deal with, and so committed to my success in using your software.
Treavor A.
Customer since 2018
It is absolutely refreshing and very satisfying to work with a company that actually delivers on what it promises.
Ken L.
Customer since 2019
Sometimes in life you stumble onto something so unique and wonderful and just are always grateful you have it. That is how I feel about Less Annoying CRM.
Arlynn W.
Customer since 2019
Ready to see what LACRM can do for your financial planning practice?
Find out if Less Annoying CRM is a good fit for you with a 30-day free trial.