Keeping track of your existing clients’ needs and goals while maintaining a wide network of leads means you need a system to keep you organized, so you can focus on what matters most. Less Annoying CRM is the simplest system for your coaching business to track your relationships and grow your network.
Just $15 per user per month, with no surprise "set-up fees", confusing tiers, or contracts (we hate those too).
This customizable pipeline helps you nurture leads and stay on top of contracts and proposals as well as your clients’ goals. Personalize this workflow to onboard new clients efficiently and track all information about their sessions.
Contact information, emails, session notes, follow ups, and contracts are easily accessible so you’ll never miss a single detail. And, our calendar integrates with Google and Outlook, allowing you to effortlessly manage your schedule and never miss a follow up.
Track any type of contact in the CRM, and use group tags to distinguish one from another. Groups let you keep separate types of contacts organized, and each contact can be added to as many groups as needed. Need to tag a list of people you met at a conference? Add them to a group!
Business software is never fun. That’s why we’re “Less Annoying CRM”, and not “Never Annoying CRM”. But we’re here to help make sure you have the least annoying experience ever. You’re here to help your clients, and we’re here to help you.
Regardless of whether you prefer to hop on the phone for an in-depth conversation about how to track your biggest client of the year, or want to do some learning on your own, we’ve got you covered -- for free.