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The only easy-to-use CRM for financial planners to help you manage client information, meeting notes, and key milestones easily.
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
Manual tracking & endless spreadsheets
Missed follow-ups
Scattered schedules
Inadequate data security measures
Limited insights of progress
Limited lead collection
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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
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Keep every follow-up organized and timely to help clients achieve their financial goals.
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Share client details, updates, and financial strategies across your team, so everyone stays aligned.
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Manage sessions, notes, and scheduling — all in one easy-to-use platform.
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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
From managing client connections to accessing financial data with ease, Less Annoying CRM supports your practice and helps you deliver results.
Mobile Access FP
Manage client information from any computer, tablet, or smartphone, whether you’re at the office or meeting clients.
Form Builder FP
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
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
Upload client and lead information from your current system with a simple spreadsheet.
Daily Agenda Emails FP
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
Add team members for $15/user/month, with flexible permissions to share client details and plans where needed.
Secure Backups FP
Client financial information is automatically backed up on Amazon’s trusted infrastructure, with additional offsite backups for extra protection.
Security FP
We use 256-bit encryption and strict security standards to protect your data.
Support FP
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
Export all client information, financial plans, and notes with a single click, keeping you in control of your data.
Free Updates FP
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
Less Annoying CRM connects with the platforms and systems you already use to keep your financial planning practice organized.
Automate workflows and link Less Annoying CRM to thousands of tools through Zapier.
Organize contact info and sync with Google Contacts to keep all your connections current and accessible.
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Sync your calendars directly into LACRM so you never miss a meeting or deadline.
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
Find out if Less Annoying CRM is a good fit for you with a 30-day free trial.