The best CRM for financial planners is one that doesn't take weeks to learn. Rated the #1 easiest-to-use CRM on the market, Less Annoying CRM is the simplest way 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.
These customizable process-tracking tools help you map out your onboarding process for new clients, and track individual client reviews. At a glance, see the number of new client blueprints that need to be drafted, and the upcoming client reviews to schedule.
Based on conversations with hundreds of financial planning agencies, we’ve set up fields we think you want, but you can always add more -- at no additional cost. Want to track your client’s preferred charities to donate to? Go ahead.
Every note, completed task, attended meeting, and sent email gets logged into each client’s personal history feed automatically. Compliance team running an audit? Just print out the client’s profile for review.
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.
"Completely customizable to meet the needs of my business. Great program for client info and client notes. Really user friendly. I'm able to create custom pipelines to suit my business."
Less Annoying CRM is U.S. News & World Report's #1 ranked CRM, and you and your team can try it for free for 30 days. No credit card needed.