Simple CRM for Financial Planners

New Client Onboarding and Client Review pipelines.

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.

Unlimited, fully customizable fields to track whatever information matters most to you.

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.

Document every client interaction, date and time-stamped.

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.

Get set up in an hour with free customer support.

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.

Less Annoying is proud to have the highest-rated customer service in the industry. Whether you prefer to hop on the phone for an in-depth conversation about how to streamline your onboarding process, or want to do some learning on your own, we’ve got you covered -- for free.

Even more features to help you succeed

Mobile access

Less Annoying CRM is entirely web-based, which means that you can access it from any computer, tablet, or smartphone, anywhere in the world. Also, we handle all of the security, data backups, and software updates so that you don't have to worry about the boring technical stuff anymore.

Collaborate with your team

Add as many users from your company as you want for just $15/user/month. Each user has their own login and password, and you decide who has access to what. Whether you want your reps to only have access to their own data, or you want everyone to share, we make it easy.

Log email conversations

Our email logging feature makes it easy to log emails into the CRM from any email provider. Just BCC messages to a unique address we set up for you, and we'll automatically process your mail and log it with the appropriate contacts.

Free updates

We're constantly working to improve our product, and you'll get future updates for free. And because Less Annoying CRM is web-based, we'll automatically install the upgrades for you so you can focus on other things.

Easy importing

Getting your contacts into the CRM is easy. Just export them from your current system to a spreadsheet, and upload that to our servers. If you need help, we'll be happy to run the import for you.

Always backed up

Stop worrying about losing your data! Our servers are hosted on Amazon.com's industry leading infrastructure, and we keep two different types of backups including several copies stored offsite in the event of a major disaster.

Daily agenda emails

Each morning we send you an email summarizing all of your tasks and events for the day. You don't even need to log in to stay organized!

Security

We offer 256-bit encryption and follow best-practices to ensure the security of your data.

One-click export

You own all the data in your CRM, so we make it easy for you to access it. If you ever want your own offline copy, just go to our export page and we'll give you a spreadsheet with all your contacts, companies, and notes.

Free phone and email support

Less Annoying CRM is designed to be as simple as possible, but sometimes it helps to talk to a real person. That’s what we're here for. Even during your free trial, you can reach us via phone or email and we'll be happy to help you out.

The easiest CRM for

Financial Planners