Less Annoying CRM vs AppFolio Investment Manager Comparison

The CRM lives up to its name. It is less annoying! I’ve seen very expensive CRM systems that are so difficult to use that they don’t get used and therefore is not an effective tool.

I would like to have the email integration more seamless and have an easier way to capture text message communication with the contact manager.

Customer service is the best I have ever used. You can call with a question and, no matter how simple or complex, they will have an answer. I chose Less annoying CRM for all my outside salespeople because it gives me all the info I need to manage them, gives them all the tools they need and does it in a very low profile, easy to use package.

If I was in charge I would make the analysis and reports a bit stronger. It would help the sales manager with territory and rep management.

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LACRM is easy to use and has made a huge difference in my business. The calendar and task list are especially helpful in keeping me on track. The contact manager and pipelines help me know WHO to contact!

I would love to have the ability to make tasks recurring.

This product has made it so easy to keep track of new clients and leads. We're a busy Pilates and Yoga studio. The Business Manager and I were having a tough time getting back in touch with them, remembering their fitness issues, and contact information, and determining which of our 15 teachers to place them with. The CRM has put it all together for us. We never lose anyone anymore, and I can also assign tasks to my Business Manager and move projects off my plate. Also, the Customer Service is exceptional. Team members respond promptly, often within minutes. The video tutorials are also very helpful and easy to follow.

I'd like a way to show High Priority issues and get reminders of tasks that were not completed.

The centralized location for all things necessary in conducting my business with my accounts. It makes it so easy to share information. I like that it can track data that my manager needs and saves me time in compiling and sending over. I just need to keep the info up to date and the LACRM will do the rest.

Mass upload of info changes when we switch an internal person onto or away from a group of customers. I believe this is being done internally now. I am anxious to see if our info translate over to the CRM as explained to me.

Simple - Ease of Use - Training - Email integration - Support all well done.

Not great at setting up my templates for importing- It will not save any templates. If you want the CRM to do any of the steps of the sales process then this is not the software for you. It is more of an advanced contact manager vs a true CRM. For the price, there are many more full CRM options out there featured

I appreciate that it's easy to import contacts from other places as well as easy to add my own individually. It has been great for keeping track of segmented groups of contacts as well as tracking sales leads through the sales process. I like being able to attach files to each contact, so I can keep important relevant documents within finger's reach of their information. As a project manager, that is a big help.

At first, I thought I would miss the fact that they do not have an app for their mobile version of the site. However, keeping the link for the mobile site on my phone home screen has worked quite well for me.

LACRM is the backbone of my job as a marketing manager at our small manufacturing facility. It's impossible to overestimate the positive impact this tool has had on our business and my personal development. Prior to LACRM, we relied exclusively on spreadsheets and memory to track and manage leads and our sales pipeline. The beauty of LACRM is its affordability and its simplicity. It is easy to implement and adjust as your business needs change. It's also very easy to train others to use and understand because it has a clean and minimal interface.

LACRM is perfect for what it is: an entry level CRM. I think that we will eventually outgrow this software, which makes me sad and nervous because I'm not sure what we'll move to. It'd be nice of LACRM had a "step-up" software for businesses as they grow to add additional functionality.

Simplicity of use with almost all the features that I need.

Lack of built-in alarms. It relies on sending you a text message instead.

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It's crazy how many apps there are that do the same thing, and I've tried about 20 in this category. I LOVE this CRM! LACRM BEST PRACTICES: 1. Intuitive & Ease of Use = NO, I mean NO learning curve! 2. Exciting to use b/c I don't feel bogged down with 100 features to stare at that I don't need. 3. Free 30 Days. The least expensive app on the market. GREAT for individual entrepreneurs, small biz...

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Their strength is the only reason to go 4 stars here. But let's be clear -- it's all about perspective. There are a couple things I wish the task list would do, but in speaking with LACRM, they said they are rolling them out soon. (Can't beat the customer service - damn these people are friendly! I wish my family were this nice, LOL.) I'm begging them to white label the product -- my sales reps could sell it like crazy!

Easy to use, quick to implement, lots of learning help

I wish it had a few more features, but I am so happy with what it provides, I haven't considered look at other software.

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I like that the product provides our clients with easy access 24/7 to their investments. It improves communication and streamlines the reporting process. AppFolio puts key information at our fingertips as well making asset management more efficient.

There could be more CRM features and more document sorting categories.

Deal Pipeline ,CRM, Assets, and fundraising

Split and Upload feature. It needs to be able to split by different page numbers. Not all K1s are the same amount of pages.

The ease of use, ease of adoption, and available/responsive support team.

The CRM Features are limited, but they are sufficient for an investor portals needs.

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

I'm not the biggest fan of the docusign functionality in this software, I think it could be a LOT better. Need to include international bank accounts.

K1 uploading and quarterly Reports sending to clients. I like the CRM aspect and organization for all docs.

K1 Uploading. Does need help with IRAs as a Custodian as 1 EIN and if we have 50 investors in that Custodian, it doesn't allocate and have to do manually by name. Is there a way to add an additional feature to read by name if EIN is the same?

Ragan, Thank you for the detailed feedback on our K-1 tool. Our Customer Care team will reach out to show you how to use our Document Upload feature to import your K-1s by name. We enjoyed meeting you at our Customer Conference!

It's a secure way to trasnmit K-1s and receive bank info, etc. It's a great CRM system. Our investors love having a portal they can access at anytime to see their investments, distributions, monthly reports, sign subscription documents, etc.

There are some features that are still missing, but it's still a great value and they're constantly improving and making updates.

This investment tool is very user friendly, enables our team to efficiently collaborate with each other on equity fundraising & CRM responsibilities and allows us to present a very professional image to our committed Investors who have online portal access their investment details, ownership %, cash distributions history, year end tax K-1 information and more.

We haven't used the application long enough to discover many negative aspects of the software.

Easy to navigate, no glitchy, customer portal, simple and effective. Great customer Service.

As with any software it takes a little getting used to, but generally pretty intuitive.

Hi Jaymie, we are so glad our Customer Support team has been able to put your concerns with implementation at bay - We greatly appreciate your feedback!

Cloud based Built in CRM to track all client information. Can email directly from software to borrower. Includes Investor portal that allows investors to track balances, history, transactions for investment account. Appfolio customer service is great This software works directly and integrates with Appfolio Property Manager software, which we have used for 8 years. We have reduced our need for spreadsheets for tracking purposes by about 80% Ability to pay, reinvest, distribute, track dividend payments right in the software- we do this quarterly, so this is a big time saver.

Improvements are needed as far as ability to customize certain areas of the investor portal, and the investor statements. Ability to add, or remove information, headings, titles, categories from investor portal and investor statements. Appfolio does take support requests seriously and has made some adjustments based on recommendations.

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm. The software actually has a lot of great features that I don't have the need for today, but it's great to know that I'll have the tools when I'm ready. The email and CRM functionality has come a long way. After a rocky start with the editor, I've started to use IM for all of my investor communication.

It's all easy to use but I wish it could integrate with other partners who also operate with their own Appfolio IM license. There should be a way to share that info.

- The Investor view is very good and easy to understand for the investor. Good overview with easy drill down. - You can send out new investment solicitations from within the system - Integration into Email

Still a bit rough in some aspects like file management, if you have A LOT of files. If you only have let's say up to 10 or so files per investment, all is peachy. You can have an endless amount of files, but it is not that easy to display. They are working of making that easier on the eye.

How easy it is to upload K-1s. How easy it is to send out bulk email to investors that don't have CC's. How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better

That you cannot email contacts from the Investing Entities Page. There is not a CC option, meaning if I do a Bulk letter and [SENSITIVE CONTENT] wants his Assistant [SENSITIVE CONTENT] CC'd, I have to do them separately. I have to type [SENSITIVE CONTENT] name and below write CC: [SENSITIVE CONTENT]. I cant do the Insert First name option, because [SENSITIVE CONTENT] will think it is for her. Most...

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Hello Jennifer, thank you for taking the time to share your review. We're glad to hear our Product Team was able to connect with you regarding your feedback, and we have already released features that address some of your needs! We always appreciate feedback from our valued clients, as it allows us to improve our product and service. We look forward to our continued partnership with you!