Less Annoying CRM vs Wealthbox

Zoho CRM

HubSpot CRM

Pipedrive

Redtail CRM

AdvisorEngine

Financial Services Cloud

Compare Less Annoying CRM and Wealthbox based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Activity/News Feed

Alerts/Notifications

Assignment Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call List Management

Channel Management

Client Management

Client/Property Matching

Collaboration Tools

Commenting/Notes

Commission Management

Contact Database

Contact Management

Contract/License Management

Convert to PDF

Customer Database

Customer Journey Mapping

Customer Segmentation

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Capture and Transfer

Data Import/Export

Data Management

Data Security

Data Synchronization

Deal Management

Document Management

Document Storage

Drag & Drop

Electronic Signature

Email Management

Email Tracking

Field Sales Management

File Sharing

For Financial Institutions

For Insurance Industry

For iPad Devices

For Mac Devices

For Real Estate

For Small Businesses

For Startups

Forms Creation & Design

Forms Management

Interaction Tracking

Landing Pages/Web Forms

Lead Assignment

Lead Capture

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

List Management

Mobile Access

Opportunity Management

Performance Management

Pipeline Management

Pipeline Reports

Prioritization

Product Catalog

Prospecting Tools

Real-Time Data

Real-Time Notifications

Referral Tracking

Relationship Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Sales Activity Management

Sales Pipeline Management

Sales Reports

Search/Filter

Segmentation

Shared Contacts

Single Sign On

Source Tracking

Surveys & Feedback

Tagging

Task Management

Task Scheduling

Team Assignments

Third-Party Integrations

Web Forms

Web-based Deployment

Workflow Management

Less Annoying CRM

Android

Linux

Web-based

Windows

iPad

iPhone

Office Assistant 

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.

Owner

The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.

LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.

Recruiter, Owner

It is very fast and responsive, and has all the capabilities I need. It has a series of short video tutorials that are effective and correct.

Publisher

There's a good User Interface / layout, partially adapted by us as users. Excellent support - if you have a question, a proper person will get back to you with an answer within a couple of hours.

The ease of learning and maximizing it as well as its capabilities. The support tools are also easy to locate and the item descriptions easy to understand.

The great thing about LACRM is that you can customize the view and fields to reflect your preferred names of fields or how you like to see items listed.

Director of Sales

The product is decently easy to use. It allowed our sales team to gain some initial familiarity with CRM's and what benefits they can bring.

Director

I love the integration with my Gmail calendar, the contacts on my phone and the fact that I can BBC an email straight into the system from any email client. These are real valuable features for me.

Technology Manager

Great Company - Cost Effective and Surprisingly Flexible Software.

Sales

The product is great, customer service is fantastic.

Certified Professional Organizer

The ability to link contacts to appointments and tasks made it easy to navigate to the information I needed. The dashboard gives a clear (and customizable) overview of what's on the horizon.

We haven't found anything about the app that is a problem for us.

Agent

Price, ease of use, customer support as I learned capabilities, and the insurance platform.

Haven't used it enough to see if there is anything missing.

Managing Partner

There are some features in development I am anxious to see roll out, but none of them are business critical.

Portfolio Manager

LACRM lives up to its name. Integration and use is intuitive and easy.

Given the design concept full enterprise integrations are a little limited. But in my view balance is right in that people use it, learning quickly and correctly to their needs.

Less Annoying CRM screenshot: Less Annoying CRM contact profiles

Less Annoying CRM screenshot: Less Annoying CRM pipeline report

Less Annoying CRM screenshot: Less Annoying CRM calendar

Less Annoying CRM screenshot: Less Annoying CRM workspace

Less Annoying CRM screenshot: Less Annoying CRM custom fields

Freelancers

Large Enterprises

Non Profit

Public Administrations

Small Business

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.

Campaign Management

Email Marketing

Email Templates

Template Management

Wealthbox

Financial Planner

For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be helpful for growing firms as well.

Financial Specialist

I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.

It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen. Very nice addition to the CRM space.

Investment Advisor

When compared to other programs, it's difficult to find dislikes.

Great experience, ease of use has me implementing it more than previous trials.

Financial Advisor/Owner

From day 1 when we started the free trial, it's been outstanding.

I like the ability to link up emails to contacts so that I have a record of communication.

Advisor

The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).

Client Service Associate

We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.

Principal/Advisor

We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian.

Director of Marketing

Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place.

Financial advisor

The integrations are awesome also. Bonus:  I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.

Founder/Financial Planner

It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost.

Operations

Mailmerge fields are limited, as are integrations with the other platforms we use.

Ease of use, customer service, intuitive software.

Operations Manager

The main thing I miss from using RedTail is the option to have and add additional users at no cost.

Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.

Certified Financial Planner™ practitioner 

Wealthbox customer service is always available to troubleshoot and fix.

Wealthbox screenshot: Wealthbox Activity Stream: Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.

Less Annoying CRM vs Wealthbox Comparison (2026)

Less Annoying CRM

Wealthbox

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives