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CRM

Less Annoying CRM

Simple CRM, built for small businesses and RIAs.

"Less Annoying CRM is a customer relationship management platform specifically designed for small businesses, including Registered Investment Advisors. The platform focuses on simplicity and ease of use, helping firms manage client interactions, track leads, and organize their daily tasks without unnecessary complexity."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #348 in CRM
Validated Adoption
7 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Contact management
Task tracking
Calendar integration
Pipeline management
Reporting

Primary Use Cases

Client relationship management
Tracking client interactions and communication
Managing tasks and appointments
Sales pipeline management for growth-oriented RIAs

Agentic Intelligence Briefing

"Less Annoying CRM provides a straightforward CRM solution tailored for RIAs seeking simplicity and essential functionality."

Real-time Forensic Synthesis

Competitive Strengths

Simple and intuitive interface
Affordable pricing
Easy to adopt and use
Strong customer support

Adoption Hazards

Limited advanced features compared to enterprise CRMs
Integration options may be limited
Reporting capabilities could be more robust

Stack Compatibility Profile

How Less Annoying CRM integrates into institutional RIA stacks.

7 Firms Analyzed
AdvicePay
100%
Stack Correlation
Nitrogen Wealth
71%
Stack Correlation
Riskalyze Online
71%
Stack Correlation
Red Oak
71%
Stack Correlation
Bloomberg Tax (BNA)
57%
Stack Correlation
Advisor Websites (Responsive)
57%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and small wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealthbox
2Redtail CRM

Value Proposition

"Less Annoying CRM provides a straightforward, affordable CRM solution, empowering RIAs to focus on client relationships without the complexity and cost of enterprise-level systems."

Audit Your RIA Stack

See how Less Annoying CRM fits into your overall tech efficiency score.

Alternative Peer Landscapes

AdvisorCRM

AdvisorCRM: Streamlining operations for superior client relationships.

Deeper Intel

Advyzon

Advyzon: The all-in-one platform for modern RIAs.

Deeper Intel

HubSpot

Attract, engage, and delight clients with HubSpot.

Deeper Intel

Practifi

AI

Workflow automation and CRM for modern financial advisors.

Deeper Intel

Redtail CRM

Redtail: Modern CRM and Operations for Financial Advisors.

Deeper Intel

Salesforce

Salesforce: Powering wealth management client relationships.

Deeper Intel
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