Less Annoying CRM vs 360 View
Last Updated:Our analysts compared Less Annoying CRM vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
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Product Assistance
Product Insights
- User-Friendly: Use a simple product made for small business users. The lack of unnecessary features keeps the interface uncluttered and removes the need for technical expertise to set up and use the system.
- Collaboration: Support as many users as needed. Each user receives personal login information, and permission settings help determine the level of access for every individual.
- Customization: Configure the system according to unique business requirements, be it significant setup changes or minor tweaks. Includes notifications, name and color scheme, pipeline fields, contact fields, and access permissions.
- Import and Export Capability: Import existing contacts list by uploading spreadsheets. One-click export helps keep offline copies that include notes, companies and contacts from the CRM.
- Data Security: Data is stored on Amazon’s infrastructure, backed up two different ways and comes with 256-bit encryption. Backup copies are stored in multiple locations.
- Free Trial: Test the software for 30 days to determine if it’s a good fit.
- Mobile Access: Use anywhere across tablets, desktops and smartphones via web browser, without syncing or installing an app.
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Contact Management: Store all contacts, including individuals or businesses, in a central place. Filter the views to quickly find or group certain types of contacts. Each individual record houses company and contact info, an activity list, files, notes and pipeline status.
- Pipeline Management: Includes four default pipeline stages, with the option to add more. Use editable templates for specific pipelines, such as orders, projects, billing and other scenarios. When adding contacts to a pipeline, it’s possible to include a task, such as following up on a specific day.
- Workspace: Acts as a summary dashboard, with an overview of all necessary information, from the day’s events and tasks to a pipeline report and an activity feed.
- Groups: Segment contacts into different groups, attach them to an existing group or create a new one. To email a particular segment, connect Less Annoying CRM to Mailchimp and then sync an audience in Mailchimp to a specific group. Groups can be public or private.
- Built-in Calendar: Create events and tasks within the platform via the calendar feature. Subcalendars permit greater categorization by grouping elements, such as having separate subcalendars for different levels of task priorities. Calendar sharing and sync with Google Calendar are supported.
- Email Log and Agenda: Store email conversations and attach them to the corresponding contact records for a complete history of interactions. Choose to receive a daily email with a checklist of any scheduled events and tasks.
- Integrations: Connects with third-party apps to add capabilities like lead forms, call tracking and logging, invoicing, and more. Native integrations include Mailchimp, Google Calendar and Google Contacts, while integrating with LeadsBridge and Pie Sync grants access to hundreds more apps, such as QuickBooks, Facebook Lead Ads and Shopify. Using third-party apps or Mailchimp incurs extra costs.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
Product Ranking
#6
among all
CRM Software
#205
among all
CRM Software
User Sentiment Summary
748 reviews
Less Annoying CRM has a 'excellent' User Satisfaction Rating of 96% when considering 748 user reviews from 4 recognized software review sites.
Awards
Less Annoying CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
Less Annoying CRM’s straightforward design caters to small business users, making it easy to use and eliminating much of the learning curve that comes with more advanced CRM platforms. It’s easy to customize, the customer support is strong and the platform is quite inexpensive as well, as noted by most reviewers. However, it lacks a robust mobile app and some important integrations. Overall, it’s an efficient system for small businesses looking for basic CRM functionality without unnecessary bells and whistles.
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
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