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MyPlanMap
Less Annoying CRM is built for small businesses and designed to be easy-to-use and affordable. Unlimited customization lets you quickly and easily tailor the CRM to your business, without an IT team!
Financial Advisors, Financial Planners and their clients.
Less Annoying CRM
MyPlanMap
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Less Annoying CRM
Top FeaturesMyPlanMap
Less Annoying CRM
"Easy to use, provides me with outstanding organization and my follow up is OUTSTANDING."
Atkins Nicole
Nov 13, 2020
"But if you have any questions or need advice on tracking/setting up something their support team is AMAZING and VERY helpful."
Murphy Jessica
Oct 19, 2020
"As with all changes, the learning curve was the only obstacle, but the LACRM team was always an email or phone call away if we needed assistance."
Linderman Darrell
Oct 21, 2020
"Logging interactions with clients and contacts in the CRM meant no more emailing back and forth with our small team, the information was there if anyone wanted it."
Brask Kelly
Oct 19, 2020
MyPlanMap
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