Best CRM for Banks 2024: Tested & Reviewed

Your customers are the backbone of your banking institution, and Less Annoying CRM helps you easily manage these relationships. 

The simple banking CRM software allows you to create custom fields, track client interactions, and store all data within each contact card (pictured below). 

Within each card, you can record (and easily edit) the following information:

• Name
• Email & phone
• Company 
• Job title
• Address
• Birthday
• Website
• Notes & tags
• Custom fields
• Attachments

This allows you to view a ton of data without navigating to multiple windows. 

Less Annoying CRM also offers the ability to filter through many contacts easily (shown below).

This is perfect for banks with a large client base or those looking to segment their audience for targeted multichannel marketing campaigns.  

The breakdown: Less Annoying CRM is great for managing customer relationships and keeping all client data organized in one place. 

It’s easy to use and perfect for beginners looking for a simple, straightforward CRM solution. 

Banks typically have a lot going on, and keeping track of meetings or appointments can be a nightmare without the right tools. 

Thankfully, Less Annoying CRM’s scheduling calendar helps you keep everything in one convenient place (pictured below). 

Within the calendar, you can:

• View tasks assigned to team members
• Create new tasks/events
• Schedule meetings with clients
• Sync with Google & Outlook Calendar

This makes it easy to stay on top of all your appointments without switching between multiple calendars or tools. 

You can easily switch between multiple views, including the following:

• Agenda
• Day
• Week
• Month

This helps you organize your schedule to best suit your specific needs.

The nuts and bolts: Less Annoying CRM provides a no-frills scheduling calendar to help banks stay on track (while scaling their operations). 

Task management is a key feature of Less Annoying CRM, allowing banking institutions to stay on top of their to-do lists efficiently.

Smooth task tracking ensures that nothing falls through the cracks and that every task gets the attention it deserves. 

Here’s how Less Annoying CRM makes tracking tasks a breeze:

• Easy task creation: You can quickly create a new task in the system with just a few clicks. You can add all the necessary details (like due date, status, priority, and assignee).
• Task lists: Each user has their own task list, making it easy to see what you need to do and when. Tasks are automatically sorted by due date, so you always know what’s most urgent.
• Reminders: Don’t worry about forgetting important tasks. With Less Annoying CRM, you can set reminders that alert you of upcoming due dates.
• Task history: This feature lets you see all the completed tasks and their details. It’s a great way to keep track of your accomplishments and review your performance over time.

Here’s how a new task card looks (to give you a better idea). 

As you can see, the layout is incredibly straightforward (as is all of Less Annoying CRM). 

In a nutshell, Less Annoying CRM’s task-tracking feature gives you a simple yet effective tool to organize your work, helping you stay focused and productive. 

It’s just what you need to make your banking operations run like a well-oiled machine!