Case Study: Gen Y Planning achieves nimble prospect and client tracking with Less Annoying CRM

Certified financial planner stays nimble while tracking her prospects and clients

Gen Y Planning, founded by Sophia Bera to serve clients in their 20s and 30s, needed a lightweight, mobile, and affordable CRM to track a growing portfolio of prospects and clients and to meet compliance recordkeeping needs. After ruling out expensive industry-specific systems, Sophia tried Less Annoying CRM and adopted its cloud-based contact and activity tracking tools.

Less Annoying CRM provided a simple database for notes, emails, events, and tasks plus customizable pipelines for lead tracking and client onboarding (built with LACRM support), letting Sophia stay organized day-to-day without added complexity. The result: smoother client onboarding, reliable follow-ups, and strong word-of-mouth—Sophia has referred over a dozen colleagues to Less Annoying CRM and continues to use it to run her nimble, growing practice.

Gen Y Planning

Sophia Bera

Founder