Less Annoying CRM
5 Case Studies
A Less Annoying CRM Case Study
National Restaurant Properties, a 45-year-old food-service business brokerage, faced entrenched analog workflows and a lack of organization across its offices. The Charlotte office, led by Patty Dowdy, needed a CRM that could adapt to their niche processes rather than force them to change; they chose Less Annoying CRM and its customizable CRM platform to replace paper systems and ad-hoc practices.
Using Less Annoying CRM, Patty built tailored pipelines (Listings, Closings, Leasing, Buyers), added custom fields, uploaded key files like listing agreements, and centralized email logging, tasks, and events. The result was a noticeable gain in organization and visibility—agents can access documents in the field, transaction histories are consolidated, and Patty reports feeling “more in control” of daily operations as adoption expands across the team.
Bob Dowdy
Founder