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Less Annoying CRM

CRM
Velocity5.0

Less Annoying CRM lets users pin notes to the top of a contact

small-business-crmcustomer-requestscontact-recordssearchcustomization
◆Current state
LACRM ships slowly and from user requests. Two weeks after October's bundle of six features (scratchpad widget, custom contact labels, event and task search, history filters), it added pinned notes that stay at the top of a contact or company record. Earlier in the year came configurable task views, rich text fields, undo merge and relative date filters.
◆Where it's heading
The work stays on the daily record view: making the current state of a client easier to see as history grows. No AI, pricing or integration moves appear in the entries.
◆Prediction
More small record-view and search features, either one at a time or as another bundle, are the likely next step.

◆Recent moves

  1. 9d ago

    Pinned Notes

    Pinned notes keep what matters about a client right now at the top of the record, however much history piles up. It follows October's history filters as another fix for long contact timelines.

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  2. 24d ago

    6 New CRM Features

    Six requested features ship together: a scratchpad widget, custom labels and fields for contact details, event and task search, and history filters. Small but useful changes for a CRM built around simplicity.

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  3. 7mo ago

    Workspace task customization: see future tasks and other users' tasks on the workspace

    Workspace task views are now configurable by timeframe and assignee. A focused customization improvement that reflects LACRM's pattern of shipping requested controls rather than redesigning the surface.

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  4. 7mo ago

    Rich Text for Text Area Fields

    Custom text area fields gain optional rich-text formatting with a toolbar. Modest but useful for teams that document calls and meeting notes inside contact records.

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  5. 8mo ago

    Undo Merge Button

    Undo Merge restores two contacts after an accidental merge from the record's history. A safety improvement that fits the product's unhurried, mistake-tolerant tone.

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  6. 8mo ago

    Twelve user-requested CRM features shipped in one release

    A bundle of twelve user-requested features, including group search, address-label customization, and similar long-running asks. Reads as a quarterly debt-paydown release rather than a directional move.

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