CASE STUDY
From CSV-Only to Full Scale Migrations:
How Less Annoying CRM Partnered with Import2 to Win More Customers
How Less Annoying CRM Partnered with Import2 to Win More Customers
Less Annoying CRM is built for simplicity. Designed specifically for small businesses, the platform supports users who want a tool that’s easy to use, affordable, and actually helpful without requiring technical expertise to get started.
But when it came to switching from another CRM, even the best-fit customers often hit a wall: their legacy data.
Many of Less Annoying CRM’s users come from tools that are too complex or too expensive, and they’re looking for something refreshingly simple. But these users don’t have IT teams or consultants helping them migrate–they’re business owners doing it themselves. And while Less Annoying CRM offered an easy spreadsheet importer for contacts and companies, it didn’t support importing notes, tasks, pipelines, or other critical CRM history. That meant customers either had to leave behind important data or manually rebuild it after switching - an unacceptable tradeoff for many.
But when it came to switching from another CRM, even the best-fit customers often hit a wall: their legacy data.
Many of Less Annoying CRM’s users come from tools that are too complex or too expensive, and they’re looking for something refreshingly simple. But these users don’t have IT teams or consultants helping them migrate–they’re business owners doing it themselves. And while Less Annoying CRM offered an easy spreadsheet importer for contacts and companies, it didn’t support importing notes, tasks, pipelines, or other critical CRM history. That meant customers either had to leave behind important data or manually rebuild it after switching - an unacceptable tradeoff for many.
The Challenge
The limitations of the native importer didn’t just affect the onboarding experience - they often prevented customers from choosing Less Annoying CRM at all.
“We lost most potential customers who came to us with existing historical data they couldn’t afford to leave behind,” shared Michael Wuellner, CRM Coaching Lead at Less Annoying CRM.
The team frequently found themselves explaining what couldn’t be done, even when everything else about the product was a perfect fit. They were forced into offering a decision that many small businesses didn’t want to make: sacrifice some of their data, or stick with a system they no longer wanted.
And even when customers did move forward, their experience was often clunky. Some relied on static spreadsheets to reference their past notes. Others had to start from scratch, which slowed adoption and made it harder for the CRM to become a useful daily tool.
Import2 gave Less Annoying CRM a way to remove that friction without adding complexity for their team or their customers.
“We lost most potential customers who came to us with existing historical data they couldn’t afford to leave behind,” shared Michael Wuellner, CRM Coaching Lead at Less Annoying CRM.
The team frequently found themselves explaining what couldn’t be done, even when everything else about the product was a perfect fit. They were forced into offering a decision that many small businesses didn’t want to make: sacrifice some of their data, or stick with a system they no longer wanted.
And even when customers did move forward, their experience was often clunky. Some relied on static spreadsheets to reference their past notes. Others had to start from scratch, which slowed adoption and made it harder for the CRM to become a useful daily tool.
Import2 gave Less Annoying CRM a way to remove that friction without adding complexity for their team or their customers.
The Challenge
The limitations of the native importer didn’t just affect the onboarding experience - they often prevented customers from choosing Less Annoying CRM at all.
“We lost most potential customers who came to us with existing historical data they couldn’t afford to leave behind,” shared Michael Wuellner, CRM Coaching Lead at Less Annoying CRM.
The team frequently found themselves explaining what couldn’t be done, even when everything else about the product was a perfect fit. They were forced into offering a decision that many small businesses didn’t want to make: sacrifice some of their data, or stick with a system they no longer wanted.
And even when customers did move forward, their experience was often clunky. Some relied on static spreadsheets to reference their past notes. Others had to start from scratch, which slowed adoption and made it harder for the CRM to become a useful daily tool.
Import2 gave Less Annoying CRM a way to remove that friction without adding complexity for their team or their customers.
“We lost most potential customers who came to us with existing historical data they couldn’t afford to leave behind,” shared Michael Wuellner, CRM Coaching Lead at Less Annoying CRM.
The team frequently found themselves explaining what couldn’t be done, even when everything else about the product was a perfect fit. They were forced into offering a decision that many small businesses didn’t want to make: sacrifice some of their data, or stick with a system they no longer wanted.
And even when customers did move forward, their experience was often clunky. Some relied on static spreadsheets to reference their past notes. Others had to start from scratch, which slowed adoption and made it harder for the CRM to become a useful daily tool.
Import2 gave Less Annoying CRM a way to remove that friction without adding complexity for their team or their customers.
The Partnership
By integrating Import2’s data migration software into their platform and onboarding process, Less Annoying CRM could now support full data imports from a wide range of other CRMs. Notes, tasks, email history, pipelines - everything a small business would need to pick up where they left off.
“Import2 allowed us to stop saying ‘no’ and start saying ‘yes’ - even to customers with complex data from legacy platforms.”
Because of Import2’s user-friendly interface, Less Annoying CRM customers could manage the migration themselves, or lean on Import2’s team when they needed support. It gave their users the flexibility to move at their own pace and the reassurance that they wouldn’t be left figuring things out alone.
And crucially, it aligned with Less Annoying CRM’s customer-first approach. Their users didn’t need technical experience to succeed with Import2, just the willingness to follow a simple, guided process. That ease of use made Import2 feel like a natural extension of the Less Annoying CRM platform, not an added hurdle.
“Import2 allowed us to stop saying ‘no’ and start saying ‘yes’ - even to customers with complex data from legacy platforms.”
Because of Import2’s user-friendly interface, Less Annoying CRM customers could manage the migration themselves, or lean on Import2’s team when they needed support. It gave their users the flexibility to move at their own pace and the reassurance that they wouldn’t be left figuring things out alone.
And crucially, it aligned with Less Annoying CRM’s customer-first approach. Their users didn’t need technical experience to succeed with Import2, just the willingness to follow a simple, guided process. That ease of use made Import2 feel like a natural extension of the Less Annoying CRM platform, not an added hurdle.
The Results
Since adding Import2, Less Annoying CRM has transformed how they approach migrations and who they’re able to serve.
More conversions:
Less Annoying CRM can now say “yes” to nearly every migration request, regardless of data complexity.
Fewer roadblocks:
Customers no longer get stuck before they start. They’re able to bring everything with them.
Lower support burden:
The team no longer has to explain what isn’t possible–that conversation is largely gone.
Better user experience:
Customers begin their Less Annoying CRM journey with their full CRM history intact, making the tool more valuable from day one.
More conversions:
Less Annoying CRM can now say “yes” to nearly every migration request, regardless of data complexity.
Fewer roadblocks:
Customers no longer get stuck before they start. They’re able to bring everything with them.
Lower support burden:
The team no longer has to explain what isn’t possible–that conversation is largely gone.
Better user experience:
Customers begin their Less Annoying CRM journey with their full CRM history intact, making the tool more valuable from day one.
Michael Wuellner
CRM Coaching Lead at Less Annoying CRM
“It has almost entirely put an end to conversations about the limitations of our native importer.”
This partnership didn’t just improve Less Annoying CRM’s migration capabilities - it fundamentally changed how the company shows up for its customers.
By filling the gap between basic CSV uploads and full CRM migration, Import2 made it possible for Less Annoying CRM to serve a wider audience without sacrificing their commitment to simplicity. Small business owners no longer have to choose between keeping their data and choosing the right CRM. They can do both.
For Less Annoying CRM, that means fewer lost deals, smoother onboarding, and a better long-term customer experience. For customers, it means finally switching to a CRM that works for them without losing the work they’ve already done.
This is what a great partnership looks like: one that removes friction, adds value, and lets both companies stay focused on what they do best.
By filling the gap between basic CSV uploads and full CRM migration, Import2 made it possible for Less Annoying CRM to serve a wider audience without sacrificing their commitment to simplicity. Small business owners no longer have to choose between keeping their data and choosing the right CRM. They can do both.
For Less Annoying CRM, that means fewer lost deals, smoother onboarding, and a better long-term customer experience. For customers, it means finally switching to a CRM that works for them without losing the work they’ve already done.
This is what a great partnership looks like: one that removes friction, adds value, and lets both companies stay focused on what they do best.
About Import2
Import2 is an automated, user-friendly data migration software that imports data 10 times faster than traditional methods at a 1/10th of the cost, with unmatched accuracy and security from over 12 years of experience and 60,000 migrations.
Interested in exploring an Import2 partnership?