# Two ways to share LACRM and be rewarded for it

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👀Sneak peek at today's newsletter:

Today I want to explain the two ways you can share Less Annoying CRM with other people: the referral program every account is already in, and the affiliate program you can apply for. There's a short quiz to help you sort out which one fits you. Then, I'll share some ideas for how different industries can use our new saved views feature.

🤝 Thank You for Telling People About Us

A screenshot of one result of the affiliate vs referral quiz

Two ways to share, and a quiz at the end to help you decide

There are two ways current customers can spread the word about LACRM and get rewarded for it. As a small business, word of mouth makes a huge difference for us, so however you choose to share LACRM, we're grateful.

First, the referral program:

✅ You're already in it: everybody with a CRM account is in the referral program automatically.

🔗 Your link is ready: grab it from your invite page.

🎁 What you both get: the person you refer gets an extended 60-day trial, and you get $15 off your next CRM bill if they become a paying customer.

If you're referring a few people here and there, that's the one you want. If you have a large audience you'd like to share LACRM with (thank you!), the affiliate program is a better fit.

Now, the affiliate program:

📝 You apply for this one: not everyone is an affiliate. Everyone who applies gets a call with me (I'm Emma, I run the affiliate program) so we can make sure it's a good fit, and I'll sign you up if it is.

💰 It's commission based: less money up front, but you'll earn a percentage every month for everyone you refer, for as long as they're a customer.

🐝 Share a custom CRM template: say you're a professional beekeeper sharing the CRM with your beekeeper audience. You can build pipelines, groups, and custom fields about beekeeping and hand your audience the whole setup.

Still not sure which fits? I made a short quiz to help you decide, and if the affiliate program is right for you, it links straight to the application. Or just reply to this email if you'd like to ask me anything.

See which one fits you!

🗂️ Six Saved Views Worth Setting Up

lead list with two saved views: a saved view of a particular zip code and a saved view of referred leads

A peek at one of the six: a contractor's list for one zip code, plus a saved view of referred leads.

In the last newsletter, we introduced the new "saved views" feature. Saved views are a great way to have your most frequent filters at your fingertips. Below are a few saved view ideas for different industries:

🎂 Insurance: everyone turning 65 in the next 3 months. We have a help article showing you exactly how to do this.

🏡 Real estate: past clients who closed over a year ago. If you keep a closing date as a custom field, filter it to more than a year ago and you have a list of people who are due a check-in.

🔧 Home services: a view for each area you work in. New customers in that zip code join the list on their own, so it's ready whenever you're going to be in the neighborhood.

💼 Consulting: leads that came from someone who knows you. Filter your source field to Referral and Past Client, and you can see how much of your pipeline comes from people who already trust you.

💛 Nonprofits: donations waiting on a thank-you. Filter your donation pipeline to Received, and everything that has come in but hasn't been acknowledged is in one place.

🎯 Coaching: clients by goal. Save a view for each kind of coaching you do, and check-ins get a lot simpler.

I gave more examples in the blog post below, including tips on setup. If you want a saved view, but aren't sure how to get started, please feel free to reply to this email and we'd be happy to brainstorm with you.

See all the saved view ideas!

Know someone who can benefit from Less Annoying CRM?

Send them your referral link!

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