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AddressTwo is a comprehensive CRM tool that helps businesses manage their customers and leads effectively. Users appreciate the ability to …
Overview
What is AddressTwo?
AddressTwo is a customer relationship management (CRM) built specifically for small businesses.
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What is AddressTwo?
AddressTwo is a customer relationship management (CRM) built specifically for small businesses.
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What is AddressTwo?
AddressTwo Video
The problems facing small business are dramatically different than that of big business. So, shouldn't there be a CRM solution designed specifically for small business? Visit http://www.addresstwo.com/small-business-crm/ to learn more.
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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AddressTwo is a comprehensive CRM tool that helps businesses manage their customers and leads effectively. Users appreciate the ability to divide their clients into specific groups, allowing for more targeted marketing campaigns. This saves time and effort while attracting more potential customers. The software also simplifies the lead nurturing process by automating business processes such as email distribution and communication tracking.
AddressTwo is an excellent tool for sales teams with its live sharing of contact data, providing accountability, and reducing missed opportunities. The software's mobile accessibility ensures that team members stay informed at all times. AddressTwo's historical file feature tracks all communication within each person's data file, enabling better customer service. Users can easily view upcoming events, assign tasks, and track progress on a unified dashboard. Overall, AddressTwo provides businesses with an efficient way of managing customer relations, saving time, increasing productivity, and revenue potential.
User-friendly Interface: Reviewers have consistently praised AddressTwo for its user-friendly interface. Customers find the platform easy to use and navigate, with no training required (as stated by multiple users). The logical layout of the software makes it intuitive and straightforward, even for non-tech-savvy individuals.
Excellent Customer Support: Multiple reviewers have praised AddressTwo's customer support team as responsive, helpful, and caring about their clients' success using their CRM. Their quick response time is appreciated when customers have had questions or issues, providing complete satisfaction with the answers provided.
Effective Task Management: Several users appreciate how AddressTwo enables them to create tasks for their day effectively. Users can click on a customer record to see necessary information needed in contacting the customer, keeping things organized in a fast-paced job. Additionally, follow-up reminders help salespeople become more accountable while also prioritizing their to-do lists.
Limited Customization Options: Some users have expressed frustration with the limited customization options, particularly with regards to the date format and telephone area code number brackets. A few users have stated that they would appreciate more freedom in customizing fields to fit their specific needs.
Mixed Reviews on Email System: The email system has received mixed reviews, with some users finding it cumbersome and others finding the pricing higher than other options on the market. One user wishes they could synchronize AddressTwo with Outlook.
Mobile App Functionality: Several users have noted that the mobile app is not as functional as the desktop version, particularly with regards to clearing tasks and accessing certain features. Some users wish for more comprehensive functionality in the mobile app to make it a truly useful tool while they are out of office.
Users commonly recommend the following for AddressTwo:
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Cleaning up the customer list before syncing with AdressTwo: Users recommend taking the time to clean up their customer list to avoid duplicate entries when syncing it with AddressTwo. This ensures a more accurate and streamlined data management process.
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Trying AddressTwo for its ease of use and cost benefits: Many users highly recommend trying AddressTwo, praising its good customer service and cost benefits. They find it easier to adopt and more affordable compared to other CRM software like Salesforce, making it an ideal choice for inside sales teams.
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Utilizing all the features and customizing the program according to business needs: Users advise spending time on important considerations during the initial setup of AddressTwo. They suggest utilizing all the features provided by the software and customizing it to meet individual business needs. This helps in maximizing its potential and leveraging its power for streamlining marketing, sales, and customer service processes.