Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Mobile App Development

Development

Association Management

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

File Sync

Objectives and Key Results (OKR)

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Financial Risk Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

International Payroll

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Business Internet Service Providers (ISPs)

Cloud Storage

Component Content Management

Container Management

Fraud Detection

IT Alert Management

Identity Verification

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Intranet

Load Testing

Managed Print

Managed Private Cloud

Metadata Management

Network Performance Monitoring

Product Implementation Services

Tower Servers

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Presentation

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Email Signature

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Pipeline

Sales

Antivirus

Security

Digital Forensics

Estate Planning

Insurance Agency Management

Insurance Claims Management

Inventory Management

Library Management

Physical Therapy

Vertical-Specific

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Users commonly recommend the following for AddressTwo:

1. 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.

2. 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.

3. 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.

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.

AddressTwo is a customer relationship management (CRM) built specifically for small businesses.

Free Forever

CRM Bundle

ActiveCampaign is presented as an AI-first marketing platform for marketers, agencies, and entrepreneurs. It uses Active Intelligence for goal-aware automation and personalized experiences across email, SMS, and WhatsApp. ActiveCampaign integrates with 950+ apps and generates insights to optimize every workflow.

Starter

Plus

ActiveCampaign

AddressTwo

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Small Business CRM

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Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

AddressTwo

Overview

What is AddressTwo?