Simple CRM + Email Marketing

Small business is about relationships. And not only customers...you have prospects, leads, partners, and more.

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most!

The key to success lives within your contacts. AddressTwo provides you with the tools to keep your prospects and clients organized and your communication history up-to-date. Bcc Addy on all outgoing emails, and let her auto populate your CRM with your email history for you. Use our Webforms, or integrate with your existing web or social media forms, to push all inquiries directly into the CRM.

Contact Management• Import your existing data, or

let us do it for you• Record contact notes and

history• Automate email history with

Addy• Utilize webforms for auto

population of data

Ever lost out on a deal or sale because you forgot to follow up? Our Task feature helps you remember important follow-ups so you are always on top of your game. Set a Task for calls, emails, administrative work and more, and have your to-do list ready and waiting for you every day. Complete a Task, and schedule a new Task within the same window, so you never forget again.

Follow-Up Tasks• Receive daily reminders for

open tasks• Track opportunities and

projects• Every action requires a follow-

up action• Set drip campaigns to schedule

tasks based on actions

AddressTwo provides you with Simple CRM and Email Marketing in one solution! Simplify your Email Marketing with our drag and drop Templates and Automated Campaigns. Target each campaign with Lists and Queries, ensuring only relevant content is received by your audience. See which campaigns are successful by tracking your open and click rates for further benefits.

Email Marketing• Simplify email creation with

drag and drop templates• Set drip emails for automated

marketing campaigns• Target your emails with queries

and lists• Add a personalized follow-ups

with our Reply All feature

Easily customize your Pipeline with the desired fields relevant to your business processes. With the ability to see open opportunities at a glance, quickly review your proposals and quotes to make sure you are on track for your goals. Generate reports for company-wide and individual forecasting to better understand your successes…and not so successes.

Sales Pipeline• See open opportunities at a

glance• Track deal size and probability• Review individual and

company-wide forecasting• Streamline internal processes

with QuickBooks integration

Improve sales efficiency with our Lead Scoring feature within our Customer Relationship Accelerator plan. Anytime a prospect reacts to your email marketing, AddressTwo measures their level of engagement within the email, and on your website, updating their score in your CRM. Every time they return to your site outside an email, the scoring continues. Spend less time cold calling and more time contacting hot and warm leads!

Lead Scoring• Customize scoring structure for

prospect qualification• Separate hot and warm leads

from cold leads• Measure campaign

effectiveness based off email engagement

Whether you are a report junkie, or are not so tech-savvy, reports are a necessary evil. We have you covered. With easy access to our List and Query features, the sky is the limit. You are able to segment, and track information in real-time, corporate wide, or per user/users. Easily export into a CSV file for further use and manipulation as desired.

Report Generation• See up-to-date reports in real-

time• Track sales goals and user

productivity• Manipulate reports with CSV

exportation• Set and follow custom fields as

desired

We have an app for that!• Downloadable on all mobile devices• Quickly and easily access your contacts

and accounts on the go• Review your Tasks to ensure you are not

overlooking important to-dos while out of the office• Add notes and History directly from your

mobile device

Need some help?

• Access free Video Tutorials online• View a list of Professional Training

and Development Services• Wednesday Webinars!• Small Business blogs

Current Integrations

Erin Ahaus ContrerasDirector – Business Development(317) 594-9550 x103erin@addresstwo.com

Troy HannaDirector – Customer Success(317) 594-9550 x102troy@addresstwo.com

Nick CarterCEO/Founder(317) 594-9550nick@addresstwo.com

www.addresstwo.com

contacts