AddressTwo

Fantastic CRM System

Pros:

Address Two is easy to use but also very powerful. The ability to customize a lot of the system is a big benefit. The interface is also simple to use. Then the features are fantastic, including the ability to do mass marketing emails straight from the system, the ability to have emails automatically copied into the customer record, the ability to track customer order status through the pipeline, and the ability to do large data uploads easily. All of that in one system for a reasonable price made this the easy choice. We started using it three years ago just to maintain our customer records, but we've grown our database 10x and now use all of its advanced features.

Cons:

Being able to do reporting is a bit limited. There is a little functionality in the app, but you can export to excel and do a lot of analysis that way.

Regular Part of my Day

Comments: I'm in sales and AddressTwo has been crucial in my success. It's easy to track all activities for a contact and company. I regularly use it to look up past interactions with my customers. My favorite feature is copying Addy on my emails, then the messages are automatically added to that contact.

Pros:

Copying Addy on my emails and sorting my contacts into category lists. I also print out my activity history regularly for my company's reporting.

Cons:

It took a while to adjust to the new interface and I lost some data in the software. I also would like to be able to add history or other items to just the company rather than having it assigned to a contact. Sometimes I don't have a contact yet but need to keep prospecting notes on the account.

Address Two

Comments: Troy has been incredibly supportive. It is almost too detailed for me . I would like to see a more pleasing to the eye , less complicated platform. It can be overwhelming at times.

Pros:

Great features!

Cons:

Too many features.. the platform is too much...

Address Two has Addressed Our Needs & Beyound

Comments: Our company has been using Address Two for over two years now. Our customer base has grown faster than we once thought possible. Address Two has helped us not only grow our customer base but serve our clients even better. Our sales team is able to track communication for ongoing projects with just a few clicks. As we all know - time is money in sales so anything to save time while providing great customer service is a bonus. As for customer service, the Address Two team is amazing. They answer any and all questions we have in a timely and professional matter second to none. Our company is looking forward to continuing our relationship with Address Two well into the future.

Pros:

Easy to use

Cons:

Wish it could be a tad more customizable but we make it work for us

A wonderful addition to our small business

Comments: We have a small sales staff using AddressTwo. It was incredibly intuitive and simple for our size. We gave it one year as a trial to see if the reps made good use of it and we are ready to sign up for next year! One issue we have is near the search field, the reps keep clicking the "add a customer" button , because it is right next to it...instead of hitting "enter". Otherwise we have been able to see great results and not miss appointments and phone calls with the task list! Look forward to learning more every day :)

Pros:

Ease of use. Not overly complicated for a small business, while having all the necessary functions!