AddressTwo is a Small Business CRM that's Simple and Easy to Use.

Free Weekly CRM Training

Every Wednesday at 3:00pm (EST), AddressTwo hosts a free online training session for new to advanced users. Below is a general description of the topics covered each month. An open Q&A session will be held at the end of each training; questions outside the scheduled material are always welcome!

1st Wednesday of Every Month: CRM Basics (30-45 Minutes)

Signed up and ready to get started, or have a new team member that needs training? During this training seminar we will cover:

  • How to create Contacts... manually or through an upload
  • Tracking relationships through custom fields
  • Dashboard Overview
  • CRM Vocab and Terminology
  • "What's that button do?"
  • Adding Users to your account
  • 5 Simple Steps to habit building activities

Click Here to join on 1st Wednesdays at 3:00 ET

 

2nd Wednesday of Every Month: CRM Advanced (45-60 Minutes)

You've followed the 5 Step process for the last week and you're ready to learn more... During this training seminar we will cover:

  • Contact Clean Up... Export, Import, Purge, and more.
  • Absorbing & Deduplicating your CRM
  • How to use (and not use) Custom Fields
  • Advanced Segmentation tools: Lists vs Queries
  • Calendar Integrations

Click Here to join on 2nd Wednesdays at 3:00 ET

 

3rd Wednesday of Every Month: Email Marketing (60 Minutes)

One of the most powerful features of AddressTwo is its email marketing tool. The Campaign Manager includes an easy-to-use email template designer, automated opt-out (unsubscribe) processing, and an easy-to-use report of click and open rates. During this Training we will cover:

  • Sender Profiles: how to create a profile and why it is important
  • Webform creation (i.e. 'sign up for our email newsletter' form on your website)
  • Basic to advanced Template design
  • Simple ideas for content creation
  • Basic Drip Marketing creation
  • Reports, and how to use them

Click Here to join on 3rd Wednesdays at 3:00 ET

 

4th Wednesday of Every Month: Fireside Chats

Interview style with Nick Carter, Erin Contreras, and other industry experts discussing CRM, insider tips, and ways to apply the basics to everyday tasks that will really increase business.

Click Here to join on 4th Wednesdays at 3:00 ET

CRM Contact Manager Reporting from your CRM CRM with Email Marketing Mobile CRM CRM Activity Tracking Tasks & Reminders CRM with Direct Mail

testimonials

I have used many CRMs and finally one that is simple and does all I need without way too many complicated fields. AddressTwo has really helped maintain communication with our clients and the campaigns are incredible as well. Very simple, very user-friendly, and AddressTwo listens to their customers. Simple, effective, economical... this CRM is a Small Business owners right hand.

AddressTwo is not only a great way to help me keep in touch with my growing contact base, its also a great tool that helps me measure progress, track sales, and watch leads become clients.I also like that A2 is also an expandable system via its API, which lends itself well to the way my business helps organizations connect systems and integrate them in ways that create true value for all of those involved.

Throughout my career I have implemented and utilized a variety of CRM tools. While they all handled the basic functionality effectively, they were difficult to utilize.AddressTwo is simple and intuitive. I highly recommend it to the small business owner or entrepreneur.

AddressTwo is the best CRM system that I have used. More importantly Nick and his team have always been great. They are responsive, knowledgeable and have always been there to support me. I can without hesitation recommend AddressTwo!

Frustrated with other CRM Systems?