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: Facebook Live 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 watch LIVE on Facebook 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


Without this tool, my business would never have taken off to the next level. This program was recommended to me by so many of the business professionals in my area - including my computer consultant - that I had an easy choice in selecting it. The support from Troy Hanna and others at the company is exceptional. I consider the address two product and staff as an extension to my business!! I will be growing my team of independent distributors utilizing this tool.

AddressTwo is a perfect CRM for a business small business owner. I love it for my email

There aren't many CRM systems I would recommend to people but AddressTwo is at the top of the list. AddressTwo is simple to use and gets the job done. I've evaluated several programs on the market and found AddressTwo to be a great program. I would highly recommend it to any small business. Also, pick up Nicks book - Unfunded.

Nick Carter has been a friend and Client for over 5 years. I have worked with him to create and implement AddressTwo CRM across the Insurance Industry working with FMOs that handle tens of thousands of Insurance Agents, Leads, and Management. AddressTwo is a Strategic Partner of Catalist Consulting and the ONLY CRM we recommend. Thanks to Nick, I am able to help train my competitors in my industry how to do a better job of managing their leads, and taking care of their customers.

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