This document summarizes the features of AddressTwo, a simple CRM and email marketing tool for small businesses. It allows users to manage contacts, track email communication history, set follow-up tasks, create automated email marketing campaigns, customize sales pipelines, score leads, generate reports, and access the system via mobile. It aims to help small businesses build and manage relationships through an integrated contact management and marketing automation solution.

1. Simple CRM + Email Marketing

2. 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!

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. Need some help?
• Access free Video Tutorials online
• View a list of Professional Training
and Development
Services
• Wednesday Webinars!
• Small Business blogs

11. Current Integrations

12. Erin Ahaus Contreras
Director – Business Development
(317) 594-9550 x103
erin@addresstwo.com
Troy Hanna
Director – Customer Success
(317) 594-9550 x102
troy@addresstwo.com
Nick Carter
CEO/Founder
(317) 594-9550
nick@addresstwo.com
www.addresstwo.com
contacts