AddressTwo Description
AddressTwo delivers a user-friendly Customer Relationship Management (CRM) solution tailored for small enterprises. This platform features a Contact Management system that is easily accessible via smartphones, allowing users to monitor the history of all calls made. Additionally, AddressTwo's cloud-based software includes an email management feature that enables the creation of automated email campaigns, enhancing the potential for increased sales opportunities. This combination of tools empowers small businesses to effectively manage their customer interactions and streamline communication efforts.
AddressTwo Alternatives
BrandMail
BrandMail®, created by BrandQuantum, is an innovative software tool that integrates seamlessly with Microsoft Outlook, enabling all employees within the organization to automatically generate emails that consistently reflect the brand through an easy-to-use toolbar that grants access to brand guidelines and the most current pre-approved materials. With this solution, email signatures are crafted according to your branding requirements, ensuring a uniform appearance regardless of the device or platform used to view them. These signatures are secure and managed from a central location, providing peace of mind regarding their integrity. Notably, users can view their signatures, banners, and surveys when composing, replying to, or forwarding emails. Unlike other solutions, BrandMail does not redirect emails through external servers nor does it modify the rules within your exchange environment, functioning entirely within Microsoft Outlook. By utilizing BrandMail, organizations can turn every email into a branding opportunity while also reducing the security vulnerabilities linked to the manipulation of HTML signatures, thereby enhancing both brand consistency and cybersecurity. This not only streamlines communication but also reinforces the brand identity across all employee interactions.
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Repfabric
Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call.
Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app.
Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.
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Salesforce
Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.
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ProTracker Advantage
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
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Pricing
Pricing Starts At:
$34.95/month
Pricing Information:
Starting price $34.95/month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
AddressTwo
Year Founded:
2008
Headquarters:
United States
Website:
www.addresstwo.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Customer Support
Online Support
Business Hours
AddressTwo Features and Options
CRM Software
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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