Simple CRM

Addy, the Virtual Admin to run your CRM

She's Talented and Good Looking, too. Sure, she's a computer program, but for AddressTwo users, Addy becomes an integral part of the team.

Addy is the aptly named virtual admin assistant who "adds" things to AddressTwo for you. She'll add history records, new contacts and accounts, and even respond to some basic commands. Here are a few ways Addy can make you more productive:

  • BCC or CC Addy on any email correspondence from any email software (Outlook, Gmail, Mac Mail, etc.), she'll file away the message in the appropriate account's history.
  • Forward Addy any email out of your inbox, she'll figure out who sent it and then file away the message in the appropriate account's history.
  • Send Addy an email with the subject "Find" and then type a name in the body of your email. She will find all matching results and reply with all the contact details.
  • BCC or CC Addy on any "e-Intro" emails, sent to two distinct contacts introducing one to the other. She will find the contact info for each recipient and send to the other respectively, AND log a history record that they were referred to one another.

To put Addy to work in your office, sign up for AddressTwo today.

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testimonials

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!

I love AddressTwo! It is a simple, easy-to-implement CRM that is applicable for most small to medium sized businesses. It has served as the center of my business for communication, project management, and sales. I don't know what we would do without it.

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