AddressTwo is an online CRM Software where you can create multiple user accounts, each with their own login credentials, at no additional cost—create unlimited user logins. Customers can be assigned to specific "account managers" according to the different usernames you create. What's more, however, is that every event that's recorded in AddressTwo is stamped with the user's information. How many calls did your sales team make last week? How much is in one particular salesperson's sales forecast (or "pipeline")? Are they meeting their goals? Are they staying productive? You can see up-to-date, real-time reports of the activity your users are generating.
Networking and Referral Tools
If you are a networker active in your local community organizations, chamber of commerce, or networking groups like BNI and Rainmakers, then you're going to love the networking tools built in to AddressTwo. First, you can send and recieve referrals directly within AddressTwo. To introduce two contacts, simply click the "refer" button on any account and AddressTwo will do the rest. And, if you receive referrals from other AddressTwo users in this way, you can insert the referred contact directly into your own AddressTwo account with the click of a button. Best of All: Do you know where your referrals came from? Who is your best source of referrals? Who are your "centers of influence?" How much business have you closed from referrals? With the referral tracking plugin, you can.
If your business revolves around client projects--consulting, services, design, production, etc.--then the AddressTwo Project Manager could make your job much easier. In addition to forecasting project opportunities (sales forecasting), AddressTwo can manage the entire project delivery process: set deadlines, assign tasks, track activity, and even share your project with the client for better collaboration.
See AddressTwo in action with these short videos: