AddressTwo Vital Statistics:
Out of beta & started selling: 2008
Company name: Carter and Company. LLC, Part of ProtoCRM.com
What kind of sales is this for?: Residential, Agents, Teams, Customizable
Support: 8:00 – 5:00 EST by phone and email
Have you used this CRM? Rate it – but please be professional. Thanks!
AddressTwo is a fairly basic looking dashboard but it’s pretty darn functional. I’ve personally grown to like a list of appointments as opposed to an actual calendar view although the calendar view is also available. There is also a button that leads directly to the Google calendar. Additionally, I like that Recent Website Leads is right in your face on the dashboard. You also have your current tasks and projects. And then there’s Addy (pictured in the image below). Addy takes a number of the functions within AddressTwo and kind of personifies them. Addy is the one who brings in your new leads, stores your email and reminds you about different things.
Unique or Notable Features
Phone/Tablet – As all of the good CRMs are now doing, AddressTwo has a different User Interface specifically designed for use on your phone vs on your desktop. You don’t have to be tied down to your desk to stay organized! This is one of the more basic UI’s out there, but it’s still much better than what historically has been access only to your address book and calendar.
Social Media – Linked to LinkedIn, Twitter and Facebook.
Team Capabilities – AddressTwo has one of the better set ups for permissions for users. Five permission levels go from being able to see everything to production which can only see those projects in which the person is involved.
Real Estate Plug-in – Following are screen shots of what is added when you get the AddressTwo real estate plug-in. It’s very basic information but it may satisfy your needs. Also note that you can search for buyers with the info you put in.
Custom Fields – A rare feature for such a relatively basic CRM is the very handy ability to add custom fields. If you do primarily residential resales but dabble in a few other things here and there, you could add the fields you need to accommodate that business.
How does AddressTwo stack up with other popular features?
Phone/tablet: Covered in Unique or Notable Features above
Lead capture: Although AddressTwo is not specific to real estate, they do provide the ability to automatically add leads by using a contact form which can be generated from within the CRM. Note that because it is not a real estate CRM, the contact form contains no fields specific to real estate. There is a point at which you can modify the field labels so there is some flexibility there.
New lead display: Right on the dashboard where it should be!
Lead notification: You do have the ability to be automatically notified from AddressTwo by email when a new lead completes the contact form.
Team capabilities: Covered in Unique or Notable Features above
Buyer home search: There are minimal number of fields for buyer preferences but it does have the capabilities to both store and search on them.
Internal email software: No
E-mail stored with contact record: Another feature that is included for such a low cost.
Blast email: Yes
Email campaign reporting: Internal
Capable of building email drip campaigns: Yes
Capable of building activity plans: Yes
Included template content: No
Included template content: None. They have the ability for you to create email templates but you have to create them yourself as this is not specific to real estate.
Social media: Covered in Unique or Notable Features above
Call center: No
Lockbox manager: No
If you’re on the fence about it, don’t be bashful. I’ll be happy to do a live online screen sharing demo to show you some of the great features of this CRM.
Do a screen sharing session with me and see this product or any others in which you may be interested.
14 day free trial with no credit card required
Address Two’s pricing ranges from Basic at $9.95/mo. to Professional for $34.95/mo. to the Campaign Manager edition which has “Powerful marketing with template wizards, email click-through & view reporting, autoresponders, opt-out management, and more.”
This is a direct link to their site to a page created for me. No promo code is necessary to ensure any special deals provided here.
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