AddressTwo CRM

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What is AddressTwo CRM?

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most!

Small business is about relationships. And not only 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!

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.

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.

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.

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.

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!

Access free Video Tutorials online
View a list of Professional Training and Development Services
Wednesday Webinars!
Small Business blogs

AddressTwo CRM Awards

AddressTwo CRM currently scores 86/100 in the CRM category. This is based on user satisfaction (94/100), press buzz (40/100), recent user trends (falling), and other relevant information on AddressTwo CRM gathered from around the web.

The score for this software has declined over the past month. What is this?

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AddressTwo CRM Review

Editors' Review by the CRM Software Review Team

AddressTwo is a cloud-based, online CRM suite that is perfect for micro businesses. When small business owners use CRM software solutions designed for big time companies, they find it challenging to adapt because of unnecessary features that come with the software—features that don’t fit with the goal to create a more on point relationship with the customers.

AddressTwo is just what micro businesses need. Its features are designed to work with a more personalized approach. Users are able to do activity tracking, contact management, email marketing and direct mail. It also allows users to create several user logins to support multiple account managers and records. It also timestamps all events and consistently delivers updated activity reports.

How does AddressTwo work?

AddresTwo is not your usual CRM software. It is a cloud-based, online customer relationship management program. No downloading, no installation, no constant updates, no yearly upgrades, no worrying about data loss—just register and you are good to go.

Having a web-based and web-enabled CRM means it is easy and hassle-free to access all of your data. Everyone in your company can access data from the same spot, too. With these unnecessary processes gone, you can focus on one of the most vital goals for your company: strengthening customer relationships.

Use AddressTwo CRM to generate, track and build customer relationships. Attracting customers is good but you need customers that come back. Using a CRM that fits your company’s goals will boost your growth and is essential to achieve success. To do this, AddressTwo provides business owners the necessary features to organize leads and contacts, ensures your communication history is updated by integrating your websites and social media accounts to the software and gathering inquiries into the CRM for your convenience.

You can also make use of AddressTwo’s Task feature to keep you (and your team) on your toes. Setting a task for calls, emails, meetings, projects and daily, weekly or monthly goals is effortless with AddressTwo. To-do lists are game changers and the Task feature encourages this habit by making you feel good about finished tasks.

Customize your Pipeline according to your company’s goals. This is definitely one of AddressTwo’s useful features. Easily spot opportunities, review proposals, create quotes and be on top of your game. You can also generate reports for you to analyze so you can determine your strong points and weaknesses.

Utilize the drag and drop templates and automated campaigns for a simplified Email Marketing process. With the reports generated, find out which campaigns are performing well and improve your campaigns so your audience gets a targeted content that pushes them to become customers—improve your content and strike.

Furthermore, the Customer Relationship Accelerator plan’s Lead scoring feature helps you improve your company’s sales efficiency. What good is a great campaign when you don’t know who to target? This feature helps you where to strike while the iron is hot.

When a lead reacts to the email, AddressTwo tracks their engagement on the email and on the website then updates their score in the CRM. When they return to your site, a score is added. With this knowledge, you can definitely close deals more efficiently without having to chase prospects that lead to nothing.

With AddressTwo, maintaining relationships with your customers is simple and straightforward. A customer relationship management software that helps you build camaraderie instead of just dealing with the contact.

Address Two review

Why use AddressTwo?

Simple to use

AddressTwo manages your business for you while you focus on other tasks. This simple CRM software manages and follows up your leads, organizes your contacts and reminds you to do your tasks so you are sure to be on top of your game.

Contact manager

AddressTwo’s Contact Manager feature lets you access your data from anywhere, tracks your customers, records communication history, sorts out information and updates your database. With this feature, you don’t need to go through emails or lists when looking for contact information.

Email marketing

AddressTwo’s Email Marketing feature lets you send emails to many contacts all at once. It also lets you create autoresponders to automatically follow up on prospects and has a user-friendly email template designer available.

Lead scoring

Determine customer engagement through the Lead scoring feature and spend more time with these prospects. Track and measure their behavior, know what makes your customers click and what makes them come back. Plus, get a report about your leads for you and your team to analyze.

Direct mail

Send targeted campaigns and postcards that are custom-designed and individually personalized. You can use your own custom designs or use the built-in designer. Then, AdressTwo prints, addresses, stamps and mails your greeting card.

Sales pipeline

Track your sales opportunities, view reports easily and know what opportunities and deals you are working on in just a glance. AddressTwo’s sales pipeline is simple and aims to make your workflow easier.


Create unlimited multiple user accounts, assign customers to specific account managers and know how productive your team is through real-time reports.

Mobile access

Access everything from everywhere with the Cloud. You can use your mobile phone for convenient access – as easy as when you are using your desktop computer.

Virtual admin

Addy is AddressTwo’s virtual admin assistant and a team player. She can do a handful of tasks for you so you’re sure to find what you’re looking for.

How much does AddressTwo CRM cost?

CRM and email follow-up for teams & small business
Includes: up to 10 users, unlimited contact storage and basic email marketing.
Plan levels:

  • One user and 250 marketing emails costs $14.95 per month
  • Two users and 500 marketing emails $34.95 per month
  • Three users and 1,000 marketing emails $49.95 per month
  • Five users and 5,000 marketing emails $59.95 per month
  • Ten users and 10,000 marketing emails $94.95 per month

CRM and email marketing for growing enterprise
Includes: unlimited users, unlimited contact storage and high-volume email marketing. It lets you collaborate as a large team and broadcasts your email messages easily.
Monthly Plan levels: Unlimited users and . . .

  • 20,000 marketing emails $149.95
  • 30,000 marketing emails $179.95
  • 40,000 marketing emails $219.95
  • 50,000 marketing emails $249.95
  • 60,000 marketing emails $279.95
  • 70,000 marketing emails $304.95
  • 80,000 marketing emails $339.95
  • 90,000 marketing emails $364.95
  • 100,000 marketing emails $394.95

Bottom line

AddressTwo CRM is a CRM suite that works best for small and growing businesses. If you are a micro business looking for a CRM software solution, AddressTwo is a great option. Its features helps you maximize your efforts to make sure what you and your team are doing is effective. Take advantage of their free trial for 14 days.

CRM Market Radar

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AddressTwo CRM Product Overview

  • Simple CRM and Email Marketing for Small Business

Languages Supported: English

CRM Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in November 2022.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


AddressTwo CRM Features

  • 2-Factor Authentication
  • A/B Testing
  • API
  • Audience Targeting
  • Brand Management
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management
AddressTwo CRM Pricing

AddressTwo CRM Pricing Plans

Customer Relationship Management

unlimited user(s) / month
  • Unlimited Contact Storage
  • Record History & Schedule Tasks
  • Sales Pipeline

Plans starting from: $34.95/month Credit card required: Yes

AddressTwo CRM FAQs

Does AddressTwo CRM offer guides, tutorials and or customer support?

Video Tutorials, Blogs, Weekly Classes

Does AddressTwo CRM integrate with any other apps?

Quickbooks, Facebook Ads, Shopify, AttachTwo, CallRail, ShipStation

Does AddressTwo CRM offer an API?


What are some applications AddressTwo CRM is commonly used in tandem with?

Outlook, Google

What is AddressTwo CRM generally used for?

Web App, Windows, Macintosh

Does AddressTwo CRM offer multi-user capability (e.g. teams)?


What platforms does AddressTwo CRM support?

iOS, Android

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