Great reporting and ways to use lists and tasks. Easy to keep visibility on projects and reassign.

To increase speed of use, creat about 20 tabs to attack your calls. With any crm it can be easy to get distracted.

AddressTwo is quick to respond to show me how to access the information I need and increase my awareness of the software's functionality.

I've had a few questions since I switched back. Answers were extremely quick, clear and useful.

The customer service is excellent, the task list is crucial to our sales life.

Customer service is always super helpful, the program is user-friendly, good value for the money- good job.

The only downside is that it does not integrate into Quickbooks, but so far that hasn't really been an issue for me.

Address Two is easy to use but also very powerful. The ability to customize a lot of the system is a big benefit.

It is the foundation of my customer relations. Before I started using it, I often missed sales because I failed to follow up with potential clients in a timely matter.

We've used AddressTwo for 5+ years. It is easy to input and manage data.

ReviewThe customer service is most most most excellent. I really like the videos to show instruction on how to do things.

As we all know - time is money in sales so anything to save time while providing great customer service is a bonus. As for customer service, the Address Two team is amazing.

I have been working with AddressTwo for about 5 months as I rebuild my business after retirement. They have been extremely responsive to every request and idea that I have sent their way.

I also love the ability to forward email from clients directly into the system and automatically attach them to that client's profile.

Our company uses AddressTwo and is very happy with the product. The capabilities are good for our small staff and the support team is excellent at training and troubleshooting.

So cost effective and easy to use. Customer experience is above expectations.

The system is easy to set up, easy to customize and so easy for even those less 'techy' than others. The staff at Address Two is great and the webinars are most helpful.

It took a while to adjust to the new interface and I lost some data in the software.

I think the customer support team is great and I found it to be really intuitive once I started using it.

I find that the system gets better every year and the cost is perfect. Valuable system but not priced like Salesforce1.

I have been using AddressTwo for a year, and it has been a very great help to my business.

The team at AddressTwo is very responsive and a delight to work with.

AddressTwo has been a great help to Catawba College's School of Evening and Graduate Studies staff members.

Expedience saves time - really appreciate the ability to automate workplans and templates. It has saved my team a lot of time.

My support team is always looking for ways to improve the user and administrator experience, and they just love sharing pro tips and tricks.

I love that it is a bolt on to Microsoft Word, making it very quick to implement. We also own and store our content.

The time and effort Expedience has saved us are truly remarkable. Crafting responses to RFPs used to be a more cumbersome task, but with Expedience, the process has become much more streamlined.

The Expedience company has been responsive, supportive and fun to work with as well, making the overall experience a pleasure.

On top of that the customer service is fantastic. I've never not been able to get in touch with someone from Expedience and they are quick and thorough in troubleshooting and resolution.

Easy to train new users, seamless workflow process thanks to Word integration.

So far the product seems flexible and intuitive, the most impressive thing is the speed and consistency compared to our previous solution. Its early days for us, but the signs are good.

Style Palette - Love that the formatting/style components are integrated directly into Word.

The Expedience team is so nice, knowledgeable, and helpful. I enjoyed the monthly webinars because I don't use Expedience on a regular basis based on our somewhat limited need to create proposals.

The users do fine if they are given a branded template that requires almost no additional content insertion, but they struggle with using the Style Palette ribbon.

Ease of use, ability to store content and graphics in a well-organized way, integrates seamlessly with Word.

I haven't found anything I don't like about this software.

They have been amazing to work with, I always get a quick response when I have a question, and they always leave me better off than before I asked.

Sometimes the styles, page breaks and settings are a bit confusing to someone that may not be proficient in formatting.

Easy to use, great Customer Support, based on proven technology.

This tool is intuitive and because it is mostly/completely based on MS Office functionality, it is future-proof. Especially the customer support is excellent.

Like the customization features that captured our unique business offerings. Not to mention my emails were always responded to and any tickets I opened they quickly resolved.

Having all of our content in one place in an easy-to-view layout makes us save so much time.

We are thrilled that the Expedience program is Word-driven and fully integrated and readily available in our drafts. The process is so easy we are still in awe after using it for almost a year.

Integration with MS word makes it extremely user friendly, and a perfect fit for our needs given that most of our tender responses are in MS word on customer RFQ & RFT templates.

I love the flexibility and simplicity of the tool where we can make changes quite easily & roll them across the user group.

The solution allows our team to separate information for quick access.

Fantastic product, which save significant time and resources.

The true value in the product is their expertise and flexibility.

Customer service is great: prompt, helpful, the same folks as worked with me on the implementation. They know their product.

Their company's time and money had been wasted.

The other feature that I rely on heavily is the content portfolio. It's great to be able to have all of the proposal content seemingly living in the open document.

US Dollar

AddressTwo is a cloud-based customer relationship management (CRM) solution developed by small business owners. It helps teams manage their contacts, leads, follow-up tasks and other sales and marketing activities.


Applications included in AddressTwo include Marketing Automation, Sales Automation, customer service, help desk, customer analytics and more. It's best suited for companies with less than $5M in annual revenue, and can support a wide variety of industries: consulting, hospitality, real estate, education, distribution and more.


There are three editions for different business sizes. Since AddressTwo is cloud-based, it's accessible from any device with an internet connection.


From a single database, users can take advantage of tools including email, postcard and SMS marketing capabilities. Outbound communication, including newsletters, promotions, and holiday cards, are also available. The system offers Addy, a built-in virtual assistant, who sends daily email reminders of tasks due.



LongDescription

Calendar/Reminder System

Contact Management

Lead Management

Email Marketing

Marketing Automation

Segmentation

Interaction Tracking

Lead Qualification

Mac OS

Web browser (OS agnostic)

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

AddressTwo

In Person

Live Online

Webinars

Documentation

Videos

Expedience is proposal automation software that works where you do – Microsoft Word, Excel, and PowerPoint. The solution emphasizes ease of use while streamlining proposals, RFP responses, sales letters, DDQs, RFI responses, security questionnaires, compliance reviews, and more.


With Expedience’s "Content Portfolio Ribbon", users never have to leave MS Word to find and insert content that is formatted, curated, and optimized for re-use. The "Style Palette Ribbon" feature ensures branding compliance and provides pre-formatted headers, footers, cover pages and other components that ensure consistent proposal presentation.


The "Assembler Ribbon" automates end-to-end proposal documents from MS Word templates by linking recent content to the needed proposal output. Expedience's "Excel Connect" automates responding to Excel RFPs.


Expedience is licensed on a per-user per-year subscription model that includes support via phone, email, and a self-help desk.



Document Templates

RFP Responding

Due Date Tracking

Customizable Reports

Proposal Generation

Access Controls/Permissions

Templates

Progress Tracking

Contract/License Management

Electronic Signature

Automatic Formatting

Approval Process Control

Pipeline Management

Collaboration Tools

Content Library

Template Management

Data Import/Export

Email Templates

Audit Trail

Version Control

Content Management

Configurable Workflow

Requirements Management

Bid Management

Vendor Management

Workflow Management

Knowledge Base Management

Customizable Templates

Document Review

Document Automation

Drag & Drop

Third-Party Integrations

Task Management

Document Management

RFP Management

Knowledge Library

RFP Creation

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To give you the best possible experience with Expedience, we need to understand your specific needs. Please contact us today for a personalized overview of the solution and associated pricing.

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