A2ZSMARTCRM™
Built to Close. Backed by Brilliance.™
Hello, User
Please enter your email and password to access A2ZsmartCRM.
Ask your Assistant to summarize, coach, or draft next steps using your CRM data.
High-intent leads powered by precision enrichment and A2Z SmartIntelligence™.
| NAME | COMPANY | PHONE | CITY/STATE | OWNER | ACTIONS |
|---|
Define your revenue and activity targets — weekly, monthly, quarterly, and annual — and let your SmartAssistant coach you to success.
| Name | Company | Industry | Title / Position | Last Contact | Status | Actions |
|---|
Track, update, and manage your pipeline across all stages.
| Deal | Contact | Stage | Value | Close Date | Actions |
|---|
Enter your A2Z Email credentials for an existing @a2zsmartcrm.com inbox.
Load the A2Z Engage preset or create a custom sequence that sends on the user’s email — powered by your SmartAssistant™.
Teach your CRM, store insights, generate marketing, and access your full intelligence suite.
Teach tone, upload any document type, save a webpage, and manage your loaded knowledge here.
Track flexible monthly, quarterly, and annual goals with golden metrics the assistant can help plan around later.
Your OneNote-style board for notes, drafts, sticky thinking, and reusable internal knowledge.
See your Firestore templates in one place — grouped for Learnings, SmartCompose, and customizable marketing creation.
See this week's meetings, recent recordings, and stored summaries in one cleaner board.
Internal notifications, chat-style updates, lightweight team communication, and presence in one place.
Create, convert, summarize, and prep documents from one command center widget.
Your command-center desk for follow-ups, admin nudges, org setup, and smart ops visibility.
Track goods, services, inventory, fulfillment, capacity, or custom operational counts with a GoalTracker-style layout.
Track labor, materials, conferences, marketing campaigns, and linked leads so ROI is easy to justify later.
Start with core reports, then let the assistant generate richer executive and team status reports on demand.
Create orgs, add members, manage org lists, and prep tenant-level operations from the Learnings command center.
Push A2Z contacts and activities into HubSpot manually.
Create Rocketbook-style, meeting, contact, document, image, and website QR links that route back into the CRM.
Build a template, place signer fields visually, send for signature, and track completion without leaving Learnings.
Upload a document or load a saved agreement before placing signer fields.
Select a signer field, then use the preview to place it where it should land on the document.
Send to yourself for testing or send to the signer when the template is ready.
Refresh activity, open the signer link, and open the final signed PDF after completion.
See active deals, stage, value, linked contact, and notes in one board so you do not have to hunt through Contacts.
Campaigns, templates, images, and analytics for your org marketing add-on.
Load a template, insert saved SmartImages™, add stock images, and preview the finished campaign before you send.