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A2ZsmartCRM™ Plans

Built to Close. Backed by Brilliance™

Comic-Clean • Focused • Fast 7-Day FREE Trial — No Credit Card Required • Upgrade any time

🆓 Free Forever

Always Free

Built to try. Designed to upgrade.

  • SmartBoard, Contacts, Calendar, Learnings — UI only with sample content
  • SmartAssistant™ Basic Mode (Firestore lookups/examples only; no live API calls)
  • LeadFinder™ mock display with an “Upgrade to Elite” CTA
  • Unlimited contacts (no SmartIntelligence™)
  • Comic-clean theme; SmartGoal recommendations only
  • Email + password sign-in only
  • Marketing tab hidden (internal team only)
  • Advanced tiles show Unlock in Elite ($19.99)

💼 Solo

$9.99 / month

For individual pros ready to act quickly.

  • Everything visible in Free → now live
  • QuickCompose™ / QuickResponse™ (Apollo AI) — fast email drafts/replies
    No Firestore memory • No image generation
  • SmartAssistant™ Standard Mode (organizes your saved contacts/notes/goals)
  • SmartGoals™ you can set and save
  • Outlook connection (send, reply, view threads)
  • LeadFinder™: 50 verified leads / month in increments of 5 (or less)
  • Learnings Center (limited uploads)
  • No SmartIntelligence™, SmartRespond™, or Marketing tab
  • Upgrade nudges on deeper features: Available in Elite

🚀 Pro

$14.99 / month

Momentum, visibility, and smoother daily flow.

  • Everything in Solo, fully wired to your data
  • SmartAssistant™ Plus Mode (summaries & reminders from Firestore)
    No image generation
  • QuickCompose™ / QuickResponse™ (Apollo AI) for fast drafting
  • LeadFinder™: 150 verified leads / month in increments of 5 (or less)
  • SmartGoals™ across week/month/quarter/year
  • Outlook SmartSync™ to match emails with contacts
  • TeachA2Z™ document storage (docs only; no websites yet)
  • No SmartIntelligence™, SmartRespond™, or Marketing tab
  • Clear upgrade banners for Elite intelligence & replies

🦙 Elite

$19.99 / month

Everything A2Z — no limits.

  • Everything in Pro, fully unlocked
  • SmartBoard, Contacts, Calendar, Email, Learnings — all live and connected
  • SmartAssistant™ Full Mode (personalized suggestions from your history)
  • SmartCompose™ & SmartRespond™ — context-aware drafting & replies
  • LeadFinder™: Unlimited verified leads (pull in increments of 5 or less anytime)
  • TeachA2Z™ document learning hub (docs only; websites later)
  • Eligible Add-On: SmartIntelligence™ ($10/mo) — enriches leads & contacts with company background, market angles, and outreach starters.
⚠️ LeadFinder credits reset monthly and don’t roll over. Upgrade paths: Elite is unlimited.

✨ Elite Marketing

$49.99 / month

Campaign-ready. Built for sending and scaling.

  • Everything in Elite, plus Marketing features enabled
  • SmartSend™ campaign engine & analytics (opens, clicks, engagement)
  • SmartTemplates™ for branded, ready-to-send campaigns
  • Marketing features require this plan. Marketing add-ons cannot attach to Elite.
  • Eligible Add-On: SmartIntelligence™ ($10/mo) for enriched lead/company context.
  • Marketing features are not available during free trials. An active paid Elite Marketing membership is required.

💎 Add-Ons

🧠 SmartIntelligence™

$10 / month

Eligibility: Elite or Elite Marketing

Add-On requires an active paid membership (not available during trial).

  • Enhances LeadFinder™ & Contact views with company background
  • Suggests markets, conversation starters, and outreach angles
  • Surfaces inside lead cards and contact details for faster action

➕ Enterprise Marketing Seat Add-On

$10 / month

Eligibility: Requires Elite Marketing

Requires an active paid Elite Marketing membership (not available during trial).

  • Enables additional marketing users to build campaigns
  • Includes SmartSend™ access and analytics for that user
  • Inherits your org’s permissions & branding

👀 Enterprise View / Notes Seat

$5 / month

Eligibility: Enterprise

  • Read-only visibility across contacts, deals, and SmartBoard
  • Can log internal notes & use the internal assistant
  • No send/campaign tools

✉️ SmartSend Pro

$99 one-time

Send from the official A2Z Trusted Domain for stronger deliverability (shared pool). Instant authentication boost.

Standard Marketing runs on the standard AWS server. SmartSend Pro adds the trusted A2Z domain option.

Activation available on paid memberships (not during trial).

🌐 Dedicated Private Server

$99 / month

Run your CRM on a private, isolated environment with your own domain — branding, deliverability, and compliance control.

Available on paid memberships (not during trial).

🏢 Enterprise Cost Estimator

Model your monthly and one-time costs in real time.

Plan & Add-Ons


*Requires Elite Marketing enabled.

Eligible users = Elite CRM users + Marketing users (excluding View/Notes seats).

Your Estimate

Monthly Total:
$0.00
One-Time Total:
$0.00
First Month Total:
$0.00

Estimates apply to paid memberships. Trials exclude Marketing and Add-Ons.

SmartSend Pro ($99 one-time): upgrades your outbound email authentication to the official @a2zsmartcrm.com trusted domain for stronger deliverability and inbox placement.
Dedicated Private Server ($99 / mo): runs your CRM in its own isolated environment and domain for enhanced branding, performance, and compliance control.

⚖️ Plan Terms & Credits Policy

All A2ZsmartCRM™ plans are billed per calendar month and renew automatically unless cancelled. 7-day FREE trials begin immediately on signup. No credit card is required to start the trial.

At the end of the 7-day trial, you will be prompted to choose a paid plan. If no plan is selected, your account will automatically downgrade to Free Forever and premium A-Z features will be disabled.

LeadFinder™ and related usage credits do not roll over from month to month. Unused or remaining credits reset at the start of each billing cycle.

Add-Ons and all Marketing features are not available during trials. They require an active paid membership.

Feature availability, limits, and eligibility are determined by the selected plan at the time of billing. Downgrading may disable or remove access to features tied to higher-tier plans.

A2ZsmartCRM™ and its components (SmartAssistant™, SmartBoard™, SmartIntelligence™, SmartLeadFinder™, SmartSend™, TeachA2Z™) are provided as-is for business use only. Data enrichment and outreach recommendations are for informational purposes and not financial or legal advice.

All prices are in USD. Taxes, where applicable, are additional.