Why A2Z
Sellers shouldn’t wrestle dashboards to do their jobs. A2ZsmartCRM uses a high-contrast, dyslexia-friendly comic design — bold lines, off-white paper, and large type — to make daily work faster and easier on the eyes.
- Instant clarity: 8 KPIs on a 4×2 SmartBoard grid — click to drill in.
- On-call guidance: SmartAssistant helps plan, summarize, coach, and keep momentum.
- Lead momentum: Focused pulls designed to land conversations, not just lists.
- Fast rollout: Teams onboard in minutes, not months.
How it works
SmartBoard
Appointments, Follow-ups, Hot Leads, Active Deals, Emails, Calls, Notes, Goals — always visible, always actionable.
SmartAssistant
Ask, plan, summarize, coach. Five core tones (set in Learnings). Seasonal tones rotate in the llama bubble.
LeadFinder
Search by role, location, and firmographics to queue quality outreach quickly.
What’s inside
Contacts
Unlimited contacts. CSV upserts with email as the primary key.
Calendar
Grid view, shared calendars, and follow-ups that keep reps on track.
Learnings + SignSuite
Templates, documents, ThoughtBoard & MeetingBoard, and signatures.
Marketing
HTML campaigns, template library, and basic performance stats.
SmartCompose/Respond
Write faster with guided drafts and replies in higher tiers.
Enterprise controls
Role-based visibility (property → area → region → VP) and view-only seats.
Pick your plan
Enterprise (fast rollouts)
Multi-tier visibility, simple seat management, and optional organization-level marketing.
- Core seats (Elite), view-only seats, and optional productivity add-ons.
- Marketing option includes 100k emails/mo per org; flexible upgrade blocks available.
FAQ
Trial? 7-day Elite trial. No credit card.
Contacts? Unlimited on all tiers.
Can I bring my team later? Yes. You can start solo and add seats as you grow.