Why A2ZsmartCRM™ exists
A2ZsmartCRM was created by a career sales professional who was tired of juggling multiple tools: one for reporting, one for meetings, one for notes, one for campaigns, one for webinars, and another for prospecting. On top of that, most CRMs felt like they were built for executive slide decks — not for the people actually making the calls and closing the deals.
A2Z brings everything together. From classic phone-book hustle to modern AI workflows, it gives reps, managers, and teams a single place to prospect, communicate, track activity, and stay on top of their pipeline.
- Built for real sellers. SDRs, AEs, account managers, and high-volume producers who need tools that keep up.
- No enterprise bloat. You get the power of the big platforms without the layers of complexity.
- Honest pricing. No surprise marketing-contact charges or hidden upgrades just to send email.
- AI as a partner, not a replacement. A2Z uses AI to handle tedious work so humans can focus on relationships.
How A2ZsmartCRM gives you time back
Studies show sellers can spend up to 57% of their week researching, preparing, and handling admin instead of selling. A2ZsmartCRM is designed to attack that time drain from every angle.
- Centralize your day. Log in once to access your Smartboard, contacts, inbox, calendar, and learnings.
- Connect Outlook. Sync your inbox and calendar using secure Microsoft sign-in inside the Email tab — sign-in to the CRM itself stays email and password only.
- Load or pull leads. Import your book of business or use A2Z LeadFinder™ to pull new prospects with verified data.
- Let the SmartAssistant™ help. Draft outreach, follow-ups, recaps, and summaries in seconds using your own CRM data.
- Track what matters. Smart Goals, Smart Notes, SmartResearch™, and Learnings keep you focused on revenue-driving activity.
Whether you’re selling, servicing, or leading a team, A2Z gives you a clear picture of what’s happening — and the tools to act on it fast.
Key Features
SmartAssistant™
Ask natural-language questions like “Summarize my last week of activity” or “Draft a follow-up for this contact” and let the assistant work with your A2Z data to respond.
A2Z LeadFinder™
Pull new, high-quality leads without leaving your CRM. Verified data for serious outreach, with built-in protections to avoid abuse on free trials.
SmartResearch™
Enrich a single contact with deeper context, insights, and talking points so you go into every conversation prepared. Super admins can bulk enrich when needed.
Smart Goals & KPI Smartboard
Track your weekly, monthly, quarterly, and annual goals with flexible metrics. Click KPI tiles to jump straight into the data behind the number.
Comic-Styled, Dyslexia-Friendly UI
Designed with Comic Neue, Bangers, off-white backgrounds, and bold black lines to reduce strain and make working in your CRM feel less like a chore.
Outlook & Calendar Integration
Connect Microsoft 365 for email, calendar, and meeting support. Keep your schedule and your CRM in sync without hopping between systems.
Templates & Learnings Center
Save and reuse proven email templates, documents, and notes. Let the system learn your tone and style so future messages feel like you wrote them yourself.
Sequences & Activity Logging
Build simple, effective outreach flows and let A2Z keep track of who was contacted, how, and when — without burying you in complex automation logic.
Enterprise-ready without the enterprise drama
A2ZsmartCRM scales from solo sellers to full enterprise rollouts without changing its core promise: simple, powerful tools at a fair price.
No ransom setup fees
No massive onboarding projects. No hidden “implementation” packages. You don’t have to spend months or tens of thousands of dollars just to start using your CRM.
Onboard in minutes, not months
Use Enterprise SmartStart™ to upload a simple 4-column CSV — first name, last name, email, role — and create accounts for your entire company in one shot. Users receive secure, temporary passwords and can start working right away.
Flexible roles, clear permissions
Create your own titles (Team Lead, Supervisor, Director, VP, etc.) while A2Z keeps permissions safe behind the scenes using clean role tiers for reps, managers, regional leaders, and org admins.
Seat-based pricing that makes sense
No charges per marketing contact. No surprise upsells just to send campaigns. Pay for seats and clearly defined options like Marketing seats and SmartIntelligence™ — not for whether you dare to grow.
Frequently Asked Questions
- Do I need a credit card to start? No. You can start a 7-day Elite trial with no credit card required. During the trial, A2Z LeadFinder™ is limited to 50 pulls to prevent abuse, but you get a full experience of how the system works.
- How do I log in? A2ZsmartCRM uses email and password for CRM login. You can connect Outlook separately inside the Email tab using secure Microsoft sign-in for mail and calendar, but Outlook is never used as a login method for the CRM itself.
- Can I use Outlook with A2ZsmartCRM? Yes. You can connect your Microsoft 365 account via secure Microsoft sign-in. Outlook email and calendar stay inside the Email and Calendar tabs, keeping your CRM login simple and predictable.
- Who is A2ZsmartCRM™ for? High-volume sellers, small teams, and enterprise organizations that want unlimited contacts, streamlined workflows, and an assistant that actually helps close deals instead of just logging what already happened.
- Can my company define its own roles? Yes. Your organization can create custom titles (like “Senior Area Director” or “Regional Sales Lead”) and map them to clear permission tiers inside A2Z so managers, regional leaders, and admins see only what they should.
- How long does enterprise onboarding take? With Enterprise SmartStart™, you can upload your team via a simple spreadsheet and get them working in minutes. No long projects, no ransom setup fees, and no waiting for a consultant to “turn things on.”