Why A2ZsmartCRM™ exists
A2ZsmartCRM™ came from one simple truth: most CRMs are built for dashboards, not sellers. They look impressive in a board meeting, but they bury reps in admin work, manual updates, and half-integrated tools that never quite fit together.
- Built by a seller. A2Z was created by someone who lives on quota, not just in spreadsheets.
- One workspace instead of six tools. Leads, outreach, email, calendar, notes, and deals in one place.
- No fake limits. Unlimited contacts on every plan — your list belongs to you.
- AI as a partner. SmartAssistant™ and SmartSequence™ multiply your effort without replacing your voice.
How A2Z gives you your week back
- Start your day on SmartBoard — see appointments, hot leads, follow-ups, and active deals in one glance.
- Connect Outlook safely inside the Email tab — keep login and mail separate for security.
- Load your existing contacts or pull new ones with A2Z LeadFinder™.
- Drop key accounts into A2Z SmartSequence™ to automate email + call + LinkedIn touchpoints.
- Use SmartAssistant™ for drafting, summarizing, call recaps, and next-step coaching.
- Track goals and activity with A2Z GoalTracker™ and SmartBoard KPIs (week, month, quarter, annual).
Key Features in A2ZsmartCRM™
SmartAssistant™
Context-aware AI that understands your contacts, deals, templates, and goals.
A2Z LeadFinder™
Pull targeted prospects in clicks, with smart-intel insights for Elite and Enterprise teams.
A2Z SmartSequence™
Multi-step outreach: email, email, call, LinkedIn, email — timed for best response.
A2Z GoalTracker™
Weekly, monthly, quarterly, and annual KPIs surfaced right on your SmartBoard.
SmartSend™ Marketing
High-volume campaigns via A2Z Elite Marketing™ with 100k emails/month per org.
Dyslexia-Friendly Comic UI
Off-white backgrounds, Comic Neue & Bangers, bold lines — built to be readable, not rigid.
Outlook Integration
Connect Outlook inside the Email tab to sync email and calendar while keeping login separate.
Learnings & Playbooks
Store templates, boards, scripts, and internal playbooks in A2Z Learnings.
A2Z SmartSequence™ — your repeatable outreach engine
SmartSequence™ turns your best follow-up pattern into a repeatable, trackable engine. No more guessing which touchpoint you’re on or what you said last time.
- Default flow: Email → Email → Phone Call → LinkedIn Touch → Email.
- Optimized timing: Use “best time of day” data to schedule sends when prospects respond.
- Task automation: A2Z automatically creates call tasks and reminders on your calendar.
- SmartAssistant™ + SmartSequence™: Let AI draft each step in your tone using your templates.
- Reporting built-in: See which steps, templates, and channels actually close deals.
Elite and Enterprise teams combine SmartSequence™ with A2Z Elite Marketing™ to handle both high-volume campaigns and 1:1 follow-up — all in the same CRM.
Enterprise-ready without the enterprise drama
Whether you’re a solo closer, a regional team, or a multi-property organization, A2ZsmartCRM scales with simple, predictable pricing and built-in seat control.
No setup fees
Ever. Onboard with CSVs and SmartStart™ in minutes, not months.
Layered roles
Individual sellers, managers, regional leads, and execs see only what they should.
Seat & quota control
Manage CRM, Marketing, and View-only seats directly inside the app.
SmartStart™ onboarding
Our guided flow gets every new user productive in their first 15 minutes.
Ready for multiple teams, properties, or business units? Talk to us about Enterprise & Elite Marketing.
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.
- How do I log in? A2ZsmartCRM uses email + password for CRM login. Outlook connects only inside the Email tab.
- What is A2Z SmartSequence™? It’s our built-in outreach engine: email → email → phone call → LinkedIn → email, with smart timing and task automation.
- Can I use Outlook? Yes. Outlook integrates for mail and calendar inside the CRM — without becoming your login.
- Who is A2ZsmartCRM for? High-volume sellers, account managers, and teams who need a CRM that actually helps them close business.
- How long does onboarding take? Most teams are configured in minutes with SmartStart™ and a simple CSV. Your data, boards, and goals live in one place.