CRM add-on for AzAd Mail
Run pipeline, sales documents, projects, tickets, and customer records in AzAd CRM. Sign up with a CRM-only trial — no AzAd Mail mailbox required. Add mail storage later if you want inbox and sending on the same domain.
AzAd CRM
Sales, projects, and support — with or without AzAd Mail
AzAd CRM covers companies, people, pipeline deals, sales documents, projects, tasks, tickets, knowledge base, contracts, expenses, reports, and a client portal. Start a CRM-only trial with no mailbox required, or add it to AzAd Mail for US$10/month or US$100/year per organization.
- Companies, people, and pipeline deals with team visibility
- Proposals, estimates, invoices, payments, and credit notes
- Projects and tasks with ownership and due dates
- Support tickets and knowledge-base articles
- Contracts, expenses, and subscription records
- Reports plus client portal invoice share links
Capabilities
Customers & pipeline
Keep companies and people in one place, move deals through stages, and assign owners so leadership can see pipeline health without a separate spreadsheet.
Sales documents
Create proposals, estimates, and invoices with line items and payments. Convert an accepted estimate to a draft invoice, preview printable HTML, and record payments against open balances.
Projects, tasks & support
Track projects and tasks, open support tickets with notes, and publish knowledge-base articles your team can reuse. Link tickets to projects when work spans both.
Ops, reports & client portal
Manage contracts and expenses, review reports, and share invoice portal links with clients — staff can also preview portal invoices matched to a company person email.
What ships in AzAd CRM today
Phase 17 delivered a practical CRM for small organizations — not a claim of Salesforce or HubSpot feature parity. The modules below are available in the product.
- Sales: items, proposals, estimates, invoices, payments, credit notes
- Delivery: projects, tasks, job numbers, ticket ↔ project links
- Support: tickets with notes, knowledge base articles, estimate requests
- Ops: contracts, expenses, subscription records
- Insights & portal: reports/dashboard stats; client portal share links for invoices (staff preview when session email matches a company person)
AzAd CRM starts with a CRM-only trial — no mailbox required ($100/yr per organization when subscribed). Add AzAd Mail storage later or bundle CRM with workspace plans. See full workspace pricing.
Need per-user mail storage, contacts, and webmail? View full workspace pricing.
Demo and trial options
Start with a CRM-only trial (verify your email, get admin access, no mail plan). Or open a full workspace trial if you want AzAd Mail and CRM together from day one.