Client portal and approvals
Give clients a branded space to track status, review files, approve requests, and see what comes next.
Client portal, billing, tickets, and approvals together.
Everything your team needs to deliver confidently and keep clients in the loop, organized around real service delivery.
Billing that closes faster
Create estimates, convert to invoices, collect payments, schedule recurring charges, and send reminders.
Support and SLA tracking
Log tickets, set priorities, manage response times, and keep client-facing updates in one place.
Workflow automation
Route work, trigger tasks, generate reminders, and keep handoffs moving across departments.
Mail integration
Connect major mail providers and keep client correspondence aligned with the right records.
Partner and referral management
Track partner links, commissions, referrals, and payouts without running a separate spreadsheet.
From intake to billing, clients stay in the loop.
A1 CMS follows the natural flow of service delivery, so your team and clients always know where things stand.
1
Assign and plan
Capture the request, assign ownership, and turn the work into a clear plan.
- Route by service line, region, or client tier
- Use templates for milestones and dependencies
2
Track and deliver
Manage tickets, tasks, and projects with status updates clients can understand.
- Kanban for work in motion and Gantt views for timelines
- SLA timers, checklists, handoffs, and approvals
3
Report, bill, and renew
Review delivery, log time, convert work to invoices, and keep renewals moving.
- Billable and non-billable timekeeping with approvals
- Estimates, deposits, invoices, payments, and renewals
Software shaped around how your team works.
Each industry pack is an optional add-on, $50/month per company on any plan. Pick the ones that match your business and A1 CMS becomes a tool built for your day-to-day, with no separate system to run.
Law firm & legal practice
Run a legal practice end to end. Open a file for each matter, collect and request client documents, track key court and limitation dates so deadlines are never missed, log billable time, and give clients a private portal to follow their case.
$50/mo add-onEquipment & property rentals
Rent out equipment, vehicles, or units without double-booking. List what you have, take reservations, generate rental agreements, hold deposits, and see at a glance what is available, out, or overdue for return.
$50/mo add-onWorkshop & repair shop
Manage a garage or repair shop one job at a time. Raise a work order for each customer, record the parts and labour used, move the job from booked to ready, and turn finished work straight into an invoice.
$50/mo add-onReal estate & brokerage
Keep every property deal moving. Track listings, record viewings and offers, store buyer and seller details, and stay on top of follow-ups from first enquiry through to closing.
$50/mo add-onLogistics & delivery
Coordinate pickups and deliveries from one screen. Log delivery requests, assign drivers, plan routes, update status as jobs progress, and capture proof of delivery with a signature or photo.
$50/mo add-onField service
Run on-site service and maintenance work. Take service requests, book technicians into a schedule, track the time and parts spent on each visit, and keep customers informed until the job is signed off.
$50/mo add-onFleet management
Keep a fleet of vehicles on the road and on budget. Hold a full record for every vehicle, schedule and log servicing and repairs, and track mileage, fuel, and running costs in one place.
$50/mo add-onSales teams & agents
Give a sales team structure. Move leads and deals through a clear pipeline, assign accounts and territories to reps, and work out commissions automatically when deals close.
$50/mo add-onInventory & stock control
Always know what you have and where. Track stock across multiple locations, record items moving in and out, set reorder points, and get an alert before anything runs low.
$50/mo add-onProcurement & purchasing
Bring order to buying. Raise purchase requests, send them through an approval step, issue purchase orders to suppliers, and check off goods as they arrive.
$50/mo add-onManufacturing & production
Plan and track what you make. Define the parts that go into each product, schedule and follow production runs across your work areas, and record quality checks along the way.
$50/mo add-onRecruitment & staffing agency
Run your recruitment desk in one place. Post job openings to a public careers page, collect applications, move candidates through your hiring stages, schedule interviews, and keep every CV, rating, and note attached to the right candidate.
$50/mo add-onSimple plans that scale with you.
Start with the right package, then add users or industry workflows as your team grows.
A1 Starter
$99.00/month
For small teams getting started with client delivery and billing.
- 2 included staff users
- Core billing, portal, and delivery tools
- Tickets, leads, reminders, chat, forms, payments, approvals, and CSV exports
A1 Nexus
$299.00/month
For growing teams that want the complete A1 CRM toolkit.
- 4 included staff users
- Starter tools plus advanced tasks, timesheets, recruitment, and service controls
- Advanced files and sharing, invoice customization, HR, leave, and AI assistants
A1 Professional
$499.00/month
For larger teams that need industry-ready configurations.
- 8 included staff users
- Nexus tools plus accounting, marketing, lead imports, and one industry pack included
- Workflow automation, video meetings, page builder, and priority support
All prices are quoted in USD. 7-day free trial. 30-day money-back guarantee. Student and non-profit discounts are available.
Share a few details and see A1 CMS in context.
Tell us what your team handles today, and we will send you into the demo with the right starting point.
- Client portal setup for status, approvals, files, invoicing, and support.
- Delivery views for tasks, milestones, timekeeping, and SLA tracking.
- Billing workflows for deposits, recurring charges, payments, and renewals.
- Industry workflows, imports, permissions, and rollout planning.
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Built for service teams, not bolted together.
One platform for your client portal, billing, support, and delivery, instead of a patchwork of separate tools and spreadsheets.
It follows real service delivery: intake, tasks, time, invoicing, and renewals all work the way your team already does.
Add only the industry workflow you need, so you are not paying for or navigating features that do not apply to your business.
Clients get a branded portal to track status, approve work, and pay, which means fewer back-and-forth emails for your team.