Client portal and approvals
Give clients a branded space to track status, review files, approve requests, and see what comes next.
What you get
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.
How it works
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
Industry add-ons
Add the workflows your team actually uses.
Start with the portal, then add records, forms, permissions, dashboards, and reports for the way your team already works.
Legal practices
Matter intake forms, client document requests, limitation dates, task checklists, billing notes, and client status updates tied to each file.
Legal operationsReal estate
Buyer and seller intake, listing files, showing feedback, offer conditions, closing checklists, and client update requests for each deal.
Deal trackingLogistics
Pickup requests, dispatcher notes, assigned drivers, route status, delivery exceptions, proof-of-delivery uploads, and customer notifications.
Dispatch workflowWorkshop and fleet
Service requests, vehicle records, parts used, labor time, inspection notes, repair status, and maintenance reminders.
Service recordsRentals
Availability requests, reservation records, agreements, deposits, pickup and return checks, damage notes, and customer history.
Rental trackingInventory
Item records, stock locations, reorder points, supplier details, movement logs, low-stock alerts, and inventory reports.
Stock controlSales teams
Lead capture, account records, quote follow-ups, task owners, pipeline status, handoff notes, and performance reporting.
Pipeline managementCustom operations
A configured workflow pack for teams that need custom fields, statuses, request forms, permissions, dashboards, and reports around their own process.
Custom build
Pricing
Simple 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, and client approvals
A1 Core
$199.00/month
For growing teams that need strong delivery and billing controls.
- 3 included staff users
- Starter tools plus advanced task, time, export, mention, and service controls
- Recruitment and stronger operational controls for growing teams
A1 Nexus
$299.00/month
For teams that want the complete A1 CRM toolkit.
- 4 included staff users
- Core tools plus advanced files, sharing, invoice customization, HR, and leave
- Workload management for teams running internal ops alongside client delivery
A1 Bespoke: Suite
$499.00/month
For larger teams that need industry-ready configurations.
- 5 included staff users
- Nexus tools plus accounting, lead imports, affiliate/referral, and marketing
- Workflow automation, OpenAI, and industry add-ons for specialized operations
All prices are quoted in USD. 7-day free trial. 30-day money-back guarantee. Student and non-profit discounts are available.
Access the demo
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.
What teams say
Service leaders trust A1 CMS.
We replaced a patchwork of spreadsheets and kept our team on one platform. The difference was immediate.
Lead routing, onboarding tasks, and renewals became much easier to manage. Our clients feel the difference.
Approvals, billing, and support are finally in one place. Clients reply faster and pay sooner.
We rolled out the client portal quickly and doubled our on-time renewals the next quarter.