A1 CMS | CRM Built for Service Providers

What you get

Client portal, billing, tickets, and approvals together.

Share status, files, invoices, payments, and support in one place your clients actually use.

Client portal + approvals

Give clients a branded space to track status, review files, sign off on requests, and see what’s next.

Billing that closes faster

Create estimates, convert to invoices, collect payments, and schedule recurring charges with reminders built in.

Support + SLAs

Log tickets, set priorities, enforce SLAs, and keep notes in sync so clients always know you’re on it.

Deep capabilities

Everything your CRM handles out of the box.

Organized by what matters most: revenue, delivery, capture, growth, and control.

Revenue & billing

Split deposit invoicing from estimates with custom sales items
Delivery notes, PO↔estimate conversion, and one-click invoicing
Electronic invoicing, Stripe/PayPal, promo codes, digital wallet + recurring
Purchase order management with delivery and billing workflows

Time & delivery

Advanced global time tracking with task-level custom fields and utilization
Calendar-based timesheet views with inline edits
Categorized task lists and extended project management
Precise hour logging for transparent billing records

Client scheduling & reminders

Client-facing appointment scheduling with availability control
Booking confirmations and calendar coordination
Relationship follow-up reminders and event-based notifications

Capture & marketing

Reactive forms for leads, contacts, customers, projects, tickets, and estimates
Lead discovery/import by industry and location
Automated marketing workflows to nurture prospects
Testimonial and survey tools to collect and publish social proof

Growth & collaboration

Partner/referral management with commissions, affiliate links, and payouts
Real-time internal messaging and threaded internal/external forums
Goal definition and tracking against targets
Promotional code management for campaigns and incentives

Data, automation, & AI

Industry dashboards, predefined field templates, jurisdiction-ready configs
Data export utilities for structured CSV reporting/backup
Workflow automation engine across departments and events
AI integration layer to power smart actions and automations

How it works

From intake to billing, clients stay in the loop.

1

Assign & plan

Auto-assign owners and break work into milestones your team and clients can see.

Route by service line, region, or client tier
Task templates with milestones and dependencies

2

Track & deliver

Work tickets, tasks, and projects on Kanban and Gantt views with SLA timers and approvals.

Kanban for flow, Gantt for timelines, milestone burn-down
SLA timers, checklists, handoffs, and client-side approvals

3

Report, bill & pay

Log time, review salary/cost overview, and convert work to invoices and renewals.

Timekeeping with billable/non-billable, approvals, and payroll insight
Estimates → invoices, deposits, Stripe/PayPal, wallets, and renewals

Pricing

Simple plans that scale with you.

A1 Starter

$69.00/month

For small teams getting started with client delivery and billing.

1 user, 10 customers, 200 contacts
10 projects, 50 tasks, unlimited tickets/leads, 10 items, 1 GB storage
Core billing, delivery notes, reminders, chat, portal

Choose A1 Starter

A1 Core

$129.00/month

For growing teams that need strong delivery and billing controls.

3 users, 50 customers, 1000 contacts
100 projects, unlimited tasks/tickets/leads, 100 items, 5 GB storage
Advanced time, billing controls, PO/delivery, automation-ready

Choose A1 Core

A1 Nexus

$189.00/month

For teams that want the complete A1 CRM toolkit.

5 users, 200 customers, unlimited contacts
500 projects, unlimited tasks/tickets/leads, 500 items, 50 GB storage
Full billing, automation, AI assistant, partner payouts

Choose A1 Nexus

A1 Bespoke: Suite

$429.00/month

For larger teams that need industry-ready configurations.

7 users, 500 customers, unlimited contacts
Unlimited projects/tasks/tickets/leads, 1000 items, 50 GB storage
Industry templates, automation + AI, legal-ready options

Choose A1 Bespoke

14-day money back guarantee.
Student and non-profit discounts available. Apply HERE.

Feature

A1 Starter

A1 Core

A1 Nexus

A1 Bespoke

Price (per month)

$69.00

$129.00

$189.00

$429.00

Storage

1 GB

5 GB

15 GB

50 GB

Storage add-on

$5 / GB

Users

1

3

5

7

Price per user (included)

$0.00

Additional users

$39 / user / month

$47 / user / month

$59 / user / month

$69 / user / month

Companies / branches

1

Company / branch add-on (10% discount)

$0.00 / month

Clients / customers

Unlimited

Items

Unlimited

Projects

Unlimited

Tasks

Unlimited

Contacts

Unlimited

Support tickets

Unlimited

Contracts

Unlimited

Invoices

Unlimited

Estimates

Unlimited

Credit notes

Unlimited

Proposals

Unlimited

Custom subdomain

Included

Hosting

Included

Custom domain (CNAME)

Not included

Included

Database backup

Included

Menu customization

Included

Client menu customization

Included

Contact roles

Included

Delivery note

Included

Deposit invoicing & item customization

Included

Discussion & community forum

Included

e-Invoice

Included

Form builder

Included

Testimonal collection

Included

Goals

Included

Keep in touch reminder

Included

2-way chat with clients and staff

Included

Promotional codes

Included

Purchase order

Included

Reminders (customer/lead/user events)

Included

Stripe/Paypal Integration

Included

Surveys

Included

Theme customization

Included

Translations

Included

Wallet

Included

Lead management

Included

Affiliate management

Included

Link shortener / analytics

Included

Appointment booking

Included

Advanced time logging

Included

Advanced task timesheet manager

Not included

Included

Advanced to-do manager

Not included

Included

CSV export

Not included

Included

Google Leads import

Not included

Included

Marketing automation

Not included

Included

Workflow automation

Not included

Included

Professional Templates*

Not included

Included

OpenAI (ChatGPT) integration

Not included

Included

Talk to sales

Share a few details and we’ll get in touch.

We’ll route you to the right specialist and send a quick plan before the call.

Tailored walkthrough with no generic decks
Config, integrations, and rollout options aligned to your team
Data import, security posture, and approval/billing rules covered
Timeline and pricing fit for your use case
Client portal setup: status, approvals, files, invoicing, and support
Delivery views: Kanban, Gantt, milestones, timekeeping, and SLA timers
Billing: split deposits, recurring, payment methods, wallet, promo codes
Automation & AI: workflows, reminders, marketing drips, assistant use cases
Industry needs: templates, jurisdictions, and custom data/fields
Change management: training approach, pilot scope, and success criteria

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Teams like yours

Service leaders trust A1 CMS.

“We replaced a patchwork of spreadsheets and kept our team on one platform.”

MS

Maya Singh

“Lead routing, onboarding tasks, renewals, A1 CMS made it simple and our clients feel the difference.”

JL

Jordan Lee

“Approvals, billing, and support are finally in one place; clients reply faster and pay sooner.”

CR

Casey Rivera

“We rolled out the client portal in a week and doubled our on-time renewals the next quarter.”

HT

Harper Tan