The A1 CRM system provides advanced sales lead tracking, customer contact information, call reporting, follow-up reports and unlimited contact and branch information.
Previous Quotes/Estimates and historical Order Information are easily accessible from the A1 Contact Screen. Create letters, emails and mass emails easily in A1!
Most importantly, everyone in your organization will have access to up-to-date Customer information.

• Migration of existing client data from your existing software
• Follow-up notes and report system with auto print of follow-up report
• Customized reports sorted by date, company or employee
• Clients categorized by type to pre determine price level
• Ability to add multiple Ship to addresses to one billing contact and contacts for each address
• Links to order sales history, items sold with last price sold
• Multiple Currencies
• Individual Document Management Folder accessible for each Client
• Integration with Word to create documents that will pre-include all client information. Pre made templates are easily created from the Client screen i.e. Collections letters, Thank you letters, reminder letters
• Setup Billing Delivery method i.e. Fax, Mail or email

Call Today for additional information
or a free no obligation consultation!
1-877-PLAN-CSE (1-877-752-6273)

Client Testimonials

"We have utilized the A1 accounting system for a number of years and continue to be delighted with its reliability. Support from CSE is excellent and at no time have you failed to find a timely solution to any of our problems."
- Laird Fraser of Kent Legal

"I would like to take this opportunity to thank you for the A1 Management Software that you installed for our company. We clearly had grown out AcePac Plus for various functionality and stability reasons and I am happy to report that the software has been stable and problem free since converting to A1 last year."
- Kent Berry of Robertson Fire Equipment