Starter bundle
2 to 4 weeks, fixed-fee. Written quote inside 48 hours of the discovery call.
← All toolkits·The Front Office Toolkit
Front office, owned, not rented
The Front Office Toolkit.
Capture every customer, run intake without paper, and never drop a follow-up. Modular, owned, themed to your business.
Everything between a lead coming in and a customer being taken care of, owned by you and themed to your brand. Ten containers across Foundation, Capture, Relationships, Insight, and Support. Pick the containers that fit how you sell; we configure the build and hand over the source at the end.
What this is, what this is not
A front office that fits your business. Not a CRM you rent per seat.
The toolkit runs the operational front office: intake, the customer record, the pipeline, and the follow-ups. It deliberately stays out of accounting, email marketing blasts, and help-desk ticketing you rent per agent. It replaces the spreadsheets, paper intake forms, sticky-note follow-ups, and per-seat CRM subscriptions you use today.
This is
- A modular front-office toolkit
- Containers you turn on as you need them
- Brand-themed to your business
- Owned by you at handoff: source, data, documentation
- Often pays for itself by consolidating the per-seat subscriptions it replaces
This is NOT
- An accounting or invoicing system
- An email marketing platform
- A per-agent help desk you rent forever
- A subscription you rent forever
The containers
10 containers across 5 tiers.
Foundation is always on. The rest are picked in the configurator. Each container is a working module of the toolkit, themed to your business, built into your install.
Tier · Foundation
- fo-01Always on
Access and Data Controls Baseline
Authentication, roles and permissions, audit log, encryption, automated backups, export your own data.
- fo-02Always on
White-Label Theme
Your logo, colors, and fonts on every screen.
Tier · Capture
- fo-03
Intake Forms
Web and in-person tablet intake, smart routing, file uploads, optional e-signature, output to PDF or straight into the customer record.
- fo-04
Case Tracker
Every intake becomes a trackable case with a status, an owner, and a due date.
Tier · Relationships
- fo-05
Customer Database
Contacts, companies, full history, and notes in one record built around how you actually sell.
- fo-06
Pipeline View
The stages your business really moves customers through, not a generic funnel.
- fo-07
Follow-Up Engine
Reminders, tasks, and a no-lead-left-behind queue so the next action is always obvious.
- fo-08
Source and Referral Attribution
Where each customer came from, so you know what is working.
Tier · Insight
- fo-09
Front-Office Dashboard
New leads, open cases, overdue follow-ups, and conversion, refreshed daily.
Tier · Support
- fo-10
Messaging Templates and Logging
Send email or SMS from your own provider; every message is logged to the contact.
Build my toolkit
Pick the containers. Share the link. Send us the config.
Start from a preset or build a custom configuration. Foundation containers are always on. Your selection is encoded in the URL so you can copy the page and share it with a partner before sending. When you are ready, drop your name and email and we will come back inside 48 hours with a written, fixed-fee quote.
Start with a presetCustom
A guided tour
A guided tour through four containers.
Mockups shown for a fictional business, Mesa Verde Landscaping. Your install is themed to your brand at no additional cost; see the White-Label Theme container.
Intake Forms, tablet view 
Pipeline View, stages that fit the shop 
Follow-Up Engine, the queue 
Front-Office Dashboard, daily view
Hosting, ownership, and what you pay after handoff
You pick the platform. We build on it. You own it.
- You choose where it runs. Your AWS account, your Azure account, or open-source and self-hosted. We build to the platform you want, not the one that pays us.
- The only ongoing bill is your own usage, paid to the provider. On AWS or Azure that is metered usage billed directly by Amazon or Microsoft, usually modest for a single-business tool. On an open-source, self-hosted setup it can be close to nothing. AC5 Labs does not resell hosting, mark it up, or sit between you and your provider.
- No AC5 Labs platform fee. No seat licenses. No renewal. Once we hand over the source, the data, and the documentation, the build is yours and nothing from us keeps billing.
- Maintenance is on call, not on retainer. When you want a change or a fix, you call us, we quote it, and we do it. An optional standby maintenance line is available, never required, never auto-renewed.
- You are not signing up to run a data center. We hand over something documented and stable, on the platform you chose, with a recorded walk-through. Most owners touch the infrastructure rarely, and call us when they do.
Pricing and timeline
Fixed-fee per configuration. Owned at handoff.
The four anchors. The exact dollar amount lands in the written quote inside 48 hours of the discovery call.
Full toolkit
4 to 8 weeks, fixed-fee. Same Pilot Risk-Reversal at the Phase 1 gate.
Optional maintenance
A single optional line for changes and platform questions, billed only when you use it. Never required, never auto-renewed.
Owned at handoff
No seat licenses, no platform access fees. The build is yours forever.
Compared to the SaaS stack
What a small front office commonly pays for, every month.
Approximate retail SaaS list pricing as of 2026. Your savings depend on your current stack and seat count.
| What you commonly pay for | Approx. cost | Container that replaces it |
|---|---|---|
| CRM, per seat (HubSpot, Salesforce Essentials, Pipedrive) | $25 to $150 per user per month | Customer Database, Pipeline View |
| Online and in-person intake forms (Jotform, Typeform, paper) | $39 to $199 per month | Intake Forms, Case Tracker |
| Follow-up and task reminders (add-ons, separate apps) | $15 to $50 per user per month | Follow-Up Engine |
| Lead-source reporting add-ons | $50 to $200 per month | Source and Referral Attribution, Front-Office Dashboard |
| Sum | Several hundred per month, recurring, scaling per seat | One-time custom build, owned forever |
Costs above are approximate retail SaaS list pricing as of 2026. Per-seat tools get more expensive every time you hire; an owned build does not.
FAQ
The questions buyers ask first.
Is this an accounting system?
No. It runs the front office: intake, the customer record, the pipeline, and follow-ups. Invoicing and books stay in your accounting tool. We can export to it.
Will it replace my email marketing tool?
No. It logs and sends individual messages from your provider. Mass marketing campaigns stay where they are.
Where is the data hosted?
Your choice: your AWS or Azure account, or open-source and self-hosted. You pay your provider directly for usage; we do not resell hosting.
What happens if AC5 Labs disappears?
You own the source code, the database, and the documentation. Any competent developer can pick it up.
Can I add containers later?
Yes. The toolkit is modular. A new container slots into the same Foundation baseline and theme.
Does it integrate with the tools I already use?
Yes, through import and export with common tools. We scope the specific connections in the quote.
Tell us about your front office.
30-minute discovery call. We come back inside 48 hours with a written, fixed-fee quote and a fixed timeline. If your current stack is the right answer, we will say so on the call.