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Description
CMA is an all-in-one client management platform designed to help tradespeople manage their businesses more efficiently and reduce time spent on administration. The software brings together client management, professional quoting, invoicing, scheduling, messaging, document sharing, and payment collection into one centralized dashboard. CMA is built specifically for trades such as plumbing, electrical work, carpentry, landscaping, roofing, painting, and general contracting. The platform allows users to quickly create branded, itemized quotes, attach photos, and send them directly to clients for approval. Once accepted, quotes can be converted into invoices with online payment options to simplify billing and improve cash flow. CMA also includes appointment scheduling tools that let clients book available slots while helping businesses avoid double-booking and missed appointments. The client portal gives customers a professional self-service experience where they can access documents, quotes, invoices, and communications in one place. Additional features such as client messaging, broadcast emails, task checklists, and media portfolio management help tradespeople stay organized and improve customer communication. CMA integrates with Xero to automate invoice syncing and simplify accounting workflows for business owners and accountants. The software is designed for ease of use, allowing tradespeople to get set up quickly without technical expertise. CMA helps small trade businesses improve organization, present a more professional image, and spend more time focusing on their work instead of paperwork.
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
API Access
Has API
API Access
Has API
Integrations
Xero
Pricing Details
£49/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Use CMA
Founded
2026
Country
United Kingdom
Website
usecma.com
Vendor Details
Company Name
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Product Features
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
