CMA

CMA

Use CMA
CRM Runner

CRM Runner

CRM RUNNER
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About

CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.

About

Growing businesses face the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities. CRM Runner is your one-stop solution for field service and office management. Make impressively designed quotes with that cutting edge difference for a first impression, collect payment through emails and send recurring invoices if needed. Completely integrate your existing business email system into CRM Runner. It will help you to keep all your work on one screen and ease your day-to-day operations. Set up IVR, voicemail messages, buy local and toll-free numbers from around the world, view your call history, call hands free to any client, send mass SMS to your clients and stay up to date with contacts all from our system. Keep track of an employee’s work performance and timeclock, employees can clock in from the app and we even integrated a selfie feature to confirm the employee identity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tradespeople, contractors, and solo service professionals seeking simple client management, quoting, invoicing, and scheduling software for running their businesses more efficiently

Audience

Businesses seeking a CRM solution to manage all their operations and processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

£49/month
Free Version
Free Trial

Pricing

$15 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Use CMA
Founded: 2026
United Kingdom
usecma.com

Company Information

CRM RUNNER
Founded: 2017
United States
crmrunner.com

Alternatives

Alternatives

Road Runner

Road Runner

Cave Creek Software
ToolTime

ToolTime

ToolTime GmbH

Categories

Categories

Tradesman Job Management Features

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

CRM Features

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

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Integrations

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero
Claim CMA and update features and information
Claim CMA and update features and information
Claim CRM Runner and update features and information
Claim CRM Runner and update features and information