CMAUse CMA
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Related Products
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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.
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About
View stats on quotes, collections, deliveries, load sheets, documents and invoices using our custom graphs. Printing of tracking labels for parcel tracking using our couriermate plugin. All documents are generated into pdfs for easy printing. Client specific rating with kgs and service, area search criteria. Scan various documents (pods) into your own image store. Barcode recognition. Ecommerce plug-ins for various different online stores. Json api integration for custom sites. Clients can track their shipments directly from your website and view pods. Use our mapping facility to view locations of addresses, mobiles devices and routing. Calculate distance between collection and delivery points. Clients can log into your portal to view their pods, capture deliveries, collections, quotes and view invoices.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Tradespeople, contractors, and solo service professionals seeking simple client management, quoting, invoicing, and scheduling software for running their businesses more efficiently
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Audience
Courier companies looking for a cloud-based courier solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£49/month
Free Version
Free Trial
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Pricing
$33.19 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUse CMA
Founded: 2026
United Kingdom
usecma.com
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Company InformationCourierMate
Founded: 2008
South Africa
www.couriermate.co.za
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Alternatives |
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Categories |
Categories |
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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
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Courier Features
Barcode Support
Billing & Invoicing
Compensation Management
Customer Database
Dispatch Management
Job Assignment Management
Label Printing
Order Entry
Routing
Scheduling
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Integrations
Xero
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