CMA

CMA

Use CMA
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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

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.

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

Courier companies looking for a cloud-based courier solution

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

$33.19 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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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

CourierMate
Founded: 2008
South Africa
www.couriermate.co.za

Alternatives

Alternatives

NetCourier

NetCourier

Metafour
ToolTime

ToolTime

ToolTime GmbH
Deliveo

Deliveo

Mav-IT

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

Courier Features

Barcode Support
Billing & Invoicing
Compensation Management
Customer Database
Dispatch Management
Job Assignment Management
Label Printing
Order Entry
Routing
Scheduling

Integrations

Xero

Integrations

Xero
Claim CMA and update features and information
Claim CMA and update features and information
Claim CourierMate and update features and information
Claim CourierMate and update features and information