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

Your entire conveyancing transaction on one cloud platform. Offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms. We appreciate every firm works in different ways. Our customizable workflows allow you to design how you work but ensure your staff members work in the same way. Allows clients to receive quotes our of hours. Enables partners to refer and quote on your behalf. Give clients a personalized quote in seconds. Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them. Save time and money by allowing clients to sign documents electronically. Progress on each matter is automatically sent to your clients, keeping them up to date and happy at all times. Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal.

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

Property law firms in need of an advanced Legal Case Management platform

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

No information available.
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

InTouch
Founded: 2012
United Kingdom
www.intouchapp.co.uk

Alternatives

Alternatives

ToolTime

ToolTime

ToolTime GmbH
Juris Legal

Juris Legal

Juris Technologies

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

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

Xero
Microsoft Outlook
ORCODA Logistics Management System (OLMS)
ORCODA Workforce Logistics System (OWLS)
Skipio
Windcave
eCard Systems

Integrations

Xero
Microsoft Outlook
ORCODA Logistics Management System (OLMS)
ORCODA Workforce Logistics System (OWLS)
Skipio
Windcave
eCard Systems
Claim CMA and update features and information
Claim CMA and update features and information
Claim InTouch and update features and information
Claim InTouch and update features and information