CMAUse 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.
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About
Plancraft is a cloud-based software designed to streamline office work for tradespeople, enabling the digitalization of every step from creating offers to time tracking. With its intuitive drag-and-drop functionality, users can create professional offers and invoices in just minutes, while seamless management of master data ensures efficiency. The planning board provides a complete overview of all job sites and employees, who can easily log their working hours and document tasks via the mobile app. Entered times flow into the project folder in real time through the cloud, ensuring everything is always in sight. Construction documentation and post-calculation features help users complete projects profitably, keeping profits in view through invoice lists and reminders. Quick invoice creation ensures customer satisfaction, and invoices can be effortlessly transferred to tax advisors via DATEV export.
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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
Businesses looking for a tool to digitalize and streamline their office work to focus more on their craft by simplifying tasks such as project planning, time tracking, and documentation
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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
Free
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 InformationPlancraft
Founded: 2020
Germany
plancraft.com
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Alternatives |
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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Integrations
Xero
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