Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • WEX Field Service Management Reviews & Ratings
    67 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • Connecteam Reviews & Ratings
    10,371 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • Resco Field Service+ Reviews & Ratings
    4 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,585 Ratings
    Company Website
  • Canopy Reviews & Ratings
    1,025 Ratings
    Company Website
  • Onetrace Reviews & Ratings
    4 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,938 Ratings
    Company Website
  • UENI Reviews & Ratings
    9,369 Ratings
    Company Website

What is CMA?

CMA is a client management software platform created specifically for tradespeople, contractors, and solo professionals who want to streamline business operations and reduce administrative workload. The platform combines client management, professional quoting, invoicing, scheduling, messaging, file sharing, and payment processing into one integrated system designed for trade businesses. CMA helps users replace spreadsheets, scattered phone contacts, paper diaries, and disconnected communication apps with a centralized dashboard that organizes all client and project information in one place. Tradespeople can quickly create branded and itemized quotes directly from their mobile devices while still on-site, attach photos, and send professional proposals to clients within minutes. Accepted quotes can be instantly converted into invoices with integrated online payment collection, helping businesses improve cash flow and reduce time spent chasing payments. The software also includes scheduling and appointment management tools that allow clients to book available time slots while preventing scheduling conflicts and double bookings. CMA provides a branded client portal where customers can access quotes, invoices, documents, updates, and communication history through a professional self-service interface. Additional features such as document sharing, searchable client messaging threads, media portfolio management, and broadcast messaging tools help businesses improve organization and customer communication. The platform integrates with Xero to automate accounting workflows and simplify financial management for both business owners and accountants. CMA is optimized for mobile use, enabling tradespeople to manage clients, create quotes, send invoices, and communicate with customers directly from the field.

What is Atlas Solo?

Atlas Solo is an innovative Excel-based tool designed specifically for individual and small-scale pressure washing and exterior cleaning enterprises. This platform effectively consolidates customer data, service offerings, quotes, job details, invoices, and payment records into a unified workflow, removing the necessity for a recurring CRM subscription. Optimized for Windows desktop environments, Atlas Solo provides a more structured alternative to chaotic notes or scattered spreadsheets, all while ensuring a user-friendly setup process and local data ownership. The software comes equipped with features such as customizable pricing for services, robust customer management, quote creation, job tracking, invoicing, payment oversight, and a dashboard that highlights essential performance metrics and recent activities. It acts as a practical bridge for users moving from basic spreadsheets to a full-fledged CRM system, enabling them to streamline their operations with ease. Additionally, users can benefit from improved business management capabilities without the complications often found in more extensive software solutions, making it an ideal choice for small business owners looking to enhance their operational efficiency. Ultimately, Atlas Solo empowers entrepreneurs to focus on growing their businesses while simplifying their administrative tasks.

Media

Media

Integrations Supported

Xero

Integrations Supported

Xero

API Availability

Has API

API Availability

Has API

Pricing Information

£49/month
Free Version
Free Trial Offered?

Pricing Information

$29.99
One-time purchase. No monthly subscription.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Use CMA

Date Founded

2026

Company Location

United Kingdom

Company Website

usecma.com

Company Facts

Organization Name

MARUPA

Date Founded

2026

Company Location

United States

Company Website

marupahq.com/atlas

Categories and Features

Tradesman Job Management

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

Categories and Features

Field Service Management

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

Popular Alternatives

Popular Alternatives

WashOps Reviews & Ratings

WashOps

CodaMind LLC
ToolTime Reviews & Ratings

ToolTime

ToolTime GmbH
CMA Reviews & Ratings

CMA

Use CMA