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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 BuiltSpace?
BuiltSpace creates collaborative service processes that allow for the immediate capture of service interactions and operational information. The success of business operations relies heavily on having high-quality data securely stored in a database that can be accessed across various organizations. Distinctively, BuiltSpace stands out as the sole facility maintenance platform capable of closing the information gap by enabling data sharing at critical interaction points through a mobile app triggered by QR Codes, which is designed to offer prompt solutions as well as facilitate future innovations. With a diverse array of tailored solutions, BuiltSpace is crafted to meet different requirements, ensuring that facility managers and occupants receive real-time updates about their buildings' health and safety. Moreover, BuiltSpace improves maintenance processes by granting shared access to vital information. It effectively connects manufacturers, service technicians, and property owners, fostering a smooth exchange of information. Additionally, BuiltSpace revolutionizes traditional facilities into cloud-based digital buildings, ensuring their ongoing health and safety amidst the persistent challenges brought about by the COVID-19 pandemic. By harnessing advanced technology, BuiltSpace is not just responding to current needs but is actively shaping a more resilient and effective future in facility management. This forward-thinking approach is essential for adapting to the evolving landscape of building operations.
Integrations Supported
Buildings IOT
Microsoft Dynamics 365
QuickBooks Online
Sage CRM
API Availability
API Availability
Has API
Pricing Information
£49/month
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Online Training
Company Facts
Organization Name
Use CMA
Date Founded
2026
Company Location
United Kingdom
Company Website
usecma.com
Company Facts
Organization Name
BuiltSpace
Date Founded
2011
Company Location
Canada
Company Website
builtspace.com
Categories and Features
Tradesman Job Management
Customer Database
For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
Invoicing
Payments
Quoting
Reporting
Scheduling
Categories and Features
Field Service Management
Not specified
Tradesman Job Management
Not specified