CRM Runner vs. CMA

Growing businesses often face challenges in lead management, task scheduling, progress tracking, and handling various everyday operations. CRM Runner offers an all-in-one solution for both field service and office management. You can craft visually striking quotes that leave a lasting impact, process payments through email, and automate recurring invoices as needed. By integrating your existing business email with CRM Runner, you can streamline all operations into one platform, making your daily tasks much easier. Additionally, you have the option to set up IVR systems, record voicemails, acquire local and toll-free numbers worldwide, and review your call history, facilitating hands-free communication with clients while also enabling bulk SMS notifications. Furthermore, you can keep your contacts organized and up-to-date directly within our system. Effortlessly track employee productivity and time, as staff can clock in through the app, which features a selfie option for identity confirmation. This not only creates a more efficient and secure working environment but also significantly enhances overall management practices, ensuring that your business runs smoothly. All these functionalities are designed to empower businesses to thrive in a competitive landscape.

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.