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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.
API Availability
API Availability
Pricing Information
$129 per month
Free Trial Offered?
Pricing Information
£49/month
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Customer Service / Support
Web-Based Support
Training Options
Online Training
Training Options
Documentation Hub
Company Facts
Organization Name
Zeleaux
Company Location
United States
Company Website
zeleaux.com
Company Facts
Organization Name
Use CMA
Date Founded
2026
Company Location
United Kingdom
Company Website
usecma.com
Categories and Features
Field Service Management
Billing & Invoicing
Contact Database
Dispatch Management
Mobile Access
Quotes / Estimates
Scheduling
Time Clock
Work Order Management
Time Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Overtime Calculation
Timesheet Management
Vacation / Leave Tracking
Tradesman Job Management
Not specified
Categories and Features
Tradesman Job Management
Customer Database
For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
Invoicing
Payments
Quoting
Reporting
Scheduling