Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CMA is an all-in-one client management platform designed to help tradespeople manage their businesses more efficiently and reduce time spent on administration. The software brings together client management, professional quoting, invoicing, scheduling, messaging, document sharing, and payment collection into one centralized dashboard. CMA is built specifically for trades such as plumbing, electrical work, carpentry, landscaping, roofing, painting, and general contracting. The platform allows users to quickly create branded, itemized quotes, attach photos, and send them directly to clients for approval. Once accepted, quotes can be converted into invoices with online payment options to simplify billing and improve cash flow. CMA also includes appointment scheduling tools that let clients book available slots while helping businesses avoid double-booking and missed appointments. The client portal gives customers a professional self-service experience where they can access documents, quotes, invoices, and communications in one place. Additional features such as client messaging, broadcast emails, task checklists, and media portfolio management help tradespeople stay organized and improve customer communication. CMA integrates with Xero to automate invoice syncing and simplify accounting workflows for business owners and accountants. The software is designed for ease of use, allowing tradespeople to get set up quickly without technical expertise. CMA helps small trade businesses improve organization, present a more professional image, and spend more time focusing on their work instead of paperwork.
Description
Suivizy is a cloud-based software designed for invoicing and quote management, catering specifically to freelancers, tradespeople, and small enterprises. This platform enables users to generate quotes and invoices, obtain electronic signatures, automate reminders for outstanding quotes and overdue invoices, monitor payment statuses, and manage customer interactions seamlessly from a centralized dashboard. Additionally, Suivizy features AI-enhanced quote generation, exports for accounting purposes, team collaboration capabilities, and plans for mobile applications in the near future. With its comprehensive tools, it allows users to streamline their financial processes and improve client communication efficiently.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Xero
No
Pricing Details
£49/month
Free Trial
Yes
Free Version
No
Pricing Details
$0
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Use CMA
Founded
2026
Country
United Kingdom
Website
usecma.com
Vendor Details
Company Name
Suivizy
Founded
2025
Country
France
Website
suivizy.fr/
Product Features
Tradesman Job Management
Contract Management
No
Customer Database
Yes
Dispatch Management
No
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
No
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
No
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
No
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No