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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Zeleaux (ZEL-OH) offers a straightforward and cost-effective way for businesses to maintain organization and foster growth. It simplifies various tasks such as customer management, quote creation, project acquisition, and team scheduling, all within one automated platform. By utilizing a unified database for customers, vendors, and partners, businesses can streamline their operations. Effective customer management is essential for any company, as not only is it crucial to build a solid customer base, but also to ensure that the team can access and utilize this information to provide seamless service throughout the customer’s journey. With Zeleaux’s Customer Management feature, the challenges of coordinating customer information across your team are significantly reduced, allowing for improved organization and management of customer data, process automation, and database expansion—all in one convenient tool. Additionally, Zeleaux empowers businesses to enhance their success by generating tailored quotes and employing estimations effectively, while also enabling real-time collaboration on projects among team members. This comprehensive approach not only saves time but also enhances team efficiency and customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Docs No 
Google Drive No 
Google Sheets No 
Xero Yes 

Integrations

Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Xero No 

Pricing Details

£49/month
Free Trial Yes 
Free Version No 

Pricing Details

$129 per month
Free Trial Yes 
Free Version No 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Use CMA

Founded

2026

Country

United Kingdom

Website

usecma.com

Vendor Details

Company Name

Zeleaux

Country

United States

Website

zeleaux.com

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

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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