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
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
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