Every client detail in one place - not scattered across your phone.
Stop digging through text messages and phone contacts to find a client's address. CMA gives you a single, organised record for every client - with multiple contacts, email addresses, phone numbers, and site addresses. Full job history, notes, and documents are linked to each client automatically.
Store Mr and Mrs, site managers, or any number of contact points per client. Each with their own email, phone, and salutation.
Clients with multiple properties or work sites? Add as many addresses as you need, each with postcode and GPS coordinates for easy navigation.
Every quote, invoice, appointment, document, and note is linked to the client record. See the complete picture at a glance.
Store Mr and Mrs, site managers, or any number of contact points per client. Each with their own email, phone, and salutation.
Clients with multiple properties or work sites? Add as many addresses as you need, each with postcode and GPS coordinates for easy navigation.
Every quote, invoice, appointment, document, and note is linked to the client record. See the complete picture at a glance.
Add internal notes only you can see, or shared notes that appear in the client's portal. Perfect for access instructions or payment reminders.
Mark clients as active or inactive. Filter your list to focus on current work without losing historical records.
Give clients their own login to view quotes, invoices, documents, and book appointments through a branded self-service portal.
Enter their name, company, and salutation. Add contacts, emails, and phone numbers.
Store home addresses, site addresses, or billing addresses - as many as needed.
Create quotes, book appointments, and send invoices - everything links back to the client.
Over time, each client builds a complete record of every interaction and transaction.
Build professional, itemised quotes in minutes - not hours.
Send invoices. Get paid. Stop chasing.
Block your diary. Let clients book. Never double-book again.
Show your best work. Win bigger jobs.
Give your clients a professional, branded self-service experience.
Share files with clients. Keep everything organised.
Start your 14-day free trial and see how CMA simplifies your trade business. No credit card required.
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