--- title: "CMA Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CMA Software - reviews, pricing plans, popular comparisons to other Customer Data Platform products and more." source_url: "https://www.capterra.com/p/10042624/CMA/" page_type: "product" language: "en" --- # CMA Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) CMA ## What is CMA? Use CMA is a client management solution that consolidates business operations into one dashboard. The platform manages client information, itemized quotes, invoices, scheduling, document sharing, and communication. The quote builder creates branded quotes on-site with photos and digital sign-offs. Invoicing and payments are simplified with online card payment options. Clients can book appointments independently through the system. A branded portal allows clients to view quotes, pay invoices, upload documents, and schedule appointments. Messaging features include searchable threads and bulk email capabilities. Integration with Xero automates accounting workflows. Media tools, client checklists, and file sharing support project management. ## What is CMA used for? [Customer Data Platform](https://www.capterra.com/customer-data-platform-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CMA?[Manage this product listing](https://www.g2.com/products/cma/claim_requests/new?auto=true) ## FAQs about CMA Features and Usability ### What are the key features of CMA? CMA offers activity dashboards, contact database and contact management tools, customer database and customer profiles, plus customer segmentation and personalization. It also includes email management, multiple data sources, and real-time data for organizing contacts and supporting targeted communication across customer records. Pricing ### How much does it cost and what fees or limitations are included? CMA starts at $49 per month for the Flat Rate Plan and includes client broadcasts, messaging, portals, invoices and payments, quotes, scheduling, and Xero integration. A free trial is available. No additional fees or plan limits are listed in the provided pricing details. Getting Started and Support ### What training and onboarding options does CMA offer? CMA offers live online training and documentation to help teams get started. Live online sessions support guided setup and real-time instruction, while documentation provides written reference material for self-paced learning and step-by-step review of features and processes as needed. Getting Started and Support ### What customer support options does CMA offer? CMA provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users several ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 554 Customer Data Platform reviews Capterra reviewers highlight these as the features buyers value most when choosing a Customer Data Platform: - **Customer Database** (**60%** of reviewers rated this feature as critical) - **Contact Database** (**50%**) - **Campaign Analytics** (**59%**) CMA includes **Customer Database** and **Contact Database**, covering two of the top capabilities buyers look for in a Customer Data Platform. However, it does not offer **Campaign Analytics**. Instead, it provides **Customer Segmentation** (**51%**), which gives teams another way to group audiences and target outreach more effectively. Together, these features help businesses organize customer records, maintain accurate contact details, and create more relevant audience groups for marketing and relationship management. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management Manage, organize, and store contact information Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customer Profiles Record customer information, purchase history, and other notes Customer Segmentation Process of dividing customers into groups based on common characteristics CMA 10 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Email Management: Manage, store and organize emails within the system or via third-party apps - Multiple Data Sources: Allows users to manage data from a number of sources - Personalization: Adjust communications based on previous interactions or personal preferences - Real-Time Data: Receive data and information in real time --- ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10042624/CMA/pricing/) Flat Rate Plan 49.00 Flat Rate,Per Month It includes: - Client Management - Professional Quotes - Invoices & Payments - Scheduling & Appointments - Media & Portfolio - Client Portal - Documents & File Sharing - Client Messaging - Client Broadcasts - Xero Integration - Client Checklists - Referral Programme ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.