# CMA Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CMA Software - reviews, pricing plans, popular comparisons to other Customer Data Platform products and more. Source: https://www.capterra.com/p/10042624/CMA --- # CMA Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 12, 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 Includes Free Version 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://coderstudios.com&name=CMA) ## FAQs about CMA Features and Usability ### What are the key features of CMA? CMA offers activity dashboard, contact management, contact database, customer database, and customer profiles for organizing records. It also includes customer segmentation, email management, personalization, multiple data sources, and real-time data to support targeted communication and up-to-date customer information. Pricing ### How much does it cost and what fees or limitations are included? CMA starts at $49 per month with its Flat Rate Plan. The plan includes Client Broadcasts, Client Checklists, Client Management, Client Messaging, a Client Portal, Documents and File Sharing, Invoices and Payments, Media and Portfolio, Professional Quotes, a Referral Programme, Scheduling and Appointments, and Xero Integration. A free trial is available. Getting Started and Support ### What training and onboarding options does CMA offer? CMA provides live online training sessions and documentation to support teams getting started. Live online sessions allow guided instruction and real-time questions, while documentation offers written reference material for setup steps, feature use, and ongoing consultation as needed. Getting Started and Support ### What customer support options does CMA offer? CMA provides Email/Help Desk, Chat, a Knowledge Base, and FAQ/Forum resources. These channels give users multiple ways to find answers or request help, but no reviewer feedback is available here to describe support speed, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Dashboard to view the status of ongoing processes, identify current incidents and track past activities Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. Record customer information, purchase history, and other notes Process of dividing customers into groups based on common characteristics Manage, store and organize emails within the system or via third-party apps Allows users to manage data from a number of sources Adjust communications based on previous interactions or personal preferences Receive data and information in real time ## Pricing Free Trial 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.