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Live · Built by CMA

CMA Client Portal

portal.colemanma.com · Multi-tenant operations platform

We didn’t integrate a few tools — we built the platform. The CMA Client Portal is the system our own clients log into: it runs scheduling and booking, automates lead intake and routing, syncs invoicing and payments with QuickBooks, and gives every client a live view of their engagement. Built, run, and improved entirely in-house — the same execution we bring to your business.

Open the portal
Next.jsSupabaseQuickBooks APIVercel

Client-access application — the live link opens the secure sign-in.

CMA Client Portal — Multi-tenant operations platform

What It Runs

Automated lead intake & routing

Built-in scheduling & booking

QuickBooks-synced invoicing & payments

Client dashboards & live reporting

Deliverables, proposals & time tracking

Multi-tenant, role-based access

Want us to build something like this for you?

A 30-minute call on the product or platform in front of you — and how we'd ship it.

or call (573) 747-5573

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