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