Clientary

4.8 (99)
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Everything you need for your professional service business.

Overall rating

4.8 /5
(99)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.6/5
Customer Support
4.6/5

99%
recommended this app
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99 Reviews

Joyce
Joyce
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My experience using Clientary! I could give a ten star!

Reviewed on 9/11/2023

Clientary is quite useful for my job. I spend less time organizing my clients and project informatio...

Clientary is quite useful for my job. I spend less time organizing my clients and project information. Clientary does the work! My experience with Clientary has been nothing short of excellence. Clientary delivered it's value as promised. I recommended Clientary to a few friends after using it for a while, and they had great experience too. It is so effective!

Pros

Clientary is a non-complex management software which is perfect for even small businesses. The software and it's features are simple to use. No complexity at all. Specifically, I love the invoice management feature. I manage customize my clients invoices to my preference. Also, it's much easier for me to organize and keep track of each track and project with the project management feature.
In few minutes, I was able to set up the software and create my profile. I also love the swiftness of the Customer support in replying messages. They respond to my questions in less than 24hours. This made the software more exciting to use, for me. I could give Clientary a ten star!

Cons

None. I like everything about the Feautures I've used on Clientary.

Leah
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

PTT: Project Time Tracker (Clientary)

Reviewed on 9/7/2024

Project management.

Online time tracking on projects.

Project management.

Online time tracking on projects.

Pros

With Clientary, it is possible to track time on projects automatically and access all CRM tools online.

Cons

I do not experience much trouble with Clientary at work - it is the best so far.

Verified Reviewer
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

A CRM software that helps businesses to stay organized.

Reviewed on 13/4/2023

Clientary helps me to be organized. I have everything thing I need for a client in this software....

Clientary helps me to be organized. I have everything thing I need for a client in this software. This includes but is not limited to proposals, leads generation, project, and billings.Infact, I can add other staffs on it to lessen my workload. This software has proved to be indispensable to the agricultural consulting arm of our business.

Pros

Here are the Clientary features I love the most:- They allow new users to try out their service for free without having to input their card details.- Clientary is easy to set up and use- Clientary works in my country and that's applaudable since most software developers ignores us.- It allows for full customization. With Clientary, I have total control on my projects estimate, invoices and proposals.- Documents are secured and more trustworthy with clientary's digital signature feature.

Cons

Clientary is compatible with mobile phones, but not fully compatible.Using Clientary on desktop is a completely different experience from using it on mobile phones. The desktop version is better.

Parneet
Overall rating
  • Industry: Nonprofit Organisation Management
  • Company size: 201–500 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Experience with Clientary

Reviewed on 22/7/2024

Streamlining proposals and contracts from stakeholders, tracking time and managing projects are...

Streamlining proposals and contracts from stakeholders, tracking time and managing projects are some of the vital benefits that I gain from Clientary.

Pros

Tracking time and team tasks is automated by Clientary which saves time and improve productivity.

Cons

Even my overall rating depicts that I face zero issues Clientary.

Grace
Grace
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Review on Clientary

Reviewed on 8/11/2023

Overall, I had a good experience using Clientary. I was able to get all the necessary features I...

Overall, I had a good experience using Clientary. I was able to get all the necessary features I need for my work as a customer relations officer. Managing my clients and my project has become easier with Clientary!

Pros

I love the user friendly interface which is the first thing I look out for in softwares. I like the fact that the software is easy to navigate and set up without having to watch tutorial videos. The client management Feauture is excellent. I enjoy using it to onborad my clients and manage their projects and information effectively. The billing and invoicing feature is also effective. I love this feature because it helps me to customize invoices for my clients and also keep track of the bills I assigned for each project. Clientary made my work as a customer relations officer much easier and effective. I will recommend this software a thousand time!

Cons

I enjoy using Clientary, I have no complaints so far.

John
John
Overall rating
  • Industry: Airlines/Aviation
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review on clientary

Reviewed on 25/10/2023

This software has been quite an amazing experience, it really increased my productivity speed and...

This software has been quite an amazing experience, it really increased my productivity speed and efficiency

Pros

When i used this software, i only used 3 main features from it, which are , Project management, time tracking , invoice creation ... This software has been my main software which i spend most time on because i have to handle a multitude of projects and clientary made it quite easy to set up .. then attach the time tracking feature to the project i just set up and right from there even set up the invoice creation fro that project... the software was so flexible to use even still there are still more features which i haven't even really touched... the free API you can even generate , and some other amazing features all for managing a business is all in this software and all that is attached is just a small monthly subscription fee, which is worth the money.

Cons

i had no cons in using this software, it is one of the best project management tools.

Dayo
Dayo
Overall rating
  • Industry: Banking
  • Company size: 501–1,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review on clientary

Reviewed on 12/11/2023

Its has been a productive and satisfactory experience making use of the tool. What a great tool.

Its has been a productive and satisfactory experience making use of the tool. What a great tool.

Pros

Been a busy person at work with a lot of clients proposal coming in and then, its always difficult to keep track of those proposals but since have been making use of this tool it has made my work so easy from invoice and billing process down to payment process has been fast and easier. Also invoices and payment records has been easy to sort out which has made my work efficient and productive.

Cons

Apart from the small font on the dashboard, i have not seen any problem making use of the tool. No cons.

Joyce
Joyce
Overall rating
  • Industry: Architecture & Planning
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Invoice History Management and Great Payment Processing Platform.

Reviewed on 23/11/2023

Impressive invoicingsolution with effective functions to handle multiple project financial...

Impressive invoicingsolution with effective functions to handle multiple project financial operations and data securely.

Pros

The ability on multiple project payment management and on project budgeting and also time tracking through Clientary functions is more productive and cost effective.
The product can help manage various projects and documentation functions are excellent.

Cons

No major problems to report on this system because after training is over manipulating the features is quite easy.

David
David
Overall rating
  • Industry: Airlines/Aviation
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Review on Clientary

Reviewed on 26/10/2023

It has made my work more productive and also become an important tool in product management in my...

It has made my work more productive and also become an important tool in product management in my company.

Pros

I am a very busy person at work due to number of client on a daily basis but using this tool has been a lifeline which has made my working process possible and quick. It has made my invoice and billing well arranged, provide seamless experience in managing projects and invoice

Cons

Not much, easy to make use when using the tool

Esther
Esther
Overall rating
  • Industry: Banking
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Review on clientary

Reviewed on 10/11/2023

The tool has really helped me in keeping tabs on various projects effectively and it has been...

The tool has really helped me in keeping tabs on various projects effectively and it has been productive making use of the tool.

Pros

Making use of this tool, i can easily create and send invoices to my clients, it has also helped me to easily manage project easily without stress. What a great tool.

Cons

No cons, easy to use and user face friendly.

Verified Reviewer
Overall rating
  • Industry: Food & Beverages
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Perfect software for CRM

Reviewed on 18/3/2023

An excellent program, as an important part of project management in our company, at a reasonable...

An excellent program, as an important part of project management in our company, at a reasonable price and suitable for everyone.

Pros

A great program for managing CRM operations, we also use it to issue and track invoices, a good program for managing projects in general, including expenses, offers, and others, very suitable for accountants, engineers, and lawyers. It helps in facilitating work and saving time and effort.

Cons

Although this rarely happens, but sometimes the issuance of invoices may take too long. It is preferable to update the program interface. With the addition of new features.

Jessica
Overall rating
  • Industry: Hospitality
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Seamless Customers Management Channel

Reviewed on 30/10/2023

An excellent and effective solution tailored for robust time tracking and estimates. Ease of...

An excellent and effective solution tailored for robust time tracking and estimates. Ease of usability and implementation. Rich capability on cloud payment processing and online invoices generation as well as invoicing to hasten payments. It ensures all clients are satisfied.

Pros

Impressive dashboard to enhance subscription billing, proposals generation, online invoices creation and time tracking capabilities. It's a self-explanatory and multi-purposed software since it meets numerous business needs under just one umbrella and with effectiveness.

Cons

Honestly nothing to complain because it has been of great impact especially on customers management and fastening online payment via invoicing.

Ayanda
Overall rating
  • Industry: Printing
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Client Workflow at Optimal with Clientary

Reviewed on 16/11/2023

Pros

The way Clientary enables me to manage contracts, create invoices and send payments is what I like most.

Cons

Never have I experienced errors for an extended duration now.

Ab
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Increased Task, Increased Productivity, Increased Pay! Thanks to Clientary.

Reviewed on 2/11/2023

Clientary is a complete software suite. It is ideal for managing bids, clients, hours, and...

Clientary is a complete software suite. It is ideal for managing bids, clients, hours, and projects. As an executive assistant, my job demands the highest level of efficiency and order. To stay productive and provide the best service possible for my clients, I set a limit on the amount of work I could take on each month. However, I was able to expand my job limit with Clientary and still properly deliver to my clients. Managing my projects is a challenge I face as an executive assistant, and Clientary has given me a thorough solution! I take on more work, complete it quickly, and get paid more!

Pros

I track the hours I spend on projects using Clientary. This time-tracking tool is really good. I can simply keep track of my working hours, provide my clients with a timesheet report, and charge them appropriately. Unlike before, we no longer have to dispute over bills!Clientary has an Excellent client management Feauture. I have no trouble keeping track of the details of my many clients. Using clientary has made me a more efficient and well-organized executive assistant. Kudos!

Cons

I enjoy using Clientary. No glitch so far!

David
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Thanks to Clientary, my job has been a lot more fun and simpler!

Reviewed on 29/10/2023

As a software researcher and developer, I explore softwares that I can use to organize my projects...

As a software researcher and developer, I explore softwares that I can use to organize my projects according to my clients and their respective projects. I can boldly say that Clientary is one of the best softwares out there in accomplishing that, keeping timing details and records of my projects haven't been more fun and simpler than this. My clients' project management process has been made simpler thanks to Clientary.

Pros

The setup process of the application is quite simple. It runs perfectly in next to no time.
The feature that I love the most is the project management and time tracking tool. It aids in streamlining the complex process of time and project management which is the major difficulty I face in my work. Clientary will help you to increase your effectiveness and is ideal for small enterprises.

Cons

I haven't found any issues with Clientary. For me, it operations are flawless.

Divya
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Software for Client Activities & operations

Reviewed on 25/9/2023

Good expereinece so far

Good expereinece so far

Pros

It is a good software which supports in client activities management, biling, tracking and other stuff

Cons

No com, we find the software convenient and effective

Alternatives Considered

QuickBooks Online
Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Clientary: Best CRM

Reviewed on 19/11/2023

Pros

Clientary is very easy to use by anyone. It helps us to schedule tasks or track the particular task and employee working hours. It provide many types of readymade reports which helps us to manage project lifecycle.Price is very reasonable compare to ZOHO.All the data insertion is automatic with the help of AI which saves our time.

Cons

As long as happy with Clientary no cons .

Odunayo
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 501–1,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

My review on clientary

Reviewed on 12/11/2023

It really deserves a chance in the spotlight as this has been an incredible tool.

It really deserves a chance in the spotlight as this has been an incredible tool.

Pros

Project management has never been made this easy since I have learnt my profession. Different ranges of customizable template with its effectiveness in time tracking and management has really made this software a go-to for me

Cons

I haven't encountered any issues since have been actively using this software.

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The Best Software in segment.

Reviewed on 15/7/2023

My big problem is invoice management and task management "Clientary" comes like an problem solving...

My big problem is invoice management and task management "Clientary" comes like an problem solving friend in my Life.

Pros

It's simple UI and Ease of use and i also recommand to my colleugs.

Cons

it,s so easy to identify the task or any schedule then process my work fluently.

Asha
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

All Client operations and management tool

Reviewed on 12/9/2023

Overall it was a good experience using Clientary as it has some good features related to client...

Overall it was a good experience using Clientary as it has some good features related to client handling and management.

Pros

It is a good tool that supports in managing all operations and activities related to client effectively such as setting up billing management, crm and other tracking.

Cons

We don't found any con in the platform so far

Ankush
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Best Client Management platform

Reviewed on 12/7/2023

it was a good experience using the software as it has all the required features we were looking for...

it was a good experience using the software as it has all the required features we were looking for client management

Pros

It is one of the Best Client Management platform to manage all clients onboarding, crm and tracking effectively.

Cons

We don't find any flaw in the software, all good !

Alternatives Considered

HubSpot CRM

Reasons for Switching to Clientary

not the features which we were looking for
Rahul
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Top-Notch Application For Creating Invoices And Managing Tasks

Reviewed on 15/5/2023

It offers us a single platform for everything we require, including with project management and...

It offers us a single platform for everything we require, including with project management and team connectivity. I can bill more time because it saves me a tonne of time. My invoices are integrated, well-planned, and simple to track.

Pros

I enjoy how simple Clientary makes managing tasks and projects. I like how simple it is to create and deliver invoices to our clients using Clientary. Additionally, it offers me a selection of invoice templates. It offers a variety of company operating options as well as top-notch customer support.

Cons

The documentation appeared to be lacking. Some user interfaces, like those for setting the timer, can be more simple to use. It ought to accept additional payment options.

Sumbhav
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Comprehensive platform to manage all Client data

Reviewed on 21/5/2023

It was a good experience using Clientary

It was a good experience using Clientary

Pros

It was a great platform and support to manage client data, project management, online crm as well as the clinet billing management, through which much of our work got smooth and effective

Cons

Not any, it has all the required features

Safiah
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Online invoicing by Clientary

Reviewed on 10/3/2023

Pros

You can add your corporate logo and colors to your portal's paperwork, track time, and collaborate on projects. It's very dependable and effective. You can restrict access to sensitive financial data;.you can easily add expenses to invoices. The profiles are well-designed, and you can get paid quickly online.

Cons

I need better reports and widgets like these to be found in Clientary. Recent upgrades have made me concerned that they will suffer because an app adds so many capabilities that it ceases to be a valuable, straightforward device.

Kapil
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Effective tool to manage the Client activities and tracking

Reviewed on 9/3/2023

It was great !

It was great !

Pros

it is very easy tool to manage invoicing and bills, track client activities, Notifications and also manage the data on the same platform. Super effective software for handling all client activities

Cons

now much, easy to setup and others. Keep on updating with the features

Alternatives Considered

Zoho Invoice

Reasons for Choosing Clientary

It has limited features

Switched From

QuickBooks Online

Reasons for Switching to Clientary

it has limitations