Clientary
About Clientary
Clientary is a full-suite app for your team to manage all aspects of a project.
Clientary handles all of the most common flows with client-facing businesses. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has you covered.
Clientary also includes a branded client portal to help you look professional to clients and prospects. You can make your clients (and prospective clients) by organizing your billing in one place.
Invite staff or event external contracts to contribute to projects. Use our role based system to manage access and keep team members focused on what matters.
Key benefits of Clientary
- Branded and customizable: We understand that your brand is important. Customize your portal and documents with your company colors and logo.
- Great for teams: Clientary is built for teams of one to large agencies. Track time and collaborate on projects. Our role-based permissions make it easy to limit access to crucial financial information.
- Run your business from anywhere: Clientary lives in the cloud so you can access your business invoices, estimates, projects, and clients from your desktop, phone, or tablet browser anywhere you are.
- Track and re-bill expenses: Track your expenses against your clients so that you'll never forget to invoice them to pass on the costs. Expenses can be added to invoices in a few clicks.
- Simple but powerful: Clientary is rich on features, but short on complexity. There's no manual you'll have to read through just to use our software.
- Connected and automated: Plug Clientary in with our native integrations like Stripe and Zapier, export your data anytime via industry standard CSV, or build your own integrations with our straightforward JSON APIs.
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Reviews
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- Industry: Architecture & Planning
- Company size: 11–50 Employees
- Used Daily for 1+ year
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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.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy solution for small business
Reviewed on 16/11/2022
I use to stress about invoicing; it was the worst part of running my own business. I was doing all...
I use to stress about invoicing; it was the worst part of running my own business. I was doing all of this work and then not getting paid for it because I failed to invoice on time. With clientary, I start invoices on the same day that the work is done and send out on the 1st. It completely changed my life.
Pros
I've been using this product for 9 years (since Dec 2013) to bill all of our customers. It's very easy to set up, reliable, and has good customer support. I've set quite a few other small business owners up on this software as well. Everyone loves it.
Cons
Ctrl + clicking on links does not open them in a new tab. This is rather annoying when I want to open a half dozen invoices in new tabs. I have to actually right click > open in new tab. Not ideal on a laptop when you don't have a mouse.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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- 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.
- Industry: Executive Office
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
My Review on Clientary.
Reviewed on 9/11/2023
My job as a Human Resource Specialist involves managing various HR processes. I'm excited I got my...
My job as a Human Resource Specialist involves managing various HR processes. I'm excited I got my hands on Clientary Software which has helped me Streamlined my HR work. I am now more effective with my work. Clientary is the tool I have always needed to make my work easier. I'm glad I found it!
Pros
The user friendly interface is an icing on the cake for me. As a HR specialist, I deal with a lot of complex softwares in a daily basis, coming across Clientary which is more easy to navigate relieved me a lot of stress.
With Clientary design, I can easily access and manage employees data, track attendance and generate relevant information. I love Clientary's layout, it is well organized. I can easily manage retrieve information about employees and projects. The client and Project Management feature helps me to achieve this. Also, I can keep track of the time I spend on a project using the time tracking feature. Lastly, I won't fail to mention how responsive Clientary team is. They assist me promptly whenever I make an enquiry. I strongly recommend Clientary for anyone who seeks to increase their productivity!
Cons
I am satisfied with the value I get from Clientary. No cons!
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Clientary Software increased my efficiency as a product manager!
Reviewed on 5/11/2023
As a product manager that has a lot of clients, managing their projects on an individual basis as...
As a product manager that has a lot of clients, managing their projects on an individual basis as been tough. But Clientary has been really helpful in solving this challenge; it has made my job easier. I can now organize my clients' projects effectively using the client management feautures ranging from proposal management, time tracking, Invoice management likewise, effective payment management. Hence, I have been able to satisfy my clients better with more efficiency since I started using Clientary software.
Pros
The invoicing and estimation feature Clientary is very creative and easy to use. Without Hassel or having to do it manually, i can create and send professional invoices and estimates for my clients.
Also, with Clientary I can now create, customize and send proposals to my clients. This reduces the time I spend per project, hence increasing my efficiency in multiple fold. I will like to state that Clientary is perfect for remote workers, and it can be accessed at anytime and anywhere with an internet connection as Clientary is a cloud based software.
Cons
I haven't encountered any negativity so far.
Clientary FAQs
Below are some frequently asked questions for Clientary.Q. What type of pricing plans does Clientary offer?
Clientary offers the following pricing plans:
- Starting from: US$19.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Q. Who are the typical users of Clientary?
Clientary has the following typical customers:
2–10, 11–50
Q. What languages does Clientary support?
Clientary supports the following languages:
English
Q. Does Clientary support mobile devices?
Clientary supports the following devices:
Q. What other apps does Clientary integrate with?
Clientary integrates with the following applications:
Gmail, Stripe Billing, Zapier
Q. What level of support does Clientary offer?
Clientary offers the following support options:
Email/Help Desk, Knowledge Base, Chat
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