Clientary

Everything you need for your professional service business.

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.


Images

Clientary Software - Clientary Dashboard
Clientary Software - Professional Invoices with Multiple Templates
Clientary Software - Proposals that are the same on paper as they are in digital formats
Clientary Software - Live Timer to assist in time tracking
Clientary Software - Track multiple entries at once via daily, weekly, or weekly views
Clientary Software - Track projects and invite Clients to share in comments
View 7 more
Clientary video
Clientary Software - Clientary Dashboard
Clientary Software - Professional Invoices with Multiple Templates
Clientary Software - Proposals that are the same on paper as they are in digital formats
Clientary Software - Live Timer to assist in time tracking
Clientary Software - Track multiple entries at once via daily, weekly, or weekly views
Clientary Software - Track projects and invite Clients to share in comments

Not sure about Clientary? Compare with a popular alternative

Clientary

4.7 (81)
VS.
Highly reviewed

Starting Price

US$19.00
month
£406.00
year

Pricing Options

Free version
Free trial
Free version
Free trial

Features

62
348

Integrations

3
13

Ease of Use

4.5 (81)
3.8 (1,468)

Value for Money

4.6 (81)
3.8 (1,468)

Customer Service

4.5 (81)
3.7 (1,468)
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Reviews

Overall rating

4.7 /5
(81)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.5/5

Already have Clientary?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 81
Aminah
Aminah
Overall rating
  • Industry: Financial Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Useful product by Clientary

Reviewed on 23/3/2023

Pros

With this software, keeping track of leads and proposals is a breeze. Better than other similar tools, it streamlines the billing and invoicing process. This program makes project and task management simple. This one is a breeze to use as a client or employee management tool.

Cons

The font size on the dashboard is too small for me to read comfortably, and several places in the user interface take many clicks to access.

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!

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.

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.

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.

Showing 5 reviews of 81 Read all reviews

Clientary FAQs

Below are some frequently asked questions for Clientary.

Clientary offers the following pricing plans:

  • Starting from: US$19.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Clientary has the following typical customers:

2–10, 11–50

Clientary supports the following languages:

English

Clientary supports the following devices:

Clientary integrates with the following applications:

Gmail, Stripe Billing, Zapier

Clientary offers the following support options:

Email/Help Desk, Knowledge Base, Chat

Related categories

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