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: 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
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.
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Weekly 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
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.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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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.
- Industry: Nonprofit Organisation Management
- Company size: 201–500 Employees
- Used Weekly 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
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.
- Industry: Consumer 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
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.
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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