Audience

Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments

About Clientary

A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.

Pricing

Starting Price:
$19 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Clientary offers API access

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Clientary
United States
www.clientary.com

Videos and Screen Captures

Clientary Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
24/7 Live Support
Online

Clientary Frequently Asked Questions

Q: What kinds of users and organization types does Clientary work with?
Clientary works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Clientary support in their product?
Clientary supports these languages: English.
Q: What kind of support options does Clientary offer?
Clientary offers support via 24/7 live support and online.
Q: What other applications or services does Clientary integrate with?
Clientary integrates with: Google Cloud Platform, Integry, QuickBooks Online, Stripe, and Zapier.
Q: Does Clientary have an API?
Yes, Clientary has an API.
Q: What type of training does Clientary provide?
Clientary provides training in the form of documentation.
Q: Does Clientary offer a free trial?
Yes, Clientary offers a free trial.
Q: How much does Clientary cost?
Pricing for Clientary starts at $19 per month.

Clientary Product Features

Billing and Invoicing

Recurring/Subscription Billing Not Supported
Online Payments Not Supported
Online Invoicing Not Supported
Contingency Billing Not Supported
Project Billing Not Supported
Mobile Payments Not Supported
Service Ticket Billing Not Supported
Invoice History Not Supported
Customizable Invoices Not Supported
Multi-Currency Not Supported
Hourly Billing Not Supported
Customer Portal Not Supported
Billing Portal Not Supported
Payment Processing Not Supported
Contact Database Not Supported
Dunning Management Not Supported
Tax Calculator Not Supported

Professional Services Automation

Time & Expense Tracking Not Supported
Proposal Generation Not Supported
Billing & Invoicing Not Supported
Collaboration Tools Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Quote Management Not Supported
Document Management Not Supported
Client Portal Not Supported
Project Management Not Supported
CRM Not Supported

Time Tracking

Offline Time Tracking Not Supported
Billing & Invoicing Not Supported
Overtime Calculation Not Supported
Vacation / Leave Tracking Not Supported
Employee Database Not Supported
Online Time Tracking Not Supported
Mobile Time Tracking Not Supported
Multiple Billing Rates Not Supported
Automatic Time Capture Not Supported
Billable & Non-Billable Hours Not Supported
Expense Tracking Not Supported
Time per Project Reporting Not Supported
Timesheet Management Not Supported