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: Airlines/Aviation
- Company size: 501–1,000 Employees
- Used Weekly 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
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.
- Industry: Banking
- Company size: 501–1,000 Employees
- Used Weekly for 2+ years
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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.
- 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 13/04/2023
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: 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: 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
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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