Related Products
|
||||||
About
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.
|
About
CloudBooks helps you creates invoices quickly and efficiently. With our templating system, it's simple to choose a theme, build and customize invoices, add your logo and personalize your emails. Set automated payment reminders and send custom follow-up messages to your clients. Setup online payments and your clients can pay the Invoice online using debit/credit cards. Bill your clients in their local currencies and increase the chances of getting paid on time. Choose from a variety of themes available, enter your business information, put your company logo and start sending beautiful invoices to your Clients. Run your business on auto pilot. Set up late payment fee and send automated payment reminders. Let Cloudbooks follow up with your Clients while you do the work that matters the most.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments
|
Audience
Online invoicing software for businesses
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$19 per month
Free Version
Supported
Free Trial
Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationClientary
United States
www.clientary.com
|
Company InformationCloudBooks
Founded: 2013
United States
www.cloudbooksapp.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Billing and Invoicing Features
Billing Portal
Supported
Contact Database
Supported
Contingency Billing
Supported
Customer Portal
Supported
Customizable Invoices
Supported
Dunning Management
Supported
Hourly Billing
Supported
Invoice History
Supported
Mobile Payments
Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Supported
Tax Calculator
Supported
Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Time and Expense Features
Activity Tracking
Not Supported
Billable Hours Tracking
Supported
Billing Rate Management
Supported
Expense Tracking
Supported
Invoice Processing
Supported
Multiple Billing Rates
Supported
Project Tracking
Supported
Reimbursement Management
Not Supported
Time Tracking by Client
Supported
Time Tracking by Project
Supported
|
||||||
Integrations
Stripe
Supported
2Subscribe
Not Supported
Basecamp
Not Supported
Google Cloud Platform
Supported
Integry
Supported
PayPal
Not Supported
QuickBooks Online
Supported
SendGrid
Not Supported
Zapier
Supported
|
Integrations
Stripe
Supported
2Subscribe
Supported
Basecamp
Supported
Google Cloud Platform
Not Supported
Integry
Not Supported
PayPal
Supported
QuickBooks Online
Not Supported
SendGrid
Supported
Zapier
Not Supported
|
|||||
|
|
|