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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

With EzPSA there is one system for everything that you can access from any device, at any location. Packed with features for every task that you need, there are no third party applications required - everything is fully automated for you right out of the box. EzPSA gives you the all the tools you need to help you consistently deliver extraordinary service to your customers and a client relationship management system (CRM) that will strengthen connections with your customers. The CRM tools also help you reach out to new customers and really spur on your business growth. With EzPSA it’s easy to keep track of who is who in your business. Information about clients, suppliers, staff, leads and prospects are all readily visible to you, It connects businesses and individual contacts through their interrelationships, giving you a complete picture of your business.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Organizations looking for a business management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientary
United States
www.clientary.com

Company Information

EzPSA
Founded: 2009
New Zealand
www.ezpsa.com

Alternatives

Alternatives

UnitLook

UnitLook

UnitPick

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier

Integrations

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
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