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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

Fractional Workspace is built specifically for fractional executives, not adapted from a general CRM or project management tool. It covers the entire engagement lifecycle in one place: AI-powered opportunity analysis that reads your prospect notes and recommends an offer from your own pricing library, proposal generation that pre-fills automatically, online signing with no DocuSign required, and client workspaces with action items, meeting notes, and a decision log. No other tool ties pipeline, proposals, and day-to-day client execution together specifically for independent operators managing multiple clients.

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

Fractional Executives, Consultants, Agencies

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

No images available

Pricing

$19 per month
Free Version
Free Trial

Pricing

$29/month
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

Fractional Workspace
Founded: 2026
United States
www.fractionalworkspace.com

Alternatives

Alternatives

AgencyPitch

AgencyPitch

GrahAI Systems
Contract Express

Contract Express

Thomson Reuters
ConvergeHub

ConvergeHub

ConvergeHub, Inc.

Categories

Categories

Integrations

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier

Integrations

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
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