Related Products
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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.
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About
Thanks to the invoicing module. Your invoices are automatically generated based on your production progress. Avoid late payments thanks to alerts allowing you to track unpaid invoices. With the finanical analytics from OOTI, you can keep track of your budgets, your expenses, and your profitability in real time. Anticipate and make more informed decisions thanks to automated financial projections from your projects. With the project and resource management system, benefit from a detailed vision of your company planning and project timelines as well as a complete analysis of time spent on each project. With a 360° solution designed from your industry, easily navigate across key modules like opportunities, projects, resources, invoicing, and finances. Benefit from detailed financial analyzes and forecasts to make the best decisions for the future of your business. Automate and be conform on all your invoicing. Generate your invoices following project progress.
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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
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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
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Audience
Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments
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Audience
Billing and Invoicing solution for accountants
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month
Free Version
Supported
Free Trial
Supported
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Pricing
$14 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationClientary
United States
www.clientary.com
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Company InformationOOTI
Founded: 2018
France
www.ooti.co
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Alternatives |
Alternatives |
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Categories |
Categories |
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Billing and Invoicing Features
Billing Portal
Not Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Not Supported
Customizable Invoices
Supported
Dunning Management
Not Supported
Hourly Billing
Supported
Invoice History
Not Supported
Mobile Payments
Not Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Not Supported
Payment Processing
Not Supported
Project Billing
Supported
Recurring/Subscription Billing
Not Supported
Service Ticket Billing
Not Supported
Tax Calculator
Supported
Architecture Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Bills of material
Not Supported
BIM Modeling
Not Supported
Building Information Modeling
Not Supported
Client Management
Not Supported
Contact Management
Supported
Contract Management
Supported
Document Management
Not Supported
Drafting
Not Supported
Manufacturing Design Data
Not Supported
Presentation Tools
Not Supported
Project Management
Supported
Proposal Management
Not Supported
Quotes/Proposals
Supported
Visualization / Presentation
Not Supported
Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Not Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
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Integrations
Google Cloud Platform
Supported
Integry
Supported
QuickBooks Online
Supported
Stripe
Supported
Zapier
Supported
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Integrations
Google Cloud Platform
Not Supported
Integry
Not Supported
QuickBooks Online
Not Supported
Stripe
Not Supported
Zapier
Not Supported
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