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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

Run your business and get work done from one app. Plutio is an all-in-one business management platform designed to help you manage projects, track time, create proposals that dazzle and invoices that get you paid. Create tasks for whatever needs to get done. Plutio will help keep you organized so you can stay focused. Track your time from anywhere and visualize everyone's time entries in a powerful time-sheet. Send invoices in minutes, track when they are opened and get paid swiftly through a variety of payment methods like PayPal and Stripe. Create eye-catching proposals and legally binding contracts using an intuitive drag and drop editor. Track when they are viewed and signed digitally. Communicate with anyone in your business through real-time messaging and integrated emails. With the ability to add or invite people, you can collaborate in real time and build better relationships. Start a conversation with anyone within Plutio, tightly integrated with your projects and tasks.

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

Small businesses and freelancers

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

$15.00 per 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

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Reviews/Ratings

Overall 3.8 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.5 / 5
support 3.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientary
United States
www.clientary.com

Company Information

Plutio
Founded: 2015
United Kingdom
www.plutio.com

Alternatives

Alternatives

Flowlu

Flowlu

Cloud22 LLC
OneSuite

OneSuite

Technext

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Integrations

Stripe
Zapier
Agiled
Desktop.com
Google Cloud Platform
Integrately
Integry
KonnectzIT
Latenode
Make
Pabbly Connect
PayPal
QuickBooks Online
Shift
Stackreaction
Time Doctor
VidTags
WebsitePolicies
Wufoo

Integrations

Stripe
Zapier
Agiled
Desktop.com
Google Cloud Platform
Integrately
Integry
KonnectzIT
Latenode
Make
Pabbly Connect
PayPal
QuickBooks Online
Shift
Stackreaction
Time Doctor
VidTags
WebsitePolicies
Wufoo
Claim Clientary and update features and information
Claim Clientary and update features and information
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Claim Plutio and update features and information