+
+

Related Products

  • WERX
    35 Ratings
    Visit Website
  • Invoice Home
    5,713 Ratings
    Visit Website
  • KonstructIQ
    7 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Project Insight
    122 Ratings
    Visit Website
  • Kantata
    2,341 Ratings
    Visit Website
  • Zoho Projects
    1,901 Ratings
    Visit Website
  • Hubstaff
    3,996 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • AuctionMethod
    43 Ratings
    Visit Website

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

Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.

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

Creative agencies, advertising, design studios, freelancers

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not 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

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Clientary
United States
www.clientary.com

Company Information

Roadbase
Founded: 2026
Spain
roadbase.io

Alternatives

Alternatives

Scope

Scope

The Virtu Group
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Quoter

Quoter

Quoter Software

Categories

Categories

Quoting Features

Automated Quoting Supported
Catalog Management Not Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Not Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Supported

Integrations

Google Cloud Platform Supported
Integry Supported
QuickBooks Online Supported
Stripe Supported
Zapier Supported

Integrations

Google Cloud Platform Not Supported
Integry Not Supported
QuickBooks Online Not Supported
Stripe Not Supported
Zapier Not Supported
Claim Clientary and update features and information
Claim Clientary and update features and information
Claim Roadbase and update features and information
Claim Roadbase and update features and information