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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

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
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

Creative agencies, advertising, design studios, 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

$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
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

Roadbase
Founded: 2026
Spain
roadbase.io

Alternatives

Alternatives

Quote-IT!

Quote-IT!

Ora Technology
Costimator

Costimator

MTI Systems

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier

Integrations

Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
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