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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
Simple Estimate is an online software estimation tool for agencies, development shops, and companies with large teams working in a project and each of those people have different roles and billable rates. Rates are stored globally and pre-filled for you as you select them. Don't recreate the wheel every project! Create your own custom templates so you don't have to start from scratch every time. You can have multiple templates for the variety of projects you see from week to week, or partials that you can insert into each project. Creating an estimate is a process. Estimates get changed by internal and external stakeholders over the course of a project. With snapshots, you can keep past versions of those project changes so that you can go back and reference them when you need to.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
Project cost estimate software for agencies and development shops
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClientary
United States
www.clientary.com
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Company InformationSimplestimate
Founded: 2015
United States
simplestimate.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Job Costing Features
Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
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Integrations
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
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