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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

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.

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

Project cost estimate software for agencies and development shops

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

No information available.
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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Clientary
United States
www.clientary.com

Company Information

Simplestimate
Founded: 2015
United States
simplestimate.com

Alternatives

Alternatives

PROAD Software

PROAD Software

J+D Software

Categories

Categories

Advertising Agency Supported
Job Costing Supported

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Not Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Not Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Not 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 Simplestimate and update features and information
Claim Simplestimate and update features and information