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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
Bring intelligence to your invoicing. Get paid 3x faster and save hours on back-office tasks. With Streamlined, your customers can keep paying by check, ACH, or credit card, while you receive payments faster electronically. Payments are automatically matched with invoices saving you hours on reconciliation tasks. We sync seamlessly with Quickbooks and Shopify. Create invoices in Streamlined or directly on Shopify. You can customize, schedule invoices, or send them when you’re ready. No more wondering who paid what. Streamlined reconciles every payment to an invoice and integrates with accounting software to save your team 20-30 hours per week. At Streamlined, we’re building infrastructure to power modern B2B commerce. If payments were like airplanes, we’re building radars, flight trackers, and schedules to ensure each one gets to its destination on time. We believe that an unrivaled payments experience is a step forward for everyone.
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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
Businesses and companies seeking a solution to streamline their payments processes
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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 InformationStreamlined
United States
www.streamlinedpayments.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
QuickBooks Online
Google Cloud Platform
Integry
Shopify
Stripe
Zapier
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Integrations
QuickBooks Online
Google Cloud Platform
Integry
Shopify
Stripe
Zapier
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