SynergistSynergist Express
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Related Products
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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
As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.
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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
All-in-one agency management software for anyone
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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
$19 per user per month
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 InformationSynergist Express
Founded: 2003
United Kingdom
www.synergist.co.uk
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Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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
Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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Integrations
QuickBooks Online
Google Cloud Platform
Integry
MYOB
Sage 50
Stripe
Xero
Zapier
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Integrations
QuickBooks Online
Google Cloud Platform
Integry
MYOB
Sage 50
Stripe
Xero
Zapier
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