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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
Trevidia is an invoice generation solution that provides customizable invoice templates for adding branding elements like logos and color schemes. The platform includes client management capabilities, payment tracking functionality, and recurring invoice automation.
Trevidia offers features for downloading invoices as PDFs, applying taxes and discounts to individual line items, and sending payment reminders for overdue invoices. The system operates as a web-based solution that requires no installation, making it accessible across multiple devices.
The platform allows users to store client information, track invoice history, and manage multiple clients. Additional features include signature request options, invoice copying, and team member invitations for collaborative work.
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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
Freelancers, small businesses, contractors
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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 VideosNo images available
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Pricing
$19 per month
Free Version
Free Trial
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Pricing
$13/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 InformationTrevidia
Founded: 2025
United Kingdom
trevidia.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
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