Audience

Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments

About Clientary

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.

Pricing

Starting Price:
$19 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Clientary offers API access

Ratings/Reviews

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Company Information

Clientary
United States
www.clientary.com

Videos and Screen Captures

Clientary Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
24/7 Live Support
Online

Clientary Frequently Asked Questions

Q: What kinds of users and organization types does Clientary work with?
Q: What languages does Clientary support in their product?
Q: What kind of support options does Clientary offer?
Q: What other applications or services does Clientary integrate with?
Q: Does Clientary have an API?
Q: What type of training does Clientary provide?
Q: Does Clientary offer a free trial?
Q: How much does Clientary cost?

Clientary Product Features

Billing and Invoicing

Recurring/Subscription Billing
Online Payments
Online Invoicing
Contingency Billing
Project Billing
Mobile Payments
Service Ticket Billing
Invoice History
Customizable Invoices
Multi-Currency
Hourly Billing
Customer Portal
Billing Portal
Payment Processing
Contact Database
Dunning Management
Tax Calculator

Professional Services Automation

Time & Expense Tracking
Proposal Generation
Billing & Invoicing
Collaboration Tools
Portfolio Management
Resource Management
Quote Management
Document Management
Client Portal
Project Management
CRM

Time Tracking

Offline Time Tracking
Billing & Invoicing
Overtime Calculation
Vacation / Leave Tracking
Employee Database
Online Time Tracking
Mobile Time Tracking
Multiple Billing Rates
Automatic Time Capture
Billable & Non-Billable Hours
Expense Tracking
Time per Project Reporting
Timesheet Management