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.
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MonoDesk
MonoDesk is an all-in-one workspace for freelance creatives, agencies, and studios. Manage clients, client portals, projects, tasks, milestones, weekly planning, time tracking, team collaboration, leads, proposals with e-signatures, invoices, and an AI Co-Worker in one place.
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Verbial
Verbial is web-based agency management software for marketing agencies. It combines a CRM pipeline with proposals and e-signatures, client and project records, time tracking, invoicing and profitability reporting. Teams can turn a won deal into a proposal, client, project and first invoice, approve weekly timesheets, and use approved hours when preparing invoices. The software supports recurring retainers, hourly and project billing, usage overages and ad-spend pass-through. Client portal reporting and profitability views help agencies review delivery and account performance. Integrations include Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs and selected AI and meeting tools. Verbial helps agencies coordinate client work, recurring revenue, delivery budgets and margins.
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Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.
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