What is Clientary?
Clientary is a full-suite app for your team to manage all aspects of a project. It includes everything from nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, making it the perfect tool for your business.
Another great feature of Clientary is its branded client portal. This makes you look professional to clients and prospects, and helps you keep track of the progress of each project in one place. You can also use our role based system to assign specific permissions to different members of your team so that every member has access to the information they need without having too much overlap.
Introduction
Clientary is the ultimate client management suite, letting you manage the entire client lifecycle from invoicing to time tracking to communication. With tools for both small and large businesses, Clientary makes it easy to get organized and stay on top of your finances. You’ll be able to track your clients’ interactions and invoices, keep track of your time, and stay in touch with your clients. Plus, Clientary is mobile-friendly and works with a wide range of file types, so you can access it from anywhere. Get started today and see just how easy it is to manage your clients like a pro!
Highlights
- Manage everything from invoicing and time tracking to budgets and expenses
- Let your clients access invoices, projects, notes, and more with client portals hosted on your own domain
- Best for Freelancers, Small businesses and Web design agencies
- Alternative to Harvest, Hello Bonsai and Honeybook
Features
- Dashboard
- SSL Security
- Invoices
- Estimates
- Products
- Time tracking with live timer
- Expenses
- Staff and roles
- Client-facing logins and portal
- Recurring invoices
- Multiple currencies
- Customizable logos
- Customizable templates
- Fully customizable dashboard with your logo
Alternatives
- SuiteDash
- PandaDoc
- BigTime
- Proposify
- Qwilr
- FreshBooks
- GetAccept
- Paymo
Benefits
Great for teams
- With Clientary, you can track your time and collaborate on projects with other team members.
Run your business from anywhere
- You can access your client information from your desktop, phone, or tablet browser by using Clientary.
Track and re-bill expenses
- Track your expenses against your clients so that you’ll never forget to invoice them to pass on the costs. Expenses can be added to invoices in a few clicks.
Simple but powerful
- Clientary is very user-friendly, and there is no need to read through a manual to get started using it.
Connected and automated
- Plug Clientary can be integrated with a variety of other platforms, including Stripe and Zapier, so you can easily export your data.
Best For
Clientary is a great tool for professional services businesses, especially accountants, architects, engineers, IT-service firms, consultants, law firms and freelancers. It offers a variety of features that can help these businesses increase their efficiency and productivity.
- Easy to use interface
- Efficient data entry
- Customizable forms and reports
- Integration with other tools
Pricing
This deal provides lifetime access to 2 contacts per client for $39 only
