Clientary

RATING:

4.7

(81)

About Clientary

Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has businesses covered. Clientary's unique invoicing system allows administrators to use multiple premade themes, or create invoices and estimates. Clientary also includes a branded client portal to help teams look professional to clients and prospects. Teams can make clients (and prospective clients) by organizing billing in one place. Invite staff or event external contracts to contribute to projects. Use the role-based system to manage access and keep team ...

Awards and Recognition

FrontRunner 2024
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Clientary Pricing

Starting price: 

$19.00 per month

Free trial: 

Available

Free version: 

Available

Clientary's Dashboard gives you at-a-glance understanding of your business
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Clientary Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Clientary

1 - 5 of 82 Reviews

User Profile

John

Verified reviewer

Airlines/Aviation, 501-1,000 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2023

Review on clientary

This software has been quite an amazing experience, it really increased my productivity speed and efficiency

PROS

When i used this software, i only used 3 main features from it, which are , Project management, time tracking , invoice creation ... This software has been my main software which i spend most time on because i have to handle a multitude of projects and clientary made it quite easy to set up .. then attach the time tracking feature to the project i just set up and right from there even set up the invoice creation fro that project... the software was so flexible to use even still there are still more features which i haven't even really touched... the free API you can even generate , and some other amazing features all for managing a business is all in this software and all that is attached is just a small monthly subscription fee, which is worth the money.

CONS

i had no cons in using this software, it is one of the best project management tools.

Dale

Computer Software, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Excellent Way to Start and Run Your Business

Clientary has been one of the best since we started the company in 2005.

PROS

Clientary has been with us since the beginning giving us options to create our own stylized invoices and helping to understand overall company goals.

CONS

Still missing options to create estimates for prospects that remain outside of the daily workflow.

Reasons for switching to Clientary

Switch from Billings Pro for additional online features that just made sense.

Mandeep

Information Technology and Services, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2023

Viable CRM tool for overseeing client data and effectively creating solicitations 

PROS

It may be a useful and accommodating device that helps with the administration of CRM and extend data. It streamlines the charging and invoicing strategy more than other innovations of a comparable nature. Extend and errand administration is made less demanding with this program. With Clientary's computerized signature work, archives are more secure and more reliable. Workflow is encouraged, and time and exertion are spared. We are able to screen everything in genuine time, be there at all times, and appraise distinctive stages based on our proposed methodology much appreciated by Clientary. 

CONS

There are, in my conclusion, a number of alteration choices when it comes to envisioning client data. Indeed on the off chance that it doesn't happen regularly, some of the time it might take as well long for bills to be issued. The involvement of utilizing Clientary on a desktop computer contrasts incredibly with that on a portable gadget. Choices to produce gauges for prospects who are still exterior of the normal preparation are still missing. 

Ben

Design, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed January 2023

Simple, effective, and looks great.

This solved my problem of simple, easy to use proposals and invoices that I could make look exactly how I want them to look. It also tracks expenses and hours worked and makes it easy to bill them on to the client.

PROS

Clientary is super easy to get up and running, with almost zero learning curve. It also looks great from a client perspective straight out of the box. But where this really shines is in the customisability of invoices and proposals. You can literally design anything you want in HTML/CSS and then just drop in tags where you want things displayed. It's amazing!

CONS

The task management is poor and not a replacement for other dedicated PM tools. No custom fields for tasks, no file uploads etc.

Reason for choosing Clientary

Simpler and more focussed.

Reasons for switching to Clientary

Plutio tried to do everything, and didn't do it well or with stability. Clientary is the opposite. Stable, with s smaller feature set that just works!

Victoria

Executive Office, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

My Review on Clientary.

My job as a Human Resource Specialist involves managing various HR processes. I'm excited I got my hands on Clientary Software which has helped me Streamlined my HR work. I am now more effective with my work. Clientary is the tool I have always needed to make my work easier. I'm glad I found it!

PROS

The user friendly interface is an icing on the cake for me. As a HR specialist, I deal with a lot of complex softwares in a daily basis, coming across Clientary which is more easy to navigate relieved me a lot of stress. With Clientary design, I can easily access and manage employees data, track attendance and generate relevant information. I love Clientary's layout, it is well organized. I can easily manage retrieve information about employees and projects. The client and Project Management feature helps me to achieve this. Also, I can keep track of the time I spend on a project using the time tracking feature. Lastly, I won't fail to mention how responsive Clientary team is. They assist me promptly whenever I make an enquiry. I strongly recommend Clientary for anyone who seeks to increase their productivity!

CONS

I am satisfied with the value I get from Clientary. No cons!