All Clientary Reviews
1-25 of 82 Reviews
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John
Verified reviewer
Airlines/Aviation, 501-1,000 employees
Used weekly for less than 2 years
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
PROSWhen 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.
CONSi 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
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.
PROSClientary has been with us since the beginning giving us options to create our own stylized invoices and helping to understand overall company goals.
CONSStill 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
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
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.
CONSThere 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
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.
PROSClientary 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!
CONSThe 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
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!
PROSThe 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!
CONSI am satisfied with the value I get from Clientary. No cons!
Oladele
Information Technology and Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Clientary Software increased my efficiency as a product manager!
As a product manager that has a lot of clients, managing their projects on an individual basis as been tough. But Clientary has been really helpful in solving this challenge; it has made my job easier. I can now organize my clients' projects effectively using the client management feautures ranging from proposal management, time tracking, Invoice management likewise, effective payment management. Hence, I have been able to satisfy my clients better with more efficiency since I started using Clientary software.
PROSThe invoicing and estimation feature Clientary is very creative and easy to use. Without Hassel or having to do it manually, i can create and send professional invoices and estimates for my clients. Also, with Clientary I can now create, customize and send proposals to my clients. This reduces the time I spend per project, hence increasing my efficiency in multiple fold. I will like to state that Clientary is perfect for remote workers, and it can be accessed at anytime and anywhere with an internet connection as Clientary is a cloud based software.
CONSI haven't encountered any negativity so far.
Olayinka
Information Technology and Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
My Review on Clientary
As a software researcher in my company, I was given a task to research and recommend a software that would streamline Our project and client management processes.I recommended Clientary and my team members will not stop thanking me for it. Clientary helped us as a team to manage various aspects of our projects such as project management, time tracking, proposal, lead and invoices management.
PROSClientary is a fantastic app with loads of features. I especially like the customization feature, which enables us to modify the program to fit certain procedures, such customizing proposals and invoices, in a way that is consistent with our brand. I also appreciate that Clientary offers a comprehensive solution. We don't need to use several software tool to handle projects, time, and clients. Clientary is a such a useful instrument! I will recommend Clientary for every organization
CONSNo negative experience so far! I got the value for my money!
Jessica
Hospitality, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Seamless Customers Management Channel
An excellent and effective solution tailored for robust time tracking and estimates. Ease of usability and implementation. Rich capability on cloud payment processing and online invoices generation as well as invoicing to hasten payments. It ensures all clients are satisfied.
PROSImpressive dashboard to enhance subscription billing, proposals generation, online invoices creation and time tracking capabilities. It's a self-explanatory and multi-purposed software since it meets numerous business needs under just one umbrella and with effectiveness.
CONSHonestly nothing to complain because it has been of great impact especially on customers management and fastening online payment via invoicing.
Obi
Utilities, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Invoicing and time tracking platform
The software is easy to use with little to no training also the customer care support team handles issues on time.
PROSThis software is simple to use, support, quick, efficient and genuine.Additionally it has created a vast space with different dynamic tools therefore enabling us to manage our work correctly.
CONSIt has not presented any errors whatsoever, nor interfered with my workflow.I love the entire platform.
Joyce
Verified reviewer
Architecture & Planning, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Invoice History Management and Great Payment Processing Platform.
Impressive invoicingsolution with effective functions to handle multiple project financial operations and data securely.
PROSThe ability on multiple project payment management and on project budgeting and also time tracking through Clientary functions is more productive and cost effective. The product can help manage various projects and documentation functions are excellent.
CONSNo major problems to report on this system because after training is over manipulating the features is quite easy.
Aniket
Verified reviewer
Real Estate, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed January 2023
An ultimate invoice manager for small organizations.
My experience with this software is quite good. It helps me to generate all my invoices and also helps me to track them accurately so that my organisation gets the payments on time.
PROSThe setup of this software is very easy. It allows users to sign up very quickly. I like its ability to generate professional level invoice very quickly and It also tracks all the invoices and payments.
CONSTill date I did not find any difficultly in this software. It solves the purpose efficiently.
Reasons for switching to Clientary
Though It is a good software but I wanted a dedicated software for Invoicing purpose. So I switched to Clientary.
Kapil
Information Technology and Services, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed March 2023
Effective tool to manage the Client activities and tracking
It was great !
PROSit is very easy tool to manage invoicing and bills, track client activities, Notifications and also manage the data on the same platform. Super effective software for handling all client activities
CONSnow much, easy to setup and others. Keep on updating with the features
Reason for choosing Clientary
it has limitations
Reasons for switching to Clientary
It has limited features
Allan
Marketing and Advertising, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Tremendous,stupendous and standalone Professional Service Automation tool.
It's a reliable tool for nurturing leads and prospects.
PROSIt's simple to manage lead and proposals with this tool.It's a better tool that makes billing and invoicing process easy.It's easy to manage task and project with this tool.It's simple to manage clients and staffs with this tool.
CONSIt's reliable and perfect tool for Professional Service Automation and it's works greatly hence nothing to complain.
Manthan
Online Media, 1 employee
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Clientary is good choise as a CRM.
Overall, Clientary is a great choice to manage customer relationships effectively, with features that help them stay organized, track progress and automate tasks.
PROSI like Clientary because it's easy to use, and I can customize it to fit your business needs. It helps me save time by doing tasks like scheduling appointments and entering data automatically. I can also see reports on how our business is doing and where I can improve.
CONSClientary's mobile app doesn't have all the features of the desktop version, and it doesn't work with all the other tools they use.
Robin
Writing and Editing, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Makes a small business look bigger
I'm a business of one but I work for some of the largest corporations in the world. My presentation and invoicing has to be professional.
PROSEasy for me to track, easy for clients to pay
CONSWould like a dedicated field for displaying Venmo, Zelle payment info on invoices
Ayanda
Printing, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Client Workflow at Optimal with Clientary
The way Clientary enables me to manage contracts, create invoices and send payments is what I like most.
CONSNever have I experienced errors for an extended duration now.
Matthew
Marketing and Advertising, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed November 2022
Great Invoicing and Time Tracking
Great experience overall. An inexpensive invoicing system that packs a lot of bang for the buck.
PROSThe softwares is easy to use. I love the time tracking piece.
CONSCould be a little more robust and integrate my brand more.
Daramola
Verified reviewer
Airlines/Aviation, 501-1,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2023
My review on clientary
i have really enjoy making use of clientary in my work. The efficiency of the tool and my overall experience with it has been great
PROSBeen a very busy person at work with a lot of clients, making use of clientary for the past one to two years has been a life changer for me. It had made the keeping of clients activities, day to day tracking of items and billing processes easier for me
CONSIt is a reliable tool to use, nothing much to complain about
Samuel
Banking, 1,001-5,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2023
My review on clientary
My experience making use of clientary has been great, productive and efficient so far.
PROSSince i have been making use of clientary, the ability to monitor projects, track work hours and generate invoices has made my work more productive. It also allows me to give report on where a particular project on and also payment for the project is made easy using clientary.
CONSNo cons so far. making use of the tool has been great.
Esther
Verified reviewer
Banking, 501-1,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed November 2023
Review on clientary
The tool has really helped me in keeping tabs on various projects effectively and it has been productive making use of the tool.
PROSMaking use of this tool, i can easily create and send invoices to my clients, it has also helped me to easily manage project easily without stress. What a great tool.
CONSNo cons, easy to use and user face friendly.
Alexander
Financial Services, 501-1,000 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed October 2023
My review on clientary
Highly recommended as It has been a good experience so far.
PROSclientary is an all-round and user friendly tool that makes project management very easy. It offers an array/choice of invoice templates for use and also offering the option of customization based on their need. It makes projects payment and project update presentation very easy.
CONSIt takes sometime getting use to the platform interface but apart from that i haven't encountered any issues.
Sumbhav
Information Technology and Services, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Comprehensive platform to manage all Client data
It was a good experience using Clientary
PROSIt was a great platform and support to manage client data, project management, online crm as well as the clinet billing management, through which much of our work got smooth and effective
CONSNot any, it has all the required features
Digvijay
Information Technology and Services, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Effective tool to manage Client information
good, easy and useful platform
PROSIt is very easy and effective platform to manage Clients, Invoices and analysis of all Client activity. Also, it helps in communicate better with my clients and providing notifications to keep a track record as well.
CONSNot much cons, only I think there are not many customization options when it comes to visualizing the information of the clients, so they need to work on that part.
Reason for choosing Clientary
comparatively more features than freshbooks
Temitope
Verified reviewer
Design, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed June 2023
Clientary: Streamlining Client Management and Boosting Efficiency"
I love the friendly user interafce..it has an easy to use and intuitive interface which allow me to navigate and access various features without difficulty
CONSThe software is awesome but with it missing a mobile app which took away the options of flexibility and convenience
Debra
Design, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Easy invoice system
I use it to quote when needed and for invoices mostly although one can certainly go deeper into time tracking et.
PROSI use clientsry to bill my customers. It’s clean interface makes it easy to accomplish my invoice duties quickly and professionally.
CONSI have to enter my email twice to log in and that should be changed. Come on guys!