Clientary 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Clientary

4.7

(100)

Pricing

Starting at $19.00 per month

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 members focused on what matters.

Clientary Screenshots

Clientary Pricing and Plans

Starting price: $19.00 per month

Free Trial

Free Version

Basic

$19.00

flat rate, per month

No plan information available

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Clientary Features

Popular features found in Professional Services Automation
Client Portal
Collaboration Tools
CRM
Document Management
Project Tracking
Quotes/Estimates
Resource Management
Task Management
Timesheet Management
More features of Clientary
Access Controls/Permissions
Accounting
ACH Payment Processing
Activity Dashboard
Alerts/Notifications
API
Automatic Billing
Billable Items Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Billing Portal
Client Management
Contact Management
Credit Card Processing
Customizable Branding
Customizable Invoices
Customizable Templates
Drag & Drop
Electronic Payments
Electronic Signature
Expense Tracking
For AEC Industry
Hourly Billing
Interaction Tracking
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Kanban Board
Lead Management
Lead Qualification
Multi-Currency
Multi-Period Recurring Billing
Multiple Projects
Onboarding
Online Invoicing
Online Payments
Online Time Tracking
Payment Processing
PCI Compliance
Project Billing
Project Management
Project Time Tracking
Proposal Generation
Real-Time Reporting
Recurring Invoicing
Recurring/Subscription Billing
Reminders
Reporting/Project Tracking
Reporting & Statistics
Self Service Portal
SSL Security
Status Tracking
Task Scheduling
Tax Calculation
Templates
Third-Party Integrations
Time & Expense Tracking
Time Tracking
To-Do List

Clientary Integrations

Zapier

Gmail

Stripe Billing

Clientary User Reviews

Overall Rating

4.7

Ratings Breakdown

76%

22%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.6

Functionality

4.7

Louise H.

Verified reviewer

Hospitality

51-200 employees

Used daily for more than 2 years

Reviewed August 2024

Clientary has it all in one product forming an impeccable masterpiece for controlling operations.

Clientary has bee. running the show for us and were a proud of the huge steps we took to bring this tenacious product onboard. Clientary has given us a digital office for managing all our operations including our clients. It has seen us streamline operations and keep everything running smoothly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The invoicing function in Clientary help us draft and create very professional invoices in just a few seconds. It also has a superior client portal that help bring together clients contacts for easier tracking. Clientary collaboration workspace keep us all united and aligned to a common objectives during our projects.

Cons:

There is no room for improvement for Clientary. Everything that could have been made better is already better so there hasn't been challenges.

Elizabeth N.

Verified reviewer

Education Management

11-50 employees

Used daily for more than 2 years

Reviewed October 2024

What I Comprehend ‘bout Clientary

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Managing client relationships, creating estimates and proposals are made easy by Clientary. We have been able to maintain our brand entity through extensive customization of processes such as invoicing.

Cons:

When I started using Clientary there was no free version.

Jenni B.

Verified reviewer

Individual & Family Services

2-10 employees

Used weekly for free trial

Review source

Reviewed May 2025

Basic clientary invoice

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Not too difficult to use pretty basic has many features but lacks useful functionality

Cons:

The price the fact it’s pretty basic it’s like the same thing as many others

Isa O.

Verified reviewer

Education Management

51-200 employees

Used daily for more than 2 years

Reviewed November 2024

My Views on Clientary Usage

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that Clientary streamlines business processes such as project management, invoicing and time tracking.

Cons:

Truth be told, Clientary barely pose any error while at work.

Nonso E.

Verified reviewer

Financial Services

1001-5000 employees

Used daily for less than 12 months

Reviewed December 2024

Clientary, most versatile management software.

I am satisfied using this software with no regrets, it does everything that has to do with management for me perfectly which has helped increase productivity.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its a versatile software that literally does everything that has to do with managing of all my projects work, adequate planning of my daily tasks, tracking the development of my project and tasks, managing of invoices and receipt issued to clients at work for me. Its so easy to set up and they render a very good customer care services. Less costly and its accessible. No glitch while using it.

Cons:

I have nothing to like least about clientary, its been the perfect software for me.

Faith C.

Verified reviewer

Hospitality

201-500 employees

Used daily for more than 2 years

Reviewed October 2024

My Experience with Clientary in a Filled Survey

It is rapid and seamless to create and send proposals with Clientary.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best aspect about Clientary is availability of project management, time tracking and invoicing in one place.

Cons:

All has been perfect on my side when using Clientary at workplace.

Washington M.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for more than 2 years

Reviewed August 2024

My Experience, Pros and Cons of Using Clientary

Time tracking and project management. Client onboarding, invoicing and payment management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clientary enhances client management by automating various aspects such as invoicing, billing, project monitoring and management in real-time.

Cons:

Dashboard loading take time mainly when the app has complex data.

Comfort A.

Verified reviewer

Management Consulting

51-200 employees

Used weekly for less than 2 years

Reviewed December 2024

Managing clients data efficiently using Clientary.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software has made me to be good at my job as a secretary as i have used it to manage various clients efficiently. Great dashboard it has which consists of all the detailed activities. Its notification feature has kept me on track and up to date on various activities at work. I can get to monitor or track the various schedules and appointment of various meetings since i have been making use of this software. Its such a versatile and perfect software for me. Simple to use and affordable for me.

Cons:

It does exactly what i was expecting it to do so i have no issue since i have been using this software.

Glory E.

Verified reviewer

Plastics

501-1000 employees

Used daily for less than 12 months

Reviewed November 2024

A versatile software for billing and invoice management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like almost all the features about this versatile software as i have used to manage invoices and bills issued to various clients. Its so simple to set up and it got a well detailed dashboard i can easily work with. Its project management feature has been helpful in managing various projects work and also tracking its development till its completed. Good customer care service they also render.

Cons:

I have nothing to dislike about this software, Its been a life changing software for me.

John M.

Verified reviewer

Logistics and Supply Chain

10000+ employees

Used daily for more than 2 years

Reviewed August 2024

Customizable Client Portal: Clientary