I 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.

It 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.

Clientary has made my job so much easier. Ver easy to use and well worth the money spent.

I searched Bonsai, FiverrWorkspace, Toggl, FreeAgent, Harvest, Freshbooks, MotivApp, CushionApp and this one is the overall winner with making the whole workflow super easy.

I love the user friendly interface which is the first thing I look out for in softwares. I like the fact that the software is easy to navigate and set up without having to watch tutorial videos.

Some of the features I particularly like about Clientary include its powerful search capabilities, robust task management, and easy invoice creation.

It 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.

The tool for tracking time is also super amazing.

Great experience overall. An inexpensive invoicing system that packs a lot of bang for the buck.

It was so easy to manage and navigate. I've been able to easily create invoices with good quality with my clients having easy access to it.

I use to stress about invoicing; it was the worst part of running my own business.

Easy to use and friendly customer support. Very easy to deploy and use on a daily basis.

Ctrl + clicking on links does not open them in a new tab. This is rather annoying when I want to open a half dozen invoices in new tabs.

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.

Also, it helps in communicate better with my clients and providing notifications to keep a track record as well.

Recent upgrades have made me concerned that they will suffer because an app adds so many capabilities that it ceases to be a valuable, straightforward device.

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.

What I like most is the design of the tool and how easy it is to use. I have used similar management tools and the software was much more antiquated.

Ease of integration, I was able to setup an account and have my employees on boarded in no time.I like the ability for my clients to view my invoices and let me know when they have.

I was doing all of this work and then not getting paid for it because I failed to invoice on time. With clientary, I start invoices on the same day that the work is done and send out on the 1st.

I've been using this product for 9 years (since Dec 2013) to bill all of our customers. It's very easy to set up, reliable, and has good customer support.

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

I also love the ability to customize views and create reports.

I use clientsry to bill my customers. It’s clean interface makes it easy to accomplish my invoice duties quickly and professionally.

We love how easy it is to use Clientary and how quickly one can become proficient with it. It’s a great tool for small businesses and can do as much or as little as you need it to.

Quick to set up, very easy to use, very flexible, outstanding customer support.

The softwares is easy to use. I love the time tracking piece.

I have to actually right click > open in new tab. Not ideal on a laptop when you don't have a mouse.

Nice layout of invoices/ profiles, reliable site, software works well.

It's a reliable tool for nurturing leads and prospects.

Overall, I've been happy working with Clientary. For instance, by automating processes like appointment scheduling and data entry, it has helped me keep organized and save time.

It's great that there are so many lovely templates that can be customized to make the bills appear truly good and expert, preserving the company image at all times.

Good tool to manage all the daily work, manage projects and track the billing cycle of client. Even supports in all account work remotely.

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.

Clientary allows you to assign new projects to a workgroup, you can also create projects from scratch and integrate specific employees to help you develop it.4.

The software has been really user friendly and wide while at the same time streamlining the process of me delivering invoices to my clients.

Ease of use, accountability, incredible customer service, and reliability.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

US Dollar

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.

LongDescription

Project Management

Time & Expense Tracking

Billing & Invoicing

Billable Items Tracking

Access Controls/Permissions

Invoice Management

Timesheet Management

Task Planning

Multiple Projects

Project Time Tracking

Client Portal

Project Tracking

Activity Dashboard

Expense Tracking

Real Time Reporting

Quotes/Estimates

Third-Party Integrations

Task Management

Electronic Payments

Invoice History

Billable & Non-Billable Hours

Payment Processing

Recurring/Subscription Billing

Time Tracking

Proposal Generation

Online Time Tracking

Recurring Invoicing

Task Scheduling

SSL Security

Electronic Signature

Project Billing

Credit Card Processing

Customizable Invoices

Automatic Billing

Self Service Portal

Contact Management

Hourly Billing

Lead Management

Multi-Currency

Online Payments

Online Invoicing

Billing Portal

ACH Payment Processing

PCI Compliance

Multi-Period Recurring Billing

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Invoice Creation

Estimating

Customizable Templates

Customizable Branding

To-Do List

Lead Qualification

Tax Calculation

Reporting/Project Tracking

Status Tracking

Kanban Board

Drag & Drop

Interaction Tracking

For AEC Industry

Email/Help Desk

Knowledge Base

Chat

2-10

11-50

Clientary

Documentation

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.


Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.


Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.


Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.



Clientary vs Shape

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