Clientary

Clientary

7 Review(s)

Overview

Clientary software provides comprehensive customer relationship management (CRM) capabilities, aiding in streamlined invoicing and project tracking. Despite some limitations in mobile accessibility, its robust feature set and intuitive interface justify investment for businesses and enterprises of all sizes.

Overall Rating

Based on 7 users reviews

4.3

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

Clientary Specifications

Contact Management

Customer Communication Tracking

Deal Pipeline Management

Client Portal

View All Specifications

What Is Clientary?

Clientary is a robust CRM software solution crafted to simplify and enhance the way businesses manage their client relationships, projects, and finances. It centralizes essential operations, helping users efficiently track time and expenses, create professional invoices, and manage diverse projects. This comprehensive approach enables businesses of all sizes to streamline workflows, reduce administrative burdens, and focus on delivering exceptional service to their clients.

Clientary Pricing

The platform includes three Clientary pricing plans:

  • Basic: $19/month
  • Team: $39/month
  • Agency: $59/month
The tool also provides a free 14-day trial to try it out for better understanding. Get a personalized Clientary cost quote today to get started.

Disclaimer: The pricing is subject to change.

Clientary Integrations

The software integrates with the following tools and platforms:

Watch a free Clientary demo to learn all about its integration.

Who Is Clientary For?

Clientary is ideal for: 

  • Freelancers
  • Consulting firms
  • Marketing agencies
  • Web design studios
  • IT services
  • Creative professionals
  • Small businesses

Is Clientary Right For You?

Clientary is the ideal CRM software for businesses seeking to consolidate client management, invoicing, and project tracking into one seamless platform. Its standout ability to simplify complex financial workflows while enhancing customer relationships makes it a powerful asset. The tool can also boost efficiency and streamline operations to transform daily tasks for marketing and creative professionals.

Still doubtful if Clientary is the right fit? Get personalized assistance at (661) 384-7070 to make the right decision.

Clientary Features

Clientary simplifies the process of creating and sending professional invoices and estimates. By using this tool, users can customize templates, apply taxes, and track payment statuses, ensuring timely billing and improved cash flow management.

See How It Works

This feature allows users to accurately track billable hours and project durations. Users can get detailed time logs, which can be easily converted into invoices, providing transparency for clients and optimizing productivity for teams.

See How It Works

With this tool, users can invite clients to a custom-branded portal with specific company colors and logos. Here, clients can access ongoing project status, historical invoices, and important documents, improving client communication and trust.

See How It Works

Clientary allows the entire team to work together from any location with an internet connection. The cloud-based platform ensures you can manage invoices, estimates, projects, and client data seamlessly across desktop, phone, or tablet browsers.

See How It Works

Pros And Cons of Clientary

Pros

  • Effortless client and project organization

  • Simplified invoicing and payments

  • Accurate time and expense tracking

Cons

  • Limited mobile app functionality

  • Basic task management features

Clientary Reviews

Total 7 reviews

4.3

All reviews are from verified customers

Rating Distribution

5

Stars

29%

4

Stars

71%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

A

Anonymous

Mid Market, 51-100 employees

4.0
October 2024

“Simple software that works

Pros

I have been using this for my small business and it's really changed how I operate. It's very easy to use even though I'm not great with tech, I had everything running smoothly within days. Managing projects, tracking hours and handling invoices became second nature. What impressed me most is the sheer number of features packed in here. It's like having an entire business toolkit under one roof. I find myself using it daily for everything from lead management to proposal creation. Having all these capabilities consolidated saves me from constantly switching between different applications. Their support team deserves credit too. The few times I've reached out, they responded quickly and actually solved my issues. That kind of reliability matters when your running a business.

Cons

Task management feels pretty basic compared to other project tools I've used and you can't add custom fields or upload files directly to tasks which makes organization harder. The loading times really get to me sometimes, I'll sit there waiting 4-5 minutes for the dashboard to load which is frustrating when you're trying to be productive. Not having a mobile app is inconvenient since I can't quickly check things when I'm away from my desk. Having to enter my email twice during login seems unnecessary in 2024. Working on a laptop without a mouse becomes annoying because you constantly need to right click and open new tabs which is awkward with just a trackpad. It's not terrible software, just has some quirks that can slow you down if your used to more polished tools.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

A

Anonymous

Mid Market, 51-100 employees

5.0
June 2024

“Exactly what I needed

Pros

I find this gem while hunting for project management tools and wow, it does everything I needed and then some! It's been a total lifesaver for my business. Creating digital contracts, tracking client work and handling time billing all in one place and I honestly couldn't ask for a better setup.

Cons

I honestly can't think of anything negative to say about it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

JS

Jay S.

Mid Market, 51-100 employees

4.0
March 2024

“Smooth brand integration solution

Pros

I've been searching for a client management solution forever and stumbled across this through Appsumo. Even though I missed the lifetime deal, the value it brings to our operations makes it worth every penny. Everything from invoicing to embedded forms works smoothly and it's incredibly feature rich and integrates beautifully with our workflow!

Cons

I haven't tried the custom domain or online payment features yet but that's totally on us! Would definitely give this 5 stars if I could.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

View All 7 Reviews

Frequently Asked Questions

Clientary only supports the English language.

Clientary software is ideal for freelancers, consulting firms, marketing agencies, web design studios, IT services, creative agencies, and small businesses.

Clientary integrates with other third-party accounting, financing, email, and automation tools and platforms, Quickbooks, Stripe, Gmail, etc.

Yes, Clientary does offer an API.

Yes, Clientary does offer a dedicated mobile app.

Clientary offers three pricing plans: Basic ($19/month), Team ($39/month), and Agency ($59/month). Obtain a tailor-made Clientary price analysis specific to your requirements.

Clientary offers support via live chat, along with onboarding assistance, training resources, and a knowledge base, specifically for its API implementation.