Last Updated
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
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
Disclaimer: The pricing is subject to change.
Clientary Integrations
The software integrates with the following tools and platforms:
- QuickBooks
- Stripe
- Gmail
- Zapier software
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
Invoicing And Payments
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.
Time Tracking
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.
Client Portal And Branding
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.
Cloud Accessibility
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.
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
Stars29%
4
Stars71%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“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
Mid Market, 51-100 employees
“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
Mid Market, 51-100 employees
“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
Frequently Asked Questions
What language does Clientary support?
Clientary only supports the English language.
Who are the typical users of Clientary?
Clientary software is ideal for freelancers, consulting firms, marketing agencies, web design studios, IT services, creative agencies, and small businesses.
What other apps does Clientary integrate with?
Clientary integrates with other third-party accounting, financing, email, and automation tools and platforms, Quickbooks, Stripe, Gmail, etc.
Does Clientary offer an API?
Yes, Clientary does offer an API.
Does Clientary have a mobile app?
Yes, Clientary does offer a dedicated mobile app.
What types of Clientary pricing plans are available?
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.
What level of support does Clientary offer?
Clientary offers support via live chat, along with onboarding assistance, training resources, and a knowledge base, specifically for its API implementation.