Clientary

Clientary is a suite of tools designed to streamline client workflows for professional service businesses, freelancers, and creative professionals. This solution is suitable for businesses of various sizes, from freelancers and small agencies to large digital agencies and consulting firms. According to the vendor, Clientary caters to a wide range of professions and industries, including freelancers, digital agencies, marketers, architects, consultants, creative professionals, and small businesses.

Key Features

Proposals and Estimates: According to the vendor, Clientary allows users to start client relationships with professional proposals and contracts. Users can gather signatures directly through the platform and convert approved estimates into projects for easy tracking and billing.

Invoicing and Payments: The vendor states that Clientary enables users to generate invoices automatically from billable work or estimates. Users can collect payments directly via credit card, ACH, or offline methods. Integration with Stripe is available for online payment processing, and users can customize invoices with HTML/CSS.

Time Tracking and Projects: According to the vendor, Clientary offers time tracking and project management capabilities. Users can track time and staff tasks, plan future hours, and manage projects with budgets and deadlines. The platform provides different views for tracking time (daily, weekly, monthly), and users can mark hours as billable or unbillable. Additionally, expenses can be tracked against clients and added to invoices.

Client Portal and Branding: The vendor states that Clientary allows users to optionally invite clients to a custom, branded portal. Clients can access ongoing project status, historical invoices, and documents. The portal and documents can be customized with company colors and logo.

Connected and Automated: Clientary offers native integrations with Stripe and Zapier, according to the vendor. This allows for seamless payment processing and data export via CSV. Users can also build custom integrations with JSON APIs to further automate workflows.

Multiple Currencies: According to the vendor, Clientary supports sending invoices and estimates in multiple currencies to accommodate international clients.

Recurring Invoices: The vendor states that Clientary allows users to set up recurring invoices with custom time intervals for regular billing cycles.

Live Timer: According to the vendor, Clientary includes a built-in timer for accurate time tracking during client work.

User Profiles: Each staff user and client contact in Clientary has their own profile page with an activity log, according to the vendor. This feature allows for easy reference and accountability.