Name: Clientary
Price: 19 USD
Author: Unbrew

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Cross-Browser Testing

Interactive Application Security Testing (IAST)

WebOps

Development

Academic Advising

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Cost Management

Cloud Storage

Converged Infrastructure

Database Load Balancing

Fraud Detection

Hyper-Converged Infrastructure

IT Operations Analytics

Integration Platform as a Service (iPaaS)

MLOps

Managed DNS

Network Performance Monitoring

Release Management

Requirements Management

Solid State Drives

Time Series Databases

Tower Servers

Unified Endpoint Management (UEM)

Value-Added Resellers (VARs)

VoIP Monitoring

Website Hosting

Wireless LAN

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Brand Intelligence

Content Management

Data Management

Email Marketing

Gamification

Marketing Analytics

Marketing Automation

Mobile Advertising

Online Proofing

Press Release Management

Product Intelligence

Social Media Management

Social Media Marketing

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales

Secure Service Edge (SSE)

Security

Financial Services CRM

HIPAA Compliance

Internet of Medical Things

eDiscovery

Vertical-Specific

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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.

Basic

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Forever Free

Solo

InvoiceBerry

Clientary

Professional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects. Beyond typical project management features like scheduling, task management, resource management, document management, and team collaboration, PSA tools also include features for generating quotes/estimates, invoicing, project & financial reporting, and otherwise communicating with clients.

Professional Services Automation

Unbrew

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Clientary

Overview

What is Clientary?