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Customers looking for an affordable cloud based CRM solution that would adapt to their way of working.
Clientary is ideal for professional services businesses, especially accountants, architects, engineers, IT-service firms, consultants, law firms, and freelancers.
Great tool to analyze the work and keep watch on important things. It helps in know how of the leads and progress being happening on the leads.
The process of sending the quote is too long since finding the product is not easy and also there is no notification for missed calls.
For daily work it is easy to use and make the procedure very easy it is very helpful in our daily work for product selection and amount so good.
At times it feel very difficult to input the meeting times. Typing option should be there to enter the call time details.
The feature, which i like the most is Leaderboard. With the help of it , using CRM has been become a gamification & its very easy to analyze the whole user performance.
Its a good and very helping software in terms of managing the data.
This platform has some good features that have been helping us in terms of billing and invoice, proposals. They've been playing their role perfectly in our company.
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.
It is a good tool that supports in managing all operations and activities related to client effectively such as setting up billing management, crm and other tracking.
To load the dashboard it takes sometimes 4-5 minutes which is very annoying.
An excellent program, as an important part of project management in our company, at a reasonable price and suitable for everyone.
First time use is little difficult to understand the dashboard.
It is an effective and supportive platform as it helping us in managing CRM, project data, time tracking and other information related to client to ease down operations.
I have to actually right click > open in new tab. Not ideal on a laptop when you don't have a mouse.
Prioritize real-user-identified key features according to your needs to find your best fit.
PMAM CRM
Clientary
Top FeaturesPMAM CRM
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Clientary
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