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Clientary is ideal for professional services businesses, especially accountants, architects, engineers, IT-service firms, consultants, law firms, and freelancers.
Bright future with it seems to be, if managed good.
After declining the offer, it asks several times the reason. If you miss to mark, that a test drive was started on the time it was planned, it is impossible to mark it later.
Connectivity between every movement you make. Visually nice platform to work with.
Some clients sometimes disappear from the desktop, some saves double. After handing over the car, the customer will remain on the desktop for some reason.
In general I am satisfied with Modera Salesfront. It makes the offer making process much easier, also you can the see the current stock or ordered units.
Today, the initial problems have been solved by your team.
Easy, fast and accessible by phone and computer.
As it might happen, technical problems do occur, yet the servicedesk works very fast and solves it.
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.
Modera Salesfront
Top FeaturesClientary
Modera Salesfront
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Clientary
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