---
title: "Clientary Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Clientary Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more."
source_url: "https://www.capterra.com/p/268615/Clientary/"
page_type: "product"
language: "en"
---

# 

 Clientary Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Clientary

## What is Clientary?

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects

## What is Clientary used for?

[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Project Management](https://www.capterra.com/project-management-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/)

Recognitions

Shortlist

Best ease of use

Best value for money

Top alternative

Featured

Overall rating

Based on 100 user reviews

Reviews sentiment

Positive

98%

Neutral

1%

Negative

1%

Starting price

$19

Flat Rate, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

-   Legal Billing / 2025
-   Professional Services Automation / 2025
-   Recurring Billing / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Billing and Invoicing / 2025
-   Client Onboarding / 2025
-   CRM / 2025
-   Legal Billing / 2025
-   Online CRM / 2025
-   Professional Services Automation / 2025
-   Project Management / 2025
-   Recurring Billing / 2025
-   Small Business CRM / 2025
-   Time Tracking / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Billing and Invoicing / 2025
-   Client Onboarding / 2025
-   Time Tracking / 2025

Do you work for Clientary?[Manage this product listing](https://www.g2.com/products/clientary/claim_requests/new?auto=true)

Rating Breakdown

4.7

+−

Features4.7

Value for Money4.6

Ease of Use4.6

Customer Service4.6

Rating Breakdown

4.7

Features4.7

Value for Money4.6

Ease of Use4.6

Customer Service4.6

## Clientary Reviewers Verdict

Updated September 2026

AI summary

-   Clientary fits small businesses and solo professionals who handle client projects and invoicing.
-   Users appreciate its quick setup, accessible interface, and effective client management features.
-   It simplifies daily operations by bringing proposals, time tracking, and payments into one place.
-   Reviewers note pain points like limited mobile functionality and challenges scaling for larger organizations.
-   Clientary serves best for smaller teams seeking easy client management, but may not suit those needing advanced mobile support or enterprise-level scalability.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Clientary

4.7 (100)

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$19

Flat Rate, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (100)

Ease Of Use

4.5 (9,267)

Value For Money

4.6 (95)

Value For Money

4.3 (6,939)

Customer Service

4.6 (93)

Customer Service

4.4 (6,233)

## Clientary alternatives

[4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/)

Starting price

$36.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

Highest Rated

[Clockify](https://www.capterra.com/p/169607/Clockify/)

[4.8 (9,268)](https://www.capterra.com/p/169607/Clockify/reviews/)

Starting price

$4.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/169607/Clockify/)

[Jira](https://www.capterra.com/p/19319/JIRA/)

[4.4 (15,489)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/19319/JIRA/)

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

[4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/184581/Asana-PM/)

[View all alternatives](https://www.capterra.com/p/268615/Clientary/alternatives/)

## FAQs about Clientary

Overview

### What problems does Clientary solve?

Clientary solves scattered client records, slow proposal-to-payment workflows, and manual invoicing by centralizing onboarding, contracts, project tracking, time logs, estimates, invoices, and payment follow-up. Freelancers, agencies, customer relations teams, executive assistants, and small business operators benefit most when managing multiple clients, recurring billing, and hour-based work.

Answer based on 73 reviews

Overview

### Which roles and teams benefit most from Clientary?

Clientary is most used by business owners, executives, project managers, and business development teams that need to streamline client-facing operations. Agencies, consultants, and service firms rely on it for proposals, invoicing, and contract workflows, while product and technical staff use it to organize projects, track deliverables, and support smoother client communication.

Answer based on 100 reviews

Overview

### What company size and industries is Clientary built for?

Clientary is ideal for small professional services businesses, with 76% of reviewers from small companies and Information Technology and Services leading at 27%. It also fits accountants, architects, engineers, consultants, law firms, freelancers, and some midsize firms at 19%, with smaller presence in Airlines/Aviation at 6% and Computer Software at 5%.

Answer based on 100 reviews

Features and Usability

### What are the key features of Clientary?

Clientary includes core invoicing and billing tools like invoice creation, recurring invoicing, online payments, and customizable invoices. Reviewers also highlight client management features such as CRM, client portal, and onboarding, plus differentiators like time tracking, project tracking, proposal generation, and electronic signature for contracts.

Answer based on 58 reviews

Limitations

### Does Clientary have bugs or reliability issues?

Clientary runs reliably for most teams and usually avoids glitches during daily work. Small businesses, consultants, and service firms often describe a stable experience for project tracking, invoicing, and client management, though some users mention occasional tool-specific bugs. When issues appear, support generally responds quickly and fixes are handled promptly.

Answer based on 23 reviews

Integrations

### Which third-party tools and platforms does Clientary integrate with?

Clientary integrates with Gmail, Stripe Billing, and Zapier. These integrations cover email communication, billing, and app connectivity, giving Clientary a small but practical set of third-party connections for handling client messages, payments, and workflow links.

Answer based on 2 reviews

Getting Started and Support

### What training and onboarding options does Clientary offer?

Clientary provides documentation for teams that need written reference material during setup and day-to-day use. Documentation can support self-paced learning, feature checks, and step-by-step review of product processes without requiring live instruction or video-based training.

Answer based on 4 reviews

Getting Started and Support

### What customer support options does Clientary offer, and how do users rate the experience?

Clientary offers email/help desk, a knowledge base, and chat. Users generally describe support as responsive, friendly, and timely, with prompt help when questions come up. The setup experience also feels straightforward for many users, though a few reviews focus more on billing delays and mobile usability than support itself.

Answer based on 18 reviews

Features and Usability

### How good is Clientary for project management?

Clientary works well for basic project management, especially for small business teams that also need invoicing and time tracking. It helps users organize projects, track hours, manage client work, and monitor budgets in one place. However, teams needing advanced task features may find it less suitable than dedicated project management software.

Answer based on 22 reviews

## Who uses Clientary?

Based on Capterra reviews from the past 4 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 698 Proposal Management reviews

Capterra data shows that buyers of Professional Services Automation rank the following features as their top priorities:

-   **Project Tracking** (**61%** of reviewers rated this feature as critical)
-   **Alerts/Notifications** (**65%**)
-   **Project Time Tracking** (**57%**)

Clientary supports all three of the features reviewers rate most highly: **Project Tracking**, **Alerts/Notifications**, and **Project Time Tracking**. Together, these capabilities help businesses stay on top of project progress, keep teams informed about important updates, and record billable or internal hours accurately, allowing teams to manage work more efficiently and maintain better control over service delivery.

Project Tracking

4.9 (10)

90.00% of 10 reviewers that rated this feature as important or highly important

Monitor the progress of projects from start to finish

Alerts/Notifications

4.7 (14)

71.43% of 14 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Project Time Tracking

4.8 (25)

80.00% of 25 reviewers that rated this feature as important or highly important

Measure time to completion or hours worked for projects

Third-Party Integrations

4.2 (18)

55.56% of 18 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

Billing & Invoicing

4.9 (33)

81.82% of 33 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Task Management

4.7 (61)

54.10% of 61 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Clientary 66 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Automatic Billing: Setup and send recurring or automated bills
- Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing Portal: Gateway through which end users can view past bills and pay current invoices
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Contact Management: Manage, organize, and store contact information
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Payments: Electronically collect payments for goods or services
- Electronic Signature: Digitally sign online documents
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals
- Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Invoice Creation: Create invoices from scratch or have recurring invoices
- Invoice History: Store and view prior invoices for each account/client
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Multi-Currency: Manage and handle various international currencies
- Multi-Period Recurring Billing: Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit
- Multiple Projects: Ability to handle several projects simultaneously
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Online Invoicing: Create, send, and view electronic invoices
- Online Payments: Accept and process online payment transactions
- Online Time Tracking: Track employee and task times using internet connection
- Payment Processing: Accept, record, and reconcile financial transactions
- PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
- Project Billing: Business model that bills clients an amount based on the project/task/job performed
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Proposal Generation: Create proposals based on costs of labor and materials
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Reporting: Active reporting of data and metrics
- Recurring Invoicing: Generate recurring invoices
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
- Templates: Sample files or documents that could be customized as needed or used as is
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Timesheet Management: Track the amount of time spent on a job or task
- To-Do List: A digital list of items that need to be completed

---

Get Advice

We can help you find the software with the features you need.

Features

4.7 (100)

4.7

Based on 100 reviews

## Pricing

Value for money

4.6 (95)

Free Trial

Free Version

Basic

$19.00

Flat Rate,Per Month

Value for money

4.6 (95)

4.6

Based on 95 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (93)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (93)

4.6

Based on 93 reviews

## User reviews

Overall rating

4.7

Based on 100 reviews

Filter by rating

5(76)

4(22)

3(1)

2(1)

1(0)

Mentioned topic

Sorted by most recent

JB

Jenni B.

Counselor

Individual & Family Services

### "Basic clientary invoice "

2.0

Overall Rating

2.0

2.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

May 12, 2025

Pros

Not too difficult to use pretty basic has many features but lacks useful functionality

Cons

The price the fact it’s pretty basic it’s like the same thing as many others

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NE

Nonso E.

Project Manager

Financial Services

### "Clientary, most versatile management software."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 12, 2024

I am satisfied using this software with no regrets, it does everything that has to do with management for me perfectly which has helped increase productivity.

Pros

Its a versatile software that literally does everything that has to do with managing of all my projects work, adequate planning of my daily tasks, tracking the development of my project and tasks, managing of invoices and receipt issued to clients at work for me. Its so easy to set up and they render a very good customer care services. Less costly and its accessible. No glitch while using it.

Cons

I have nothing to like least about clientary, its been the perfect software for me.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

CA

Comfort A.

Secretary

Management Consulting

### "Managing clients data efficiently using Clientary."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

December 5, 2024

Pros

This software has made me to be good at my job as a secretary as i have used it to manage various clients efficiently. Great dashboard it has which consists of all the detailed activities. Its notification feature has kept me on track and up to date on various activities at work. I can get to monitor or track the various schedules and appointment of various meetings since i have been making use of this software. Its such a versatile and perfect software for me. Simple to use and affordable for me.

Cons

It does exactly what i was expecting it to do so i have no issue since i have been using this software.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

CT

Chima T.

Senior Engineer

Civil Engineering

### "A versatile software that makes management easy."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

November 27, 2024

Pros

This software is so versatile that it makes management of project, invoice, billing and task easy to do at once which makes it a unique platform for me. Its so easy to set up and accessible. Less costly which makes it a good platform with what it does for me. Its time tracking feature has helped me to easily monitor the development of the various project am into and to also help keep up to time on my various schedule.

Cons

Great features it got so i have not encounter any issue since using it to manage my projects.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

OO

Oreoluwa O.

Motion graphics designer

Animation

### "A review about the best online invoicing platform."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 26, 2024

It has been a great tool with the use of this application as it made invoice and payment generation a very simple process. Kudos to the developers for this.

Pros

It has the ability to track invoice and payments and generate professional-like invoices in no time. Easy to customize templates that allows customizations based on the needs of the business.

Cons

It has been a positive experience,no glitches or bugs experienced at all.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

IO

Isa O.

Professor - Entomologist

Education Management

### "My Views on Clientary Usage"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 19, 2024

Pros

I like that Clientary streamlines business processes such as project management, invoicing and time tracking.

Cons

Truth be told, Clientary barely pose any error while at work.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AI

Ayomide I.

Ux designer

Animation

### "An overview about clientary "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 15, 2024

The platform has given my project presentation and invoicing a professional outlook earning me praises even from externals and superiors.

Pros

The user interface is so simple and easy to navigate with features that makes project management looks like an abc process. The management of billing and invoice as related to each client by this platform as also been top-notch.

Cons

Every aspect is totally A+, there’s no feature that I dislike or is there any that I have a negative comment about.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

GE

Glory E.

Sales Manager

Plastics

### "A versatile software for billing and invoice management."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 14, 2024

Pros

I like almost all the features about this versatile software as i have used to manage invoices and bills issued to various clients. Its so simple to set up and it got a well detailed dashboard i can easily work with. Its project management feature has been helpful in managing various projects work and also tracking its development till its completed. Good customer care service they also render.

Cons

I have nothing to dislike about this software, Its been a life changing software for me.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

EN

Elizabeth N.

Accountant

Education Management

### "What I Comprehend ‘bout Clientary"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 26, 2024

Pros

Managing client relationships, creating estimates and proposals are made easy by Clientary. We have been able to maintain our brand entity through extensive customization of processes such as invoicing.

Cons

When I started using Clientary there was no free version.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

FC

Faith C.

Food and Beverage Supervisor

Hospitality

### "My Experience with Clientary in a Filled Survey"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 17, 2024

It is rapid and seamless to create and send proposals with Clientary.

Pros

The best aspect about Clientary is availability of project management, time tracking and invoicing in one place.

Cons

All has been perfect on my side when using Clientary at workplace.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/268615/Clientary/reviews/)

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