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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
Provider
Unbrew
Located In
United States
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Training
Documentation
Support
Email/Help Desk, Knowledge Base, Chat
Clientary is ideal for professional services businesses, especially accountants, architects, engineers, IT-service firms, consultants, law firms, and freelancers.
Content Source: Clientary
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Clientary Reviews
Pros
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.
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.
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.
An excellent program, as an important part of project management in our company, at a reasonable price and suitable for everyone.
Cons
To load the dashboard it takes sometimes 4-5 minutes which is very annoying.
First time use is little difficult to understand the dashboard.
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.
I have to actually right click > open in new tab. Not ideal on a laptop when you don't have a mouse.
"Clientary has it all in one product forming an impeccable masterpiece for controlling operations."
Overall: Clientary has bee. running the show for us and were a proud of the huge steps we took to bring this tenacious product onboard. Clientary has given us a digital office for managing all our operations including our clients. It has seen us streamline operations and keep everything running smoothly.
Pros: The invoicing function in Clientary help us draft and create very professional invoices in just a few seconds. It also has a superior client portal that help bring together clients contacts for easier tracking. Clientary collaboration workspace keep us all united and aligned to a common objectives during our projects.
Cons: There is no room for improvement for Clientary. Everything that could have been made better is already better so there hasn't been challenges.
"Customizable Client Portal: Clientary"
Overall: I am able to handle projects with budgets and track time automatically with this tool.
Pros: I like that Clientary automates client management, invoicing and payments in real-time.
Cons: I do not face any issue with Clientary when managing client workflows.
"Viable CRM tool for overseeing client data and effectively creating solicitations "
Pros: It may be a useful and accommodating device that helps with the administration of CRM and extend data. It streamlines the charging and invoicing strategy more than other innovations of a comparable nature. Extend and errand administration is made less demanding with this program. With Clientary's computerized signature work, archives are more secure and more reliable. Workflow is encouraged, and time and exertion are spared. We are able to screen everything in genuine time, be there at all times, and appraise distinctive stages based on our proposed methodology much appreciated by Clientary.
Cons: There are, in my conclusion, a number of alteration choices when it comes to envisioning client data. Indeed on the off chance that it doesn't happen regularly, some of the time it might take as well long for bills to be issued. The involvement of utilizing Clientary on a desktop computer contrasts incredibly with that on a portable gadget. Choices to produce gauges for prospects who are still exterior of the normal preparation are still missing.
"Why I Prefer Clientary for PSA"
Overall: Clientary has increased ROI by boosting productivity across our company departments.
Pros: Clientary saves time by automating workflow such as appointment scheduling and data entry.
Cons: Clientary has limited customization and lack some features such as video calling.
"What I Know bout Clientary "
Overall: Project and task management. Billing and invoicing automation.
Pros: Clientary automates invoicing and payments processes by creating professional looking invoices and paying vendors ahead of time.
Cons: Clientary has limited advanced features but it integrates with external apps.
